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refin_tech_infrastructure / Equity
- Bible 2Q24 – Memory: COGS up, inventories down, gross margins up. Cycle thesis playing out. by New Street Research
- AMAT 3FQ24: Recovering growth offset by China normalizing. Expectations and valuation are full. by New Street Research
- AMD to acquire ZT Systems. Our Quick Take. by New Street Research
- Nvidia 2FQ25 preview: We expect reassuring signals next week. Buy, $148 TP. by New Street Research
- TSMC in 2025: the #1 growth driver won’t be AI! Buy, NT$ 1,300. by New Street Research
- Bible 2Q24 – Industrials: Recovering slowly by New Street Research
- Xiaomi’s EV, Auto & Industrial cycle, Uber/Cruise, and more. Tech Weekly Wrap-up by New Street Research
- Bible 2Q24 - Telecom Infrastructure: Past the bottom of the cycle by New Street Research
- Bible 2Q24 – Hyperscale & Cloud: capex up further; AI decelerates healthily; traditional infra recovers. by New Street Research
- Broadcom 3FQ24: AI demand remains strong; upcycle looming. Buy, $164 TP by New Street Research
- Bible 2Q24 – PCs: Hopes for an AI-PC refresh and inventories building up. 2025 at risk? by New Street Research
- Bible 2Q24 – Ride-sharing & Delivery: Growth, margin expansion, and strengthening leadership for Uber by New Street Research
- Taiwan Monthly Sales Recap: August 2024: Sales + 22% YoY by New Street Research
- OpenAI o1 to accelerate materially growth in AI infrastructure for inference by New Street Research
- Tesla Deliveries: China drives growth; steady share gains in the rest of the world by New Street Research
- Tesla: Deliveries return to YoY growth. by New Street Research
- Tesla: How to frame the Robotaxi Opportunity? by New Street Research
- Ericsson 3Q24: Networks recovering in US; near-record gross margins by New Street Research
- ASML 3Q24: Abrupt order slowdown confirms our concerns. by New Street Research
- TSMC in 2025 (II): We also expect a beat on margins Buy, NT$ 1,375 by New Street Research
- TSMC 3Q24: raising FY24 guide as GM approaches 60%. Top pick into 2025. Buy, NT$ 1,430 TP by New Street Research
- ASML crash, TSMC beat and raise, Wolfspeed lifeline, and more. Tech Weekly Wrap-up. by New Street Research
- Arm cancelling Qualcomm Architectural License. Posturing or early signs of an upcoming Armageddon? by New Street Research
- Tesla 3Q24: Margins improve despite continued pressure on pricing. Neutral, $240 TP by New Street Research
- Hynix, LAM, Besi, Tesla, Auto cycle, Enterprise AI, and more: Tech Weekly Wrap-up. by New Street Research
- Cisco 4FQ24: Inventories normalizing; order flow improving. Upgrade to Buy, $57 TP by New Street Research
- AI & Semicap in China, Cisco upgrade, AI PC, and more. The Tech Weekly Wrap-up by New Street Research
- Palo Alto Networks 4FQ24: platformization strategy already bearing fruits. Buy, $390 TP. by New Street Research
- Memory: Rigorous supply/demand discipline driving rapid gross margin recovery by New Street Research
- Wolfspeed 4FQ24: Steps in the right direction, but scale concerns remain. Neutral, $16 by New Street Research
- Bible 2Q24 – Semicap: Recovering growth offset by China normalizing. by New Street Research
- Nvidia 2FQ25: ROI controversy mis-framed by the sell side; Blackwell delay a non-issue. Buy, $143 TP. by New Street Research
- Blackwell delays, AI ROI, custom silicon, and more. Tech Weekly Wrap-up by New Street Research
- Bible 2Q24 – Autos: Semis at the trough of the cycle, while end demand slows by New Street Research
- TSMC: 3Q trending in line but room to beat next year by New Street Research
- Sovereign AI: Show me the money! by New Street Research
- Uber extending its partnership with Waymo. Further evidence our ADAScadabra thesis is playing out. by New Street Research
- The Tech Infrastructure Quarterly Bible 1Q24 by New Street Research
- Mobileye: What happened with Zeekr? Implications? by New Street Research
- Semicap sector update: 2025 rebound excessively anticipated. We stay on the sideline. by New Street Research
- LAM model update. Neutral, $88. by New Street Research
- Renewable energy forecasts increased again. Implications for technology infrastructure by New Street Research
- Wolfspeed: Funding concerns off the table. Fundamental view unchanged by New Street Research
- ASML 3Q24: Abrupt order slowdown confirms our concerns. Neutral, €725. by New Street Research
- TSMC 3Q24: raising FY24 guide as GM approaches 60%. Top pick into 2025. by New Street Research
- Besi: risk of a 2025 miss; secular growth story intact. Maintain Buy rating. €160 TP. by New Street Research
- Mobileye model update – reflecting slower supervision ramp and surround ADAS. Lowering target price to $26. by New Street Research
- Hynix 3Q24 – Margins expand despite temporary weakness in PCs and smartphone by New Street Research
- LAM 1FQ25: China set to decline; outlook for 2025still positive. Maintain Neutral, $84. by New Street Research
- Hyperscalers report this week – read across for Nvidia and AI Infrastructure by New Street Research