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refin_tech_infrastructure / Equity
- KLA 1FQ25: positive 2025 outlook, but expectations and valuation are full. Neutral, $715. by New Street Research
- Mobileye 3Q24: reset for the long game in progress. Next catalysts: additional design wins. Buy, $26 TP. by New Street Research
- Technology Infrastructure Earnings Wrap-up – Week ending November 1st by New Street Research
- Arm 2FQ25: industrial recovery pushed out. Overall momentum strong. Maintain Neutral; $115. by New Street Research
- Semicap in 2025: All the headwinds the Street ignores by New Street Research
- SoftBank 2FQ24: strong Vision Fund performance; valuation remains attractive. by New Street Research
- Tokyo Electron 2FQ25: China declining; 2025 outlook still positive; we are cautious. Neutral, ¥24,300. by New Street Research
- AMAT 4FQ24: Headwinds into 2025. Maintain cautious view. Neutral, $205. by New Street Research
- China AI capex, Semicap in 2025, Auto & Smartphone cycles, and more. Tech weekly wrap-up by New Street Research
- Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone missed & we see further downside. by New Street Research
- Palo Alto Networks 1FQ25: Platformization progressing and going mainstream. Buy, $410 TP. by New Street Research
- Dell miss and guide down. Implications for our coverage. by New Street Research
- Soitec: Poised for growth following the inventory correction. Buy, €130 by New Street Research
- Waymo expanding without Uber in Miami? The stock misread the development! by New Street Research
- Mobileye post 3Q24 model update by New Street Research
- Taiwan Monthly Sales Recap: November Sales +12% YoY (+4% Ex AI) by New Street Research
- Bible 3Q24 – Ride-sharing & Delivery: Demand growth unabated, investment thesis playing out in full. by New Street Research
- Auto and Industrial semis in 2025 – a health check in 5 questions by New Street Research
- 35 Meetings in Taiwan, Korea & Japan Dec 2-12th Our top takeaways by New Street Research
- SoftBank investing $100bn in AI in the U.S.? Our take. by New Street Research
- Bible 3Q24 – Industrials: Bouncing Along the Bottom; Glimpses of a 2025 Recovery. by New Street Research
- Autos, Industrials, Smartphone and PCs Semis in 2025, a health check by New Street Research
- Palo Alto Networks Model Update Post Stock Split by New Street Research
- OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model. by New Street Research
- Our top 4 picks for 2025 (+ 4 other ideas to consider)! by New Street Research
- Infineon 4FQ24 Preview: Positive momentum despite the macro. Buy, €45. by New Street Research
- Uber 3Q24: Booking slowdown is good news: declining passed-through costs, i.e. better margins & demand by New Street Research
- Silicon carbide Maelstrom. Our quick thoughts by New Street Research
- Arista 3Q24: 2025 & mid-term guidance falls short, but we expect Arista to beat it comfortably. by New Street Research
- Taiwan Monthly Sales Recap: October 2024: Sales +14% YoY (AI +21%, ex AI +5%) by New Street Research
- Tokyo Electron 2FQ25 Quick Take: China declining; 2025 outlook still positive; we are cautious. Neutral, ¥24,300. by New Street Research
- Cisco 1FQ25: Order growth accelerating, momentum on multiple fronts. Buy, $64 TP by New Street Research
- ASML 2024 CMD: What did we learn? by New Street Research
- Tesla: early thoughts on FSD v12.5.6.3 and the upcoming v13 by New Street Research
- Soitec 1FH25: Inventory correction progressing as planned by New Street Research
- Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & the Multi-Chip-Module revolution by New Street Research
- Bible 3Q24 – Semicap: 2025 expectations are too high by New Street Research
- Arista Model Update Post Stock Split by New Street Research
- OpenAI o1 & Pro subscription. Our quick thoughts. by New Street Research
- Smartphones & PCs in 2025 – a health check in 10 slides. by New Street Research
- Bible 3Q24: Enterprise IT – Legacy recovery sustains; SaaS stabilizes; Cloud remains healthy, boosted by AI by New Street Research
- Mobileye 2024 CMD. Our 5 key take-aways by New Street Research
- Bible 3Q24: Telecom Infrastructure - Timid recovery, positive margin trends by New Street Research
- Broadcom 4FQ24: Begun, the ASIC Wars have. Buy, $245 TP by New Street Research
- Memory in 2025: The fastest growing and most overlooked COGS of AI by New Street Research
- Bible 3Q24 – Foundries: TSMC outperforming on all fronts by New Street Research
- Micron 1FQ25: DRAM playing out as expected; NAND negative surprise doesn’t derail thesis. Buy $145 TP. by New Street Research
- The Tech Infrastructure Quarterly Bible 3Q24 by New Street Research
- Tesla in 2025 - many positive catalysts. Upgrade to Buy. $460 Target Price by New Street Research
- Chinese WFE imports almost doubled MoM in December. Our take. by New Street Research