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- Hynix 4Q24 – Short term, non-datacenter and mostly NAND weakness won’t derail 2025 by New Street Research
- Silicon carbide: Growth, Chinese competition, prices, etc. Takeaways from Our Call with Yole Research by New Street Research
- ASML 4Q24: Strong rebound in orders, but downside risk persists for 2025. Neutral, €720. by New Street Research
- Microsoft 2FQ25: core Azure growth disappoints, AI momentum encouraging. Buy $550TP by New Street Research
- LAM 2FQ25: NAND recovery fully reflected in expectations. Neutral, $84 Target Price. by New Street Research
- Microsoft 2FQ25: core Azure growth disappoints, AI momentum encouraging. Buy $550TP by New Street Research
- Arm 3FQ25: Weak smartphone cycle; stalling V9 penetration, strong CCS momentum. Neutral; $120 TP. by New Street Research
- Mobileye partners with Lyft. Thoughts on the forming robotaxi competitive landscape. by New Street Research
- Cisco 2FQ25: Recovery playing out. What’s next? Buy, $75 TP by New Street Research
- Broadcom 1FQ25: AI datacenter custom chips gaining traction Buy, $245 TP by New Street Research
- The Tech Infrastructure Quarterly Bible 4Q24 by New Street Research
- SoftBank investing $40bn in OpenAI: Our take. by New Street Research
- Ericsson 1Q25: Market Stabilizing; Record Margins; Limited Tariff Impact by New Street Research
- ASML 1Q25 QT: FY25 guide maintained despite tariff uncertainty. We are cautious. by New Street Research
- The token is the new transistor… on steroids – Facts & implications by New Street Research
- Mobileye 1Q25: legacy business healing, SuperVision adoption slow, important win with Uber. Buy, $20 TP. by New Street Research
- KLA 3FQ25: strong quarter & guide. Tariff risks keep us cautious. Neutral, $710 Target Price. by New Street Research
- Chinese Lithography: Recent newsflow confirms it is 15-20 years behind by New Street Research
- Arm 4FQ25: Disappointing FY26 outlook and raising costs; fundamentals unchanged. Neutral; $120 TP. by New Street Research
- SoftBank 4FQ24: GenAI end-to-end portfolio shaping up. Attractive Valuation. by New Street Research
- Auto semi: Our cyclical thesis is playing out across the board by New Street Research
- SoftBank: early exposure to OpenAI at a 60% discount. Buy, ¥11,200 Target Price. by New Street Research
- Are Biotechnologies heading towards a zero-shot future? Key insights from the CEO of Generate:Biomedicines by New Street Research
- The Tech Infrastructure Quarterly Bible 1Q25 by New Street Research
- Microsoft vs. OpenAI: Implications for investors? by New Street Research
- Ericsson 4Q24: record gross margin but higher opex weighs on EBIT. Maintain Neutral rating by New Street Research
- ASML 4Q24 QT: Strong rebound in orders, but downside risk persists for 2025 by New Street Research
- Tesla 4Q24: All eyes on FSD and robotaxi progress. Buy, $465 by New Street Research
- Mobileye 4Q24: 2025 will be another lost year Buy, $26 TP by New Street Research
- KLA 2FQ25: strong quarter & guide, but limited upside in 2025. Neutral, $755 Target Price. by New Street Research
- Soitec 3FQ25: Auto & Industrial cycle hits as mobile recovers by New Street Research
- Uber 4Q24: healthy, strong underlying growth ahead. Robotaxi strategy aligned with our views. Buy, $100 TP. by New Street Research
- SoftBank 3FQ24: Where to find the next $65bn? by New Street Research
- Arista 4Q24: 2025 guide misses, but should be beaten again, eventually. Buy, $125 TP. by New Street Research
- SoftBank buying Ampere: Masa’s next Gig shaping up by New Street Research
- Tesla: Bad quarter in expectations. Will be the trough, expect a good recovery beyond by New Street Research
- Tesla 1Q25 Deliveries: First quarter likely a trough; multiple drivers of sequential growth beyond by New Street Research
- Tariffs – How would a recession affect our coverage? by New Street Research
- Tariffs & Broadcom: the baseline & what’s next: by New Street Research
- Hynix 1Q25 – sneak peak into the upcoming HBM run by New Street Research
- Waymo & Toyota partner in driverless & consumer AVs. Our take by New Street Research
- Meta 1Q25 - Meta and the great re-platforming: guide increased for capex, lowered for expenses by New Street Research
- Arista 1Q25: 2025 guide prudently maintained amid macro uncertainty. AI programs on track. Buy, $105 TP. by New Street Research
- Tariffs: UK & China deals – our quick update on recent developments by New Street Research
- Cisco 3FQ25: Recovery played out; stock in a good place. Wait for the next entry point. Neutral, $70 TP by New Street Research
- OpenAI buying out John Ive’s io Don’t underestimate the move by New Street Research
- Broadcom: 2026 visibility improving, driven by inference. Buy, $280 TP by New Street Research
- Double-clicking on AI growth in 2026 – The ramp of ASICs by New Street Research
- How profitable is AI Cloud? Diving into the disclosures of Microsoft by New Street Research