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refin_tech_infrastructure / Equity
- What makes a neo-cloud so special? Conversation with the CEO of together.ai by New Street Research
- ASML 2Q25 QT: Cautious tone on 2026 is justified. by New Street Research
- ASML: best positioned for 2026 in the Semicap pack. Upgrade to Buy, €790. by New Street Research
- Tesla 2Q25: Pricing stabilizing? FSD and robotaxi progressing. Buy, $465 by New Street Research
- Meta 2Q25: Replatforming overdrive. by New Street Research
- Arm 1FQ26: Royalty miss, cost pressure; long-term fundamentals unchanged. Neutral; $130 TP. by New Street Research
- SoftBank 1FQ25: Valuation gap largely filled. Long-term still attractive. ¥14,500 TP by New Street Research
- SoftBank and the U.S. government shoring up Intel? by New Street Research
- Could Broadcom XPUs ramp to 50% of infrastructure deployed by clients in 2027? by New Street Research
- Tesla CEO package: Outside of common norms, but sensible and credible by New Street Research
- Broadcom 3FQ25: ASIC adoption accelerating at Google, Meta & OpenAI. Buy, $400 TP by New Street Research
- The Tech Infrastructure Quarterly Bible 2Q25 by New Street Research
- SoftBank Group: Holding Discount at Decade Low - downgrade to Neutral by New Street Research
- Ericsson: Profitability improves despite muted market by New Street Research
- Robotaxis: Why isn’t Waymo ramping faster? by New Street Research
- Tesla 3Q25: Key catalysts on track. Buy, $520 by New Street Research
- Nvidia: Did Jensen guide 2026 >50% above consensus? by New Street Research
- Arista 3Q25: 2026 growth guide prudently held; upside likely. Buy, $156 TP. by New Street Research
- SoftBank 2FQ25: divesting Nvidia to fund OpenAI investment. Maintain Neutral, ¥21,000 TP. by New Street Research
- Waymo’s latest datapoints: 10x growth in 2 years? Implications. by New Street Research
- Ericsson 2Q25: FX and ex-US weigh on revenues. We remain on the sidelines. by New Street Research
- ASML 2Q25: Cautious tone on 2026 is justified. Maintain Neutral, €680 Target Price. by New Street Research
- Hynix 2Q25: Pressure on HBM pricing and margins still far from being around the corner by New Street Research
- LAM 4FQ25: China drives beat. We are cautious. Neutral, $105 Target Price. by New Street Research
- KLA 4FQ25: optimistic on 2026; we are cautious. Neutral, $980 Target Price. by New Street Research
- Arista 2Q25: 2025 growth guide raised to mid-20%, in line with our mid-term forecast. Buy, $154 TP. by New Street Research
- Cisco 4FQ25: Cyclical recovery played out; healthy but slowing outlook. Neutral, $70 TP by New Street Research
- The Tech Infrastructure Quarterly Bible 1Q25 by New Street Research
- ASML investing in Mistral – Strategic core or distraction? by New Street Research
- Is Broadcom XPUs set to capture 45% of OpenAI infrastructure deployment in 2H26? by New Street Research
- Arista 2025 CMD: why we see upside to both the 2026 and long-term guides. by New Street Research
- Tesla 3Q25 preview: pull-forward drives beat; resulting 4Q air-pocket in expectations by New Street Research
- Tesla 3Q25 Deliveries: pull-forward drives beat by New Street Research
- Semicon West: 2026 outlook? Does AI drive growth? DRAM architectures? Chinese competition? And more. by New Street Research
- ASML 3Q25: 2026 outlook uncertain. Maintain cautious view. Neutral, €850 Target Price. by New Street Research
- LAM 1FQ26: China and HBM drive beat. Maintain cautious view on 2026. $140 Target Price. by New Street Research
- KLA 1FQ26: AI deals not driving a material increase in 2026 WFE. Maintain Neutral, $1,230 Target Price. by New Street Research
- Arm 2FQ26: Royalty beat; cost pressure; long-term fundamentals unchanged. Neutral; $145 TP. by New Street Research
- Cisco 1FQ26: Potential upside from AI and campus refresh, but we are at all-time highs. Neutral, $78 TP by New Street Research
- Broadcom 4FQ25: AI momentum confirmed; 2027 visibility gets into expectations. $420 TP by New Street Research