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refin_tech_infrastructure / Equity
- LAM 2FQ26: WFE outlook in line with our expectations and reflected in valuation. Neutral, $235 TP. by New Street Research
- AI in 2027; Intel’s turnaround; TSMC in 2026; Mobileye; Ericsson. Tech Weekly Wrap-up. by New Street Research
- Reconciling TSMC guide with total AI Infra. Spending in 2030, on a single slide by New Street Research
- Ericsson 4Q25: Strong topline beat and cost control; near-term growth and upside remain limited. SEK 100 by New Street Research
- KLA 2FQ26: Prudent WFE outlook. Neutral, $1,460 TP. by New Street Research
- Arm: Upgrade to buy. Smartphone creates an entry point while the datacenter outlook strengthens by New Street Research
- Cisco 2FQ26: thesis playing out: high single digit growth with AI and campus, margin expansion pauses. by New Street Research
- Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-up by New Street Research
- 4Q25: Beat and raise set to continue through 2027. Buy, $175 by New Street Research
- Nvidia beat, AMD 6GW deal, Citrini report, and more. Tech Weekly Wrap-up by New Street Research
- SoftBank 3FQ25:attractively priced quality assets; holding discount at decade low. Neutral, ¥5,250 TP by New Street Research
- Grasping the AI Infra buildout (I): Who builds what, for whom? by New Street Research
- Broadcom 1FQ26: Another strong evidence of strong growth beyond 2026. $420 TP by New Street Research
- Grasping the AI Infra buildout (V): How can frontier labs fund rising compute costs? by New Street Research
- Grasping the AI Infra buildout (VI): Who pays for all these Enterprise Cloud AI bills? by New Street Research
- Grasping the AI infra buildout (IX): How does the “tail effect” boost ROIC? by New Street Research
- Grasping the AI Infra buildout (XI): Can cloud revenues triple in 4 years? by New Street Research
- The Tech Infrastructure Quarterly Bible 3Q25 by New Street Research
- Grasping the AI Infra Buildout & GTC takeaways by New Street Research