Back to the main directory
refin_tech_infrastructure / Equity
- iPhone monster demand cannot be secular – brace for a 12S downcycle. Downgrade to sell, $90 TP. by New Street Research
- Bible 1Q21: Cloud infrastructure – CPU demand to rebound in 2Q21 by New Street Research
- WeWork: Updated thoughts as the company re-approaches equity markets by New Street Research
- Airspan coverage initiation: The Open RAN and Alternative RAN opportunities. Buy Rating (SPAC Ticker NBA), $18 target price. by New Street Research
- Tech Weekly Wrap-up July 23rd: Shift in semi secular growth, iPhone super cycle, supply constraints, IT spending. What we learned in our first week of earnings. by New Street Research
- Arista 2Q21: Broad-based demand and solid execution amid challenging supply chain. by New Street Research
- Nvidia 2FQ22: limited crypto headwind, continued strength in Gaming & DC. Neutral, $175 TP. by New Street Research
- Hot Chips 2021: What’s new in the realm of chip design? by New Street Research
- Tech Infrastructure Bible 2Q21 by New Street Research
- SoftBank Group: What could the next buyback program look like? by New Street Research
- Micron 4FQ21 Take-aways by New Street Research
- Reading the future of the foundry market in GlobalFoundries’ F-1 by New Street Research
- Apple cutting iPhone 13 production target. Our quick take. by New Street Research
- Tesla Model Update by New Street Research
- Ericsson 3Q21: 5G momentum slowing; margins expanding by New Street Research
- Tesla: Escape Velocity. Increase Target Price to $1,298 by New Street Research
- Semicap: implications of Intel’s capex hike for WFE by New Street Research
- AMD 3Q21: share up in servers, stable in PCs. Expectations remain at risk. Sell, $80 TP. by New Street Research
- CPU shares in 3Q21: Desktops stable, AMD gains 2pts in Notebooks & Servers by New Street Research
- Rivian: Expect a great start… but also a low ceiling by New Street Research
- Infineon 4FQ21: strong momentum persists, improving profitability profile becoming more visible. by New Street Research
- Grab 3Q21: mobility impacted by lockdowns, but poised for a strong recovery as economies reopen by New Street Research
- Nvidia 3FQ22: Strong quarter, but no near-term catalysts for further re-rating. Neutral, $270 TP. by New Street Research
- Arista 1Q21: Beat and 2021 guide-up despite constraints by New Street Research
- Bible 1Q21: Industrials – renewable energy momentum accelerating by New Street Research
- TSMC Tech Symposium 2021: leading edge capacity plans, yield improvements, EUV, and nanosheets by New Street Research
- The Tech Infrastructure Quarterly Bible 1Q21 by New Street Research
- 5 quick thoughts after our conversation with SoftBank Group CFO Yoshimitsu Goto by New Street Research
- Tesla autopilot subscription: Could 75% of the value of the car industry eventually migrate to software subscription? by New Street Research
- Apple 3FQ21: iPhone 12 super-cycle continues to drive monster demand… drying down demand for 2022. by New Street Research
- What Does Access Line Transaction Mean For Cable, Apollo and Lumen? by New Street Research
- Is Tesla in A.I. where it was in EVs 10 years ago? by New Street Research
- SoftBank Group: Yesterday’s transaction with Deutsche Telekom put into perspective. by New Street Research
- Apple just launched iPhone 13. Our quick take. by New Street Research
- Semiconductors: Time to talk cycle again, part IV: Downgrading Semicap to Neutral; positive TSMC by New Street Research
- ASML 2021 CMD quick take: high-end of the guide now the low end, as we expected. Neutral, €660 by New Street Research
- IDC 3Q21 PC report: shipments slowing in some mature markets by New Street Research
- Uber: Read-across from JustEat 3Q21 earnings by New Street Research
- AMD model update by New Street Research
- ASML 3Q21 – Minor short-term downside, off full expectations. Neutral, €660 Target Price by New Street Research
- Intel 3Q21: Kitchen sink of the century by New Street Research
- Tech Weekly Wrap-up October 22nd: Intel kitchen sink, softer PCs demand, semicap strong but ‘peakish’, Tesla achieving Escape Velocity by New Street Research
- Intel Innovation Day: 3 short sequences worth watching by New Street Research
- SoftBank Group: ¥1tr buyback by New Street Research
- AMD Accelerated Data Center Premiere. Our quick take. by New Street Research
- Aeva 3Q21: On track for the first of many volume production deployments with Plus. Buy, $18 TP. by New Street Research
- Apple: Are share gains in China a threat to our bear case for 2022 iPhone shipments? by New Street Research
- New Street Research / BCG 5G Conference Takeaways by New Street Research
- Micron 2FQ21 Earnings QT by New Street Research
- ASML 1Q21 – outlook confirms our €30bn 2025 revenue thesis by New Street Research