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refin_tech_infrastructure / Equity
- Broadcom 1FQ21 – Strong quarter, highlighting the quality of its semiconductor franchises. Buy, $570 by New Street Research
- Intel just launched Ice Lake SP. Our quick take. by New Street Research
- Tech Weekly Wrap-Up November 26th: PCs: Commercial strong, low-end normalizes, optimism on 2022. IT spending recovery continues. by New Street Research
- Intel re-listing Mobileye: Our quick take. by New Street Research
- Bible 3Q21: Cloud infrastructure – Monster year ahead; Intel recovering only slowly by New Street Research
- Micron 1FQ22 Take-aways by New Street Research
- Bible 3Q21: Industrials – strong momentum despite shortages and strong 2022 outlook by New Street Research
- Bible 3Q21: Service Providers – 5G momentum set to continue in 2022, but the peak looms. by New Street Research
- TSMC 4Q21 Earnings – Our thesis is playing out in full, stronger and longer. by New Street Research
- TSMC in 2022: Capex first, cash returns next by New Street Research
- Tesla in 2022: Escape Velocity. by New Street Research
- ASML 4Q21 QT – 2022 set to be another strong year, but expectations are full. Neutral, €660 Target Price. by New Street Research
- How to play the Cloud build-out? by New Street Research
- Ericsson 4Q21 QT: C-Band rollouts and share gains drive strong momentum. by New Street Research
- Ericsson 4Q21: C-Band rollouts and share gains drive strong momentum. by New Street Research
- Samsung 4Q21: strong demand outlook, supply tight: solid set-up for Memory stocks in 2022. by New Street Research
- Apple 1FQ22: No signs of slowing iPhone demand. We drop our sell recommendation and increase target price to $165. by New Street Research
- Tech Weekly Wrap-Up Jan 28th: Margin expansion in memory, Cloud build-out, SiC accelerating, Tesla, Apple, Semicap, 5G by New Street Research
- Nokia 4Q21 – Verizon weighing on results, but long-term guide reflects full turnaround by New Street Research
- Infineon 1FQ22: strong momentum, backlog of >€30bn, improving profitability profile. Buy, €50 Target Price. by New Street Research
- Tech Weekly Wrap-Up February 4th: Further evidence of the 2022 cloud build-out, EV momentum accelerates, 5G peak approaching, Infineon, AMD, Nokia by New Street Research
- TSMC January Sales: strong set-up for record 2022 by New Street Research
- Bible 4Q21: Smartphones: 5G adoption in the high-end driving semi revenues growth by New Street Research
- Arista 4Q21: Cloud build-out confirmed, accelerating share gains in Enterprise. Buy, increase TP to $150. by New Street Research
- Nvidia 4FQ22: Strong quarter, crypto winter risk remains. Neutral, $255 TP. by New Street Research
- Wolfspeed: Increasing long-term demand ahead of the ramp of the Mohawk facility. by New Street Research
- The Tech Infrastructure Quarterly Bible 3Q21 by New Street Research
- Bible 3Q21: PCs – Commercial strong, low-end normalizes; Optimism about 2022 remains. by New Street Research
- Bible 3Q21: Leading Edge Semis & Semicap Equipment – Spending peak approaching, although not in 2021! by New Street Research
- Intel Alder Lake-H and AMD Rembrandt launch. Our quick take. by New Street Research
- Tesla 4Q21 Deliveries: monster beat, Tesla above 1.2m run-rate. Buy, TP $1,580 by New Street Research
- Apple: first indications of iPhone demand slowing? Is our thesis playing out and should we brace for more? by New Street Research
- Bible 3Q21: Enterprise IT – Growth slowing, but demand exceeds supply and sets a positive outlook by New Street Research
- Uber & Grab in 2022: Is the market going to recognize software-like fundamentals and growth this year? by New Street Research
- TSMC 4Q21 QT – Our thesis is playing out in full, stronger and longer. by New Street Research
- Apple 1FQ22: what to expect next week for iPhone? Sell, $105 TP. by New Street Research
- ASML 4Q21 – 2022 set to be another strong year, but expectations are full. Neutral, €660 Target Price. by New Street Research
- Meta’s latest A.I. Research SuperCluster - Our quick take. by New Street Research
- China in silicon carbide: What’s the risk to western manufacturers? by New Street Research
- Wolfspeed 2FQ22 – Design-in momentum accelerating. Wolfspeed positioned to be a leader in SiC. Buy $144 by New Street Research
- Tesla 4Q21: comfortable GM beat, $2.8bn FCF, 4680 structural battery pack ramping in 1Q22. Buy, $1,580. by New Street Research
- SK Hynix 4Q21: Memory thesis playing out. Market set for strong margin expansion by New Street Research
- AMD 4Q21: Another strong quarter; exceptionally strong 2023 guidance - we remain more prudent. by New Street Research
- Nokia 4Q21 – Verizon weighing on results, but long-term guide reflects full turnaround by New Street Research
- Cloud capex going through the roof – evidences and implications by New Street Research
- SoftBank 3FQ21: ARM IPO confirmed; efficient buyback; good Vision Fund performance; strong leverage to NAV by New Street Research
- SoftBank Group: down 50% in the last 12 months. How can it double back up in the next 12? by New Street Research
- Tech Weekly Wrap-Up February 11th: Accelerating momentum in Renewables, strong SiC outlook, signs of easing capacity in Foundry, Uber, SoftBank Group. by New Street Research
- Nvidia off the table? Looking at the IPO alternative for ARM by New Street Research
- Cisco 2FQ22: Momentum on all fronts; supply constraints impact near-term revenue and margins by New Street Research