reports
- ABGSC Telecom Equipment Research
- Daniel Thorsson
- Øystein Elton Lodgaard
- Simon Granath
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Maissa Keskes
- Stephane Houri
- Maissa Keskes
- Stephane Houri
- ABGSC Telecom Equipment Research
- Øystein Elton Lodgaard
- Simon Granath
- Pierre FerraguÊ
- ABGSC Telecom Equipment Research
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Equipment Research
- Øystein Elton Lodgaard
- Simon Granath
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q25
We publish today our comprehensive quarterly bible: 229 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides. Please follow the link below for more details.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Pierre FerraguÊ
Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...
Today, we are publishing the Telecom Infrastructure section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Øystein Elton Lodgaard
- Simon Granath
- Pierre FerraguÊ
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Pierre FerraguÊ
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.