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ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
12/02/25 December 2, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
12/01/25 December 1, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
AMS AMS AG ... (+11)

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

IFX INFINEON TECHNOLOGIES AG
AMS AMS AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NOKIA NOKIA OYJ
00992 LENOVO GROUP LIMITED
SOI SOITEC SA
AAPL APPLE INC.
09888 BAIDU INC
XIAOMI XIAOMI CORP
11/24/25 November 24, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
11/03/25 November 3, 2025 1 EN
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
NOKIA NOKIA OYJ
10/30/25 October 30, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
ALV AUTOLIV INC. ... (+6)

AI spending, Auto Cycle, Semicap in 2026, and more, our Weekly wrap-up...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week, follow the link below.

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
ERIC-B ASML HOLDING NV
ERICB EU ERICSSON LM-B SHS
10/22/25 October 22, 2025 1 EN
Emira Sagaama ... (+3)
  • Emira Sagaama
  • Robert Jan Vos
  • Thomas Zlowodzki
PUB PUBLICIS GROUPE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
10/15/25 October 15, 2025 1 EN
Emira Sagaama ... (+3)
  • Emira Sagaama
  • Robert Jan Vos
  • Thomas Zlowodzki
PUB PUBLICIS GROUPE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
10/15/25 October 15, 2025 1 FR
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
10/15/25 October 15, 2025 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
10/15/25 October 15, 2025 1 FR
ABGSC Telecom Equipment Research ... (+4)
  • ABGSC Telecom Equipment Research
  • Daniel Thorsson
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
10/14/25 October 14, 2025 1 EN
Julian Dobrovolschi
  • Julian Dobrovolschi
ENX EURONEXT NV
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.
10/14/25 October 14, 2025 1 EN
Julian Dobrovolschi
  • Julian Dobrovolschi
ENX EURONEXT NV
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.
10/14/25 October 14, 2025 1 FR
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
10/14/25 October 14, 2025 1 EN
Maissa Keskes ... (+2)
  • Maissa Keskes
  • Stephane Houri
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
10/14/25 October 14, 2025 1 FR
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
10/14/25 October 14, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
ERIC-B ERICSSON LM-B S...

Ericsson: Profitability improves despite muted market

Ericsson reported 3Q25 this morning. Please click the link below for our take on the print

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ERIC-B ERICSSON LM-B SHS
10/14/25 October 14, 2025 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
10/08/25 October 8, 2025 1 EN
ABGSC Telecom Equipment Research ... (+3)
  • ABGSC Telecom Equipment Research
  • Øystein Elton Lodgaard
  • Simon Granath
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
09/22/25 September 22, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ERIC B Telefonaktiebol...
TSLA TESLA INC ... (+22)

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.

ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
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
09/12/25 September 12, 2025 1 EN
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