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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
NXPIN NXP Semiconduct... ... (+13)

Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...

Today, we are publishing the Automotive section of our 29th 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. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...

IFX INFINEON TECHNOLOGIES AG
NXPIN NXP SEMICONDUCTORS NV
DAI DAIMLER AG
TSLA TESLA INC
ON ON SEMICONDUCTOR CORPORATION
F FORD MOTOR COMPANY
MG/CN MAGNA INTERNATIONAL INC.
MELE MELEXIS NV
GM GENERAL MOTORS COMPANY
STM STMICROELECTRONICS NV
CON CONTINENTAL AG
VOW VOLKSWAGEN (VOW GR)
Z29 029 GROUP SE
12/08/25 December 8, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
EN BOUYGUES SA
SZG SALZGITTER AG
CDR CD PROJEKT S.A.
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
HAL HAL TRUST
VOE VOESTALPINE AG
ACX ACERINOX SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
SHL SIEMENS HEALTHINEERS AG
ATCO A ATLAS COPCO AB
11/27/25 November 27, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
EN BOUYGUES SA
SZG SALZGITTER AG
CDR CD PROJEKT S.A.
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
HAL HAL TRUST
VOE VOESTALPINE AG
ACX ACERINOX SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
SHL SIEMENS HEALTHINEERS AG
ATCO A ATLAS COPCO AB
11/27/25 November 27, 2025 1 FR
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/27/25 November 27, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/27/25 November 27, 2025 1 FR
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
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
AMAT Applied Materia... ... (+14)

AMD, CoreWeave, Autos & 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 names we followed last week, follow the link.

IFX INFINEON TECHNOLOGIES AG
AMAT APPLIED MATERIALS INC.
DTE DEUTSCHE TELEKOM AG
6758 SONY CORPORATION
00700 TENCENT HOLDINGS LTD.
CSCO CISCO SYSTEMS INC.
AMD ADVANCED MICRO DEVICES INC.
VOD VODAFONE GROUP PLC
9434 SOFTBANK
2357 TT ASUSTEK COMPUTER
981 SEMICONDUCTOR MANUFACTURING
LAZR LUMINAR TECHNOLOGIES INC (A)
GFS GLOBALFOUNDRIES INC
CRWV COREWEAVE INC
11/17/25 November 17, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
IFX INFINEON TECHNOLOGIES AG
11/14/25 November 14, 2025 1 EN
Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Boumans
IFX INFINEON TECHNOLOGIES AG
EDEN EDENRED SA
RR. ROLLS-ROYCE HOLDINGS PLC
CA CARREFOUR SA
FORTUM FORTUM OYJ
KBC KBC GROUP N.V.
FHZN FLUGHAFEN ZURICH AG
MRK MERCK KGAA
HOT HOCHTIEF AG
EOAN E.ON SE
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
UTG UNITE GROUP PLC
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
STR STRABAG SE
BNR BRENNTAG SE
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DHER DELIVERY HERO SE
SHL SIEMENS HEALTHINEERS AG
MRNA MODERNA INC.
AGN AEGON N.V.
11/13/25 November 13, 2025 1 EN
Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Boumans
IFX INFINEON TECHNOLOGIES AG
EDEN EDENRED SA
RR. ROLLS-ROYCE HOLDINGS PLC
CA CARREFOUR SA
FORTUM FORTUM OYJ
KBC KBC GROUP N.V.
FHZN FLUGHAFEN ZURICH AG
MRK MERCK KGAA
HOT HOCHTIEF AG
EOAN E.ON SE
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
UTG UNITE GROUP PLC
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
STR STRABAG SE
BNR BRENNTAG SE
HLAG HAPAG-LLOYD AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DHER DELIVERY HERO SE
SHL SIEMENS HEALTHINEERS AG
MRNA MODERNA INC.
AGN AEGON N.V.
11/13/25 November 13, 2025 1 FR
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/13/25 November 13, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/13/25 November 13, 2025 1 FR
Pierre FerraguÊ
  • Pierre FerraguÊ
IFX INFINEON TECHNOLOGIES AG
11/12/25 November 12, 2025 1 EN
Marc Lavaud ... (+3)
  • Marc Lavaud
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MUV2 MUNICH REINSURANCE COMPANY
EOAN E.ON SE
RWE RWE AG
BAYN BAYER AG
SLHN SWISS LIFE HOLDING AG
BA. BAE SYSTEMS PLC
LEG LEG IMMOBILIEN AG
YPSN YPSOMED HOLDING AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
POST OSTERREICHISCHE POST AG
BNR BRENNTAG SE
HAG HENSOLDT AG
11/12/25 November 12, 2025 1 EN
Marc Lavaud ... (+3)
  • Marc Lavaud
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MUV2 MUNICH REINSURANCE COMPANY
EOAN E.ON SE
RWE RWE AG
BAYN BAYER AG
SLHN SWISS LIFE HOLDING AG
BA. BAE SYSTEMS PLC
LEG LEG IMMOBILIEN AG
YPSN YPSOMED HOLDING AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BNR BRENNTAG SE
HAG HENSOLDT AG
11/12/25 November 12, 2025 1 FR
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/12/25 November 12, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/12/25 November 12, 2025 1 FR
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/10/25 November 10, 2025 1 EN
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
IFX INFINEON TECHNOLOGIES AG
11/10/25 November 10, 2025 1 FR
Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Martin Marandon-Carlhian
  • Stephane Houri
V1S ARKEMA
IFX INFINEON TECHNOLOGIES AG
DGE DIAGEO PLC
ZURN ZURICH INSURANCE GROUP LTD
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
ACKB ACKERMANS & VAN HAAREN NV
AMS AMADEUS IT GROUP SA CLASS A
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
RMV RIGHTMOVE PLC
HAG HENSOLDT AG
DTG DAIMLER TRUCK
ZGN ERMENEGILDO ZEGNA NV
11/10/25 November 10, 2025 1 EN
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