AMD DC GPUs, Arista 2026 guide, Ride-Sharing & Delivery, Autos & Indus...

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 below.

Aeva: suspension of coverage.

The Tech Infrastructure Quarterly Bible 2Q23

We publish this morning our comprehensive quarterly bible: 199 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.

Tokyo Electron bullish semicap, GPU supply constraints, Lyft, smartpho...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.

Aeva 2Q23: Strengthening relationship with a top 10 auto OEM; Expandin...

The Tech Infrastructure Quarterly Bible 1Q23

We publish this morning our comprehensive quarterly bible: 192 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:

SiC constraints & grande maneuvers, Pain in optics, Past the trough in...

Aeva 1Q23: FMCW gaining traction. Buy, $2.7 TP.

Aeva reported 1Q23 yesterday.

Aeva 4Q22: continued steps foward. Buy, $3.6 TP.

The Tech Infrastructure Quarterly Bible 4Q22

We publish this morning our comprehensive quarterly bible: 174 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 5 slides.

The Tech Infrastructure Quarterly Bible 3Q22

We publish this morning our comprehensive quarterly bible: 170 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 in 5 slides: The Bible presents our latest views on the semiconductor cycle and how we see the industry positioned for 2023.

Aeva 3Q22: strong interest for Aries II, but broader lidar enabled aut...

The Tech Infrastructure Quarterly Bible 2Q22

We publish this morning our comprehensive quarterly bible: 182 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 in 21 slides: • In PCs: demand is now weakening across the board with the beginning of a deterioration in demand in high-end and in commercial; a CPU inventory correction at OEMs is now in full swing. • Smartphone demand is deteriorating in t...

The Tech Infrastructure Quarterly Bible 1Q22

We publish this morning our comprehensive quarterly bible: 164 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. This quarter was in our view particularly telling for those wondering how the next cycle will play out: In Industrials and Autos, we see early signs of a peak, with inventories rebuilding and semi revenues as a percentage of end-product revenues multiple standard deviations above trend. In PCs and Smartpho...

SiC & Renewables accelerating, Uber outperforming Lyft, Auto OEMs suff...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week.

Aeva 1Q22: Building momentum across the board. Lower TP to $9 to refle...

Aeva reported 1Q22 yesterday.

Aeva FMCW lidar supported on Nvidia Drive. Our Quick Take.

Aeva and Nvidia announced this morning that the Aeries 4D lidar sensors are now supported on the Nvidia Drive Vehicle Platform platform. Our take.

Digital transformation accelerating, PC backlog normalizing, unabated ...

As always, during earnings season, we start on Mondays with a wrap-up of what happened in the previous week. For our main takes summarized on a single slide, and a few words for each of the 13 names we followed last week.

Aeva 4Q21: Progress towards volume production and deployments in 2024....

Aeva reported 4Q21 last night.

Aeva 3Q21: On track for the first of many volume production deployment...

Dear all, Aeva reported 3Q21 last night. Below our quick take on the print. Aeva 3Q21: On track for the first of many volume production deployments with Plus. Buy, $18 TP. Pierre.