The Tech Infrastructure Quarterly Bible 1Q25

We publish today our comprehensive quarterly bible: 237 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.

Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, ...

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 5 names we followed last week, follow the link below.

Tier 2 AI capex, PC pull-ins, Cisco downgrade. 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 14 names we followed last week, follow the link below.

Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Rob...

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 29 names we followed last week, follow the link below.

Autos & Industrials, AI re-platforming, HBM, Tesla, Intel, LAM, and mo...

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 21 names we followed last week, follow the link below.

Mobileye 1Q25: legacy business healing, SuperVision adoption slow, imp...

Tariffs – How would a recession affect our coverage?

The tariffs announced by the Trump administration in the last two weeks have resulted in major swings in the stock market and broader concerns regarding the global economy. We developed a framework to understand the situation and interpret its daily evolution last week and follow up today with an initial perspective on potential macro implications.

Mobileye win at Volkswagen: Passenger ADAS flying lower, not higher, a...

Mobileye announced this morning its first design win for Surround ADAS: Volkswagen group. See the attached article for key facts, and our take.

The Tech Infrastructure Quarterly Bible 4Q24

We publish today our comprehensive quarterly bible: 240 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.

Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Week...

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 16 names we followed last week, follow the link below.

Mobileye partners with Lyft. Thoughts on the forming robotaxi competit...

TechCrunch reported yesterday that Lyft will debut Mobileye-powered robotaxis in Dallas as soon as 2026, with plans to expand to additional markets. Click on the link below for key facts and some thoughts on the forming robotaxi competitive landscape.

Mobileye 4Q24: 2025 will be another lost year Buy, $26 TP

Our top 4 picks for 2025 (+ 4 other ideas to consider)!

As usual, to start the year, we have pulled together our favorite ideas in our coverage for 2025. We have selected 4 names with our highest conviction, and we suggest 4 additional names for consideration that are more contrarian and riskier.

Mobileye 2024 CMD. Our 5 key take-aways

We attended Mobileye’s CMD in Munich this week.

Mobileye post 3Q24 model update

Mobileye 3Q24: reset for the long game in progress. Next catalysts: ad...

Mobileye reported 3Q24 yesterday.

Mobileye model update – reflecting slower supervision ramp and surroun...

We update our model ahead of earnings next week to reflect our latest perspective on Mobileye.

Gen AI big ideas series - Mobileye CEO Amnon Shashua - What can Gen AI...

We had a fantastic conversation with Amnon Shashua, CEO of Mobileye on the state of the ADAS market, with a focus on technology approaches, the role of generative AI, and its pros and cons.

Mobileye: What happened with Zeekr? Implications?

Mobileye reported 2Q24 yesterday.

The Tech Infrastructure Quarterly Bible 2Q24

We publish today our comprehensive quarterly bible: 224 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.