N. Baratte - TechStock01
Nicolas Baratte - TechStock01I'm Nicolas Baratte, Tech equity analyst for 25 years, focusing on Tech, Semi, Hyperscale, Asia. Company & Industry analysis. I’ve worked on the sell-side (JPM, CLSA) and buy-side (Tiger, Prudential). Now on Substack!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 207 | Subscribers | Read | techstock01.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Hyperscalers: What is Consensus forecasting? Good or bad? how much Capex can they spend?
This note explains what Consensus is forecasting for hyperscalers over 2026-28, ie the impact of large AI capex. Slightly higher revenue growth, large operating margins expansion, even higher increase in cash flow from operations. Despite a...
Hyperscalers: is AI Capex too high? What’s AI Return on Investment?
I’ve compiled a large set of financial data to measure the impact of the AI Capex boom on the financial health of the 4 hyperscalers.
Nvidia: all good. Consensus will keep revising up, stock is getting cheaper –
but patience is required
AMZN: results / guidance inline. Capex up, no surprise. Positive messages and negative market reaction?
The problem is sentiment and cognitive disconnect: some much Capex, not enough growth.
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Authors
The writers behind this newsletter.
Nicolas Baratte has been a financial analyst since 2000, covering the Technology sector, working on the sell-side (JPMorgan, CLSA) and buy-side (a Tiger fund, Prudential). Nicolas now publishes mostly on the global Semi supply chain.
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