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 |
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| Issues | 241 | Founded | 2 years ago | Last Issue | 11 days ago |
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techstock01.substack.comLatest Issues
Amazon 2Q26: after Google and Microsoft, another Cloud acceleration – growth higher – margins higher.
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Like for Microsoft, this is probably the quarter that demonstrates the impact of AI Capex on AWS growth and margins. 2Q26 revenue up 20% YoY. Operating profits up 43% YoY. The revenue backlog is literally exploding, up 150% YoY.
- AWS...
Samsung Elec 2Q26: record revenue, record profit. Management says memory shortage deepening into 2027 and 2028.
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Management says that Memory supply shortage will be worse in 2027 than in 2026 and will persist through 2028. 3Q26 HBM4 revenue will more than triple QoQ.
- Memory Long Term Agreements signed with the 5 largest data centre customers. F...
Microsoft: Cloud and AI revenue accelerating, Capex will increase in FY27
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4Q26 (Jun-26): small beat but the news is Azure: revenue up 43% YoY, from previous quarters 40%, next quarter guided at 45% growth YoY. Azure passed $100bn annual revenue in FY26, up 41%.
- Commercial RPO (Remaining Performance Obligat...
SK Hynix: a little miss and a big correction
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2Q was a small miss, 5% below Consensus, as DRAM ASP increased less than Commodity DRAM. That’s mostly because of Long Term Agreements that are “designed to address price volatility”.
- Add to that some timing issues, HBM4 ramp, tech m...
Intel 2Q26: big beat led by AI data center and improving foundry execution
Big beat.
Big beat. Revenue up 25% YoY driven by AI CPU demand. Gross Margin above 40%, on improving pricing, manufacturing yields and loading, insourcing. 2Q26 is a major break thru for Intel.
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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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