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 | 192 | Subscribers | Read | techstock01.substack.com |
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| #210 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
US market valuations: a bit high. Surprise: non-Tech is more expensive than Tech. Are expectations too high for 2026-27?
* I’m getting tired of seeing the thrift investors, aka the “value guys” saying “this market is too expensive, especially Tech is very expensive”. The Index is trading at 22x forward earnings. Average since 2014 is 18.9x.
Micron: Nov-25 beat by 30%, Feb-26 guidance 80% above Consensus
The stock trades at 7.5x FY26 EPS and 5.4x FY27
Who’s winning the AI race?
* The stock market (investors) has a binary mind. You either buy or sell NVDA (for ex.). You need binary answers. Who won the AI race is like asking ”who won the Internet?” Amazon or Google or Meta or Microsoft or Netflix or Palo Alto or Sa...
Oracle, Broadcom: communication errors – bullish tone when the market only hear concerns
Good results and outlook, bad market reaction
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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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