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 | 165 | Subscribers | Read | techstock01.substack.com |
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| #199 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
HBM stocks will keep running (Micron, SK Hynix), it’s just the beginning
* SK Hynix and Micron stocks were lagging TSMC and Nvidia as it took ~2 years for HBM to suck up enough Commodity DRAM capacity to first stabilize the Commodity market, second produce high and visible earnings growth.
USG potential 1:1 rule on Semi manufacturing: not a clear positive to Intel (where is 14A?) but clearly positive to TSMC
* USG rule of 1:1 domestic to import ratio for semiconductor manufacturing is not a clear positive for Intel. Intel needs a 14A node that works very quickly. But it’s quite positive to TSMC, as it will increase its pricing power.
Saving Intel: money only solves half the problem. The 1:1 domestic-to-import ratio is not a clear positive to Intel (where is 14A?), but a positive to firms like GlobalFoundries, Texas Instr, TSMC
* US Government invests $9bn in Intel, Nvidia another $5bn, Softbank $2bn. This solves Intel’s most pressing problem: if there is a risk of financial fragility, Intel won’t get any Foundry customer. In essence, USG has issued an “Intel put”...
NVDA 2Q26 (Jul-25) small beat. 3Q26 (Sept-25) small beat. Everything is on track, don’t blink.
The stock is not expensive. Trading at its average 47x trailing PEx, 33x forward
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Authors
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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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