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 | 213 | Subscribers | Read | techstock01.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Demand Destruction – when Massive Memory Price Hikes Kill Demand
* End-demand destruction rarely happens in Consumer Tech. Consumers addiction level and wallet size find a way to justify buying yet another smartphone, a bigger TV, a small speaker, whatever guarantees your happiness. Demand destruction ha...
Memory revenue growth: where is the peak?
* TrendForce, others, have been revising up Memory revenues for 2026-27. Let’s say there’s 2 main components: AI-HBM rapid growth is lifting the revenue-mix and sucking up lots of capacity; less capacity for conventional memory leads to sho...
S&P and Nasdaq outlook is still negative, risks increasing.
* Continuing my series of warnings (here, here) on the risk of downside. Despite the rebound last week, indexes (S&P, Nasdaq) remain below the 200-day moving average. The 20-day mva has now plunged below the 200-d. That’s confirmation that ...
Definitely more downside for S&P and Nasdaq
* Last week, I wrote here that markets started to stink with S&P and Nasdaq breaking below 200-day mva. One week later, it really stinks.
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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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