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, MQ) and buy-side (Tiger, Prudential). Now on Substack!
| Platform |  | Pricing | Only paid issues |
|---|---|---|---|
| Publishes | Daily | Issues | 65 |
| Subscribers | Read | techstock01.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Mediatek: a lot of good things ahead but the stock is a bit expensive
MTK Smartphone revenues increased by 31% in 2024 and will increase by 15-20% in 2025 in my view, on small volume growth (5%), ASP increase (AI in chips) and share gains in premium.
Tokyo Electron (TEL): Maintains Its FY25 Guidance and Provides a Cautious 2025 Outlook
better Dec-24 but lower Mar-25
QCOM: Moderate Growth, Average Valuations – Nothing to Get Excited About
The stock is properly valued
AMD 4Q24 in-line, margins are improving. AI GPU roadmap for 2025 is impressive and accelerating. The stock is at the bottom of a massive correction. Buy.
4Q24: just inline (revenue, margins) with a flattish AI GPU revenue and recovery in Server and PC CPU.
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Authors
The writers behind this newsletter.
Financial analyst covering the Technology sector. I’ve worked on the sell-side (JPMorgan, CLSA, Macquarie) and on the buy-side (Tiger fund, Prudential). I mostly cover semiconductors and the Asian supply chain.
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