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 | 230 | Founded | 2 years ago | Last Issue | 6 days ago |
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techstock01.substack.comLatest Issues
Google is running out of money! Just kidding! AI Capex financing versus token cost decline.
- AI Capex is reaching operating cash flows, Hyperscalers won’t gear up their balance sheet, and resort to equity issuance to finance Capex. At the same time, concerns are growing over token cost, or the cost curve not declining fast enough...
Broadcom: the stock is falling -14% ! how bad was it? Not really bad but…
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I don’t think that Broadcom guidance is the reason for the huge decline in stock price. It’s a few % away from expectations.
- Rather, the financial engineering with Apollo and Blackstone to guarantee leasing TPU to Anthropic and OpenA...
Semiconductor market value. TSMC said $1.5tn by 2030. WSTS says $1.9tn in 2027.
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Estimates of the Semiconductors value keep going up – quickly. Memory as prices double and triple in 2026, plus (secondary) volume growth (HBM, RDIMM). Logic because unit demand is going up (AI), plus (secondary) cost increase.
- You’v...
Memory is still your best friend. Memory revenues revised up massively, margins expanding further in 2Q-3Q26, stocks are cheap.
TrendForce has revised up its 2026-27 Memory industry value massively.
TrendForce has revised up its 2026-27 Memory industry value massively. In 2026: US$889 bn, up 278% YoY. In 2027 $1,283bn, up 44% YoY, and that’s probably too low.
Huawei is going to make 1.4nm chips! Huawei didn’t say that.
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Huawei has announced to have a new design methodology that is, in effect, a workaround EUV machines that can’t be sold to China.
- That could be equivalent to 1.4 nm process by 2031, as per Huawei. Huawei didn’t now produce any support...
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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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