Research

Soitec 1FH25: Inventory correction progressing as planned

Kuaishou: 3Q24 Results - Near-Term Traffic Support Could Impact OMS

CMCSA: cable networks spin announced – a fast-and-loose analysis

Comcast Spins: Regulatory Implications

PINS: What’s next for Performance+ in 2025?

Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone missed & we see further downside.

Tesla: early thoughts on FSD v12.5.6.3 and the upcoming v13

Kuaishou: 3Q24 Flash - Revs in Line

WB: 3Q24 Results - Ad Recovery Could Take Time

VIPS: 3Q24 Results - Visibility Remains Limited

Broadband quick hit: Louisiana BEAD winners announced

SATS: a thought on the debt exchange

GOOGL/AMZN: Updated AI Revenue Estimates for GCP & AWS

VIPS: 3Q24 Flash - Guide Largely in Line with Consensus

WB: 3Q24 Flash - Results Top Expectations

BT (Buy): The press is not right – Mittal has not “completed” his purchase yet….

China Mobile - Potential stake acquisition of HKBN

TCOM: 3Q24 Results - Travel Demand Remains Resilient

RFK on RF: Storm Clouds Ahead for Wireless?

China AI capex, Semicap in 2025, Auto & Smartphone cycles, and more. Tech weekly wrap-up