Rolf Bulk
Technology Infrastructure
Rolf Bulk is a member of the Technology Infrastructure team, and is based in Singapore. Prior to joining New Street Research, Rolf worked in Pierre’s #1-ranked Telecom Equipment and Semiconductors team at Bernstein. He also has previous experience in banking and brokerage at KAS Bank in Amsterdam and Neonet Securities in Stockholm. Rolf holds a MSc in Finance from the Stockholm School of Economics and a BA in Business from Rotterdam Business School. Rolf is passionate about the potential of space industry, and enjoys skiing and diving.
Research
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Tokyo Electron 2FQ25: China declining; 2025 outlook still positive; we are cautious. Neutral, ¥24,300.November 12, 2024 — Pierre Ferragu and Rolf Bulk
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On the road with Infineon: Latest on Corona, EVs, SiC, etc.March 5, 2020 — Pierre Ferragu and Rolf Bulk
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Vision Fund, ARM, Facebook, AMAT, Palo Alto Networks, Nvidia - our Silicon Valley ‘Emerging Tech’ tourOctober 15, 2019 — Pierre Ferragu and Rolf Bulk
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Alpha & Omega Roadshow Take-awaysJune 20, 2019 — Pierre Ferragu and Rolf Bulk