
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
-
KLA 4FQ25: optimistic on 2026; we are cautious. Neutral, $980 Target Price.August 1, 2025 — Rolf Bulk and Pierre Ferragu
-
TEL 1FQ26: Miss and guide down; cautious tone on 2026. Neutral, ¥25,200.August 1, 2025 — Rolf Bulk and Pierre Ferragu
-
TEL 1FQ26: Miss and guide down; cautious tone on 2026.July 31, 2025 — Rolf Bulk and Pierre Ferragu
-
TSMC 2Q25: AI still very strong; raised 2025 guide leaves room for upside. Maintain Buy. NT$1,400 TP.July 18, 2025 — Rolf Bulk and Pierre Ferragu
-
ASML 2Q25: Cautious tone on 2026 is justified. Maintain Neutral, €680 Target Price.July 17, 2025 — Rolf Bulk and Pierre Ferragu
Upcoming Events
-
Oct
7TechnologyOctober 7, 2025 – October 8, 2025 — Phoenix Convention Center, Phoenix, AZEvent Details