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The Tech Infrastructure Quarterly Bible 4Q23

Bible 4Q23 – Autos: Production at a high, EVs slowing, correction in Semis.

Bible 4Q23 – Industrials: Still more pain to come

Our cloud & hyperscale capex theses play out, fleshing out AMD’s $400bn TAM, MI300 taking off, trailing edge pulling back. The Tech weekly wrap-up.

Wolfspeed 2FQ24: Early Mohawk ramp on track. Next step is Siler City enabling growth inflection. Buy $52.

Wolfspeed: How much can the downturn in industrials hit?

Renewable deployments accelerating. Implication for Technology Infrastructure

​​​​​​​Wolfspeed: Could Siler City & crystal growth delay the Mohawk ramp? Implications

Semi Cycle 4Q23 Update: Strong upcycles for HPC and Memory; Semicap set to disappoint

The Tech Infrastructure Quarterly Bible 3Q23