Research

Nvidia scoops Groq - Our thoughts.

NXST/TGNA: How will Trump’s New Posts and the WBD Battle Affect the Deal Review?

Gen AI Big Idea Series – Nvidia's networking playbook – ​Gilad Shainer, SVP Networking

Tesla 4Q25 preview: Pull-forwards of 3Q to weigh on deliveries this quarter

Bible 3Q25 – Foundries: Strong set-up for TSMC into Downside risk for others.

Liberty Latin America – Puerto Rico broadband threat deep dive

The Tech Infrastructure Quarterly Bible 3Q25

In Partial Win for Cable, Trump Memoranda Appears to Protect CBRS

CHTR 4Q25 Preview

TPU on Pole; Trainium enters the Pits; ASIC Supplier Commentary

Indonesian Telcos – Q3 25 review: Momentum expected into Q4

Telecom Italia: Savings share conversion announced – third time lucky!

Telecom Italia: €1bn legal victory confirmed….what next?

Tesla’s robotaxi secret weapon: customer vehicles

Gen AI Big Idea Series – The Broadcom Platform – ​Hock Tan, CEO 

AMZN: AGI re-org looks +ve for Trainium and we still see a “Great Plains” AI winner emerging

VZ/FBYR/CPUC Update: Build Out Requirements Remain an Issue

More Delay and Uncertainty Ahead for BEAD Program

FWA Europe vs. US Call Slides

Global Telecoms Multiples 2025-12-19