Research

AMZN/TTD: Amazon DSP adds SIRI access. SPOT seems likely to follow. Quick thoughts on TTD impact.

How Would the Government Review a Paramount/WBD Deal

BT (Buy): What the Mittal board seats mean for future share buying

EchoStar in Paris: Quick thoughts

Taiwan Monthly Sales Recap: August 2025 Sales + 15% YoY (-1% Ex AI)

Why you should be reading the Tariff Tracker – a leading SR indicator

NBS: Meaningful Deceleration in Key Trade-in Categories

Oracle RPOs: Who will buy all this compute? How big does than make Oracle? Implications for Microsoft?

The Tech Infrastructure Quarterly Bible 2Q25

Arista 2025 CMD: why we see upside to both the 2026 and long-term guides.

Implications of Carr’s SATS/SpaceX Competition Comments

BEAD: Update for 7 more proposals

Could Oracle capture all OpenAI’s compute by 2027? Implications for Microsoft

Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played out

Liberty LA (Buy, TP: $14.9) - Feedback from call with CFO

Indonesian Telcos – Q2 25 review: Challenged but H2 should improve

Thai Telcos – Q2 25 review: Sector discipline still in-tact

EchoStar at $100: Call Slides

RDDT: CEO stresses live sports engagement, Reddit Pro, organic/paid mix

Bible 2Q25 – Foundries: Upside for TSMC; others at risk.