Research

AMZN: Takeaways from a packed NYC AWS Summit, including lots from OpenAI and Anthropic

Arm model update. Downgrade to Neutral.

The Tech Infrastructure Quarterly Bible 1Q26

Bible 1Q26 - Telecom Infrastructure: Fixed growing, even without AI. Mobile sluggish, awaiting 6G

Starlink in Developed Asia – Thoughts on Starlink risk in Japan, South Korea, and Singapore

TTD vs META and the Two Demand-Side Markets

Kinik (3661 TT): Diamonds in the Fab

More on ChatGPT Ads: OpenAI & Pacvue on CPCs, CTRs and commercial intent %

Bible 1Q26 - Enterprise IT – AI lifting all boats: Legacy, SaaS & Cloud spend

The SpaceX S-1 and Our Policy and Regulatory Analysis: Part 1— The Overview

Mexican Broadband - Starlink impact & virtual tour feedback, Upgrade AMX pt, downgrade Televisa

South Korean Telcos – Q1 26 review: Recovering from the breaches, SKT’s Anthropic stake in focus

DE spectrum auction day 11 round up: Nearly over!

VZ Quick Hit: The ‘value prop’ unveiling has begun

Uniti Up For Sale: The Broadband Insights Review

All Ring Tech (6187 TT): CoWoS Today, CPO Tomorrow

Mobileye to own and operate robotaxis: our take

Bible 1Q26 - Semicap: growth outlook strengthens, but remains fragile

Bible 1Q26 - Foundries: Broad recovery; TSMC outperforms peers.

Global Telecoms Multiples 2026-06-16