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
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TSMC 3Q25 QT: AI outlook strengthening; GM beat; strong set-up for 2026.October 16, 2025 — Rolf Bulk
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ASML 3Q25: 2026 outlook uncertain. Maintain cautious view. Neutral, €850 Target Price.October 16, 2025 — Rolf Bulk
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ASML 3Q25 QT: 2026 outlook uncertain. Maintain cautious view.October 15, 2025 — Rolf Bulk
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KLA 4FQ25: optimistic on 2026; we are cautious. Neutral, $980 Target Price.August 1, 2025 — Rolf Bulk and Pierre Ferragu
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TEL 1FQ26: Miss and guide down; cautious tone on 2026. Neutral, ¥25,200.August 1, 2025 — Rolf Bulk and Pierre Ferragu