
Antoine Chkaiban
Antoine Chkaiban is a member of the Technology Infrastructure team, and is based in London. Prior to joining New Street Research, Antoine worked on designing and deploying high performance computing applications in a range of topics, including computer vision, consumer analytics and finance. Antoine holds a Masters of Engineering from CentraleSupélec, where he acquired scientific skills in advanced computer systems, mathematics, as well as theoretical physics and mechanics. He also went to Cornell University to conduct research at the Computer Science department. Antoine is passionate about A.I. and enjoys flying planes.
Research
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AMD 2Q25 – Positive momentum in GPU & firing on all other cylinders. Buy, $230 TP.August 6, 2025 — Pierre Ferragu and Antoine Chkaiban
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Arista 2Q25: 2025 growth guide raised to mid-20%, in line with our mid-term forecast. Buy, $154 TP.August 6, 2025 — Antoine Chkaiban and Pierre Ferragu
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Mobileye 2Q25: no incremental visibility on commercial traction. We remain cautiously optimistic. Buy, $20 TP.July 25, 2025 — Pierre Ferragu and Antoine Chkaiban
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How big will the datacenter AI XPU TAM be in 2029?July 2, 2025 — Antoine Chkaiban and Pierre Ferragu
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Microsoft vs. OpenAI: Implications for investors?June 28, 2025 — Pierre Ferragu and Antoine Chkaiban