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N. Baratte - TechStock01

N. Baratte - TechStock01

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Google is running out of money! Just kidding! AI Capex financing versus token cost decline.
Google needs $80bn for AI Capex (and pay taxes). SpaceX needs $75bn to build Fabs on earth and Data Centers in space. Anthropic needs $80bn. OpenAI…
 • Nicolas Baratte - TechStock01
Broadcom: the stock is falling -14% ! how bad was it? Not really bad but…
TPU financing
 • Nicolas Baratte - TechStock01
Semiconductor market value. TSMC said $1.5tn by 2030. WSTS says $1.9tn in 2027.
We’ll reach $2.5 trillion by 2030?
 • Nicolas Baratte - TechStock01
Memory is still your best friend. Memory revenues revised up massively, margins expanding further in 2Q-3Q26, stocks are cheap.
TrendForce has revised up its 2026-27 Memory industry value massively.
 • Nicolas Baratte - TechStock01
Huawei is going to make 1.4nm chips! Huawei didn’t say that.
what Huawei meant to say is: they got an EUV workaround
 • Nicolas Baratte - TechStock01
SOXX, Hyperscalers and IGV. Slow recovery in Software names, a few catch-up opportunities
4 software stocks that look interesting
 • Nicolas Baratte - TechStock01
Nvidia: it’s very simple. 90% YoY growth trading at ~24x this year EPS. Consensus is massively too low.
Apr-27 (1Q27) beats Consensus by 6% (net income).
 • Nicolas Baratte - TechStock01
What to do with Semi stocks? The SOX rally is not a crazy out of control bubble.
At the opposite: high growth, average valuations.
 • Nicolas Baratte - TechStock01
Semiconductor Production Equipment (SPE): all big firms have increased revenue forecasts, ~20% growth in 2026, similar or more in 2027
AMAT was the last SPE vendor to report, like others it has revised up its revenue outlook.
 • Nicolas Baratte - TechStock01
N. Baratte - TechStock01
N. Baratte - TechStock01
I'm Nicolas Baratte, Tech equity analyst for 25 years, focusing on Tech, Semi, Hyperscale, Asia. Company & Industry analysis. I’ve worked on the sell-side (JPM, CLSA) and buy-side (Tiger, Prudential). Now on Substack!
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