I'm Nicolas Baratte, Tech equity analyst for 25 years, focusing on Tech, Semi, Hyperscale, Asia. Company & Industry analysis. Iโve worked on the sell-side (JPM, CLSA) and buy-side (Tiger, Prudential). Now on Substack!
Nicolas Baratte has been a financial analyst since 2000, covering the Technology sector, working on the sell-side (JPMorgan, CLSA) and buy-side (a Tiger fund, Prudential). Nicolas now publishes mostly on the global Semi supply chain.
The number of free subscribers for N. Baratte - TechStock01 over time since it was added to the directory.
SemiVision is a semiconductor industry research institution committed to transforming analysis into vision through comprehensive insights into the semiconductor ecosystem.
This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.
Semiconductor Reports โข is for deep dives into the semiconductor and AI chip industry specializing in Taiwan affairs. It is the higher tier of my Newsletter Semiconductor Things.
News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
A daily newsletter on everything going on in global macro, covering everything from interest rates, foreign exchange, oil and precious metals prices to sanctions and macro policy