Why subscribe?

Nicolas Baratte has been a financial analyst since 2000, covering the Technology sector in Asia, and Global Tech in a couple of jobs. Nicolas has worked on the sell-side for JPMorgan, CLSA and Macquarie. On the buy-side for a Tiger fund and Prudential. Nicolas has covered Asian semiconductors, Asian hardware and components, and the global Semi supply chain. In addition to stock coverage, he also publishes research on sectors as that often shows clearer trends and pinpoints inflection points in a sharper way. Nicolas lives mostly in Taiwan, sometimes in France and is in New York regularly.

Subscribe to get full access to the newsletter and publication archives.

Stay up-to-date

Never miss an update—every new post is sent directly to your email inbox. For a spam-free, ad-free reading experience, plus audio and community features, get the Substack app.

Join the crew

Be part of a community of people who share your interests. Participate in the comments section, or support this work with a subscription.

To learn more about the tech platform that powers this publication, visit Substack.com.

User's avatar

Subscribe to 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!

People

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.