Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

30 years Global Equity experience with focus on Global TMT, Consumer and Health Care. Experience across Buy Side (Long only and Hedge Fund), Sell Side (Head of Research), and Industry (IT Services). Equities focused, thematic research, Fundamental bottom up. Special interest in growth, high cash generation. And Forensic accounting and spotting frauds: https://www.fnlondon.com/articles/meet-the-analyst-who-called-wirecard-a-zero-amid-a-sea-of-buy-ratings-20200701

Tech M&A: Qualcomm for Intel? No Chance. Here's Why.

Tech: Japan's Biggest IPO in 6 Years, Kioxia, Is Off. Here Is the Likely Reason

SAMSUNG: Less About Preliminary Results, More About the Tech Missteps. Samsung Pain Is HYNIX’s Gain

Tech Daily. Apple (Boring), Huawei (Wow), Samsung, AI, EVs in Focus

TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble

Kioxia IPO Early Re-Look - Better Placed This Time Around

Initial Thoughts on the Kioxia IPO - Impact on SK Hynix and Samsung Electronics

Thematic (Sector/Industry)

Germany Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>Apple iPhone 16 pre-orders weak and Questions on Apple Intelligence remain</li>
<li>Big software investor days. Expect AI to feature big on hype, but what to expect from TAM to ARR to products?</li>
<li>Semis: Samsung challenges, Intel relief but pressures remain, TSM momentum, this time with ByteDance </li>
</ul>


Apple iPhone 16 pre-orders weak and Questions on Apple Intelligence remain
Big software investor days. Expect AI to feature big on hype, but what to expect from TAM to ARR to products?
Semis: Samsung challenges, Intel relief but pressures remain, TSM momentum, this time with ByteDance 


TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs