Awards & Recognition
★#1 ranking in Institutional Investor survey for Technology Hardware in Europe
★#2 ranking for Data Networking in US by Institutional Investor
★4.72-star Wall Street Analyst rating on TipRanks with 66.42% success rate
Notable Facts
→Managing Partner at New Street Research, premier independent technology research boutique
→Over 10 years at Bernstein covering technology infrastructure before founding role
→Former Principal at Boston Consulting Group (BCG) in Paris and London
→Educational background: Electrical Engineering from Centrale-Supélec, Sociology PhD from Sciences Po Paris
→Co-founder role at New Street Research established in 2003
→Producer of Bernadette Musical on Broadway
→Covers 48 technology stocks with strong track record
→Regular media commentator on AI infrastructure and technology trends