Independent research on the U.S. markets, Baptista Research

Baptista Research

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. 

We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Broadcom Inc. is increasingly being treated as a major beneficiary of artificial intelligence spending, but the more revealing development is not simply that it has won another important commercial relationship.</li><li>The deeper shift is that AI is starting to look less like a pure software race and more like a capacity-constrained infrastructure market in which compute access, supply assurance, and long-term deployment visibility shape outcomes.</li><li>Broadcom’s expanded arrangement with Google LLC covers custom TPUs, networking equipment, and AI data center components through 2031, while Anthropic’s planned access to roughly 3.5 gigawatts of TPU-based compute beginning in 2027 points to a world where AI capacity is being reserved well before end demand is fully proven.</li></ul>

Broadcom Inc. is increasingly being treated as a major beneficiary of artificial intelligence spending, but the more revealing development is not simply that it has won another important commercial relationship.The deeper shift is that AI is starting to look less like a pure software race and more like a capacity-constrained infrastructure market in which compute access, supply assurance, and long-term deployment visibility shape outcomes.Broadcom’s expanded arrangement with Google LLC covers custom TPUs, networking equipment, and AI data center components through 2031, while Anthropic’s planned access to roughly 3.5 gigawatts of TPU-based compute beginning in 2027 points to a world where AI capacity is being reserved well before end demand is fully proven.

Broadcom’s Latest Deals Signal A Major Shift In How AI Will Be Won!