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EVENT REPLAY

Besi: Revisiting our thesis following the HBM shock.

April 23, 2024 — 11:00AM ET

Virtual

Hosted by Rolf Bulk

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Additional Events

Aug
19
Technology

Memory - Different this time? (IV): The valuation question

August 19, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

August 14, 2026

AMAT 3FQ26: Long term visibility improves. Valuation limits upside. Neutral, $525 TP

By Pierre Ferragu
August 14, 2026

Memory - Different this time? (IV): The valuation question. Upgrading Micron to buy; $1,250 target price.

By Pierre Ferragu
August 13, 2026

Cisco 4FQ26: Sustained strong & broad-based momentum, but stock past a good entry point. Neutral, $115 TP.

By Pierre Ferragu and Antoine Chkaiban
August 11, 2026

Intel: $20bn raise de-risks capex. Neutral, $115 TP.

By Antoine Chkaiban and Pierre Ferragu
August 10, 2026

AMD, SpaceX, Hyperscaler FCF, Supply Squeeze, and much more. Tech Weekly Wrap-up

By Pierre Ferragu

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