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EVENT REPLAY

Replay: InstaDeep CEO, Karim Beguir - Generative AI for hard problems

October 11, 2024 — 11:00AM ET

Virtual

Hosted by Pierre Ferragu

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Additional Events

May
26
Communications

Rocket Lab Initiation: Launch is not trivial, and valuable.

May 26, 2026 – May 26, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

May 21, 2026

Soitec: pre-4FQ26 model update

By Pierre Ferragu
May 21, 2026

Nvidia 1FQ27: another beat & raise; revenues gated by supply; debate shifting to 2028. Buy, $340 TP.

By Pierre Ferragu and Antoine Chkaiban
May 20, 2026

Consensus implies Nvidia taking no additional orders for 2027 since GTC. Is that credible?

By Pierre Ferragu and Antoine Chkaiban
May 20, 2026

Chenbro (8210 TT): AMZN Chassis Drives Growth, Racks Emerging

By Peter Vogel and Pierre Ferragu
May 19, 2026

Asia Tech Research Library May 2026

By Peter Vogel and Pierre Ferragu

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