COMPANY
Advanced Micro Devices
AMD:US
Primary coverage by Pierre Ferragu
Research
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AMD 4Q25: Lack of immediate catalysts, but MI450 on track for $25bn run rate, entering 2027. Buy, $354 TP.February 4, 2026 — Pierre Ferragu and Antoine Chkaiban
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What returns to expect on Cloud AI?January 28, 2026 — Pierre Ferragu and Antoine Chkaiban
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Intel 4Q25: Supply constraints get in the way; turnaround progresses but still unproven.January 23, 2026 — Antoine Chkaiban and Pierre Ferragu
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Semicap in 2026 on a single slide: the growth outlook doesn’t justify recent valuationJanuary 22, 2026 — Pierre Ferragu
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Reconciling TSMC guide with total AI Infra. Spending in 2030, on a single slideJanuary 21, 2026 — Antoine Chkaiban and Pierre Ferragu
Events
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Feb
18TechnologyFebruary 18, 2026 — VirtualHosted by Antoine ChkaibanEvent Details -
Jan
13TechnologyJanuary 13, 2026 — VirtualHosted by Pierre Ferragu, Antoine Chkaiban and Ben HarwoodWatch Replay -
Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre Ferragu, Ben Harwood and Antoine ChkaibanWatch Replay -
Oct
11TechnologyOctober 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
3TechnologyOctober 3, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
9TechnologyJanuary 9, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
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Mar
25TechnologyMarch 25, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Jun
15TechnologyJune 15, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Mar
26TechnologyMarch 26, 2021Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
Sep
24TechnologySeptember 24, 2019Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Oct
22TechnologyOctober 22, 2018Hosted by Pierre FerraguWatch Replay
