COMPANY
Advanced Micro Devices
AMD:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q26 - PCs: OEM revenues outperform on pull-ins; brace for a tough 2H as memory prices kill demand.June 15, 2026 — Pierre Ferragu and Antoine Chkaiban
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How to interpret hyperscalers raising equity? Here is our perspective (or is Wall Street in denial?)June 12, 2026 — Pierre Ferragu
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Bible 1Q26 - Hyperscale & Cloud: visibility improving; agentic AI drives CPU demand; supply constraints across the board.June 9, 2026 — Pierre Ferragu and Antoine Chkaiban
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Broadcom 2FQ26: Visibility on AI demand extending into 2028. Buy, $600 TP.June 4, 2026 — Pierre Ferragu
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What does Nvidia's $20bn CPU guide imply for agentic CPU adoption?May 26, 2026 — Pierre Ferragu and Antoine Chkaiban
Events
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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
18 -
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
