COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Microchip signals a pullback in autos & industrials? Infineon & Apple defy the broader correction, and much more. Tech Weekly Wrap-Up May 5thMay 8, 2023 — Pierre Ferragu
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Arista 1Q23: Hyperscale growth moderating towards more sustainable 15-20% p.a. range. Buy, $185 TP.May 2, 2023 — Pierre Ferragu
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Microsoft & Google 1Q23: Implications for cloud capex.April 26, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
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Nvidia & Arista: Are the stocks getting ahead of chatGPT?April 4, 2023 — Pierre Ferragu
Events
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Nov
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Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Mar
31 -
Jun
30 -
Apr
19TechnologyApril 19, 2022Hosted by Pierre FerraguWatch Replay -
May
18 -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay