COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Nvidia: can clients really make $5-7 of revenues in 4 years out of $1 spent on GPUs?July 12, 2024 — Pierre Ferragu
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Microsoft: Will AI ever contribute to free cash flow? What’s the real value of AI, Part IIJuly 11, 2024 — Pierre Ferragu
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Conference Call Deck - AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.July 10, 2024 — Pierre Ferragu
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AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.July 5, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
Events
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Jul
10TechnologyJuly 10, 2024Watch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Sep
12 -
Jun
21TechnologyJune 21, 2022Watch Replay -
May
18 -
Apr
19 -
Jun
30 -
Mar
31 -
Apr
17TechnologyApril 17, 2020Watch Replay -
Nov
22