COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-upFebruary 17, 2026 — Pierre Ferragu
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Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech weekly wrap-upFebruary 9, 2026 — Pierre Ferragu
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ARM: Cloud and AI will contribute more to growth than smartphones going forwardFebruary 5, 2026 — Pierre Ferragu
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Arm 3FQ26: Upgrade to buy. Smartphone creates an entry point while the datacenter outlook strengthens.February 5, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
Events
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Aug
28TechnologyAugust 28, 2024Hosted 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
