COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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AI capex & replatforming; semicap into 2026; Apple, Arm & more.August 4, 2025 — Pierre Ferragu
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Arm 1FQ26: Royalty miss, cost pressure; long-term fundamentals unchanged. Neutral; $130 TP.July 31, 2025 — Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu and Antoine Chkaiban
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 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
