COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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TSMC in 2025: the #1 growth driver won’t be AI! Buy, NT$ 1,300.August 22, 2024 — Pierre Ferragu
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Bible 2Q24: Smartphones - Could consumer demand weaken while hopes for an AI refresh cycle rise?August 13, 2024 — Pierre Ferragu
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AMD share gains, Intel downgrade, Cloud capex, Autos and Industrials, and more. The Tech Weekly Wrap-upAugust 5, 2024 — Pierre Ferragu
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Arm 1FQ25: Cyclical pullback in industrials and networking slows royalty revenue growth.August 1, 2024 — 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
