COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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Arm: What to make of the new stock price? Downgrade to NeutralFebruary 27, 2024 — Pierre Ferragu
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AI & optics, EV slowdown hitting SiC? Auto/Industrials weak, Improvement in IT spending, Infineon, TEL, Arm, SBG. The Tech Weekly Wrap-upFebruary 12, 2024 — Pierre Ferragu
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Arm 3FQ24: Strong outlook, in line with our thesis.February 8, 2024 — Pierre Ferragu
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Microsoft & Google 4Q23: cloud capex shaping up in line with our thesisJanuary 31, 2024 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay
