COMPANY
Broadcom
AVGO:US
Primary coverage by Pierre Ferragu
Research
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Jensen’s $3-4tn, Elon's 50m H100s, Marvell's miss, and more. Our weekly wrap-up.September 2, 2025 — Pierre Ferragu
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Hot Chips 2025: memory, interconnects, and full-stack optimizations at the center of the stageSeptember 2, 2025 — Antoine Chkaiban
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The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?August 29, 2025 — Pierre Ferragu
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Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing concerns about the Back-half.August 11, 2025 — Pierre Ferragu
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Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who will have their own ASICs?August 8, 2025 — Pierre Ferragu
Events
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Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
Feb
25TechnologyFebruary 25, 2025 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
3TechnologyOctober 3, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Mar
27TechnologyMarch 27, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Apr
19TechnologyApril 19, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Mar
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Feb
11TechnologyFebruary 11, 2021Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Jul
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Jun
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May
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