COMPANY
Broadcom
AVGO:US
Primary coverage by Pierre Ferragu
Research
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AMD 3Q25 – Broad DC GPU momentum ahead of MI450 without an air pocket. Buy, $300 TP.November 5, 2025 — Antoine Chkaiban and Pierre Ferragu
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Tracking the return on AI investment: How is the replatforming going at hyperscalers?October 31, 2025 — Pierre Ferragu and Antoine Chkaiban
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Amazon's hunger for GW - A sneak peak into 2027 AI Infrastructure growthOctober 31, 2025 — Pierre Ferragu and Antoine Chkaiban
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2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY!October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
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Microsoft-OpenAI: Quick thoughts on the new deal.October 29, 2025 — Pierre Ferragu and Antoine Chkaiban
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
31 -
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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