COMPANY
Broadcom
AVGO:US
Primary coverage by Pierre Ferragu
Research
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Semi cycle update 2Q24: Non-AI semis finding a bottom?July 15, 2024 — Pierre Ferragu
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Broadcom model update. Buy, $196.July 15, 2024 — Pierre Ferragu
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Nvidia: can clients really make $5-7 of revenues in 4 years out of $1 spent on GPUs?July 12, 2024 — Pierre Ferragu
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Microsoft: Will AI ever contribute to free cash flow? What’s the real value of AI, Part IIJuly 11, 2024 — Pierre Ferragu
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Conference Call Deck - AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.July 10, 2024 — Pierre Ferragu
Events
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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 FerraguWatch 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
06TechnologyJune 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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