COMPANY
Broadcom
AVGO:US
Primary coverage by Pierre Ferragu
Research
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Oracle 1FQ25: Increased confidence in near- and long-term AI infrastructure growthSeptember 10, 2024 — Pierre Ferragu
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Broadcom 3FQ24: AI demand remains strong; upcycle looming. Buy, $164 TPSeptember 6, 2024 — Pierre Ferragu
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Bible 2Q24 – Hyperscale & Cloud: capex up further; AI decelerates healthily; traditional infra recovers.September 5, 2024 — Pierre Ferragu
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Hot Chips: The sky is the limit – reasons to remain bullish about AI infrastructure demand.September 4, 2024 — Pierre Ferragu
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Gen AI: Who is spending what? Where will revenues come from? The ultimate industry model.August 9, 2024 — Pierre Ferragu
Events
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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 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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