COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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ASML 4Q25: Strong order momentum, but 10% p.a. growth outlook doesn’t leave room for valuation upside.January 28, 2026 — Pierre Ferragu
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Semicap in 2026 on a single slide: the growth outlook doesn’t justify recent valuationJanuary 22, 2026 — Pierre Ferragu
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Strengthening AI infrastructure outlook: Implications for semicapJanuary 16, 2026 — Pierre Ferragu
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TSMC 4Q25 QT: Strong implied 2027 guide for AI Infra.; WFE read-across not as strong as thought. Top Pick.January 15, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
