COMPANY
Nvidia
NVDA:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q25 – Autos: recovery on track. Expect strong momentum through 2025June 5, 2025 — Pierre Ferragu
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Nvidia gains share in AI Ethernet, but loses share in AI networking, benefiting AristaMay 29, 2025 — Pierre Ferragu
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Nvidia 1FQ26: Monster beat ex-China curbs. Has come, the time of inference - Buy, $200 TPMay 29, 2025 — Pierre Ferragu
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Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, and more.May 27, 2025 — Pierre Ferragu
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Nvidia 1FQ26 preview: 2Q guide may be at risk, but 2025/2026 signals remain strong. Buy, $200 TP.May 24, 2025 — Pierre Ferragu
Events
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Mar
14TechnologyMarch 14, 2025 — VirtualWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualWatch Replay -
Nov
20TechnologyNovember 20, 2024 — VirtualWatch Replay -
Oct
11TechnologyOctober 11, 2024 — VirtualWatch Replay -
Oct
3TechnologyOctober 3, 2024 — VirtualWatch Replay -
Sep
26TechnologySeptember 26, 2024Watch Replay -
Aug
15TechnologyAugust 15, 2024Watch Replay -
Jul
10TechnologyJuly 10, 2024Watch Replay -
Mar
27TechnologyMarch 27, 2024 — VirtualWatch Replay -
Mar
15TechnologyMarch 15, 2024Watch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualWatch Replay -
Jan
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Jan
9TechnologyJanuary 9, 2024Watch Replay -
Jun
12TechnologyJune 12, 2023 – June 12, 2023Watch Replay -
May
25TechnologyMay 25, 2023 — VirtualWatch Replay -
Jan
30TechnologyJanuary 30, 2023Watch Replay -
Oct
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Mar
25TechnologyMarch 25, 2022Watch Replay -
Feb
9TechnologyFebruary 9, 2022Watch Replay -
Oct
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Sep
9TechnologySeptember 9, 2021Watch Replay -
May
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Oct
13TechnologyOctober 13, 2020Watch Replay -
Jun
12TechnologyJune 12, 2020Watch Replay -
May
28TechnologyMay 28, 2020Watch Replay -
May
6TechnologyMay 6, 2020Watch Replay -
Jun
6TechnologyJune 6, 2019Watch Replay -
Feb
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Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
Nov
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May
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May
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