COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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Semicap in 2027, Memory demand destruction, and more. Tech weekly wrap-up.May 18, 2026 — Pierre Ferragu
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SoftBank 4FQ25: quality assets, but more fully valued and with a low holding discount. Neutral, ¥5,250 TPMay 14, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-upFebruary 17, 2026 — Pierre Ferragu
Events
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Aug
22TechnologyAugust 22, 2023Hosted by Pierre Ferragu and Rolf BulkWatch Replay -
Aug
15TechnologyAugust 15, 2023 — VirtualHosted by Rolf Bulk and Pierre FerraguWatch Replay -
Feb
15TechnologyFebruary 15, 2022Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay -
Mar
11TechnologyMarch 11, 2019Hosted by Pierre FerraguWatch Replay
