COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Waymo & Toyota partnership - Our take.May 1, 2025 — Pierre Ferragu
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Autos & Industrials, AI re-platforming, HBM, Tesla, Intel, LAM, and more. Our weekly wrap-up.April 28, 2025 — Pierre Ferragu
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Tesla 1Q25: Catalysts on track. Buy, $465April 23, 2025 — Pierre Ferragu
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The token is the new transistor… on steroids – Facts & implicationsApril 22, 2025 — Pierre Ferragu
Events
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Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Feb
27TechnologyFebruary 27, 2023Hosted by Pierre FerraguWatch Replay -
Jan
9TechnologyJanuary 9, 2023Hosted by Pierre FerraguWatch Replay -
Jan
6TechnologyJanuary 6, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
31TechnologyAugust 31, 2022Hosted by Pierre FerraguWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
May
7TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
9TechnologyMarch 9, 2021Hosted by Pierre FerraguWatch Replay -
Oct
9TechnologyOctober 9, 2020Hosted by Pierre FerraguWatch Replay -
Nov
8TechnologyNovember 8, 2019Hosted by Pierre FerraguWatch Replay -
Jun
13TechnologyJune 13, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 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 -
Oct
3TechnologyOctober 3, 2018Hosted by Pierre FerraguWatch Replay -
May
15 -
May
4