COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Tesla: Increasing AI capex >5x in 2026. Implications.February 17, 2026 — Pierre Ferragu
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Energy storage for AI datacenters: $12-40bn deployment opportunity in 2030February 10, 2026 — Pierre Ferragu
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SpaceX: Can the 10-ton 1MW Space datacenter fly? A first-principle viewFebruary 6, 2026 — Pierre Ferragu
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Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple. Tech weekly wrap-upFebruary 2, 2026 — Pierre Ferragu
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Tesla 4Q25: Betting the farm on Robotaxi, Optimus and vertical integrationJanuary 29, 2026 — Pierre Ferragu and Ben Harwood
Events
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Jan
13TechnologyJanuary 13, 2026 — VirtualHosted by Pierre Ferragu, Antoine Chkaiban and Ben HarwoodWatch Replay -
Oct
24 -
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 Ferragu, Ben Harwood, Rolf Bulk and Antoine ChkaibanWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
31TechnologyAugust 31, 2022Hosted by Pierre FerraguWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch 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
