COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q26 - Ride-Sharing & Delivery: robotaxis scaling fast, Tesla outpacing Waymo's early daysJune 15, 2026 — Pierre Ferragu
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Bible 1Q26 - Autos: The cycle is turning. Recovery on the horizonJune 2, 2026 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – week ending April 24thApril 27, 2026 — Pierre Ferragu
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Tesla 1Q26: Bull case getting more tangible, $600 TPApril 23, 2026 — Pierre Ferragu
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Tesla expanding robotaxi coverage;Uber emerging as kingmaker for the rest. ImplicationsApril 20, 2026 — Pierre Ferragu
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
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