Tesla

Events

• Jan
  13

  Technology

  2026 Tech Infrastructure Top Picks

  January 13, 2026 — Virtual

  • 
  • 
  • 

  Hosted by Pierre Ferragu, Antoine Chkaiban and Ben Harwood

  Watch Replay
• Oct
  24

  Technology

  Why isn’t Waymo ramping faster?

  October 24, 2025 — Virtual

  Watch Replay
• Mar
  14

  Technology

  Replay: Chip Architecture Deep Dive with Jim Keller

  March 14, 2024 — Virtual

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Feb
  27

  Technology

  Conference Call: Tesla’s Capital Markets Day

  February 27, 2023

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Jan
  9

  Technology

  Tesla in 2023: Understanding the recession scenario. Buy, target price $320

  January 9, 2023

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Jan
  6

  Technology

  Global Technology Infrastructure Top Picks for 2023

  January 6, 2023

  • 
  • 
  • 
  • 

  Hosted by Pierre Ferragu, Ben Harwood, Rolf Bulk and Antoine Chkaiban

  Watch Replay
• Sep
  12

  Technology

  The Tech Infrastructure Quarterly Bible 2Q22

  September 12, 2022

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Aug
  31

  Technology

  Tesla FCF: Expect a monster beat in 3Q, and a rapidly growing cash pile beyond

  August 31, 2022

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Mar
  25

  Technology

  Dojo, TPU, Cerebras, IPU, GPU et al. Thoughts on the future of Exascale computing architectures

  March 25, 2022

  • 
  • 

  Hosted by Pierre Ferragu and Antoine Chkaiban

  Watch Replay
• May
  20

  Technology

  InstaDeep Fireside Chat - May 20th 2021

  May 20, 2021

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• May
  19

  Technology

  Tesla not profitable? What if we told you their returns are in the same league as TSMC's?

  May 19, 2021

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• May
  7

  Technology

  Renewable energy: The inflection point is coming. Implications for our coverage.

  May 7, 2021

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Mar
  9

  Technology

  Tesla: 2 years of earnings momentum ahead. Upgrading to Buy, $900 Target Price

  March 9, 2021

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Oct
  9

  Technology

  Tesla: A decade of hyper-growth ahead

  October 9, 2020

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Nov
  8

  Technology

  Tesla: What is the addressable market?

  November 8, 2019

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Jun
  13

  Technology

  Tesla - Is electric commodity? Real research about a real question.

  June 13, 2019

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Jun
  6

  Technology

  The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

  June 6, 2019

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Feb
  20

  Technology

  Tech Infrastructure Quarterly Bible 4Q18

  February 20, 2019

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Nov
  28

  Technology

  The Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughts

  November 28, 2018

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• Oct
  3

  Technology

  Tesla: back to fundamentals. Model 3 is on. Our roadmap to a $530 stock price

  October 3, 2018

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• May
  15

  Technology

  Tesla Deep Dive

  May 15, 2018

  • 

  Hosted by Pierre Ferragu

  Watch Replay
• May
  4

  Technology

  Initiation Presentation

  May 4, 2018

  • 

  Hosted by Pierre Ferragu

  Watch Replay