COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Where is Tesla spending all this capex? A perspective in a single slide.May 9, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
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Tesla 1Q23: The recession scenario is on. Buy, $300.April 20, 2023 — Pierre Ferragu
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Tesla’s Master Plan 3: implications for power semisApril 18, 2023 — Pierre Ferragu
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Tesla: new Megapack fab in Shanghai. Our quick thoughts.April 10, 2023 — Pierre Ferragu
Events
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Feb
27TechnologyFebruary 27, 2023Hosted by Pierre FerraguWatch Replay -
Jan
06TechnologyJanuary 6, 2023Hosted by Pierre FerraguWatch Replay -
Jan
09TechnologyJanuary 9, 2023Hosted by Pierre FerraguWatch Replay -
May
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May
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Oct
03TechnologyOctober 3, 2018Hosted 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 -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Jun
13TechnologyJune 13, 2019Hosted by Pierre FerraguWatch Replay -
Nov
08TechnologyNovember 8, 2019Hosted by Pierre FerraguWatch Replay -
Oct
09TechnologyOctober 9, 2020Hosted by Pierre FerraguWatch Replay -
Mar
09TechnologyMarch 9, 2021Hosted by Pierre FerraguWatch Replay -
May
07TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Aug
31TechnologyAugust 31, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay