COMPANY
Uber
UBER:US
Primary coverage by Pierre Ferragu
Research
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Capex, re-platforming, AMD ramp, auto and industrial recovery. Tech weekly wrap-upFebruary 9, 2026 — Pierre Ferragu
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Uber 4Q25: Robotaxi datapoints support our thesis. Buy, $115February 5, 2026 — Pierre Ferragu
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Uber Model UpdateFebruary 4, 2026 — Pierre Ferragu
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Robotaxi Part II: The dawn of Tesla? (PUBLIC VERSION)January 13, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
Events
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Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
Apr
14TechnologyApril 14, 2021Hosted by Pierre FerraguWatch Replay -
Feb
19TechnologyFebruary 19, 2020Hosted by Pierre FerraguWatch Replay -
Oct
7 -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay