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EVENT

2025 GTC | Provisional Agenda, NSR Cocktail After-Party, Investor Meetings

March 18, 2025 – March 19, 2025

San Jose, CA

Hosted by Pierre Ferragu and Antoine Chkaiban

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Additional Events

Oct
24

Technology

Why isn’t Waymo ramping faster?

October 24, 2025 — Virtual

Event Details
Nov
19
Technology

AI BIG Idea Series | Hugh Holbrook | Arista

November 19, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

October 17, 2025

TSMC 3Q25: AI outlook strengthening; GM beat; strong set-up for 2026. Buy, NT$ 1,950.

By Rolf Bulk
October 16, 2025

Robotaxis: Why isn’t Waymo ramping faster?

By Pierre Ferragu
October 16, 2025

TSMC 3Q25 QT: AI outlook strengthening; GM beat; strong set-up for 2026.

By Rolf Bulk
October 16, 2025

NVDA Thermal Changes: Implications for the Supply Chain

By Peter Vogel and Pierre Ferragu
October 16, 2025

ASML 3Q25: 2026 outlook uncertain. Maintain cautious view. Neutral, €850 Target Price.

By Rolf Bulk

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