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EVENT

Aeva CEO Roadshow

November 29, 2022

Paris & Copenhagen

Hosted by Pierre Ferragu

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Contact NSR Technology Infrastructure-ben@newstreetresearch.com

Additional Events

Sep
15
Technology

Arista 3Q26: Pre-Quiet Analyst Call

September 15, 2026 — Virtual
Hosted by Antoine Chkaiban

Event Details
Oct
13
Technology

2026 Semicon West Investor Meetings

October 13, 2026 – October 14, 2026 — San Fransisco, CA
Hosted by Pierre Ferragu and Peter Vogel

Event Details

Technology Research

September 10, 2026

Financing the AI buildout (IV): Neocloud funding

By Pierre Ferragu
September 10, 2026

iPhone launch and the value transfer to memory manufacturers

By Pierre Ferragu
September 9, 2026

Bible 2Q26 – PCs: OEM & CPU revenues grow despite declining units; rising 2027 downside risk.

By Pierre Ferragu and Antoine Chkaiban
September 9, 2026

Financing the AI buildout (III) Running the numbers

By Pierre Ferragu
September 9, 2026

Tesla scaling robotaxis 6x faster than Waymo. Our thoughts.

By Pierre Ferragu

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