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EVENT REPLAY

Besi: Revisiting our thesis following the HBM shock.

April 23, 2024 — 11:00AM ET

Virtual

Hosted by Rolf Bulk

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Additional Events

Mar
16
Technology

2026 GTC | Agenda, NSR Tech After-Party, Investor Meetings

March 16, 2026 – March 17, 2026 — San Jose, CA
Hosted by Pierre Ferragu, Antoine Chkaiban, Peter Vogel and Derek Mogull

Event Details

Technology Research

February 19, 2026

Besi 4Q25: Orders accelerate on mainstream recovery and broader hybrid bonding adoption. Buy

By Pierre Ferragu and Ben Harwood
February 18, 2026

Palo Alto Networks 2FQ26: Everything playing out according to plan

By Pierre Ferragu
February 17, 2026

Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-up

By Pierre Ferragu
February 17, 2026

Tesla: Increasing AI capex >5x in 2026. Implications.

By Pierre Ferragu
February 17, 2026

OpenAI swiftly and openly snags OpenClaw’s star: Initial thoughts on the back of a charming cross alliteration

By Pierre Ferragu

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