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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 and Piyush Kalyani

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Technology Events

Jun
20
Technology

together.ai – What makes a neo-cloud so special?

June 20, 2025 – June 20, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details
Jun
24
Technology

AI Revolutionizing Analytics. A conversation with ThoughtSpot. 11am ET June 24th

June 24, 2025 – June 24, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

June 6, 2025

Hyperscale & Cloud: Inference inflecting, more hints on 2026 growth, green shoots of AI re-platforming

By Pierre Ferragu
June 6, 2025

Broadcom 2FQ25: 2026 visibility improving, driven by inference. Buy, $245 TP

By Pierre Ferragu
June 5, 2025

Bible 1Q25 – Autos: recovery on track. Expect strong momentum through 2025

By Pierre Ferragu
May 30, 2025

Bible 1Q25 – Foundries: Upside at TSMC, others at risk.

By Pierre Ferragu
May 30, 2025

Soitec: Inventory correction deepening; secular growth profile unchanged. Buy, €55.

By Pierre Ferragu

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