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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

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 4, 2026

Financing the AI buildout (I) The unit economics

By Pierre Ferragu
September 3, 2026

Broadcom 3FQ26: AI revenues to double in 2027 and in 2028; Buy, $660 TP.

By Pierre Ferragu and Antoine Chkaiban
September 3, 2026

Bible 2Q26 - Foundries: Capacity now tightening at the lagging edge as well

By Pierre Ferragu
September 3, 2026

Bible 2Q26 - Semicap: growth outlook strengthens further; limited risk of pullback until 2028

By Pierre Ferragu
September 2, 2026

Soitec: guide raise shows secular, not cyclical, drivers in the lead. Buy

By Pierre Ferragu and Ben Harwood

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