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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

Nov
24
Technology

AI BIG Idea Series | Patrick Bowen & Preston Woo | Neurophos

November 24, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Dec
2
Technology

AI BIG Idea Series | Indraneil Gokhale | Verda Cloud Oy

December 2, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details

Technology Research

November 13, 2026

AMAT 4FQ26: growth extends well beyond 2027. Neutral, $425 TP

By Pierre Ferragu
November 12, 2026

Nvidia without Jensen? A shame, but we reiterate our Buy rating

By Pierre Ferragu
November 11, 2026

Anthropic push into Office: Implied thoughts on the forming of the AI value chain

By Pierre Ferragu
November 11, 2026

$4.1tn in AI capex in 2030: How many GW, for whom?

By Pierre Ferragu
November 11, 2026

SoftBank 2FQ26: tech sell-off hits NAV, OpenAI valuation uplift to come. Buy, ¥5,670 TP

By Pierre Ferragu

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