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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 Research

May 2, 2024

Wolfspeed 3FQ24: Downcycle in industrials overshadows progress in Mohawk. Buy, $44

By Pierre Ferragu
May 2, 2024

Arm: limited room for near-term surprises; waiting for better entry point.

By Pierre Ferragu
May 1, 2024

What if the EV slowdown were not a headwind on auto semi growth?

By Pierre Ferragu
May 1, 2024

AMD 1Q24: Reaching critical mass in Datacenter GPU for 2025. It is good news to us… Buy, $200 TP

By Pierre Ferragu
April 30, 2024

CALL SLIDES - Update on AI Capex

By Dan Salmon, Pierre Ferragu, Antoine Chkaiban and Maxwell Spaeth

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