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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
30
Technology

AI BIG Idea Series | Andreas Urschitz | Infineon

September 30, 2026 — Virtual
Hosted by Pierre Ferragu and Ben Harwood

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 30, 2026

Infineon: Looking at the next peak. €6 EPS and a path to €150 stock.

By Pierre Ferragu and Ben Harwood
September 29, 2026

Tesla Model Update

By Pierre Ferragu
September 29, 2026

Is Muse a catalyst for infrastructure spending? Not how you may think.

By Pierre Ferragu
September 28, 2026

Micron model update

By Pierre Ferragu
September 25, 2026

What lies behind the AI doomerism debate? Implications?

By Pierre Ferragu

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