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EVENT REPLAY

Cloud and Data Networking Expert Event

December 8, 2022

Hosted by Pierre Ferragu

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How is hyperscaler capex shaping up for 2023; which vendors are set to benefit. (Virtual).

Technology Research

April 26, 2024

KLA 3FQ24: Gradual recovery on track, positive 2025outlook. Maintain Buy, $820.

By Pierre Ferragu
April 26, 2024

Intel 1Q24: server recovery delayed to 2H. Turnaround thesis still holds. Buy, $46 TP.

By Pierre Ferragu
April 26, 2024

Microsoft & Google 1Q24: cloud capex to accelerate in 2024

By Pierre Ferragu
April 26, 2024

Microsoft & Google 1Q24: Public cloud growth is sustainably re-accelerating

By Pierre Ferragu
April 26, 2024

Mobileye 1Q24: inventory correction >70% complete,3 additional OEMs in the SuperVision pipeline. Buy, $50.

By Pierre Ferragu

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