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• Cloud, Datacentre &Data Networking outlook with 650 Group Co-FOUNDER, Alan Weckel

June 21, 2022

Hosted by Pierre Ferragu

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12PM ET / 5PM UK

Additional Events

Feb
18
Technology

2025 BCG & NSR AI BIG Idea Series

February 18, 2026 – February 18, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Feb
18
Technology

AI BIG Idea Series | Helios: AMD’s Next-Generation Rack-Scale Architecture | Forrest Norrod & Doug Huang

February 18, 2026 — Virtual
Hosted by Antoine Chkaiban

Event Details

Technology Research

February 13, 2026

SoftBank 3FQ25: attractively priced quality assets; holding discount at decade low. Neutral, ¥5,250 TP

By Pierre Ferragu
February 13, 2026

AMAT 1FQ26: solid print & guide driven by DRAM, but valuation limits upside. Neutral, $345 TP

By Pierre Ferragu
February 13, 2026

Arista 4Q25: Beat and raise set to continue through 2027. Buy, $175

By Pierre Ferragu and Antoine Chkaiban
February 12, 2026

Cisco 2FQ26: thesis playing out, high single digit growth with AI and campus, margin expansion pauses.

By Pierre Ferragu
February 12, 2026

Grab 4Q25: 20% p.a. growth trading at 12x FCF. Buy

By Pierre Ferragu and Ben Harwood

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