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EVENT REPLAY

GTC 2025 Takeaways CONF CALL

March 21, 2025 — 12:00PM ET

Virtual

Hosted by Pierre Ferragu and Antoine Chkaiban

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Please join us to discuss key takeaways from GTC 2025.

Additional Events

Nov
17
Technology

2025 BCG & NSR AI BIG Idea Series

November 17, 2025 – February 19, 2026 — Virtual
Hosted by Pierre Ferragu

Event Details
Nov
17
Technology

AI BIG Idea Series | Chris Bergey & Ami Badani | Arm

November 17, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

November 3, 2025

AMD Model Update

By Antoine Chkaiban and Pierre Ferragu
November 3, 2025

Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-up

By Pierre Ferragu
November 1, 2025

Apple 4FQ25: iPhone cycle emerging strong; but valuation is full. Neutral, $270 TP.

By Pierre Ferragu
November 1, 2025

TEL 2FQ26: HBM drives beat. More positive tone on 2026. Neutral, ¥33,750.

By Rolf Bulk and Pierre Ferragu
October 31, 2025

Tracking the return on AI investment: How is the replatforming going at hyperscalers?

By Pierre Ferragu and Antoine Chkaiban

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