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EVENT REPLAY

How to get the best out of an AI Chip? Deep Dive w/Gennady Pekhimenko (CEO of CentML)

April 4, 2024 — 11:00AM ET

Virtual

Hosted by Pierre Ferragu

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Technology Research

April 27, 2024

Wolfspeed: who could buy? At what price?

By Pierre Ferragu
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

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