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EVENT REPLAY

Initiating coverage on Mobileye – What future for autonomous driving?

December 6, 2022

Hosted by Pierre Ferragu

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10:00am ET.

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 5, 2026

Arm 3FQ26: Upgrade to buy. Smartphone creates an entry point while the datacenter outlook strengthens.

By Pierre Ferragu
February 5, 2026

Uber 4Q25: Robotaxi datapoints support our thesis. Buy, $115

By Pierre Ferragu
February 4, 2026

Soitec 3FQ26: Correction lingers, now reflected in expectations; recovery in 2027

By Pierre Ferragu and Ben Harwood
February 4, 2026

Chang Wah (6548 TT) Raising Prices On Lead Frames Call Notes

By Peter Vogel and Pierre Ferragu
February 4, 2026

AMD 4Q25: Lack of immediate catalysts, but MI450 on track for $25bn run rate, entering 2027. Buy, $354 TP.

By Pierre Ferragu and Antoine Chkaiban

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