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NSR & BCG Semiconductor Big Idea Conference

September 14, 2023 – September 14, 2023

Hosted by Pierre Ferragu

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Please contact your salesperson for information.

Technology Events

May
30
Technology

AI Regulation: Who will regulate, who will win and who will lose?

May 30, 2023 — Virtual
Hosted by Dan Salmon, Blair Levin, Matt Perault and Pierre Ferragu

Watch Replay
Jun
12
Technology

Global Tech Conference: Future of the Automotive Industry

June 12, 2023
Hosted by Pierre Ferragu

Event Details

Technology Research

May 30, 2023

Bible 1Q23 - Semicap: Risk of negative surprises remain

By Pierre Ferragu
May 30, 2023

The rubber of generative AI hits the road; Autos and industrials entering a downcycle? Other segments bottoming out? Tech Weekly Wrap-Up May 26th

By Pierre Ferragu
May 26, 2023

Bible 1Q23: Ride-sharing & Delivery – Lyft down, Uber and Grab up: Market dynamics playing out

By Pierre Ferragu
May 25, 2023

Nvidia 1FQ24: $100bn revenue in 2027 on the table Buy, $430 TP.

By Pierre Ferragu
May 24, 2023

Palo Alto Networks 3FQ23: Rapidly expanding profitability. Buy, $260 TP.

By Pierre Ferragu

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