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EVENT REPLAY

Replay: InstaDeep CEO, Karim Beguir - Generative AI for hard problems

October 11, 2024 — 11:00AM ET

Virtual

Hosted by Pierre Ferragu

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Additional Events

Nov
12
Technology

AI BIG Idea Series | Vijay Vusirikala | Arista

November 12, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Dec
2
Technology

AI BIG Idea Series | Indraneil Gokhale | JP Morgan Chase

December 2, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details

Technology Research

October 23, 2026

Nokia 3Q26: AI momentum points to further upgrades, Buy, €11 TP

By Pierre Ferragu and Ben Harwood
October 23, 2026

Besi 3Q26: HBM delay confirmed; conviction in long-term adoption intact. Maintain Buy.

By Pierre Ferragu and Ben Harwood
October 22, 2026

LAM 1FQ27: WFE outlook strengthens but supply constraints cap near-term upside. Neutral, $255 TP.

By Pierre Ferragu
October 22, 2026

Tesla 3Q26: Growing conviction in theautonomy-led growth inflection

By Pierre Ferragu and Ben Harwood
October 22, 2026

Nokia 3Q26: AI momentum points to further upgrades

By Pierre Ferragu

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