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EVENT REPLAY

REPLAY: Mobileye CEO Amnon Shashua - Gen AI and autonomous driving

September 26, 2024

Virtual

Hosted by Pierre Ferragu

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Technology Research

May 7, 2025

AMD 1Q25 –Export restrictions hurt badly, but the GPU opportunity is still strong. Buy, $150 TP.

By Pierre Ferragu
May 7, 2025

Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi Momentum

By Pierre Ferragu and Ben Harwood
May 7, 2025

Arista 1Q25: 2025 guide prudently maintained amid macro uncertainty. AI programs on track. Buy, $105 TP.

By Pierre Ferragu and Antoine Chkaiban
May 5, 2025

Chinese Lithography: Recent newsflow confirms it is 15-20 years behind

By Rolf Bulk and Pierre Ferragu
May 5, 2025

AI re-platforming, tariff pull-ins, autos, weak iPhone cycle, HBM, and more. Our weekly wrap-up.

By Pierre Ferragu

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