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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 Events

Jun
4
Technology

AI Revolutionizing Pharma A conversation with Generate:Biomedicines. 11am ET June 4th

June 4, 2025 – June 4, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details
Jun
20
Technology

AI Transforming Cloud Infrastructure | together.ai

June 20, 2025 – June 20, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

May 28, 2025

Bible 1Q25 – Industrials: the recovery is on. Expect strong momentum through 2025.

By Pierre Ferragu
May 27, 2025

Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, and more.

By Pierre Ferragu
May 24, 2025

Nvidia 1FQ26 preview: 2Q guide may be at risk, but 2025/2026 signals remain strong. Buy, $200 TP.

By Pierre Ferragu
May 23, 2025

SoftBank: early exposure to OpenAI at a 60%discount. Buy, ¥11,200 Target Price.

By Pierre Ferragu
May 23, 2025

Ride-sharing & Delivery: Lower prices fuel accelerating volumes

By Pierre Ferragu

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