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EVENT REPLAY

Replay: Syntiant CEO, Kurt Busch - Generative AI at the Edge: From silicon to Software

October 3, 2024 — 11:00AM ET

Virtual

Hosted by Pierre Ferragu

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Additional Events

Nov
19
Technology

AI BIG Idea Series | Hugh Holbrook | Arista

November 19, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details
Dec
18
Technology

AI BIG Idea Series | Gilad Shainer | Nvidia

December 18, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

October 24, 2025

Intel 3Q25: beat despite tight supply;18A yields poor, but 14A momentum builds

By Pierre Ferragu
October 24, 2025

Mobileye 3Q25: new surround ADAS win encouraging, but overall momentum remains slow. Buy, $20 TP.

By Pierre Ferragu and Antoine Chkaiban
October 24, 2025

Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170.

By Rolf Bulk and Pierre Ferragu
October 23, 2025

LAM 1FQ26: China and HBM drive beat. Maintain cautious view on 2026. $140 Target Price.

By Rolf Bulk and Pierre Ferragu
October 23, 2025

Tesla 3Q25: Key catalysts on track. Buy, $520

By Pierre Ferragu

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