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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

Oct
13
Technology

2026 Semicon West Investor Meetings

October 13, 2026 – October 14, 2026 — San Fransisco, CA
Hosted by Pierre Ferragu and Peter Vogel

Event Details
Nov
12
Technology

AI BIG Idea Series | Vijar Vusirikala | Arista

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

Event Details

Technology Research

October 13, 2026

Tokyo Electron model update

By Pierre Ferragu
October 13, 2026

Infineon - Powering the datacenter. Takes from our Big Idea call with the CMO

By Pierre Ferragu and Ben Harwood
October 2, 2026

Tesla: Delivery Beat, Supply Constrained; FSD Supporting Demand. Buy

By Pierre Ferragu
October 1, 2026

Micron 4FQ26: Our upgrade thesis playing out. Buy $1,350 Target Price

By Pierre Ferragu
September 30, 2026

Infineon: Looking at the next peak. €6 EPS and a path to €150 stock.

By Pierre Ferragu and Ben Harwood

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