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EVENT

Semicap Equipment – Client Call

July 1, 2022

Hosted by Pierre Ferragu

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1am ET/4pm BST. Discussion on the next 5 years. Secular drivers and the next peak.

Additional Events

Feb
18
Technology

2025 BCG & NSR AI BIG Idea Series

February 18, 2026 – February 18, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Feb
18
Technology

AI BIG Idea Series | Helios: AMD’s Next-Generation Rack-Scale Architecture | Forrest Norrod & Doug Huang

February 18, 2026 — Virtual
Hosted by Antoine Chkaiban

Event Details

Technology Research

January 29, 2026

LAM 2FQ26: WFE outlook in line with our expectations and reflected in valuation. Neutral, $235 TP.

By Pierre Ferragu
January 29, 2026

Meta 4Q25: 50% Capex intensity & 40% expense growth - replatforming overdrive.

By Pierre Ferragu and Antoine Chkaiban
January 29, 2026

Tracking the return on AI investment: How is the replatforming going at hyperscalers?

By Pierre Ferragu and Antoine Chkaiban
January 29, 2026

Tesla 4Q25: Betting the farm on Robotaxi, Optimus and vertical integration

By Pierre Ferragu and Ben Harwood
January 29, 2026

Microsoft 2FQ26: Azure growth constrained, healthy re-platforming at work. Buy, $675 TP.

By Pierre Ferragu and Antoine Chkaiban

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