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Twitter & Tesla Discount Call

December 5, 2022

Hosted by Pierre Ferragu and Blair Levin

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Discussion on factors driving Tesla performance.

Technology Events

Apr
23
Technology

Besi: Revisiting our thesis following the HBM shock.

April 23, 2024 — Virtual
Hosted by Rolf Bulk and Piyush Kalyani

Event Details

Technology Research

April 19, 2024

Mobileye pre 1Q24 model update

By Pierre Ferragu
April 19, 2024

Besi: Revisiting our thesis following the HBM shock.

By Pierre Ferragu
April 19, 2024

TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong. Buy, NT$920 Target Price.

By Pierre Ferragu
April 19, 2024

Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board. Neutral, €3.5

By Pierre Ferragu
April 18, 2024

TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong

By Pierre Ferragu

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