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EVENT

Twitter & Tesla Discount Call

December 5, 2022

Hosted by Pierre Ferragu and Blair Levin

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Discussion on factors driving Tesla performance.

Additional Events

Apr
20
Communications

AMZN/GSAT: DEAL OVERVIEW, IMPLICATIONS, WINNERS & LOSERS

April 20, 2026 — Virtual
Hosted by David Barden, Pierre Ferragu, Blair Levin, James Ratzer and Dan Salmon

Event Details

Technology Research

April 17, 2026

Ericsson 4Q25: Muted market, managing cost inflation well; remain on the sidelines

By Pierre Ferragu
April 16, 2026

TSMC 1Q26 QT: Another beat and raise. Top Pick for 2026.

By Pierre Ferragu
April 16, 2026

Intel gross margin: revenue recovery and price increases stronger than 18A headwind

By Pierre Ferragu and Antoine Chkaiban
April 16, 2026

ASML 1Q26: Demand strengthening, but in line with consensus and not to the point of making EUV a bottleneck. Neutral, €1,245.

By Pierre Ferragu
April 15, 2026

Traditional server CPU shipments to rebound for multiple years

By Pierre Ferragu and Antoine Chkaiban

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