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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.

Technology Events

Jun
12
Technology

Global Tech Conference: Future of the Automotive Industry

June 12, 2023
Hosted by Pierre Ferragu

Event Details
Jul
11
Technology

Semicon West Investor Meetings

July 11, 2023 – July 12, 2023 — San Francisco, CA
Hosted by Pierre Ferragu

Event Details

Technology Research

June 5, 2023

PCs bottoming out. Enterprise IT remains weak. Cybersecurity more resilient. A.I. ramp has material impact on Broadcom. Tech weekly wrap-up June 2nd

By Pierre Ferragu
June 2, 2023

Bible 1Q23: Cloud infrastructure – Capex shifts towardstechnology; GPUs thrive, while CPU digestion continues.

By Pierre Ferragu
June 2, 2023

Bible 1Q23 – Industrials: Downcycle approaching?

By Pierre Ferragu
June 2, 2023

Broadcom 2FQ23: revenues set to re-accelerate next year with A.I. cluster deployments. Buy $935.

By Pierre Ferragu
May 31, 2023

Bible 1Q23: Service Provider Infrastructure – 5G peak hitting semiconductor demand

By Pierre Ferragu

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