COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
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Gen AI Big Idea Series – Lightmatter CEO, Nick Harris. Radix Is All You Need.December 9, 2024 — Pierre Ferragu
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Bible 3Q24 – Semicap: 2025 expectations are too highDecember 2, 2024 — Pierre Ferragu
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Semicap in 2025: All the headwinds the Street ignoresNovember 11, 2024 — Pierre Ferragu
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Hynix, LAM, Besi, Tesla, Auto cycle, Enterprise AI, and more: Tech Weekly Wrap-up.October 28, 2024 — Pierre Ferragu
Events
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Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
