COMPANY
Nvidia
NVDA:US
Primary coverage by Pierre Ferragu
Research
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Semi cycle update 4Q24: Recovery weaker but still on for 2025January 16, 2025 — Pierre Ferragu
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Our top 4 picks for 2025 (+ 4 other ideas to consider)!January 8, 2025 — Pierre Ferragu
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PUBLIC ACCESS | OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.December 30, 2024 — Pierre Ferragu
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OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.December 23, 2024 — Pierre Ferragu
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$60-90bn Broadcom AI compute & networking SAM across 3 players? The underlying math.December 20, 2024 — Pierre Ferragu
Events
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Nov
20TechnologyNovember 20, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
11TechnologyOctober 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
3TechnologyOctober 3, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Mar
27TechnologyMarch 27, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
9TechnologyJanuary 9, 2024Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2023 – June 12, 2023Hosted by Pierre FerraguWatch Replay -
May
25TechnologyMay 25, 2023 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
30TechnologyJanuary 30, 2023Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Feb
9TechnologyFebruary 9, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Sep
9TechnologySeptember 9, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Oct
13TechnologyOctober 13, 2020Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
May
6TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Nov
2TechnologyNovember 2, 2018Hosted by Pierre FerraguWatch Replay -
May
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May
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