COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
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Smartphones & PCs in 2025 – a health check in 10 slides.December 10, 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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Soitec: Poised for growth following the inventory correction. Buy, €130December 5, 2024 — Pierre Ferragu
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Nvidia guide up, Palo Alto platformization, Soitec correction, and more. The Tech Weekly Wrap-up.November 25, 2024 — Pierre Ferragu
Events
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Dec
19TechnologyDecember 19, 2024Hosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre FerraguWatch Replay -
Feb
23TechnologyFebruary 23, 2023Hosted by Pierre FerraguWatch Replay -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
1TechnologyAugust 1, 2022Hosted by Pierre FerraguWatch Replay