COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Tesla 2Q24 Deliveries: Good sequential recovery; storage taking off.July 2, 2024 — Pierre Ferragu
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Tesla 2Q24 Delivery Preview: Demand stabilizing, but no sign of material improvementJune 25, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Bible 1Q24 – Autos: Semi cycle hits. Time to buy the stocks.June 18, 2024 — Pierre Ferragu
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Tesla portfolio expansion; cloud revenues and capex accelerating; time to buy auto semis; and much more. The Tech Weekly Wrap-upApril 29, 2024 — Pierre Ferragu
Events
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Mar
14TechnologyMarch 14, 2024 — VirtualWatch Replay -
Feb
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Jan
09TechnologyJanuary 9, 2023Watch Replay -
Jan
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Sep
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Aug
31TechnologyAugust 31, 2022Watch Replay -
Mar
25TechnologyMarch 25, 2022Watch Replay -
May
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May
19TechnologyMay 19, 2021Watch Replay -
May
07TechnologyMay 7, 2021Watch Replay -
Mar
09TechnologyMarch 9, 2021Watch Replay -
Oct
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Nov
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Jun
13TechnologyJune 13, 2019Watch Replay -
Jun
06TechnologyJune 6, 2019Watch Replay -
Feb
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Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
Oct
03TechnologyOctober 3, 2018Watch Replay -
May
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May
04