COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Tesla: early thoughts on FSD v12.5.6.3 and the upcoming v13November 20, 2024 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – Week ending November 1stNovember 4, 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
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Tesla 3Q24: Margins improve despite continued pressure on pricing. Neutral, $240 TPOctober 24, 2024 — Pierre Ferragu
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Tesla: Deep dive into Chinese competition - Existential threat?October 16, 2024 — Pierre Ferragu
Events
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Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Feb
27TechnologyFebruary 27, 2023Hosted by Pierre FerraguWatch Replay -
Jan
9TechnologyJanuary 9, 2023Hosted by Pierre FerraguWatch Replay -
Jan
6TechnologyJanuary 6, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
31TechnologyAugust 31, 2022Hosted by Pierre FerraguWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
May
7TechnologyMay 7, 2021Hosted by Pierre FerraguWatch Replay -
Mar
9TechnologyMarch 9, 2021Hosted by Pierre FerraguWatch Replay -
Oct
9TechnologyOctober 9, 2020Hosted by Pierre FerraguWatch Replay -
Nov
8TechnologyNovember 8, 2019Hosted by Pierre FerraguWatch Replay -
Jun
13TechnologyJune 13, 2019Hosted 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 -
Oct
3TechnologyOctober 3, 2018Hosted by Pierre FerraguWatch Replay -
May
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May
4