COMPANY
Tesla
TSLA:US
Primary coverage by Pierre Ferragu
Research
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Mobileye win at Volkswagen: Passenger ADAS flying lower, not higher, at Western OEMs.March 25, 2025 — Antoine Chkaiban
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Tesla: Some good reasons to buy the bottom. Buy, $465March 25, 2025 — Pierre Ferragu
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Tesla: Bad quarter in expectations. Will be the trough, expect a good recovery beyondMarch 24, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q24March 24, 2025 — Pierre Ferragu
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Bible 4Q24 – Mobility & Delivery: Healthy underlying growthMarch 11, 2025 — 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