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EVENT REPLAY

Besi: Revisiting our thesis following the HBM shock.

April 23, 2024 — 11:00AM ET

Virtual

Hosted by Rolf Bulk and Piyush Kalyani

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Technology Events

Feb
25
Technology

Intel: Breaking up the dream?

February 25, 2025 — Virtual
Hosted by Pierre Ferragu

Event Details

Technology Research

February 21, 2025

Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening. Long-term thesis intact. Buy, €160.

By Pierre Ferragu
February 20, 2025

Asia Feb - Mar 25 Pre Trip Notes

By Peter Vogel
February 20, 2025

LAM Research 2025 CMD - what did we learn?

By Pierre Ferragu
February 20, 2025

Besi 4Q24: push-out in mainstream; hybrid bonding adoption broadening. Long-term thesis intact.

By Pierre Ferragu
February 20, 2025

Grab 4Q24: Cautious guide, as usual. Thesis intact.Buy, $5.6.

By Pierre Ferragu

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