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EVENT REPLAY

REPLAY: TSMC in 2025: the #1 growth driver won’t be AI!

August 28, 2024 — 11am ET

Hosted by Pierre Ferragu

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Technology Research

December 20, 2024

Conf Call Slides: Memory in 2025: The fastest growing and most overlooked COGS of AI

By Pierre Ferragu
December 20, 2024

$60-90bn Broadcom AI compute & networking SAM across 3 players? The underlying math.

By Pierre Ferragu
December 19, 2024

Palo Alto Networks Model Update Post Stock Split

By Pierre Ferragu
December 19, 2024

Micron 1FQ25: DRAM playing out as expected; NAND negative surprise doesn’t derail thesis. Buy $145 TP.

By Pierre Ferragu
December 19, 2024

The Tech Infrastructure Quarterly Bible 3Q24

By Pierre Ferragu

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