
Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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ARC-AGI-2: Pushing the measure of intelligence beyond test-time computeMarch 25, 2025 — Pierre Ferragu
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Tesla: Some good reasons to buy the bottom. Buy, $465March 25, 2025 — Pierre Ferragu
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AI infrastructure growth, 2024-2027: Who wins inside the chip?March 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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Do you believe in magic? The #1 question to ask CoreWeave before considering the IPOMarch 24, 2025 — Pierre Ferragu