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Pierre FerraguÊ
  • Pierre FerraguÊ

The Tech Infrastructure Quarterly Bible 1Q25

We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.

Daniel Ives ... (+3)
  • Daniel Ives
  • Matthew Weiss
  • Scott Devitt
Pierre FerraguÊ
  • Pierre FerraguÊ

Ride-sharing & Delivery: Lower prices fuel accelerating volumes

Today, we are publishing the Ride-sharing & Delivery section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, Service Provider and Semicap Equipment. ...

Wedbush Research
  • Wedbush Research
Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ
Wedbush Research
  • Wedbush Research
Pierre FerraguÊ
  • Pierre FerraguÊ

AI re-platforming, tariff pull-ins, autos, weak iPhone cycle, HBM, and...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 33 names we followed last week, follow the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Waymo & Toyota partner in driverless & consumer AVs. Our take

Waymo and Toyota announced a strategic partnership this week. Click on the link below for key facts, and our take.

Ben Harwood
  • Ben Harwood

Grab 1Q25: guidance raise, as expected. We see further upside. $5.6 pr...

Grab reported 1Q25 earnings overnight. Please see the link below for our take on the print.

Wedbush Research
  • Wedbush Research
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