Pierre Ferragu

Pierre Ferragu is a technology analyst and founder of New Street Research, an independent equity research boutique. Before starting New Street, he was a technology sector analyst at Sanford Bernstein and Alliance Bernstein. He developed expertise in semiconductor, networking, and technology infrastructure companies, publishing research that institutional investors use to make investment decisions in these areas. His research notes on companies like NVIDIA, TSMC, and networking hardware companies are closely followed by long/short equity managers with technology exposure. Independent research firms like New Street serve institutional investors who want analysis without the conflicts of interest that can arise in full-service investment banks. His work on AI infrastructure capex cycles and data center power demand has been widely cited by institutional allocators navigating the semiconductor capital cycle.