Analyst
Baird
Equibles does not estimate personal net worth.
Tristan Gerra is recorded as Analyst at Baird. Tristan Gerra has spoken on 12 earnings calls across 5 companies, most recently for Diodes Inc on August 5, 2026. Those appearances were for Rambus Inc (RMBS), Diodes Inc (DIOD), Seagate Technology Holdings plc (STX), Navitas Semiconductor Corp (NVTS) and Knowles Corp (KN). The companies whose calls Tristan Gerra spoke on are classified in the Technology sector.
“Some of your peers have reported some constraints, notably for power product supply. Are you seeing any supply constraints? Will you be able to ship more without it? notably into data center.”
“The 20% year-over-year increase in product revenue guidance that you provided, is that a good reflection of the unit demand that you see for X86 CPU in light of AMD provided or raising their X86 CPU CAGR to a 50% over the next several years? but I understand this includes pricing.”
“I wanted to understand better the implications of tightening lead times on customer requalifications. Is that helping as people are getting more concerned about securing capacity for 27?”
“I know it's still probably a bit early, but would you be able to talk about the dollar content that we could expect per WAC for silicon carbide on the first generation 800-volt architecture? and then what type of ramping content should we expect with Kyber for both silicon carbide and GAN?”
“It looks like you started to be a little bit more bullish on your market share prospect in our city with companionships ramping.”
Baird
Analyst
Source not stated
RMBS
Semiconductors · Technology
DIOD
Semiconductors · Technology
KN
Electronic Components · Technology
