COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Post-DeepSeek Disorder Syndrome (PDDS) – our recommended treatmentFebruary 10, 2025 — Pierre Ferragu
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DeepSeek crushed capex… expectations.February 7, 2025 — Pierre Ferragu
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Conf Call Slides - DeepSeek: Is this the name of a wind in Chinese?January 27, 2025 — Pierre Ferragu
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TSMC to grow AI revenues 45% p.a. to 2029. Implications?January 21, 2025 — Pierre Ferragu
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Memory in 2025: Can Chinese DRAM derail our thesis?January 17, 2025 — Pierre Ferragu
Events
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Dec
20TechnologyDecember 20, 2024Hosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Mar
28TechnologyMarch 28, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Mar
7TechnologyMarch 7, 2023Hosted by Pierre FerraguWatch Replay -
Oct
18 -
May
19TechnologyMay 19, 2022Hosted by Pierre FerraguWatch Replay -
Feb
3TechnologyFebruary 3, 2022Hosted by Pierre FerraguWatch Replay -
Jan
11TechnologyJanuary 11, 2022Hosted by Pierre FerraguWatch Replay
