COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
-
Micron 2FQ25: Thesis playing out. Buy, $145 TP.March 21, 2025 — Pierre Ferragu
-
GTC 2025 – Making sense of the AI bull case.March 21, 2025 — Pierre Ferragu
-
AI buildouts: How is 2026 shaping up? What do we know already?March 18, 2025 — Pierre Ferragu
-
Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a bottomMarch 17, 2025 — Pierre Ferragu
-
Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE market. We are cautious.March 13, 2025 — Pierre Ferragu
Events
-
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
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
