COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Conf Call Slides: Memory in 2025: The fastest growing and most overlooked COGS of AIDecember 20, 2024 — Pierre Ferragu
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Micron 1FQ25: DRAM playing out as expected; NAND negative surprise doesn’t derail thesis. Buy $145 TP.December 19, 2024 — Pierre Ferragu
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Memory in 2025: The fastest growing and most overlooked COGS of AIDecember 18, 2024 — Pierre Ferragu
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Bible 3Q24 – Hyperscale & Cloud: AI spending spree, CPU servers about to recover?December 5, 2024 — Pierre Ferragu
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Bible 3Q24 – Autos: weakness across the board. We still expect a rebound in 2025December 5, 2024 — Pierre Ferragu
Events
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Dec
20TechnologyDecember 20, 2024Watch Replay -
Sep
26TechnologySeptember 26, 2024Watch Replay -
Jul
10TechnologyJuly 10, 2024Watch Replay -
Mar
28TechnologyMarch 28, 2024Watch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
10 -
Mar
7TechnologyMarch 7, 2023Watch Replay -
Oct
18 -
May
19TechnologyMay 19, 2022Watch Replay -
Feb
3TechnologyFebruary 3, 2022Watch Replay -
Jan
11TechnologyJanuary 11, 2022Watch Replay