COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Micron 3FQ24: HBM ramping, capex increase won’tderail margin recovery – Buy $150 TPJune 27, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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AI expectations increasing, PC and Non AI cloud spending recovering, Apple-OpenAI deal and more. The Tech Weekly Wrap-upJune 3, 2024 — Pierre Ferragu
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What do HBM manufacturers have to say about AI growth in 2025?May 7, 2024 — Pierre Ferragu
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Bible 1Q24 – Memory: cycle thesis playing out, and it is only the beginning.May 3, 2024 — Pierre Ferragu
Events
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Mar
28TechnologyMarch 28, 2024Watch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
10 -
Mar
07TechnologyMarch 7, 2023Watch Replay -
Oct
18 -
May
19TechnologyMay 19, 2022Watch Replay -
Feb
03TechnologyFebruary 3, 2022Watch Replay -
Jan
11TechnologyJanuary 11, 2022Watch Replay