COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Tariffs: Smartphones, PC, semicap equipment, and others excluded - Our takeApril 14, 2025 — Pierre Ferragu
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Tariffs. Figuring the right baseline to assess implicationsApril 4, 2025 — Pierre Ferragu
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Auto semis: How will tariffs impact the cycle? Infineon remains a top pickApril 1, 2025 — Pierre Ferragu
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AI infrastructure growth, 2024-2027: Who wins inside the chip?March 25, 2025 — Pierre Ferragu
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Micron 2FQ25: Thesis playing out. Buy, $145 TP.March 21, 2025 — Pierre Ferragu
Events
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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
