COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Memory in 2025: Can Chinese DRAM derail our thesis?January 17, 2025 — Pierre Ferragu
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Semi cycle update 4Q24: Recovery weaker but still on for 2025January 16, 2025 — Pierre Ferragu
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Our top 4 picks for 2025 (+ 4 other ideas to consider)!January 8, 2025 — Pierre Ferragu
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PUBLIC ACCESS | OpenAI: o3 is a game changer - a few steps away from AG. After the $1bn-to-train model, the $1m-inference model.December 30, 2024 — Pierre Ferragu
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Conf Call Slides: Memory in 2025: The fastest growing and most overlooked COGS of AIDecember 20, 2024 — 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
