COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Bible 3Q24 – Memory: margin expansion despite temporary demand slowdown. Our thesis is playing outNovember 15, 2024 — Pierre Ferragu
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Hynix 3Q24 – Margins expand despite temporary weakness in PCs and smartphoneOctober 24, 2024 — Pierre Ferragu
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Micron 4FQ24: Watching COGS and PPE is the way. Our memory thesis is playing out – Buy $150 TP.September 26, 2024 — Pierre Ferragu
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Semi cycle update 3Q24: 2025 reaccelerating across the boardSeptember 25, 2024 — Pierre Ferragu
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Asia Tech Tour Takeaways: AI great; Legacy Tech WeakSeptember 23, 2024 — Peter Vogel and Pierre Ferragu
Events
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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
