COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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The NSR AI datacenter economics cheat sheetSeptember 26, 2025 — Pierre Ferragu and Antoine Chkaiban
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Micron 4FQ25: Our thesis played out. Earnings revision to meet multiple compression next.September 24, 2025 — Pierre Ferragu
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Micron: Supply squeeze playing out and getting priced in; beware of upcoming volatility. Buy, $190September 19, 2025 — Pierre Ferragu
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Micron model updateSeptember 19, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 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 Ferragu and Rolf BulkWatch 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 Ferragu, Ben Harwood, Antoine Chkaiban and Rolf BulkWatch 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
