COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Bible 3Q25 – Memory: Thesis played out. Secular growth to meet multiple compression next.December 4, 2025 — Pierre Ferragu
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AI bubble? Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekly wrap-up.November 24, 2025 — Pierre Ferragu
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2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY!October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
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Semicon West: 2026 outlook? Does AI drive growth?DRAM architectures? Chinese competition? And more.October 14, 2025 — Pierre Ferragu
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Downgrading Micron: Cyclical patterns should prevail, even along secular growthOctober 14, 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
