COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Reconciling TSMC guide with total AI Infra. Spending in 2030, on a single slideJanuary 21, 2026 — Antoine Chkaiban and Pierre Ferragu
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Technology infrastructure in 2026: Top picks & updated perspective - Conference Call DeckJanuary 13, 2026 — Pierre Ferragu, Antoine Chkaiban and Ben Harwood
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AI infrastructure in 2026: Updated perspective & top picksJanuary 7, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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Micron 1FQ26: Our thesis has played out fully. Waitfor a cyclical entry to keep playing the secular trendDecember 18, 2025 — Pierre Ferragu
Events
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Jan
13TechnologyJanuary 13, 2026 — VirtualHosted by Pierre Ferragu, Antoine Chkaiban and Ben HarwoodWatch Replay -
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
