COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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Grasping the AI Infra Buildout & GTC takeawaysMarch 25, 2026 — Pierre Ferragu, Ben Harwood and Antoine Chkaiban
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Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028March 23, 2026 — Pierre Ferragu and Antoine Chkaiban
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Micron 2FQ26: Cyclical upside behind us. Capex ramping to close the supply gap. Neutral, $345 TP.March 19, 2026 — Pierre Ferragu
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KLA 2026 Investor Day: Strong positive signals… for the downstream of semicap equipmentMarch 17, 2026 — 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
