COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Tesla: Increasing AI capex >5x in 2026. Implications.February 17, 2026 — Pierre Ferragu
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The market has it backwards: Meta is the only hyperscaler overspending on AIFebruary 9, 2026 — Pierre Ferragu
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Hyperscalers to nearly double AI capex again in 2026. Implications.February 6, 2026 — Pierre Ferragu and Antoine Chkaiban
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Anticipating the memory supply-demand balance of 2026, on a single slideFebruary 3, 2026 — Pierre Ferragu
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Where is the cost of HBM going? A perspective on a single slide.February 2, 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
