COMPANY

Micron

MU:US

Primary coverage by Pierre Ferragu

Research

Events

Jul
10
Technology

Replay - Conf Call: AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.

July 10, 2024
Hosted by Pierre Ferragu

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Mar
28
Technology

Memory and the AI cycle: And what if it were only the beginning? Increasing Micron’s price target to $150

March 28, 2024
Hosted by Pierre Ferragu

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Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
10
Technology

Replay: Our top 3… well, maybe 4 picks for 2024!

January 10, 2024 — Virtual
Hosted by Pierre Ferragu

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Mar
07
Technology

Expert Call on Memory with Walt Coon and Mike Howard, who cover DRAM and NAND at Yole Research

March 7, 2023
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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May
19
Technology

Memory: What is next? Demand, Supply and Technology update with Yole

May 19, 2022
Hosted by Pierre Ferragu

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Feb
03
Technology

Conference Call: Believe it or not, we are bullish NAND... and patient

February 3, 2022
Hosted by Pierre Ferragu

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Jan
11
Technology

Memory coverage initiation: A new way to look at the industry

January 11, 2022
Hosted by Pierre Ferragu

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