COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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AI datacenter industry model v2.0 – less, but more expensive chips, with more memory content.April 11, 2024 — Pierre Ferragu
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Semi 1Q24 Update: AI shortcuts the cycle, while diversified semis find a bottomApril 4, 2024 — Pierre Ferragu
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Memory and the AI cycle: And what if it were only the beginning? Increasing Micron’s price target to $150March 27, 2024 — Pierre Ferragu
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Micron 2FQ24: Inventory drawdowns coming to an end and jump in production – Buy $130 Target PriceMarch 21, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
Events
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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 FerraguWatch Replay -
Mar
07TechnologyMarch 7, 2023Hosted by Pierre FerraguWatch Replay -
Oct
18 -
May
19TechnologyMay 19, 2022Hosted by Pierre FerraguWatch Replay -
Feb
03TechnologyFebruary 3, 2022Hosted by Pierre FerraguWatch Replay -
Jan
11TechnologyJanuary 11, 2022Hosted by Pierre FerraguWatch Replay
