COMPANY
Micron
MU:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q26 - Hyperscale & Cloud: visibility improving; agentic AI drives CPU demand; supply constraints across the board.June 9, 2026 — Pierre Ferragu and Antoine Chkaiban
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Bible 1Q26 - Memory: Demand escapes capacity, prices shoot up, demand destruction loomsJune 2, 2026 — Pierre Ferragu
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Nvidia 1FQ27: another beat & raise; revenues gated by supply; debate shifting to 2028. Buy, $340 TP.May 21, 2026 — Pierre Ferragu and Antoine Chkaiban
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CPU cage fight, memory shortage, WFE outlook, and more. Tech Weekly Wrap-upMay 11, 2026 — Pierre Ferragu
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2027 AI capex; Replatforming; WFE outlook; Memory supply tightening? Cloud growth, and more. Tech weekly wrap-upMay 4, 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
