HPMs

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 15, 2026 by Aravind Srinivas · across every show →

Everything said about HPMs, oldest first

Jun 15, 2026 bullish
Prediction Not checkable as stated
Micron might surpass Meta in valuation within 12 months
“It might not be inconceivable that Micron, the supplier of HPMs, might be more valuable than Meta in the next six to 12 months.”
Aravind Srinivas Jun 15, 2026 ▶ 38:23 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
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