Micron Technology
also referred to as: micron
3 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Feb 28, 2026 by Jason Calacanis · said 21 times in 10 episodes since 2025 · across every show →
Mentions by year
brought up most by Jason Calacanis (16), Howard Lutnick (1), Gavin Baker (1), David Sacks (1), Chamath Palihapitiya (1), Brad Gerstner (1)
tap a year for its mentions
2026 20 mentions in 9 episodes 2 per episode
- Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
- Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
- All-In's 2026 Predictions
- 1 more episode that year, every mention in 2026 →
2025 1 mention in 1 episode
Everything said about Micron Technology, oldest first
Feb 28, 2026 negative
Calacanis: Micron's $100B New York Fab Took 1,200 Days to Break Ground
“Micron has a hundred billion dollar mega fab in New York, and there's a lawsuit by six, one, two, three, four, five, six concerned citizens. And the project has taken 12, 1200 days, 1200 days between their announcement and the groundbreaking, and they spent 61…”
Jun 27, 2026 positive
Baker: Micron locks in 50% of revenue with four customer agreements
“They announced that they have these SCAs, these supply chain agreements, That have a floor and a ceiling for prices with an increasingly large group of large customers. And this covers essentially 50% of their revenue, I think, with just four customers.”
Jul 30, 2026 bearish
Calacanis: ASML stock falls 17% as Chinese competitor CXMT surges 500%
“Well, ASML stock is down 17% on news that China is getting into that business and Chinese memory maker CX MT went public surging almost 500% on its debut market cap over four 50. And so that hurt Micron Samsung, et cetera, who were all down.”