Micron Technology

also referred to as: micron

3 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 2, 2026 by Alex Kantrowitz · said 11 times in 6 episodes since 2025 · across every show →

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brought up most by Alex Kantrowitz (7), Adam Parker (2), Ranjan Roy (1), David Cahn (1)

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Everything said about Micron Technology, oldest first

Jun 2, 2026 neutral
Assertion Supported
Kantrowitz: Top Three Memory Chip Makers Surpass World's Largest Oil Companies
“The world's three largest memory chip makers, Samsung Electronics, SK Hynix, and Micron Technology, now carry market capitalizations of more than a trillion dollars each, that's 22% above the combined market cap of the world's three most valuable oil companies…”
Alex Kantrowitz Jun 2, 2026 ▶ 36:13 Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
Jun 2, 2026 bearish
Prediction Open · timeframe Jun 2027
Kantrowitz: Memory Chip Valuations Will Inevitably Fall
“That will fall. It has to fall inevitably, right? I mean, not investment advice, but that has to fall.”
Alex Kantrowitz Jun 2, 2026 ▶ 37:48 Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
Jun 29, 2026 neutral
Assertion Supported
Micron Achieved 84.9% Gross Margin Compared to Apple's 49.3%
“Micron's gross margin was 84.9% last quarter, and Apple's was 49.3%.”
Alex Kantrowitz Jun 29, 2026 ▶ 43:13 Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
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