Micron Technology
also referred to as: micron
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 4, 2025 by Josh Wolfe · said 3 times in 1 episodes since 2025 · across every show →
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brought up most by Josh Wolfe (2), Shane Parrish (1)
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2025 3 mentions in 1 episode
Everything said about Micron Technology, oldest first
Mar 4, 2025 bullish
Wolfe: SK Hynix will bypass export controls easier than Micron
“I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know, distribution to China …”