Micron Technology

also referred to as: micron

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 11, 2026 by John Coogan · said 42 times in 12 episodes since 2025 · across every show →

Mentions by year

brought up most by Jordi Hays (5), John Coogan (3), Brad Gerstner (3), Martin Shkreli (2)

mentionsepisodesper episode tap a year for its mentions

2026 41 mentions in 11 episodes 4 per episode

Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN Jun 30, 2026 · 8 mentions · from 26:49
IPO Giga Boom, World’s Fairs of the Past | Diet TBPN May 22, 2026 · 7 mentions · from 6:00
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN Mar 5, 2026 · 6 mentions · from 12:30
FULL BREAKDOWN: Apple’s 7 New Devices Mar 4, 2026 · 6 mentions · from 17:23
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN Feb 18, 2026 · 5 mentions · from 20:17
Where Brad Gerstner Is Investing Billions May 29, 2026 · 3 mentions · from 4:59
Martin Shkreli Breaks Down the Collapse of Situational Awareness Jul 30, 2026 · 2 mentions · from 16:42
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN Jul 30, 2026 · 1 mention · from 1:33
3 more episodes that year, every mention in 2026 →

2025 1 mention in 1 episode

Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew Aug 30, 2025 · 1 mention · from 21:52
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Micron Technology, oldest first

Jul 11, 2026 bullish

Assertion Supported

Coogan: SK Hynix Korean shares gained over 600% in one year

“SK Hynix, Samsung, and US-based Micron dominate the global memory market, and SK Hynix Is Korean listed shares are up over 600% in the past year.”

John Coogan Jul 11, 2026 ▶ 1:18 GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN

Jul 30, 2026 neutral

Assertion Supported

Coogan: Situational Awareness held concentrated longs in Nebius, Micron, CoreWeave, shorted Adobe

“The fund had built concentrated positions In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.”

John Coogan Jul 30, 2026 ▶ 1:30 The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN

Micron Technology

Mentions by year

Everything said about Micron Technology, oldest first

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