Micron Technology, every mention
16 scenes · ← back to Micron Technology
tap a year for its mentions
every year anyone Jordi Hays 5John Coogan 3Brad Gerstner 3Martin Shkreli 2
Verbatim, from the transcripts: the passages where Micron Technology comes up
The Collapse of Situational Awareness, Ferrari Luce Stays on Track for 2026 | Diet TBPN
- ▶ 1:33 John Coogan In AI infrastructure companies, including Nebius, SanDisk, Micron, and CoreWeave, while also betting against software companies such as Adobe.
Martin Shkreli Breaks Down the Collapse of Situational Awareness
- ▶ 16:42 Martin Shkreli Like, we'll send Micron to five dollars, you know, just to liquidate this guy at three, right?
- ▶ 28:38 Martin Shkreli You know, they'll sell out your Micron very fast, or you'll sell it out before then.
GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
- ▶ 1:18 John Coogan SK Hynix, Samsung, and US-based Micron dominate the global memory market, and SK Hynix
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- ▶ 26:49 unnamed speaker The explosive growth in micron technologies profit in the latest quarter is extraordinarily good news for its shareholders. 8 times in the scene
Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN
- ▶ 9:21 unnamed speaker Three trillion dollar IPOs going out this year, potentially so much news in AI microns at a trillion.
Where Brad Gerstner Is Investing Billions
- ▶ 4:59 Brad Gerstner I mean, Micron has gone from a couple hundred bucks to a thousand bucks.
- ▶ 9:15 Brad Gerstner Now, of course, just to be fair, it's only up 10% for the year, compared to a company like Micron up 200% for the year, or a company like Arm up 200% for the year.
- ▶ 29:02 Brad Gerstner And, you know, as I sit here today, even though it's come up a lot, you know, Hynix is still trading at a single digit multiple, and Mike Brown's trading at a single digit multiple, and NVIDIA's trading at
IPO Giga Boom, World’s Fairs of the Past | Diet TBPN
- ▶ 6:00 unnamed speaker The American semiconductor manufacturer Micron announced that they've begun manufacturing one alpha DRAM, the most advanced memory ever produced in the United States at its Manassas, Virginia headquarters, uh, or manufacturing plant. 7 times in the scene
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- ▶ 8:41 unnamed speaker Micron.
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
FULL BREAKDOWN: Apple’s 7 New Devices
- ▶ 17:23 unnamed speaker It's Samsung, SK Hynix, and Micron. 6 times in the scene
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
- ▶ 20:17 Jordi Hays Micron is spending two hundred billion, so congratulations. 5 times in the scene
Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
- ▶ 21:52 John Coogan Former banker Lutnik has had in recent months asked other tech executives what can be done to help Intel, even asking other chip companies like TSMC, AMD, and Micron whether they would consider potential deals involved.