Micron
Memory manufacturer referenced as a direct beneficiary of memory cycle dynamics and a core semi play in the shortage.
Every podcast mention of Micron in one pod.
11 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning Micron
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Latent Space
Memory manufacturer referenced as a direct beneficiary of memory cycle dynamics and a core semi play in the shortage.
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
All-In Podcast
Memory chip manufacturer whose stock valuation is noted as being very low.
Why Building AI Data Centres Isn’t Working Anymore
ColdFusion
Experienced a significant stock drop after learning a commitment for DRAM output was not legally binding.
PhotoTechEDU Day 25: Open-source-based high-resolution cameras
GoogleTalksArchive
A manufacturer of sensors. Andre mentions a new 5-megapixel sensor from Micron that runs faster than their current compressor code.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In Podcast
One of three companies globally making High Bandwidth Memory (HBM), which smashed earnings and revenue, with 2026 supply sold out.
3 weird businesses doing $10M, $20M, $30M
My First Million
A company whose SSDs Leopold invested in as a bottleneck in AI infrastructure, alongside GPUs.
China Says They Shut Down Gold Trading To Protect You — That's Not Why — We Had To React
Tom Bilyeu
A stock recommended by Seeking Alpha, also owned by the speaker.
If I was 25 with $0, I'd build this
My First Million
A company mentioned in the context of AI infrastructure investment, trading at a low PEG ratio relative to its growth rate.
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In Podcast
Contributed $250 million to Trump Accounts, offering up to $1,000 per employee.
$2B founder reveals the niches that can make you $$$ (ft. Allison Ellsworth, Poppi)
My First Million
A stock that the founder's children were interested in investing in with their initial $5,000 allocation.
The Chart That Proves You're Getting Poorer Even When Your Portfolio Goes UP!
Tom Bilyeu
A memory chip company mentioned in the context of AI development and manufacturing capacity.