Micron Technology
Mentioned in 28 analyzed podcast episodes across 10 shows
A major memory chip manufacturer serving the AI data center market, capitalizing on unprecedented demand for DRAM and memory infrastructure with limited supply. The company announced a landmark $200 billion investment in manufacturing capacity expansion and fab acquisitions to address critical AI memory bottlenecks and supply chain constraints. Podcast discussions focus on its pivotal role in AI infrastructure buildout and significant stock appreciation driven by long-term memory demand tailwinds.
Mentioned On
Episode Mentions
Marketplace · May 13, 2026
Another inflation alarm bell
“CEO on Trump delegation to China; stock up 4.8% on geopolitical engagement news”
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“Memory stock on parabolic run driven by Korean retail traders and AI bottleneck narrative, trading at extreme valuations”
The Compound and Friends · May 12, 2026
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
“Memory chip maker that doubled in one month (April 12-present), now 10th largest S&P 500 holding; exemplifies bubble dynamics with 582% EPS growth”
Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“Memory stock up 777% in 12 months; trading at 6x earnings with structural supply shortage supporting continued gains”
WSJ What’s News · May 6, 2026
Samsung Hits $1 Trillion Milestone as AI Demand Soars
“Memory chip manufacturer more than doubled in value since start of year; now worth more than ExxonMobil by market cap”
Schwab Market Update Audio · May 6, 2026
Jobs Data, Disney Awaited After New Record Highs
“Memory chip stock leading gains amid solid AI infrastructure demand expectations”
World Business Report · May 5, 2026
Tensions rise in the Persian Gulf
“Memory chip manufacturer posting 15% share price gain alongside broader AI chip sector surge”
The Compound and Friends · May 5, 2026
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
“DRAM/NAND producer with stock up 600% YTD; market cap grew from $63B to $717B in 3 years due to AI demand”
Investing Experts · May 5, 2026
Know when to hold 'em and when to fold 'em
“Strong buy recommendation with 327% forward EPS growth at 9.9x PE multiple, significantly undervalued versus sector median of 32x”
Halftime Report · May 5, 2026
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
“Memory chip stock up 12% today; exemplifies parabolic moves in semiconductor sector with extreme valuation multiples”
Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Top stock pick for 2026, up 74.2% since March 26 article; memory chip leader benefiting from AI infrastructure spending”
The Compound and Friends · Apr 28, 2026
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
“Semiconductor earnings estimate revised from $9 to $85 EPS in 12 months, trading at 5x forward earnings”
The David Lin Report · Apr 25, 2026
'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh
“Memory chip manufacturer with sextuple earnings estimate increases due to parabolic memory price increases”
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Semiconductor rally leader; trading at 4.5x forward earnings with 100% earnings growth; represents cyclical opportunity”
Mad Money w/ Jim Cramer · Apr 22, 2026
Mad Money w/ Jim Cramer 4/22/26
“Memory chip manufacturer benefiting from AI-driven demand surge; stock rallying on persistent supply shortages and multi-year capacity constraints”
CNBC's "Fast Money" · Apr 14, 2026
Big Tech Bounce… And An Economic Warning From JPMorgan CEO Jamie Dimon 4/14/26
“Down 33% from guidance miss, now up 50% from lows; remarkable volatility demonstrating V-shaped recovery”
CNBC's "Fast Money" · Apr 8, 2026
Markets Rally on U.S.-Iran Ceasefire… Delta Pops, Alibaba Bounces, and Banks in Focus 4/8/26
“Recent buy among retail investors; semiconductor exposure amid chip leadership narrative”
Animal Spirits Podcast · Apr 8, 2026
$1 Million is the Worst Amount of Money (EP. 459)
“Semiconductor company up 30% YTD and 60% as of writing, contributing significantly to S&P 500 gains despite Mag 7 weakness”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Memory manufacturer benefiting from AI data center shortage, only major player adding capacity but stock vulnerable to supply normalization”
CNBC's "Fast Money" · Apr 1, 2026
Markets Rally Ahead of Trump’s Iran Address… And Fading The Bounce 4/1/26
“Memory stock rallied post-earnings but remains volatile, illustrating broader semiconductor sector concerns”
Animal Spirits Podcast · Apr 1, 2026
Home Buyer's Remorse (EP. 458)
“Stock fell 30% after reporting record $18.8B DRAM revenue (up 207% YoY), exemplifying multiple compression despite earnings growth”
Money Rehab with Nicole Lapin · Mar 11, 2026
Trading Options 101 with NFL Linebacker Turned Wall Street MVP Pete Najarian
“Major stock Pete traded in largest volume pit at CBOE in early career”
Mad Money w/ Jim Cramer · Feb 25, 2026
Mad Money w/ Jim Cramer 2/24/26
“Memory manufacturer facing unprecedented AI data center demand with no price ceiling and years-long supply shortage”
TBPN · Feb 18, 2026
The Cournot Equation, Micron’s $200B Bet, Hollywood vs. Seedance 2.0 | Diet TBPN
“Announced $200B investment in memory chip manufacturing to address AI infrastructure bottleneck and supply chain constraints”
TBPN · Feb 17, 2026
Why No One Talks Cournot, Hollywood vs. Seedance 2.0, Micron’s $200B Bet | Jon Caramanica, Haseeb Qureshi, Spenser Skates, Celine Halioua, Ankur Goyal, Reed Duchscher
“Announced $200 billion investment to address AI memory bottleneck”
Odd Lots · Feb 16, 2026
Ray Wang on How AI Is Causing DRAM Prices to Surge
“Major DRAM supplier announcing new fab in Singapore, US fab expansion, and acquisition of PSMC fab; increasing capex”
TFTC: A Bitcoin Podcast · Jan 7, 2026
#701: The New Monroe Doctrine Is Here with Mel Mattison
“DRAM company benefiting from AI memory demand; mentioned as memory infrastructure play alongside SRAM alternatives”
The Compound and Friends · Jan 6, 2026
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
“Mystery chart stock showing vertical market cap growth from $120B to $386B; beneficiary of AI infrastructure buildout”