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Micron

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Leopold Aschenbrenners Situational Awareness bet on stocks tied to the AI boom / Photo: X / Dwarkesh Patel
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Before the margin call, just two stocks made up the majority of the “AI Nostradamus” portfolio
Micron shares rose after the White House called for a boycott of Chinese chips / Photo: bluestork / Shutterstock
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Micron's Stock Soared: The White House Made It Clear to Apple That It Opposes Buying Chips From China
Michael Burry is reducing risk in his portfolio / Photo: Jim Spellman / WireImag
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Burry expects the AI sector to crash in 2028. How is he mitigating risks in his portfolio?
SanDisk Shares Soared After the Company Presented Its Long-Term Forecasts / Photo: Anung Camui/Shutterstock.com
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SanDisk's "Unthinkable" Forecast Boosted Shares of Memory Manufacturers in Asia
Chinas YMTC Surpassed Micron and Kioxia in Flash Memory Shipments, but Not in Revenue / Photo: YMTC
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China's YMTC has entered the top three flash memory suppliers for the first time, surpassing Micron and Kioxia
Burry continues to bet against the entire semiconductor sector and individual companies whose businesses are tied to artificial intelligence / Photo: Photo by Astrid Stawiarz / Getty Images
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An investor from *The Short Game* is expecting a crash similar to the one in 1987. Which stocks is he shorting?
Samsung Unveils New Memory Architecture / Photo: Samsung
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Samsung has unveiled new memory technologies for AI. It is competing for a $1 trillion market.
CXMT Could Challenge the Giants of the Memory Market, According to Bloomberg / Photo: Poetra.RH / Shutterstock
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China's CXMT is developing advanced chips for smartphones. How this will change the memory market
The Nasdaq Composite lost more than 3% over the past month / Photo: X / NYSE
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The Nasdaq Composite had its worst July in 20 years due to a plunge in chipmaker stocks
Despite the rebound, July could be the worst month on the stock market for semiconductor manufacturers since 2008 / Photo: Shutterstock.com
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It's the best day for chipmakers since 2025. Burry is shorting them again.
The Leopold Aschenbrenner Foundation sold most of its stock portfolio to billionaire Ken Griffins Citadel / Photo: X / Dwarkesh Patel
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"AI-Nostradamus" sold part of its portfolio due to losses from the tech stock crash
The combined market capitalization of the worlds 20 largest chipmakers has fallen by $1.3 trillion since the close of trading on Friday / Photo: FOTOGRIN / Shutterstock.com
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"It's a Matter of Lost Trust": Chipmakers Lost More Than $1 Trillion in Market Capitalization in Two Days
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