Why Micron Could Be The Next $1T Chip Stock

2026-02-02 · 3 company · 4 thematic

sentiment

2 bull0 bear1 neu

speakers

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

michael sikand

Founder of Our Future, a business-media brand focused on the next generation of founders and operators. He also hosts interviews with entrepreneurs and executives.

quote

“The companies that make high bandwidth memory... Gavin thinks the memory requirement will explode. If an AI is going to be your travel agent or your investment adviser, it's got to hold your entire personal world in its active mind. This c…”

—gavin baker

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Host focuses on small-cap Kraken Robotics over mega-cap AI names

Host allocates personal capital to small-cap Kraken Robotics rather than large-cap AI infrastructure like Micron.

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▶ 11:52 · $MU · Why Micron Could Be The Next $1T Chip Stock

episode briefing

Michael Sikand