micron: everyone on the record — The Minutes https://minutesof.com/on/micron/ Everyone on the record about micron: 5 verbatim quotes from 2 people, May 2026 to July 2026, in one chronology, each with a timestamp and a link to its… en Sun, 30 Aug 2026 22:33:06 +0000 Brad Gerstner: Gerstner reports Micron announced $250 million for a million kids' accounts this week. https://minutesof.com/q/4aa7b82e-1b1e-435d-a3f9-4bc41a933646/ https://minutesof.com/q/4aa7b82e-1b1e-435d-a3f9-4bc41a933646/ “And the momentum we have around this is totally extraordinary. Every company that is signing up to add money to the accounts of of of the kids, of their employees, companies like Micron, Sanjay announced this week, $250,000,000 going to a million kids in the communities they serve.” — Brad Gerstner, Altimeter Capital Thu, 02 Jul 2026 20:07:21 +0000 micron Brad Gerstner: Gerstner cites Micron's $250 million contribution to a million kids and the Dells' $6.25 billio https://minutesof.com/q/5f34e446-d057-4b98-a104-f0e9ec69d552/ https://minutesof.com/q/5f34e446-d057-4b98-a104-f0e9ec69d552/ “Companies like Micron, Sanjay announced this week, $250,000,000 going to a million kids in the communities they serve. Of course, everybody's familiar with the $6,250,000,000 gift from the Dells,” — Brad Gerstner, CNBC Television Thu, 02 Jul 2026 19:39:39 +0000 micron Brad Gerstner: Gerstner defends rotating out of Snowflake (up 10%) into Micron and Arm (both up 200% year-to-d https://minutesof.com/q/d5ecdc44-f0c9-43d5-aa17-58b5359de935/ https://minutesof.com/q/d5ecdc44-f0c9-43d5-aa17-58b5359de935/ “Compare that what we moved the money into, like Micron, which is up 200% year to date, or Arm, which is up 200% year to date.” — Brad Gerstner, Altimeter Capital Fri, 29 May 2026 17:05:40 +0000 micron Brad Gerstner: Gerstner explains rotating from Snowflake (up 10%) into Micron and Arm (both up 200% year to da https://minutesof.com/q/8abb85b0-70c4-4b99-8c05-28f07697891c/ https://minutesof.com/q/8abb85b0-70c4-4b99-8c05-28f07697891c/ “Compare that what we moved the money into, like Micron, which is up 200% year to date, or Arm, which is up 200% year to date.” — Brad Gerstner, CNBC Television Thu, 28 May 2026 17:00:15 +0000 micron Gavin Baker: I would say based on every memory cycle we have had for the last twenty five years, this is the t https://minutesof.com/q/f4b9214f-e8ec-4253-adbe-1d9175dac3ff/ https://minutesof.com/q/f4b9214f-e8ec-4253-adbe-1d9175dac3ff/ “I would say based on every memory cycle we have had for the last twenty five years, this is the time to be selling memory 100%.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 micron