Micron stock up 14x since 2025 prediction
Gavin Baker made a call on HBM makers like Micron as the best performing asset in the 2025 prediction show; Micron is up 14x since that time.
Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
Explore episode
Jun 26, 2026
Where this was said
Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
At 1:02:40 · chapter starts 1:01:46
Micron revenue up 4x to $42B [1] — Jason Calacanis "Micron revenue up 4x YoY: $9B to $42B: Micron reported revenue of $42 billion, up 4x year over year from $9 billion, beating expectations b…" 1:01:40 , entire 2026 supply sold out. DRAM is projected at 30–40% of hyperscaler CapEx. Apple forced to raise Mac prices 14–25% as AI data centers hoover up memory supply [2] — Jason Calacanis "Apple MacBook Neo price up 14–15%: Apple raised the price of the MacBook Neo from $699 to $799, a 14–15% increase, driven by the AI memory …" 1:03:00 .
Apple MacBook Neo price up 14–15%
Apple raised the price of the MacBook Neo from $699 to $799, a 14–15% increase, driven by the AI memory crunch tightening DRAM supply.
DRAM projected 30–40% of hyperscaler CapEx next year
Gavin Baker estimated that DRAM will likely represent 30–40% of all hyperscaler capital expenditure next year as AI infrastructure demand intensifies.
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