Micron turns green as AI compute selloff appears to cool
firstadopter · x · 2026-10-02
Blogger firstadopter notes Micron stock has turned green, asking whether the "pod bros" selloff in AI compute names is finally over. Details in the attached chart.
More from Venture
- Stripe now pays gas fees for agent stablecoin payments over MPP — jeff_weinstein · 2026-10-02
- Anthropic said to file for IPO as soon as mid-November at $1.8-2T valuation — firstadopter · 2026-10-02
- Y Combinator Adds Two New General Partners: Juni Learning and Notion Calendar Founders — ycombinator · 2026-10-02
- Michael Burry slams Nvidia's GPU depreciation defense; Nvidia fires back with slide — firstadopter · 2026-10-02
- Andy Weir serialized The Martian on a blog, then sold it for 99 cents on Kindle — david_perell · 2026-10-02
- Photon raises $4.5M to replace mobile apps with AI agents over iMessage and RCS — darian314 · 2026-10-02