{"version":"market-claims.v1","claim":{"id":"mcl_af0ba0026c26c6f301","url":"/trace/claims/mcl_af0ba0026c26c6f301","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Micron has gone from a couple hundred to a thousand bucks yet still trades at a single-digit multiple, and any 10 to 20% dip is just routine consolidation, not the top.","confidence":0.72,"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"MU","name":"MU","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=sQVwLUxFdMY&t=7147s","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","timecode":"119:07","startMs":7147000,"endMs":null,"excerpt":"We could have 10 to 20% pullbacks in the semiconductor stock as just like run-of-the-mill consolidation. Yeah. Yeah. Right. Run-of-the-mill consolidation. I mean, Micron has gone from a couple hundred bucks to $1,000."},"performance":{"entryPrice":969.85,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"altcap","displayName":"Brad Gerstner","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/746364e2-3","url":"/trace/experts/altcap","claimed":false},"source":{"platform":"YOUTUBE","title":"John Gruber, Kyle Kuzma, Brad Gerstner","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","publishedAt":"2026-05-29T19:59:18.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=sQVwLUxFdMY&t=7147s","sourceUrl":"https://youtube.com/watch?v=sQVwLUxFdMY","timecode":"119:07","startMs":7147000,"endMs":null,"excerpt":"We could have 10 to 20% pullbacks in the semiconductor stock as just like run-of-the-mill consolidation. Yeah. Yeah. Right. Run-of-the-mill consolidation. I mean, Micron has gone from a couple hundred bucks to $1,000.","quote":"We could have 10 to 20% pullbacks in the semiconductor stock as just like run-of-the-mill consolidation. Yeah. Yeah. Right. Run-of-the-mill consolidation. I mean, Micron has gone from a couple hundred bucks to $1,000.","speaker":"Brad Gerstner"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"MU","name":"MU","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":969.85,"currency":"USD","observedAt":"2026-05-29T19:59:18.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"MU","assetClass":"EQUITY","price":969.85,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:MU","observedAt":"2026-05-29T19:59:18.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}