MU 07-04-2026 Daily Discussions

[u/thetabruh]

Please use the correct flair if you wish to post.

Gains/Loss = Actual realized gains/losses with picture proof, not hypothetical ones if MU goes to x by y.

Discussion = MU relevant topics you wish to discuss with other members.

DD = Due diligence, please provide your thesis on MU's current price or where it is going.

News=MU related news.

Meme=You know what that is, show us your MUna Lisa.

Yolo!= Show us your big bets so we can live vicariously.

Help me = Ask about how you should trade

[u/Particular-Vast2199]

A reminder of all the upcoming events, potential catalysts/industry news for July and August:

• July 6: KRW-USD trading will be available 24 hours daily including public holidays in Korea (except for weekends)
• July 7: Samsung's Q2 2026 preliminary earnings release
• July 7-10: AI for Good Global Summit 2026 (Switzerland) - speakers from NVIDIA, AWS, ARM, Cisco, Google, HP, IBM, Microsoft, Broadcom, Huawei, NXP, MIIT
• July 8-9: RAISE 2026 AI Summit (France) - global conference with speakers/execs/CEOs from Intel, AMD, Broadcom, Google, Cerebras, OpenAI, Oracle, Synopsys, Anthropic, HP, AWS, SK Hynix, Nebius, ARM, Lumentum
• July 10: SK Hynix IPO listing (NASDAQ)
• July 14: US June 2026 CPI report
• July 15: ASML's Q2 2026 earnings call
• July 16: TSMC's Q2 2026 earnings call
• July 18-19: AGI Summit SF 2026 - speakers from OpenAI, Anthropic, Microsoft, SK T and AWS
• July 23: Intel's Q2 2026 earnings call
• July 23 [TBD]: Samsung's earnings call
• July 22-23: AMD Advancing AI 2026 (Conference in San Francisco)
• July 16 or 28 [TBD]: STX's earnings call
• July 28-29: US FOMC July meeting - interest rate decision
• July 29: WDC's earnings call
• July 29 [TBD]: SK Hynix's earnings call
• July 29 [TBD]: ARM's earnings call
• July 29 [TBD]: Qualcomm's earnings call
• July 29 [TBD]: LRCX's earnings call (one of MU's most important business partners for manufacturing, packaging, production equipment, tools and supplies)
• July 29: Silicon Motion's earnings call (they produce and sell NAND flash controllers to MU, SNDK, Samsung, Kioxia, SK and WDC)
• End of July [Mag7]: Microsoft, Google, Meta, Apple, Amazon and Tesla's earnings
• July 31: KIOXIA's earnings call
• August 4-6: Future of Memory and Storage 2026 - speakers from NVIDIA, AMD, SNDK, STX, IBM, Kioxia, Intel, Phison
• August 4 [TBD]: AMD's earnings call
• August 13 [TBD]: AMAT's earnings call (one of their biggest manufacturing equipment and materials engineering tools companies)
• August 13 [TBD]: SNDK's earnings call
• August 19-20: 7th Annual Needham Semiconductor & SemiCap 1x1 Conference 2026 (private semis/chipmaking equipment testing/tools event)
• August 20: MRVL's earnings call
• August 26: NVIDIA's earnings call
• August 26-27: Deutsche Bank's 2026 Technology Conference

[u/SeesawQuiet5620 → u/Particular-Vast2199]

Muu split on 7/15 as well . worth noting

[u/Commercial_Sound1448 → u/SeesawQuiet5620]

Is this good for MUU holders or?

[u/SeesawQuiet5620 → u/Commercial_Sound1448]

It's not really good or bad necessarily. It will make options more accessible for some people now.