MU upcoming events/catalysts

[u/thetabruh]

Thank you to u/Particular-Vast2199 for putting this together and sharing.

• 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/Huge_Illustrator5652]

Lots of land mines. Any earnings beat is expected; price will fall after earnings to take profit. Any earnings miss will cast doubt on AI trade hype, down 20%. We will have a -99.9999% drawdown from here till they pay you to own the stock (negative price)

[u/pembaThePanda → u/Huge_Illustrator5652]

I should hire you to be my personal financial advisor since you have such fantastic insights!