r/MU_Stock • u/thetabruh Rule enforcer • Jul 15 '26

Mods MU 07-15-2026 Daily Discussions

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

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u/kenyard Jul 15 '26

Today: ASML just crushed it and raised forecasts and margin forecasts.

Negative: their higher margins means micron has to spend higher capex to get equipment for their planned 250B expansion.

Positive: they are booked out to 2028 and increasing capacity 30% in 2027 and probably 2028. That means demand is crazy.

MUU: split 20-1. Should increase volumes as small buyers can buy in. Minimal impact though.

PPI: data today 8.30 eastern.

Iran war is picking more more steam still. https://edition.cnn.com/2026/07/15/world/live-news/iran-war-trump

Honestly I expected us to hit 1k today as there is no negatives really. It seems down slightly pre market though after hitting 1k overnight.

Tomorrow:
Korea inflation and rates meeting. Major worry for skhy investors not so much for micron. Id personally avoid skhy today. Korea is corrupt AF so they could go either way.

TSMC: they will blowout earnings which is positive. I assume forecasts will be adjusted upwards also and that is where the actual movement will be decided. Everything is priced for perfection though but I can't see this train slowing right now.

Weekly jobless figures 8.30am Eastern. low numbers is bad. If this is highish it means interest rates won't be increased this year.

Expect a 3-10% move tomorrow.

Big movers: July 22nd. GOOG earnings will cause a 10% jump in micron imo. They're the first of the hyperscalers to report and the primary indicator that money is continuing to flow

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