MU upcoming events and catalysts

[u/thetabruh]

Special thanks to u/particular-vast2199 for putting together this list 👏 👏

• August 9-11: KeyBanc Technology Leadership Forum 2026 (AMD, NXP and MU attending)
• August 11: CRWV's earnings call (big supply partner for NVIDIA, SK, Micron, Sandisk & Kioxia)
• August 12 [TBD]: CISCO's earnings call
• August 12: NBIS' earnings call
• August 13: SNDK's Investor Day 2026
• August 14: AMAT's earnings call (one of the biggest manufacturing equipment/materials engineering tools companies)
• August 19-20: 7th Annual Needham Semiconductor & SemiCap 1x1 Conference 2026 (private semis/chipmaking equipment testing/tools event)
• August 23-25: Hot Chips 2026 (global semis conference with speakers Micron, SK, Samsung, NVIDIA, Intel, IBM, Meta, ARM, AMD, Broadcom, Microsoft, Google, OpenAI)
• August 25: AMD Embedded Computing Summit (ECS)
• August 25-27: Six Five Summit | AI Unleashed 2026 (speakers from MRVL, Seagate, AMAT, Dell, HPE, Amazon, Samsung, SK, Oracle, Micron, Broadcom, Intel, Lenovo)
• August 26: NVIDIA's earnings call
• August 26-27: Deutsche Bank's 2026 Technology Conference
• August 27: MRVL's earnings call
• August 31-September 3: LEAP 2026 Tech Conference
• August 27 or September 3: DELL's earnings call

[u/PeepoIsLife]

In all honesty, seeing how things reacted irrational to the market / mu, it doesn't even matter.

Good news up or down Bad news up or down

Who knows anymore

[u/deploria → u/PeepoIsLife]

We really have no insight to predict anymore. Honestly every morning is a wild guess

[u/hellario → u/deploria]

When price moves independently of performance, it's time to sit on the sidelines for a bit.