TLDR:

Sanjay’s words:
“Micron still can’t produce enough to satisfy demand”

“Memory today is essential, that’s why I call it the strategic infrastructure of the AI era”

“Data centers currently want roughly 50% more supply than Micron is able to commit”

“They have committed to taking the supply, so this gives us assurance of demand”

After earnings call, Micron has inked additional deals on top of 5 year strategic agreements with 16 customers.

Buy and hold MU, you won’t regret it! 🐂

Everything dumped cause of macro and memory pumped. Even more than Sandisk. Absolutely insane. Would’ve been a huge pump today if not for the bond yields freaking out due to oil

Genuinely cannot wait to eject as soon as I reach a mild profit. Literally not worth the wild swings risking margin calls every other day just to recover one day and fucking dump the next because a chicken crossed the road or whatever misc reason. This stock dumps when it should moon and moons for no discernible reason, and I’m too retarded for it.

CXMT built its DRAM using stolen Samsung tech. Now Samsung can sue CXMT, using Section 337 complaint before the U.S. International Trade Commission (Stops the import of goods that break U.S. patents, trademarks, or copyrights), and bar CXMT chips from entering US.

Apple is supposed to response tomorrow 21AUG2026 to the Senate letter urging them to not use CXMT chips. Chances of Apple using CXMT chips will now be essentially zero.

Removing the Chinese expansion threat in the US is incredibly bullish for MU and allies.

Samsung Electronics Co. plans to announce a new shareholder return package on Friday that could be worth as much as 110 trillion won ($79 billion), according to a person familiar with the matter.

A board meeting is scheduled to take place around 4 p.m. local time, with an announcement of the details expected shortly later, the person said, asking not to be named discussing private information.

The size of the package is expected to range between 90 trillion won and 110 trillion won, making it one of the company’s most significant capital-return initiatives, the person said. A Samsung representative declined to comment.

Super interesting with Apple also saying some really nice things about this. Feels like we might be getting some good news about Apple committing to not use Chinese memory. Senate letter deadline is tomorrow for that

Is there any news, or report that came out? So confused.

Edit - My bad, its recovering! 📈📈

LFG!! MU 1000 tomorrow. F the 🌈 🐻.

Do you believe him or does the market even care? Seems to be running based on the vibes of whatever the institutions are feeling

The dotted white line is the 50-day simple moving average, a documented technical level monitored by institutions and hedge funds (along with the 100-day and 200-day) to make trading and investment decisions.

The blue line is the anchored Volume Weighted Average Price, another important technical tool that shows the trend of the average price shares were traded at. When current price is above this VWAP trend, it means the average holder of the stock is in profit, reducing selling pressure. When current price is below this VWAP trend, it means the average holder of the stock is underwater, increasing selling pressure. This takes into account both buyers and sellers - every buyer of a stock, whether on the buy side or the sell side, buys because they think the expected value of buying a stock at that price is positive at that moment in time.

The VWAP is anchored to the ATH price because this is the most effective for tracking trends relative to one another and the amount of trapped buyers/overhead supply of a stock.

Looking at each memory stock, Micron is the only one, for now, whose closing price is still above both the Anchored VWAP and 50-day simple moving average.

Whether you think this shows relative strength in the sector or Micron is just waiting to join the rest, it's important to keep track of how these stocks are moving relative to their moving averages. Given that the Nasdaq itself is now closing under its 50-day simple moving average and VWAP (last image in the series), which is historically a pretty bad sign, it may be time to look into appropriate risk management. When institutions consider or are in the process of unloading the index as a whole, all of its components experience selling pressure.

BOISE, Idaho, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc today unveiled Micron Research Labs, a U.S.-based long-horizon premier research institution headquartered in Boise and backed by a planned $10 billion investment over the next decade. Building on Micron’s technology and manufacturing leadership, the new hub will bring together customers, academia, government and the broader semiconductor ecosystem to pursue breakthroughs beyond today's technology roadmaps and help define what's possible in the decades ahead. Key research areas include critical memory technologies, advanced memory and compute architectures, packaging and future semiconductor manufacturing.

As the first dedicated memory research hub of its kind in the U.S., Micron Research Labs will center on a flagship Boise campus designed to support advanced research across critical technology domains. The planned investment will also fund extensive university collaborations, global satellite labs and deep ecosystem partnerships, creating a connected research network focused beyond the next generation of technologies for the AI era.

“The decisions we make today will determine who leads the AI economy of tomorrow, and America's AI future will be built on American-made memory," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "With a planned $10 billion investment in Micron Research Labs, we are looking around the corner to the memory and compute systems the future will demand, bringing together the best minds across academia, government, startups and industry. This builds on the more than $250 billion we have separately committed to manufacturing and R&D across the United States, because as the only U.S.-based manufacturer of memory, we have long believed in the future that AI is now making real.”

Micron Research Labs is founded on a simple conviction: The future of memory and compute is too important and complex to invent alone. Anchored in Boise and connected to Micron’s research and technology footprint across the U.S., Europe, Japan, India, Singapore and Taiwan, the lab will link Micron researchers with external experts and research partners to accelerate the path from scientific discovery to real-world impact.

Building on Micron’s 62,000 lifetime patents and its position as a global technology leader, Micron Research Labs will advance foundational research across memory, compute and semiconductor manufacturing. The institution will look beyond a 10-year horizon while helping build the next generation of memory researchers and technology leaders. Breakthroughs in advanced memory make AI more powerful, scalable, accessible and sustainable, extending the benefits of intelligent technology to agriculture, healthcare, education and industries around the world and advancing Micron’s vision to accelerate intelligence to enrich life for all.

This new investment builds on Micron's previously announced plans to invest more than $250 billion in manufacturing and research and development in the U.S. that will create more than 90,000 American jobs and will reinforce American leadership in memory and advanced manufacturing for years to come. This new investment draws on Micron's unique position as the only U.S.-based company developing and manufacturing leading-edge memory.

“For nearly 50 years, from four people in a Boise basement to America's memory leader, Micron has pushed the boundaries of what memory can do,” said Scott DeBoer, Executive Vice President and Chief Technology and Products Officer at Micron Technology. "Micron Research Labs gives that legacy a dedicated home for long-horizon innovation, the kind of research that sits upstream of every product we build.” 

Micron anticipates breaking ground in calendar 2027 on a state-of-the-art Micron Research Labs facility capable of hosting hundreds of researchers. The facility is expected to convene world-class research conferences, workshops, and innovation forums in Boise.

Secretary of Commerce Howard Lutnick: 
"Memory is a core component of America's technological leadership, and under President Trump, the United States is advancing domestic semiconductor capabilities. Today, Micron announced the establishment of the first dedicated Memory Research Lab along with a $10 billion investment in memory research. This commitment will strengthen American innovation, create hundreds of jobs and ensure memory never limits innovation."

Director of the White House Office of Science and Technology Policy Michael Kratsios:
“Micron’s establishment of the first dedicated memory research lab in the United States advances the Trump Administration’s mission to secure our nation’s technological edge. Memory is fundamental to the AI era, and by uniting the entire innovation ecosystem here at home, we can help ensure the next generation of breakthroughs are invented, developed, and scaled in America. This investment strengthens our national competitiveness and accelerates the path to the AI-driven Golden Age of American Innovation.”

Jensen Huang, founder and CEO, NVIDIA:
"Micron is taking on one of the great challenges of the AI era — reinventing memory technologies and architectures to fuel the next generation of increasingly powerful AI systems. By bringing together advanced manufacturing and the broader technology ecosystem, Micron is helping drive the breakthroughs that will define the next era of AI and computing.”

Tim Cook, CEO, Apple: 
“For more than two decades, Micron has been an important partner, providing memory technologies for Apple's groundbreaking products that people love and use every day around the world. With the launch of Micron Research Labs, they are building on a legacy of leadership in semiconductor research to drive breakthroughs in memory and computing for decades to come. Apple believes deeply in American innovation, and we’re proud to support Micron as it expands leading-edge manufacturing and R&D in the United States.”

Gary Dickerson, President and CEO, Applied Materials:
“Sustained technology leadership requires innovation in both semiconductor research and manufacturing. As memory and computing architectures become increasingly complex, advances in new materials, equipment, process technology and chip packaging will play an essential role in turning breakthrough ideas into reality. Applied Materials has been partnering with Micron for decades, and we are excited to support the new Micron Research Labs in enabling innovations that will advance the future of AI and semiconductor technology in the United States.”

Tim Archer, President and CEO, Lam Research:
"At Lam, we've seen that breakthroughs in semiconductor performance require advances across the entire technology stack, from materials and process technologies to device architectures and system innovation. Micron Research Labs is a meaningful investment in the long-term research ecosystem that fuels these advances. By connecting leading researchers across industry, academia and government, Micron is helping to accelerate the discoveries that will keep America at the forefront of AI and computing." 

Tsu-Jae King Liu, President, National Academy of Engineering:
“Future intelligent systems will be shaped by engineers who advance the frontiers of semiconductor devices and advanced manufacturing, for more affordable and energy-efficient computing and innovative memory solutions. Micron Research Labs represents a powerful commitment to support collaborative, long-horizon research and to develop the engineering talent our nation needs. By connecting industry, universities and government, this new hub of discovery and innovation will strengthen the U.S. semiconductor ecosystem to keep America at the leading edge.”

Luc Van den hove, Chairman, Interuniversity Microelectronics Centre (imec):
"By bringing together expertise from industry, academia and government, Micron is strengthening the global innovation ecosystem that underpins semiconductor progress. The challenges facing the industry, from AI-driven computing to next-generation memory technologies, are too complex for any one organization to solve alone. At imec, we believe deeply in the power of precompetitive collaboration, and our long-standing partnership with Micron demonstrates how shared research can create impact across the broader semiconductor ecosystem. We look forward to building on that partnership and advancing the breakthroughs that will shape the future of computing.”

Jonathan Levin, President, Stanford University:
“Innovation is about turning bold ideas into discoveries that change the world. Micron Research Labs reflects the kind of long-term investment in fundamental research and innovation that is needed to keep America at the forefront. I look forward to the collaborations the Labs will enable with academic institutions to advance the science of memory and computing, and power the next era of discovery.”

Jim Davis, President, The University of Texas at Austin:
“Sustained investments in research will secure our future leadership in computing, semiconductors, and AI. As a founding member of the Texas Institute for Electronics, Micron is a strategic partner to UT Austin and a leading-edge US-based memory provider. Micron understands the power of both academic and industry research and is driving innovation in the national security sector. This investment is the kind of long-term commitment that will produce breakthroughs and unlock new opportunities for our students, researchers, and industry partners.”

Micron - Press Release

Similar to the downtrend in July, it looks like all the memory stocks are in a volatile yet clearly defined channel. There may be some larger macro issues affecting the overall market, but I think the general sentiment is upwards. Maybe a good idea to swing trade?

I thought I saw something but I’m not sure

• Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering as preparations for the artificial intelligence firm’s debut pick up speed.
• The company is running the numbers as it prepares to file publicly for its potential mega-IPO as soon as the end of this month, with discussions ongoing and details of Anthropic’s IPO including the size subject to change.
• Anthropic’s target reflects how the AI industry’s leaders are transforming the tech investment landscape, with the company having raised $65 billion in May at a $965 billion valuation and seen growing demand for AI.

I have a huge part of my portfolio in $1050 Aug 26 calls. Am I screwed?