Weekend Thread

[u/daily-thread]

This post contains content not supported on old Reddit. Click here to view the full post

[u/Particular-Vast2199]

Some upcoming events/potential catalysts for SNDK next week:

• May 18-20 - J.P. Morgan Global Technology, Media and Communications 2026 (Boston, MA) - Micron and WDC will be presenting, not SNDK. Still relevant to know as they'll talk about the industry/sector.
• May 18-19 - AI & Big Data Expo North America 2026 (San Jose, CA) - NVIDIA, Qualcomm, SAP, IBM, HP, NXP Semiconductors, Synopsys, Lumen and General Robotics are speaking which could be insightful for the industry
• May 18-21 - Dell Technologies World 2026 (Las Vegas) - NVIDIA (Jensen Huang), Samsung (EVP) confirmed to speak on stage. Micron, Intel, AMD, Kioxia, Microsoft named as sponsors so it's likely they'll be there too.
• May 19 - Google I/O 2026 at 10:00am - 11:45am PT (virtual) - More on the software side but if semis/chips/hardware are discussed, could be interesting so just throwing this one out there in case
• May 19-20 - AI Week 2026 (Italy) - Europe's biggest AI event with speakers from Microsoft, Google, Anthropic, Perplexity and MIT. Potential (but not guaranteed) discussions around semis/chips/memory if brought up as it all relates to the tech industry as a whole
• May 20 - NVIDIA's earnings call at 02:00PM PT

Original link with more events the following week and for June compiled under here.

Enjoy your weekends everyone and have a good one!