Cadi Poon
06-24
$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important.

Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far.

Samsung, SK Hynix, Micron Sued for DRAM Price-Fixing: Super Cycle Turning?
Memory stocks sold off sharply — Micron (MU) fell 6.69%, SanDisk cratered 10.46%, and SOXL plunged 14.65% Three small businesses filed antitrust lawsuit against Samsung, SK Hynix, and Micron. Plaintiffs allege the three firms, which control the vast majority of global DRAM supply. With legal risk now compounding post-parabolic profit-taking, will this lawsuit shake the super-cycle thesis — and are you buying this dip or stepping aside?
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