u/Kingmusk420

The launch event was attended by high-level Trump administration and state officials—including Commerce Secretary Howard Lutnick, Trade Representative Jamieson Greer, and Virginia Senators—framing it as a major win for U.S. supply chain resilience and national security.

The 1α DRAM node is the most advanced memory technology ever produced on U.S. soil. Micron remains the only U.S.-based manufacturer of memory chips.

This expansion will quadruple Micron’s local DDR4 wafer supply, focusing heavily on long-lifecycle DDR4 and LP4 products.

The Summary:

The Last-Minute Cancelation: President Trump unexpectedly canceled the signing of a highly anticipated AI executive order on Thursday, just hours before a scheduled White House ceremony with tech executives.

The Reason: Trump stated he "didn't like certain aspects of it," expressing explicit concerns that adding government oversight would act as a "blocker." He noted, "We're leading China, we're leading everybody, and I don't want to do anything that's going to get in the way of that lead."

What the Order Would Have Done: The draft proposal outlined a voluntary framework for major AI developers (like OpenAI, Google, xAI, and Anthropic) to submit their advanced "frontier" models to the government for cybersecurity and national security checks 14 to 90 days before public release.

Why This Is Good for $MU
1) No Release Delays = Maximum AI Arms Race Speed
2) Unimpeded Demand for AI Hardware Infrastructure

You guys remember when MU guided for Q2 2026, their midpoint guidance was $18.7 billion. However, after the Wolfe Research Semi conference call they had, they said that market conditions have drastically affected their previous revenue guidance in a positive way. MU reported Q2 with $23.86 billion in revenue.

From Q2 guidance to the actual result, 23.86 billion was roughly 27% higher than their Q2 mid point guidance.

Yesterday, at the J.P. Morgan 54th Annual Global Technology, MU management repeated the SAME STATEMENT regarding how market conditions have positively affected their previous revenue guidance again.

Now if we were to give their Q3 midpoint guidance of 33.5 billion a 25% boost due to market conditions, the result revenue will be $41 billion.

There’s no way MU management will repeat the same statement regarding their guidance being low again if the result is like only 5-10% higher then their guidance. I expect at least a 25% or higher beat of MU’s own Q3 guidance.

1)The 2028 Supply Bottleneck: AI data center demand is growing so fast that server bit demand will exceed 50% of the total industry Addressable Market (TAM) for the first time in 2026. Crucially, management noted that severe DRAM and NAND supply constraints will last well beyond next year

2. Flawless Node Execution (1-Gamma & G9): The 1-gamma DRAM node is hitting mature yields faster than any prior node in company history. It is on track to constitute the majority of Micron's DRAM bit mix by mid-calendar 2026. On the NAND side, the G9 node is hit the same milestone. This aggressively drops production costs and expands gross margins

3)MU said its financial outlook has strengthened since the last earnings call and fiscal Q3 free cash flow is on track for another record. Micron also expects tightness across HBM, DRAM and NAND to continue well beyond calendar 2026.

Saw this news as I’m shopping at Don Don Donki. LFG!!! We shall PUMP tomorrow

The Board of Trade will allow the US Government and China to manage bilateral trade "across non-sensitive goods."

The Board of Investment will provide a government-to-government forum for discussing investment-related issues.

This is why MU flipped Green. Markets love these type of headlines and Trump knows how to pump the stock market. We in good hands.

I took a quick break in my hotel room to post this.

Key Details from Recent Reports (as of mid-May 2026):

• TrendForce data (widely cited across sources like TechPowerUp, Wccftech, and others):
• LPDDR5X (high-end flagship smartphones): Expected to rise 78–83% QoQ
• LPDDR4X: Rising at least 70–75% QoQ.

• This follows strong increases in Q1 2026 (e.g., LPDDR5X up ~58–63% QoQ).

• Long-term agreements (LTAs) are now being signed at prices up to ~$21/GB (with floors around $7–8/GB for 64GB modules), reflecting tight supply.

I’m on the plane as I’m sharing this.

China said it reached a tentative agreement with the United States on tariff reductions and trade cooperation after the Trump-Xi summit in Beijing.

PLEAE BE TRUE AND I NEED THAT GREEN DIDLO DURING MY VACATION.

I have lost 200k in unrealized gains this week but I ain’t worry. A lot of institutions have to rebalance after the massive run that we had on the last week or so. Aka, Ross Geber, had to rebalance back to 25% of their portfolio limit after the massive run MU had.

Source:
https://x.com/gerberkawasaki/status/2055042988930376161?s=46

What I want to say is: FUKING HOLD YOU 🦧. Dis but a small dip for ants.