$MU
2 long-form articles and 35 pre-market mentions covering $MU from AskMelon Research.
The Supercycle
For thirty years it has been the most reliably cyclical business in all of technology: memory chips boom, the makers pour their profits into new factories, two years later the new supply floods the ma…
Sixty-Seven Times
Palantir is a genuinely great company — profitable, growing 70% a year, dominant in AI and defense. That is precisely what makes it dangerous. At sixty-seven times sales it is priced for a decade of p…
Tuesday, July 21, 2026
Futures point to a real chip-led rebound — S&P 500 +0.52%, Nasdaq 100 +1.39% — as the semiconductor complex stages its cleanest recovery since last week's rout, with Micron and Marvell both up ~6% pre…
Monday, July 20, 2026
Futures point to a relief bounce — S&P 500 +0.2%, Nasdaq 100 +0.4% — after the semiconductor complex's worst week in over a year, but Friday's real trigger wasn't the crowded-positioning story flagged…
Friday, July 17, 2026
The AI-crowded-trade unwind that Bank of America flagged as "the most crowded trade ever" is now a two-day fact — Nikkei –4.73%, Taiwan –6.5%, and US futures pointing sharply lower — and it is swallow…
Thursday, July 16, 2026
TSM's Q2 blowout at 2 AM ET — $4.31 EPS against $3.83 consensus, $40.2B revenue at +33.7% YoY, with AI high-performance compute now 66% of all revenue — is the most authoritative single-print validati…
Wednesday, July 15, 2026
ASML's €9.33B Q2 blowout and a June CPI print of +3.5% YoY — the largest single-month inflation decline since April 2020 — land together as the clearest simultaneous bull signal this market has seen i…
Monday, July 13, 2026
The fragile ceasefire collapsed over the weekend — CENTCOM struck 140+ Iranian military sites Saturday night, Iran declared the Strait of Hormuz closed and retaliated across five Gulf states including…
Friday, July 10, 2026
The week's defining moment arrives this morning: SK Hynix's $26.5B Nasdaq debut opens as SKHYV at $158.14 — a +6.1% first-print against the $149 offer price — validating the AI-memory investment thesi…
Wednesday, July 8, 2026
Trump declared the US–Iran interim ceasefire "over" at the NATO summit in Ankara overnight — after the IRGC struck American military bases in Bahrain and Kuwait and Washington revoked its Iranian oil …
Tuesday, July 7, 2026
Samsung reports the largest quarterly operating profit in Korean corporate history — ₩89.4T (~$58.4B), a ~19× year-on-year surge (1,810.3% on-year) — yet the KOSPI triggers a circuit breaker for the s…
Monday, July 6, 2026
US markets reopen from a three-day Independence Day closure to find tech firmly in the driver's seat: Nasdaq futures are surging +1.12% on SpaceX Nasdaq-100 pre-positioning mechanics and aggressive se…
Thursday, July 2, 2026
Q3's second session opens on a knife-edge: chipmakers are clawing back Wednesday's brutal −5% flush, futures are modestly green, and the whole tape is coiled around one 8:30 AM print — June payrolls, …
Wednesday, July 1, 2026
Q3's first session opens with the market's most-crowded H1 trade — the memory/semiconductor super-cycle — in profit-taking mode, two consecutive soft US data prints, and a Fed Chair who refused to giv…
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 27, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, June 26, 2026
The cost-push reversal nobody modeled arrived Thursday: Apple raised Mac and iPad prices by 17–25% (Mac models ~18%, iPad models 20–25%) and Microsoft announced Xbox hikes of $100–$150 — both citing A…
Thursday, June 25, 2026
Micron obliterated every estimate in semiconductor history — $41.46B revenue against a ~$35.7B consensus, 84.9% record gross margin, Q4 guidance of $50B — transforming Tuesday's KOSPI-contagion flush …
Wednesday, June 24, 2026
Micron reports at 4:30 PM — after Tuesday's −13.18% KOSPI-contagion wipeout, with 27/30 analysts at Buy and ±17% vol loaded — while Bank of America projected three 2026 Fed hikes (Deutsche Bank at two…
Tuesday, June 23, 2026
The global AI crowding trade faces its stiffest test of the year: KOSPI's 10% circuit-breaker collapse — Samsung and SK Hynix both down 12% simultaneously — signals that even the HBM thesis is subject…
Monday, June 22, 2026
The peace dividend collides with its first credibility test: Trump called the Iran ceasefire "on life support" over the weekend as Lebanon fighting erupted and Geneva talks were cancelled, while UK Pr…
Sunday, June 21, 2026
The week of June 15–19 ended with a double resolution that immediately unraveled: the S&P 500 recovered to 7,500.58 (+1.08%) on Thursday June 18 — confirming markets could absorb Warsh's hawkish inaug…
Saturday, June 20, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 20, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 20, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Monday, June 15, 2026
The United States and Iran formally agreed an MOU on June 14 — signing ceremony in Geneva scheduled June 19, Hormuz naval blockade halted by executive order, WTI extending its slide to $80.14 (−5.6%) …
Tuesday, June 9, 2026
The two-session chip bounce continues — Polymarket gives 89% odds of a higher open, ES is +0.35% and NQ +0.70% — but Tuesday arrives with three complications Monday didn't have: NFIB small business op…
Friday, June 5, 2026
May nonfarm payrolls printed +251K — three times the ~85K consensus and nearly double the ADP 122K print — transforming Chair Warsh's June 16–17 FOMC debut from a data-neutral hold into a hawkish one,…
Thursday, June 4, 2026
Broadcom's record $10.8B AI quarter and CrowdStrike's fiscal Q1 ARR record both sold off sharply in after-hours and extended pre-market — AVGO −13.8% (~$413) on a software segment miss and CRWD −11% o…
Monday, June 1, 2026
SoftBank's €45 billion (~$52B) first-phase AI infrastructure commitment to France — driving Tokyo shares +14% — cements June's opening thesis that the AI capex supercycle is now global, not just Ameri…
Friday, May 29, 2026
Dell's $43.84 billion quarter — AI server revenue $16.1 billion (+757% YoY), EPS beating by 65%, FY2027 guide raised to $165–169B from $138–142B, backlog $51.3B — arrives with a 39–40% pre-market gap …
Wednesday, May 27, 2026
Zscaler's -21.6% pre-market collapse on a FCF margin guide cut — not an EPS miss, not even a meaningful revenue miss — has rewritten tonight's grading rubric for Marvell and Salesforce: cash generatio…
Saturday, May 16, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, May 16, 2026
Verified: 11 | Wrong: 10 | Unverified/Analytical: 10
Wednesday, May 13, 2026
Jensen Huang's last-minute addition to Trump's Beijing delegation — flying to Alaska to board Air Force One — sent MU +6%, NVDA +2%, and SMH +2.2% pre-market, rewriting Wednesday's session from CPI-ha…
Sunday, May 10, 2026
NFP April landed at +115,000 — a double-beat above the ~60K consensus — sending the S&P 500 to a fresh record of 7,398.93 (+0.8%) and Nasdaq to a new ATH on Friday, capping six straight weekly gains. …