🚨 MU — Important Events This Week | Sep 7–11
This could be a very important week for Micron and the semiconductor sector.
🇺🇸 Monday, Sep 7 — US Market Closed
Labor Day. Main focus will be on Iran, oil prices, Treasury yields and Asian semiconductor markets.
Importance: 5/10
🏦 Sep 8–10 — Citi Global TMT Conference
Important comments from major technology and AI companies. We are watching AI infrastructure spending, data-center demand, GPU demand and HBM/memory supply.
Importance for MU: 8/10
🏦 Sep 8–11 — Goldman Sachs Communacopia + Technology Conference
Another major investor conference. Comments from semiconductor, cloud and AI companies could give us important read-throughs for Micron.
Importance for MU: 8/10
🔥 Thursday, Sep 10 — US PPI
One of the biggest macro events of the week. Hot inflation could push Treasury yields and Fed hike expectations higher. Softer inflation would be positive for tech and MU.
Importance: 9/10
☁️ Thursday, Sep 10 — Oracle Earnings
Very important for AI/cloud and data-center demand. Strong AI infrastructure spending and capex guidance would be positive read-throughs for NVIDIA, HBM and Micron.
Importance for MU: 8/10
🚨 Friday, Sep 11 — US CPI
The most important macro event of the week. CPI could significantly change expectations for the September Fed decision and move Treasury yields, Nasdaq and semiconductor stocks.
Importance: 10/10
⚠️ All Week — Iran / Oil / Treasury Yields
We also need to watch geopolitical escalation, oil prices and the 10Y Treasury yield. A combination of higher oil + higher yields would increase risk for high-beta semiconductor stocks.
Importance: 8/10
🎯 MU-specific: The next major company catalyst remains Micron earnings on September 30.
This week I’m mainly watching:
TMT Conferences → PPI → Oracle → CPI.
