$Micron Technology(MU)$ I was thinking about how SK Hynix's potential Nasdaq listing could impact Micron. It's often about the broader theme—investors tend to look at the whole "AI memory" sector rather than just one stock. If SK Hynix lists with a high valuation, it could set a new benchmark for what an HBM company is worth. That might lead analysts to re-evaluate and potentially raise price targets for Micron to align with that new sector valuation. It's a classic sector re-rating scenario.
On a related note, Samsung is scheduled to report its Q2 2026 earnings around July 22 or 23 (KST), with preliminary guidance expected on July 7.
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