🔥 Micron's 8.7% Rally! A Bull Market Dancing to Macro Tailwinds 🚀 - 2026.06.19

Hello, fans! It's reporter Onion from Bultagi.com, the man of macro and bull markets. My 30 years of watching the market isn't for nothing, look at this~ the current market trend is extraordinary!

🔥 Micron, Soaring on Macro Tailwinds!

• On the 18th in the New York stock market, Micron rose by a whopping 8.70%, recording a closing price of $1,133! ^[7]. The trading volume was also massive at 61,492,016 shares.
• With Micron showing strong upward momentum alongside Intel, the AI semiconductor rally is breathing fire again ^[2]. Isn't this the market applauding~!
• Foreigners are buying? Well, if they're from outside, they're foreigners, and if they buy, it's a buy! Ahem, the market is alive! ^[1].

📈 Upcoming Earnings Release, the Bell of Opportunity Rings

• Next week, early morning on the 25th (KST), Micron's earnings release is waiting ^[1].
• Jim Cramer also pointed out that Micron's earnings next week will be the indicator deciding the continuation of the semiconductor rally ^[3].
• With the expansion of AI infrastructure investments, movements to reduce Nvidia's weight and increase Micron's weight within the SOXX ETF are also being detected ^[8].
• The macro indicators are just perfect! The US May Personal Consumption Expenditures (PCE) price index will be released along with the earnings, opening a super week where we can gauge the Fed's monetary policy outlook and the semiconductor industry conditions at the same time ^[1].
• Although the delay in the US-Iran ceasefire negotiation issue brought volatility to the market ^[4], the overarching bull scenario of easing geopolitical risks is standing firm.

☕ Even Apple is Surprised by Memory Prices, Supply Shortage is Ongoing

• Did you hear the news that Apple CEO Tim Cook was shocked by the rising memory prices, saying it's a situation he hasn't seen in 40 years? ^[9].
• As data centers suck up chips like black holes, talks of finished product price hikes are emerging.
• Interest rates fell? When rates fall, the market should cheer! Do fallen rates climb back up? ~ This is no joke. Order backlogs are ample due to the explosion in AI demand ^[5].
• While there are movements from competitor SK Hynix to increase production capacity ^[6], weight is being placed on the analysis that the memory supply shortage will continue until 2030.
• Onion sees that the bullish scenario surrounding Micron is clear, coupled with the upcoming earnings and macro tailwinds.

📰 Reference News (6)

1

[Weekly Market Outlook] Testing the 9,000 Mark... All Eyes on MSCI, Micron, and PCE - Aju Economy

아주경제 · 2026.06.19

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2

[Market Update] AI Chip Rally Resumes on Intel and Micron Surge - biz.sbs.co.kr

biz.sbs.co.kr. · 2026.06.19

📰 View original

3

How Long Will the Chip Rally Last? Jim Cramer Says "Micron's Earnings Next Week Will Decide" - Nate

네이트 · 2026.06.19

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4

KOSPI Slips From Record High on Ceasefire Delays... Focus Shifts to Micron Earnings - Money Today

머니투데이 · 2026.06.19

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5

[US Stocks] Investors Look to Micron Earnings for Next AI Rally Catalyst - Newspim

뉴스핌 · 2026.06.19

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6

SK Hynix Has a Major Warning for Micron Technology Stock Investors - AOL.com

AOL.com · 2026.06.19

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📺 Reference Videos (3)

7

YouTube

[June 19 #PreMarket] Wall St Rises on Chip Surge "Intel +10%, Micron +8.7%" / KOSPI Breaks 9,000, Will the Momentum Continue Today?

▶815머니톡·2026.06.19

8

YouTube

[Lee Hang-young's Hit & Beat] Underweight Nvidia, Overweight Micron: SOXX's Next Bet / MTN

▶MTN 머니투데이방송·2026.06.18

9

YouTube

[Yeouido Tube] "First Time in 40 Years" Apple's Tim Cook Shocked by Memory Market / MTN

▶MTN 머니투데이방송·2026.06.18