$Netlist, Inc.(NLST)$ Something worth noting from the 912 arguments: even $Micron Technology(MU)$ 's attorney said the PTAB's actions were, and I quote, "Improper." She actually said "everyone agrees that was improper" to use the internet from an outside source to invalidate the 912.
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Apple is holding its annual fall keynote, "Surprise and Shine," today, September 9, 2026, at 1:00 p.m. ET / 10:00 a.m. PT. This one marks the debut of new CEO John Ternus and the highly anticipated reveal of Apple's first foldable iPhone. Curious to see if they mention memory.
$Micron Technology(MU)$ There is a lot more to the Micron story than just today's share price and where it goes next week. Their pipeline and backlog of business and contracts through 2030 show the strength of this cash machine and the small group of suppliers coming online. Micron is an American story, with strong backing behind it. I don't think Apple will be using Chinese memory at scale anytime soon, unless they want to pay millions in tariffs and wipe out any savings. New foundry or competition coming anytime soon? Nope.
$Micron Technology(MU)$ Looks like it is consolidating here and building a base, which is healthy and normal given the insane run this one has had. I'm leaning very bullish on it long term.