After Micron earnings, July is a complete minefield. $31 EPS guidance by Micron and now 10 upcoming earnings reports = R.I.P. traders

Being a trader, before Micron earnings, my exit strat was: - **≤ $25 EPS guidance:** exit instantly - **$25-27 EPS:** still reduce or exit - **> $27 EPS:** continue holding and reassess after the next earnings Instead, Micron guided **$31 EPS**. That made me **more bearish**, not less. If **$31 EPS** is now the fucking baseline, what does the overall market expect next? Yeah and heeeeeeeere comes July... earnings from **ASML, TSMC, Texas Instruments, Lam Research, Intel, Microsoft, Alphabet**, and others. The Micron earnings release was choking the entire world, but we have almost 10 more of those coming in the next month. That's an absolute minefield. The market only needs **one** of these companies to deliver weaker guidance, slower AI capex, or simply fail to exceed extreme expectations for sentiment to change rapidly. I'm not bearish on AI. I'm bearish on the probability that **every single major AI earnings report** over the next month clears an increasingly unrealistic bar. That's why I expect a meaningful correction during July. Curious how other traders are positioning. I plan on significantly reducing my semi position in peace meal over the next months.