Author plans to buy ARM, AMD, Astera Labs and SanDisk ahead of their earnings, expecting 10% run-ups based on Micron's post-earnings pattern and the recent sector pullback.
ARM — LONG The author plans to load up on ARM Holdings ahead of its expected July 29 earnings, holding in hopes of a 10% move into or right after the report. His rationale is Micron's run-up and immediate post-earnings gains as a template, plus the sector's recent pullback while fundamentals stayed the same. He intends to buy preferably on a red day. Main risk is that Micron's pattern does not generalize to other semiconductor names.
These are the four I plan on loading into this upcoming week, preferably on a red day, and holding in hopes they hit 10% up to or right after earnings:
AMD — LONG The author plans to buy Advanced Micro Devices ahead of its expected August 4 earnings, targeting a 10% gain into or right after the report. He bases this on Micron's run-up and immediate post-earnings gains, arguing the industry's recent pullback left fundamentals unchanged. He intends to enter on a red day. Main risk is that the Micron pattern does not repeat across other semis.
These are the four I plan on loading into this upcoming week, preferably on a red day, and holding in hopes they hit 10% up to or right after earnings:
ALAB — LONG The author plans to buy Astera Labs ahead of its expected August 4 earnings, hoping for a 10% move into or right after the report. His rationale is Micron's run-up and immediate post-earnings gains as a comparable, plus the sector pullback while fundamentals stayed the same. He intends to buy preferably on a red day. Main risk is that the pattern fails to generalize.
These are the four I plan on loading into this upcoming week, preferably on a red day, and holding in hopes they hit 10% up to or right after earnings:
SNDK — LONG The author plans to buy SanDisk ahead of its expected August 13 earnings, targeting a 10% gain into or right after the report. He bases the trade on Micron's run-up and immediate post-earnings gains, arguing the industry pulled back while fundamentals stayed the same. He intends to enter on a red day. Main risk is that Micron's pattern does not generalize to other names.
These are the four I plan on loading into this upcoming week, preferably on a red day, and holding in hopes they hit 10% up to or right after earnings:
This Reddit post, published June 27, 2026, features u/Interesting-Hold5636 discussing ARM, AMD, ALAB, SNDK. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Interesting-Hold5636 · Tickers: ARM, AMD, ALAB, SNDK