after micron’s earnings report today we are heading into a dead period of ~2 weeks with no major ai bottleneck earnings calls, then they’re back to back box office ASML is July 15 TSM is July 16 Google is July 22 GE Vernova is July 22 Microsoft July 29 WDC is July 29 Amazon July 30 then August is packed with the more bullish leaning ones (Nvidia, Sandisk, etc) i’m sure i’m missing some so even if things consolidate after Micron earnings, I don’t really see a world where attention or…