Playback speed×Share postShare post at current time0:00/Paid episodeThe full episode is only available to paid subscribers of Navigating The MarketSubscribe to watchMicron Earnings Take Center Stage As Global Chip Stocks Come Under Pressure Michael J. KramerJun 23, 2026∙ Paid521ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inNavigating The MarketSubscribeAuthorsMichael J. KramerRecent PostsThe Dispersion Unwind May Still Matter7 hrs ago • Michael J. KramerPayrolls Miss As A Shrinking Labor Force Becomes The Real Story - Advanced Topics10 hrs ago • Michael J. KramerWages Are The Thing To Watch In Tomorrow's Jobs ReportAug 6 • Michael J. KramerHigh Yield Isn’t Confirming This RallyAug 5 • Michael J. KramerSemiconductors Lead The Rally Aug 4 • Michael J. KramerMega-Cap Tech Returns...Aug 3 • Michael J. KramerA Flat Tape Hiding Massive Dispersion, And The Long End Breaks Out Jul 31 • Michael J. KramerThe USD/JPY May Continue To Weaken Even With Intervention Risk - Advanced TopicsJul 31 • Michael J. Kramer