THE MOSAIC LEDGER

Resolved calls: 2026 Q2

1 resolved. HIT 1. PARTIAL 0. MISS 0.

tickertypeclaimverdictresolved
MUEarnings eventMicron (MU) Q3 fiscal-2026 print on 2026-06-25 confirms the HBM-fully-booked + multi-year-prepayment structure with explicit dollar disclosure of prepayment balance and/or named hyperscaler customer counterparty.HIT2026-06-25

Newer: 2026 Q3 All quarters