Micron

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· Memory Squeeze — developing · last seen 2026-07-28

· CXMT IPO — open · last seen 2026-07-28

CXMT closed its debut +466% at ~$489B — the most valuable China-listed company, above Intel's market cap; Micron fell 8% on the read-through; overhangs: a US DoD ban + a three-year HBM deficit. (CNBC · Nikkei) 2026-07-27
FEC monthlies (F3X, through 06-30) filed 07-20: Oracle PAC · Micron PAC · Highmark PAC · BlackRock PAC — routine, on file. 2026-07-28