Micron (MU): FY26 Q3 earnings call, Jun 24, 2026
On its Jun 24, 2026 earnings call (FY26 Q3), Micron said 3 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 3 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Portfolio | Yes | 6 | 7 | ✓ | 96%n=2+tx from settlement history blended with transcripts | – |
| Hyperscaler | Yes | 2 | 3 | ✓ | 18%n=2+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 1 | 1 | ✓ | 68%n=3+tx from settlement history blended with transcripts | – |
| Inventory | No | 0 | 0 | ✓ | 89%n=3+tx from settlement history blended with transcripts | – |
| Smartphone | No | 0 | 0 | ✓ | 88%n=3+tx from settlement history blended with transcripts | – |
| New York | No | 0 | 0 | ✓ | 60%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 44%n=2+tx from settlement history blended with transcripts | – |
| Automation | No | 0 | 0 | ✓ | 28%n=2+tx from settlement history blended with transcripts | – |
| Taiwan | No | 0 | 0 | ✓ | 24%n=2+tx from settlement history blended with transcripts | – |
| Anthropic | No | 0 | 0 | ✓ | 14%transcripts from the transcript model | – |
| Gaming | No | 0 | 0 | ✓ | 10%n=2+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Idaho”; 4 quoted, at least 25 words apart.
…don't know if it's Manish or Mark, but as we think about Idaho One, Tongluo, Idaho Two, as we think about these greenfield fabs starting…
That goes for Idaho One, for Tongluo, for Idaho Two. Those are all elements of that greenfield build-out, and that's something that we expect will…
…will just be a function, the various ramp profiles of fabs. As you point out, Tongluo and Idaho One are the first to go here.
…about supply efforts. As you heard, and you heard Manish talk about Idaho site and Tongluo, we're doing everything we can to bring up supply.…
Where the listed words were said
…do feel really good about the fact that we have incredibly strong portfolio of products, both on the NAND and DRAM side. They, of course,…
Sure. The SCAs that we have signed already do include some hyperscalers, where the purchasing for those hyperscalers requires HBM, that is part of the…
…data center for CPUs. You have x86-based CPUs. You have CPUs from NVIDIA. Qualcomm announced a CPU. There's lots of different possibilities for types of…
Agents: this page as TSV at /api/v1/appearances/micron:2026-06-24:earnings_call · words: /api/v1/brief?appearance=micron:2026-06-24:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP