MK

$mu $dram $sndk $tsll $meta

[Herbert Ong @herbertong]

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity

That's a revenue run rate of roughly $26 billion per year!

@thejefflutz says the bigger story isn't the money.

It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions.

A few years ago, SpaceX was known for rockets.

Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

[Reuters @Reuters]

SK Hynix plans to list its shares in the US as soon as August, said two sources familiar with the matter, as the South Korean memory chipmaker seeks to capitalise on strong appetite for AI-linked stocks and broaden its investor base https://t.co/ne4XYDTjjr

[Trade Whisperer @TradexWhisperer]

$MU $DRAM You're right. It's cyclical.

Up. Then more up. Then even more up.
250 exabytes to 1,226 by 2031. Nearly 5x.
Datacenter growing 34% annually

Cute word. Wrong thesis.

[Trade Whisperer @TradexWhisperer]

$MU $DRAM Not Enough.

Susquehanna: $1,750 (Street-high)
Fitzgerald: $700 → $1,500. Today.
Wells Fargo: $550 → $1,220. Today.

[Michael | Hypermarkets @itsmichaelluu]

$MU spiked 1400% from $80 to $1100 in 1 year.

Its going to 4x again since its AI biggest bottleneck.

Here's the best $MU call option to buy and hold:

[Serenity @aleabitoreddit]

@NathanJoooo This was in response to that erroneous article.

I would trust Foxconn/Lumentum/Nvidia industry projections over an analyst firm that messed up $MU HBM4 so badly and said “no” to all their timelines together

[Bryan Johnson @bryan_johnson]

This is biblical.

A woman in her eighties. Ten years into Alzheimer's. Hadn't spoken a full sentence in five years.

Takes one, 5 gram dose of psilocybin.

She slept 19 hours and woke up and spoke for hours about her life, recognized family and held real conversations. She regained bladder control after five years, walked on her own. and dressed herself. Gains held for weeks.

[CoinForge @Realcoinforge]

🇺🇸 THE SPACEX IPO WILL NOT GO AS YOU EXPECT.

The last time a Space stock went public was in 2021 and that was $RLKB which started off with a -83% crash.

5 years later, the same stock was up 4,256% but the IPO shocked everyone.

$SPCX is following the same trajectory and could see a massive crash in the early days post IPO.

Do not buy SpaceX on the day of IPO unless your time horizon is very long.

Don't blindly buy hype.

Remember that.

[The Kobeissi Letter @KobeissiLetter]

What just happened?

At 9:45 AM ET, the S&P 500 was trading nearly +1.5% higher and tech stocks were sharply higher.

At 10:40 AM ET, selling pressure began to intensify without any major headlines in one of the biggest reversals of the year.

Just 2 hours later, President Trump said Iran shot down a US helicopter "last night" and that the US must "respond to this attack."

This sent the S&P 500 to a new low of the day, down 240 points since 9:45 AM ET.

In just 3 hours, the S&P 500 has erased -$2.1 trillion in market cap.

Volatility is back.

[Hardik Shah @AIStockSavvy]

$MU | Goldman Sachs 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐌𝐢𝐜𝐫𝐨𝐧, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟗𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟒𝟎𝟎

Analyst sees tight supply/demand persisting through 2027, driving increased pricing, margins, and significant revenue upside for Micron vs consensus.

[TipRanks @TipRanks]

UBS sees Micron $MU reporting results well ahead of guidance

UBS analyst Timothy Arcuri models Micron's fiscal Q3 report at $36.0B in revenue and $20.96 of earnings per share, well ahead of the company's guidance. The upside is all driven by better pricing, the analyst tells investors in a research note.

UBS says its latest round of industry checks show Micron's pricing continues to move higher. It is "only a matter of time before the market assigns MU a more normal multiple as details emerge around the structural changes AI has driven across the entire memory complex," the firm contends.

It keeps a Buy rating on Micron shares with a $1,625 price target.

[Nic Cruz Patane @niccruzpatane]

I don’t think people realize how utterly game changing @SpaceX AI Satellites are going to be.

These Satellites will basically be NVIDIA racks out in space that are being powered 100% by the Sun, which is absolutely FREE.

Instead of using grid electricity, on-site generation, or huge amounts of power and water for cooling, the GPUs get powered and cooled 24/7 at essentially zero marginal cost.

Honestly mind-blowing

[Leave Delaware @LeaveDelaware]

🚨Samsung is leaving New Jersey, moving its U.S. headquarters to Texas

[Space and Technology @spaceandtech_]

Shanghai-based Matrix Robotics has introduced a new humanoid robot called MATRIX-3.

The robot features soft skin with built-in touch sensors for safer interaction.

Its advanced hands can use tools and handle delicate objects with impressive precision.

[El Economista @ElEconomista_]

🚨 PEPSICO ANUNCIÓ EL FIN DE LOS CAMIONEROS

🤖 La compañía ya usa 41 camiones sin conductor para repartir Doritos y Cheetos en EEUU en alianza con la startup Gatik, con una tasa de entregas a tiempo del 99%.

📦 Los camiones realizan trayectos cortos entre centros de distribución, depósitos y tiendas como Walmart y Dollar General en Arizona, Texas y Arkansas.

[Philippe T @brain_stimulus]

🤯 TESLA PRÉSENTE LE ROBOPOD : SA NOUVELLE POUSSETTE INTELLIGENTE.

🚨Un habitacle fermé, des lignes futuristes, un éclairage intégré et un design très épuré.

💥La marque ne se limite plus aux voitures et aux robots humanoïdes. Elle s’intéresse désormais aux objets du quotidien, y compris ceux liés à la parentalité.

Sur ces images, une femme interagit avec ce qui ressemble à une poussette autonome.

Est-ce le futur de la mobilité pour les tout-petits, ou simplement un concept design ?

#QuestionTout

[Teslaconomics @Teslaconomics]

Many people think SpaceX is overvalued at $2 trillion.

I honestly see it the opposite way.

To me, SpaceX is so much more than just rocket company... I believe it is the infrastructure company for the next era of humanity.

The launch business is the foundation. SpaceX made rockets reusable, and that changed everything. Since 2017, they have flown the same rockets hundreds of times, and that reusability has helped bring launch costs down from roughly $150 million to only a few million $ dollars per flight.

Now, bc SpaceX can launch cheaper, faster, and more often than anyone else, they can win government contracts, dominate commercial launches, and keep building an even bigger lead. It honestly feels like everyone else is still trying to catch up to the first chapter of SpaceX...

Then you have Starlink.

This is where the story gets even bigger. Starlink is internet for the entire planet. Oceans, airplanes, mountains, rural towns, disaster zones, places with bad internet, and places with no internet at all.

Starlink has the potential to grow from millions of customers today to potentially hundreds of millions over the next decade. When you think about the billions of people around the world who still have poor or no internet access, the market is massive.

And the beauty of SpaceX is that these businesses help each other. Cheap launches make Starlink possible. Starlink brings in cash. That cash helps fund Starship. Starship then opens the door to businesses that most people are not even pricing in yet.

That is the part I think many people are missing...

Starship is the key to building real infrastructure in space. Massive satellite networks. Space-based AI compute. Orbital data centers. Defense systems. Cargo. Manufacturing. And eventually, the long-term mission of making life multi-planetary.

Then, when the team puts AI data centers in space. Instead of fighting for power, land, cooling, and permits on Earth, we'll be using solar power in orbit and build at a scale that is almost impossible down here. If SpaceX can make this work, this could also become one of the highest-margin businesses in the world.

That sounds crazy until you remember that reusable rockets also sounded crazy.

So when people tell me SpaceX is “overvalued” at $2 trillion, I think they are looking at the company too small. They are valuing it like a rocket company, when it is really building the rails for the space economy, global internet, defense, AI infrastructure, and eventually life beyond Earth.

At $2 trillion, I don’t see SpaceX as overvalued. I see it as a generational company where the world still may not be thinking big enough.

[Сarm1ne @carm1nee]

Elon Musk told Ron Baron he's building a chip that will be 2 to 3 times better than NVIDIA - at 10% of the cost

"I have the entire physical design of the chip laid out in memory - I can visualize the whole thing"

when TSMC told him a new fab takes 5 years he said: "five years to me is an eternity - my timelines go one year, two year, and at year three it goes to infinity"

so he's building his own

Tesla's self-driving has logged 10 billion miles - 4 times safer than a human driver - with the new chip it will be 10x

"I don't own any vacation homes - just one house in Austin and a tiny house at Starbase - friends come to visit and they think I'm kidding"

watch the full conversation ↓

[First Squawk @FirstSquawk]

WELLS FARGO RAISES MICRON TARGET PRICE TO $1220 FROM $550