Tesla has released a new video of them tearing down the Model S and Model X production lines at Fremont ahead of the installation of the Optimus lines.
When fully ramped, this space will be able to produce 1 million Optimus robots per year.
The AI bottleneck isn't chips—it's electricity. Hyperscalers need 24/7 clean power, making Constellation Energy $CEG a must-own:
🔹 Scarcity: Largest US nuclear fleet; AI can't run on intermittent solar/wind.
🔹 Valuation: Trading ~19x forward P/E vs peer 25x with 20% EPS growth.
🔹 Cash: $5B buyback.
Micron $MU vs SK Hynix $SKHY
SK Hynix lists on Nasdaq via ADR starting tomorrow July, 10 2026…
$KMEM ETF by Kurv has the highest allocation to SK Hynix at 41.53% because:
1) For Kurv, SK Hynix remains cheaper compared to Samsung & Micron.
2) Micron is more expensive compared to a more pure play memory company like SK Hynix.
3) SK Hynix’s ADR could be a HUGE catalyst for a further run for this memory name.
Hence $KMEM ‘s overweight to SK Hynix…
BREAKING: SK Hynix $SKHY has filed its Form 8-A ahead of its U.S. listing tomorrow
Bloomberg is reporting shares are expected to be priced at $149 per ADR, or $1,490 per share.