Malaka

[Evan @StockMKTNewz]

Micron $MU CEO Sanjay Mehrotra just said:

“Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle. We expect a sustained substantial multi-decade memory demand cycle to begin in the latter part of this decade.” (H/T @wallstengine)

[IPO Newsroom @IPONewsroom_]

SK HYNIX IS GOING PUBLIC IN THE 🇺🇸 IN JUST 3 WEEKS

SK Hynix is planning a $29.4 Billion US listing with trading set to begin on July 10th

This would be one of the top five share sales in history, comparable in size to Saudi Aramco's record 2019 IPO.

SK Hynix controls 57% of the global high-bandwidth memory market by revenue. HBM is the chip that sits inside every NVIDIA GPU powering the AI buildout. Without it, the data centers do not work.

The numbers behind the business:

Q1 2026 operating profit: $24.3 billion, a record high
Q1 2026 sales: $34 billion, nearly tripling year over year
Stock performance: +300% in Seoul this year
Market cap: over $1 trillion

The proceeds will fund additional capacity expansion and purchases of EUV lithography machines needed to make next-generation chips.

Lead underwriters: Bank of America, Citigroup, Goldman Sachs, JPMorgan.

[Flow God @FL0WG0D]

$72 million into these $MU calls 🤯

[Evan @StockMKTNewz]

The US and Iran will reportedly start peace talks tomorrow in Burgenstock, Switzerland

🇺🇸🇮🇷

[Malaka @malaka_999]

@ChartsRUs0 Should be a hedge

[Bullflow.io @BullflowIO]

This is the trade of the year.

$56M $MU Calls bought in March are now worth $2.2 Billion.

These Calls expire today at All Time Highs 🤯

[Small Cap Snipa @SmallCapSnipa]

Jensen Huang said one gigawatt of AI compute generates $300 billion to $400 billion in intelligence

He labeled the cost of that gigawatt data center at $50 billion

How many factories in human history have generated returns like this?

[*Walter Bloomberg @DeItaone]

SK HYNIX LOOKS TO NASDAQ FOR U.S. SHARE LISTING, SOURCES SAY

[Evan @StockMKTNewz]

NVIDIA $NVDA AND SK HYNIX JUST ANNOUNCED A MULTIYEAR TECHNOLOGY PARTNERSHIP

SK Hynix will codevelop memory for four specific NVIDIA platforms: Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs, and Jetson Thor robotic computing platforms.

SK Hynix will apply AI to semiconductor chip design and manufacturing itself, using NVIDIA's CUDA-X libraries and PhysicsNeMo framework to accelerate chip simulations and engineering workflows.

SK Hynix will build factory digital twins using NVIDIA Omniverse, targeting fully autonomous fab operations.

"AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance." - Jensen Huang

[Polymarket @Polymarket]

JUST IN: Jensen Huang announces Nvidia is partnering with LG on humanoid robots & next-generation data centers.

[Evan @StockMKTNewz]

Nvidia CEO Jensen Huang just said that he thinks the memory shortage will last for several more years

[Trade Whisperer @TradexWhisperer]

$MU 9.5x $SNDK 9.3x

You cannot unsee this.

Bargain of the Century.

[The Kobeissi Letter @KobeissiLetter]

It's official.

MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion.

In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position.

By comparison, the S&P 500 is up +116% over this same timeframe.

Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value.

This puts MicroStrategy's stock, $MSTR, down -77% since its record high.

Bear market is an understatement.

[Bloomberg @business]

Andrew Left, one of the world’s most prominent short sellers, was found guilty of securities fraud by a US federal jury after a landmark trial that scrutinized his use of social media to move the price of stocks. More here: https://t.co/dgG4caKEO0

📷: Eric Thayer/Bloomberg

[Massachusetts Institute of Technology (MIT) @MIT]

Lisa Su ’90, SM ’91, PhD ’94 to the Class of 2026, “Run toward the hardest problems. Hard problems teach you what you're capable of.”

[Bearly AI @bearlyai]

Micron CEO Sanjay Mehrotra has a legendary LinkedIn page:

> co-invents tech for NAND flash memory
> co-founds SanDisk and runs for 28 years
> sells SanDisk to Western Digital for $19B in 2016
> becomes Micron CEO in 2017 and market cap grown >33x from $30 billion to $1 trillion

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iranian state media says Iran has officially sent Pakistani mediators its response to the proposed US deal to end the war.

We expect to receive more details shortly.

[Evan @StockMKTNewz]

South Korean 🇰🇷 Memory company SK Hynix has reportedly been flooded with unprecedented offers from big tech firms to secure chip supplies

The offers include funding for new production lines and purchases of extreme ultraviolet lithography machines, which cost hundreds of millions each.

This has never happened before in the global memory chip industry - Reuters

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, per WSJ.

Intel stock, $INTC, surges another +14% to its highest level on record.

[Malaka @malaka_999]

@AutismCapital Is it real ? Lol