speedkep

❤️💕💞💓💗💖

[SK hynix @SKhynix]

Following @SKhynix's @Nasdaq ADR listing, SK Group Chairman Chey Tae-Won joined @TheSixFiveMedia to look back on the decisions that shaped @SKhynix's journey—and the long-term vision driving the future of AI memory.

#SKhynix #NASDAQ #ADR #AIMemory

[Trade Whisperer @TradexWhisperer]

$MU $SNDK $SKHY

$TSLA's factory that built Model S/X for a decade died in 46 days. Optimus robot production is taking over.

Target: 1 million Optimus a year. So just how much memory will it take to keep 1 million intelligent machines thinking?

[SpaceX @SpaceX]

Starship’s thirteenth flight test is preparing to launch as early as Thursday, July 16 → https://t.co/Rp7VwBzpWx

[Uno @UnotheInvestor]

$SKHY Chairman Chey Tae-won says 5-6x exponential growth for memory in 2030 is expected!

STOCKS I’M WATCHING:
$MU
$SNDK
$AMD
$NVDA
$SKHYV

Why are you ignoring memory stocks?

[SilverTrade @silvertrade]

🚀SPACE ESPIONAGE: CHINA APPEARS TO HAVE SUCCESSFULLY STOLEN @elonmusk 's FALCON 9 TECH⚠️

🚨China has recovered a reusable 200 ft rocket for the first time ever‼️
https://t.co/asWHs0hzx1

[The White House @WhiteHouse]

THE TRUMP EFFECT IS REAL. 💸

[Michael | Hypermarkets @itsmichaelluu]

$SPCX crashed right after its IPO to $147.

It's going under $100 first before ripping $1,000+

These 19 SPACE stocks will explode too:

1. $RKLB ~$87
Small-launch and satellite manufacturing filling the gaps Falcon can't serve efficiently.

2. $GILT ~$13
Satellite ground infrastructure scaling alongside enterprise and constellation broadband deployments.

3. $TWST ~$89
Synthetic DNA tools underpinning long-term space biology and life-support research.

4. $OUST ~$44
Digital lidar enabling autonomous docking, landing, and robotic space operations.

5. $ASTS ~$75
Direct-to-phone satellite broadband. Starlink's closest competitor and launch partner.

6. $POET ~$8.50
Photonic optical engines powering high-speed links across satellite and AI networks.

7. $BWXT ~$189
Nuclear propulsion and reactor tech aligned with deep-space and Mars power needs.

8. $SPIR ~$16
Space-based data analytics monetizing a growing orbital sensing constellation.

9. $IONQ ~$45
Quantum compute and quantum-secure comms expanding into orbital and defense applications.

10. $SATL ~$5
High-resolution Earth-observation imagery delivered cheaply through vertically integrated satellites.

11. $KTOS ~$50
Defense drones, propulsion, and satellite ground systems powering national security space.

12. $BKSY ~$25
AI-enabled Earth-observation satellites delivering real-time geospatial intelligence to governments.

13. $AEVA ~$24
FMCW lidar enabling precision sensing for landing, docking, and autonomy.

14. $MTSI ~$390
RF and photonic semiconductors powering satellite antennas and signal processing.

15. $ARQQ ~$20
Quantum-safe encryption securing government and classified orbital networks.

16. $LUNR ~$17.50
NASA lunar landers and cislunar infrastructure anchoring the emerging Moon economy.

17. $RDDT ~$193
Social data licensed for AI training adjacent to the Musk ecosystem.

18. $VIAV ~$47
Optical networking and test components critical for satellite ground-station upgrades.

19. $ACHR ~$5
eVTOL air-mobility networks integrating with low-latency satellite infrastructure.

♻️ RESHARE this post and write 1 comment, I'll share my favorite play for you! I called it out at $2!

[김정관 산업부 장관 @MinisterofMOTIR]

<체코: 원전에서 첨단산업까지, 100년 미래 협력의 길을 열어갑니다>

13일간의 해외 출장, 체코에서의 마지막 일정을 마치고 돌아갑니다.

두코바니 원전 사업 계약을 체결한 지 어느덧 1년이 되었습니다. 원전 사업은 계약까지 10년, 건설 10년, 운영 60년, 마무리 20년 등을 함께하는 백년해로 비즈니스입니다. 서로가 믿을만하다고 생각했기에 선택했습니다. 그 신뢰에 맞게 첫 일년을 성공적으로 지내왔다고 서로 평가했습니다.

하블리첵 산업통상부 장관과 함께 지난 1년간의 사업 이행 상황을 점검하고 계약 1주년을 기념했습니다. ‘팀코리아’의 헌신적인 노력과 체코 정부의 적극적인 지원 덕분에 부지 조사와 인허가 절차가 차질 없이 진행되고 있습니다. 이번 방문을 계기로 양국 기업 간 '설계·인허가 기술지원 계약'도 체결됐습니다.

앞으로도 사업 과정에서 발생하는 어려움을 함께 풀어나가며, 2027년 건설허가 신청, 2029년 착공이라는 주요 일정을 반드시 완수해 내겠습니다.

이번 방문에서 특히 의미 있게 느껴진 것은 원전 협력으로 쌓은 신뢰가 첨단산업 협력으로 확장되고 있다는 것입니다.

양국은 현재 로봇, 배터리, 미래차를 중심으로 공동 R&D와 기술 실증, 인력 교류를 확대해 나가고 있습니다. 하블리첵 장관 역시 첨단산업 분야 협력도 순조롭게 진행되고 있다고 평가했습니다.

그 협력의 현장인 프라하 공대를 방문해 첨단로봇 협력센터 예정 부지와 테스트베드를 점검했습니다. 여러 협력센터 가운데 가장 먼저 문을 열 예정입니다. 오는 9월 하블리첵 장관과 그 시작을 함께하기로 했습니다. 특히 체코는 ‘로봇(robota)'이라는 단어가 탄생한 곳입니다. 로봇의 개념이 시작된 곳에서 양국의 첨단로봇 협력이 본격화된다는 사실이 더욱 의미 있게 다가왔습니다. 

두코바니 원전이 한국과 체코가 함께할 100년 협력의 한 축이라면, 로봇·배터리·미래차 등 첨단산업 협력은 또 다른 축입니다. 이 두 축이 함께 발전할 때 양국의 협력은 더욱 단단해질 것입니다.

일정을 마무리하며 하블리첵 장관에게 대한민국 전통 '나전칠기' 작품을 선물했습니다. 서로 다른 빛깔의 자개 조각들이 하나의 작품을 이루듯, 한국과 체코도 원전, 첨단산업, AI 등 미래 산업의 조각들을 하나씩 맞춰가며 앞으로의 100년을 함께 만들어 가기를 기대합니다.

#체코 #두코바니 #원전 #팀코리아 #로봇 #배터리 #미래차 #첨단산업 #프라하공대 #나전칠기 #산업부 #산업통상부 #김정관장관 #MAX #제조AX

[Cole @StockOptionCole]

$AVGO Ok here me out. Earnings were so strong but they were looking for a massive raise due to raised AI demand but they had reported AI demand remains explosive, AI revenue beat own forecast, Q3 revenue expected to reach $16BN, over 200%+ YoY growth.

Broadcom is also up 70%+ in the last 2 months so lets be fair... it was a bit overbought for such a giant. I believe this dip right to the 34MA will shape up for the next leg up through summer & fall for 550.

My thesis hasn't change. It's a matter of building a base in the same range where it was just lastweek

[Hardik Shah @AIStockSavvy]

$AVGO | Erste Group 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐁𝐫𝐨𝐚𝐝𝐜𝐨𝐦 to 𝐁𝐮𝐲

Analyst sees continued positive momentum and significant Q3 sales growth of 89% Y/Y, driven by a projected $16B in AI semiconductor sales.

[Qualtrim @qualtrim]

Broadcom is targeting +200% Q3 AI revenues:

"In the second half of 2026, we expect AI semi conductor revenue to double from the first have of the year."

– Hock Tan, CEO

$AVGO

[Daniel Lee @danleedesk]

The Trump administration just signed executive order on AI innovation and security.

President's AI order is not just a chip headline...

These are the stocks I’m watching:

• AI front-end: $NVDA $AMD $AVGO
• Cloud: $MSFT $GOOGL $AMZN $ORCL
• Data centers: $DELL $SMCI $VRT
• Power/grid: $CEG $VST $ETN $PWR
• Cybersecurity: $CRWD $PANW $ZS
• Defense AI: $PLTR $BAH

The better question is what the order actually funds or removes friction from:

> data center permitting
> federal AI procurement
> cyber/model security
> power/grid buildout
> AI exports
> domestic semis

That is where the watchlist comes from.

[Steven Díaz @Stevendiaz]

📈 $AVGO (Broadcom) reporta resultados esta noche 🔥

Broadcom publica sus resultados del segundo trimestre fiscal 2026 después del cierre de mercado.

Lo que espera el consenso de analistas:
• Ingresos: ≈ 22 Bn$ (+47% interanual)

• EPS ajustado: ≈ 2,40$

Lo clave que hay que vigilar esta noche:

• Crecimiento del negocio de semiconductores de IA (el trimestre pasado ya fue de 8,4 Bn$ y se espera una fuerte aceleración).

• Actualización de estimaciones para el resto del año.

• Demanda de custom AI chips y soluciones de networking de alto rendimiento.

• Evolución de márgenes y rentabilidad.
Broadcom es uno de los grandes beneficiados del boom de IA.

Es proveedor estratégico de Google, Meta y otros hyperscalers en chips personalizados y networking.

La reciente ampliación de capital de $80 Bn de Alphabet refuerza las expectativas de demanda muy fuerte.

El mercado (a través de opciones) anticipa un movimiento potencial de ±8-10% en la acción tras los resultados.

Es la única compañía de las que capitalizan más de 2 Tn$ que llevo en cartera.

Yo creo que vistas las cifras de sus comparables, va a pulverizar las cifras que se esperan de ella y mínimo tendrá 25 Bn$ vs 22 Bn$ esperados en ingresos dejándola con una tasa de crecimiento del +67% desde el +29% del trimestre anterior.

Si os fijáis en la tabla, para los próximos trimestres se espera tasas de aceleración de ingresos de hasta +83% Y/Y para Octubre 2026 pero ya digo, que si la demanda de producto sigue imparable y ahora más tras la ampliación de capital de $GOOG, $AVGO será una de las principales beneficiadas y se irá a tasas de triple dígito.

Una compañía de más de 2 Tn$ con tasas de crecimiento de ingresos a triple dígito, es una burrada!

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST for June 3, 2026

1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.

2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infrastructure momentum play.

3. $AVGO — $487 | Hitting 52-week highs, Q2 earnings tomorrow night. $550 target

4. $TE — $12.04 | Up 15% on offshore wind partnership, narrowing Q1 loss. $15+

5. $GOOG — $364 | Reversal watch, $80B equity raise creating overhead pressure.

6. $META — $600 | Failed $637 intraday, bearish wick — reversal watch setup.

7. $NVDA — $225 | Computex Huang keynote fuel, continuation off AI momentum. $240

8. $AMD — $516 | Breakout strength, TD Cowen raised target to $600.

9. $TSLA — $422 | Breakout holding, continuation play near session highs.

10. $DELL — $466 | Post-earnings AI gap-up, reversal or second-leg continuation.

11. $HPE — $58.94 | Record earnings gap from $44 to $64, high-volatility name.

12. $NOW — $125 | Failed $136 breakout, adding 2027 calls on the flush.

13. $ORCL — $241 | AI cloud momentum, accumulating 2027 calls on dips.

14. $AAOI — $158–185 | High-beta optical play, 800G AI demand ramp incoming.

15. $NOK — $16.25 | Up 9.5%, AI and Cloud revenue grew 49% YoY last quarter.

16. $NBIS — $271 | Leopold Aschenbrenner fund disclosed major stake, AI cloud infrastructure play. Adding calls for $300+

♻️ RESHARE this post and write 1 comment, I forgot to add $NOW $ORCL so I'll DM you my plan for it.

[Tempus @TempusAI]

Meet the next-generation of Lens, our pioneering agentic AI platform designed to accelerate drug development and research.

Specialized tools include:

▪️ Custom Research Plan Generation

▪️ On-Demand Execution

▪️ Specialized AI Agents

▪️ Reproducible Intelligence

Read on: https://t.co/77DY0XDSWC

[Dusty Bull @dusty_bull]

🚨🚨NEW SPACE THEMED STOCK

New ticker hitting the market today $RKTO. $HOTH has pivoted from biotech to orbital economy: the next generation of satellites, defense platforms, and space-based AI systems that depend on hardware capable of operating reliably in space. The Company's legacy biotechnology programs will continue to be advanced under a wholly owned subsidiary.

As well as this news, Rocket One Accepted Into $AMD AI Developer Program To Advance Simulation Of Next-Generation Nanomagnetic AI Accelerator Architecture for AI, Defense and Space Applications 🔥🔥

[Steffan Szumowski @UnoMasReactor]

My guess is both of the PDSA approvals are for @oklo $OKLO

The company has been waiting to hear back from the DOE on their PDSAs for the Aurora reactor at INL and the VIPR reactor in Texas

Other possibilities: @NaturaResources, @DeepFission, @LastEnergy, and $IMSR

[10X-Analytics | by Marius 🇨🇭 @10XMarius]

$OKLO notiert aktuell bei rund 69 USD. Nach dem Tief Ende März hat der Kurs deutlich erholt.

🟢 Der kleine grüne Datenpunkt beim 10X-Indikator markierte einen möglichen bullischen Trendwechsel nahe dem Tiefpunkt. Was danach folgte: +29,23% laut Chart.

Die Treiber hinter der Bewegung waren nicht rein technisch:
→ BofA hat Coverage mit Buy-Rating wiederaufgenommen
→ Oklo wurde vom U.S. Department of Energy für erweiterte Verhandlungen ausgewählt
→ Criticality-Meilenstein am Groves-Reaktor steht für Juli 2026 an

Das gibt dem Move mehr Substanz als ein gewöhnlicher Bounce.

Nächster beobachteter Datenpunkt:
🔴 Grosser roter Datenpunkt = überkaufte Zone, mögliche lokale Topbildung.

Ob der Kurs dort ankommt bevor der nächste Katalysator zündet, ist offen.

Kein Hype. Nur Daten. Kein Kauf- oder Verkaufshinweis. Vergangene Datenpunkte sind kein Indikator für zukünftige Entwicklungen.

#Oklo #Aktien

[Odelia Energy @odeliaenergy]

DOE SELECTS FIVE COMPANIES FOR ADVANCED NEGOTIATIONS UNDER SURPLUS PLUTONIUM UTILIZATION PROGRAM

Per DOE statement

Selected Companies
• Oklo (NYSE: $OKLO)
• Exodys Energy
• SHINE Technologies
• Standard Nuclear
• Flibe Energy

Program Details
• 19.7 metric tons of Cold War-era surplus plutonium from DOE inventories made available for conversion into advanced reactor fuel

• Material spans weapon-grade, fuel and reactor-grade, and mixed-grade forms in both metal and oxide

• Facilities will operate under DOE authorization rather than NRC licensing, with DOE-approved designs eligible for NRC fast-track

• Program structured to unlock private funding for domestic nuclear fuel supply

Oklo
• Confirmed selection and plans to convert material into reactor fuel in partnership with newcleo

• Agreement instrument is an Other Transaction Agreement (OTA) - no OTAs finalized as of announcement

Surplus plutonium as bridge fuel changes the domestic advanced reactor fuel calculus if these negotiations close.

[Enkhmanal 🟠 @Enkhmanal]

$OKLO - DOE JUST PICKED OKLO FOR SURPLUS PLUTONIUM TALKS AND BOFA REINSTATED BUY — STOCK +10% TO $72.72

The Department of Energy selected Oklo as one of five advanced-nuclear developers entering negotiations under the Surplus Plutonium Utilization Program, the federal pathway for converting Cold War-era weapons-grade plutonium into commercial reactor fuel. Oklo paired up with European partner newcleo, which brings the fuel-handling experience plus potential project capital. Same morning, BofA reinstated coverage with a Buy as an early SMR leader.

Mechanism: this is not "another nuclear announcement." DOE-allocated fuel is the single hardest input to source for any non-light-water reactor. If Oklo locks plutonium feedstock through a federal program while peers still scramble for HALEU, the company moves from "future SMR concept" to "company with a fuel supply path the rest of the field has to copy."