$SpaceX(SPCX)$SpaceX has surged 14.9% over the past five days, climbing past supply concerns following its first major lockup expiry. 🚀

$SpaceX(SPCX)$SpaceX is becoming much more than a space company. 🚀🧠 Revenue is projected to more than quadruple to $79.4 billion by 2027, with AI, X, and Grok expected to generate 55% of the total.

$SpaceX(SPCX)$SpaceX’s fastest-growing business is no longer space or connectivity. It’s AI. 🤖 AI revenue surged 247% year over year to $2.56B, while segment capital spending reached $15.83B, more than twice the company’s total revenue. The message is clear: SpaceX is investing heavily in what it expects to power its next phase of growth. 👇

$Meta Platforms, Inc.(META)$Meta just posted its biggest quarter ever.Revenue hit $60.8B, up 28%, but the celebration stops there. Operating income slipped 8%, net income fell 14%, and free cash flow collapsed 91% to just $0.8B, as an aggressive AI build-out swallowed the gains. When does the spending start to pay off? $英偉達(NVDA)$ $蘋果(AAPL)$

$SpaceX(SPCX)$SpaceX faces a major market reality check. SPCX stock trades down roughly 15% from its $135 IPO price and 50% from its $225 June peak. What's the next move: rebound or new lows? $特斯拉(TSLA)$

$特斯拉(TSLA)$Tesla’s Smallest Segments Are Growing the Fastest Tesla still makes most of its money from cars, but its latest quarter showed where the momentum is shifting. Automotive Revenue reached $20.5B, remaining around the peaks first reached in 2022. Energy Generation and Storage climbed to $3.1B, while Services and Other hit a record $4.6B, up 50% year over year. The drivers are becoming clearer: - More used vehicle sales, repairs, parts and paid Supercharging - 13.5 GWh of storage deployments, Tesla’s second-highest quarter - Growing installed fleet that generates revenue beyond initial vehicle sale On the July earnings call, Elon Musk described energy as crucial to the AI data-centre buildout and said Megapack 3 production would begi

$SpaceX(SPCX)$SpaceX has erased more than the entire value of Tesla since its first week of trading. Since its debut, the company's market cap has collapsed from a $2.77T peak to $1.48T, a 46.4% drop erasing $1.28T, more than Tesla's entire $1.2T valuation. Are we going to see SpaceX trading in double digits soon?

$蘋果(AAPL)$Apple delivers records in CEO Tim Cook's final quarter $109.4B in Q3 net sales, up 16%, with iPhone at $54.3B (+22%). But a memory-chip shortage Cook calls a "100-year flood" has already forced price hikes on Mac and iPad, and iPhone may follow. With growth guided down to 9-11%, will Ternus sustain the momentum?

$特斯拉(TSLA)$Tesla’s Q2’26 cash flow turns negative.Net income rebounded to $1.1B, lifted by non-operating gains rather than core operations. Meanwhile, free cash flow decreased to -$1.1B as CapEx climbed on AI infrastructure. The profit recovery looks strong, but the cash burn signals heavy reinvestment. Strategic spend, or warning sign?

$谷歌(GOOG)$$GOOGL stock buybacks stay at zero, but CapEx nearly doubles YoY. Alphabet spent $44.9B on capital expenditures in Q2'26, while stock repurchases stayed at $0 for a second straight quarter, down from $13.2B YoY. The trade-off is explicit: compute capacity over capital returns.

$Meta Platforms, Inc.(META)$ $亞馬遜(AMZN)$ $谷歌(GOOG)$ $1.4 trillion. That's where hyperscaler capex is projected to reach by 2028. As Alphabet Inc., Amazon, Microsoft, Meta and SpaceX ramp up AI infrastructure spending, the race to build the future is only getting more expensive. Which company is best positioned to capitalise?

$SK海力士(SKHY)$The DRAM market isn't competitive. It's concentrated. For every $10 spent on DRAM globally, almost $9 goes to just three companies. ◼️ Samsung ◼️ SK hynix ◼️ Micron Together, they control 89.7% of industry revenue. The biggest story beneath the surface? China's CXMT has grown to 7.6% of the market - a reminder that the competitive landscape is slowly evolving as demand for AI memory continues to surge. The question isn't whether DRAM demand will grow. It's whether anyone can break the dominance of the industry's Big Three.

$谷歌(GOOG)$$1.4 trillion……That's where hyperscaler capex is projected to reach by 2028. As Alphabet Inc., Amazon, Microsoft $微軟(MSFT)$ , Meta $Meta Platforms, Inc.(META)$ and SpaceX $SpaceX(SPCX)$ ramp up AI infrastructure spending, the race to build the future is only getting more expensive.Which company is best positioned to capitalise?

$美國超微公司(AMD)$🌍 $英偉達(NVDA)$ These Four Countries Control Over 90% of the Global Chip Industry The semiconductor market may be global, but its value is concentrated in four highly specialised ecosystems. The U.S. captures 62% through chip design, software and platforms led by NVIDIA, Broadcom and AMD. Taiwan contributes 14%, largely through TSMC’s dominance in advanced manufacturing. South Korea holds 11% through memory leaders Samsung Electronics and SK hynix, while the Netherlands adds another 4% through ASML’s near-monopoly in advanced lithography. Each country controls a different bottleneck: - The U.S. designs the most valuable chips - Taiwan manufactures them at leading-edge nodes - South Korea s

$SK海力士(SKHY)$U.S. AI Spending Now Drives SK Hynix SK hynix may be headquartered in South Korea, but its growth engine now sits firmly in the U.S. America generated 65% of quarterly revenue in Q1, rising from roughly $2B in late 2019 to $22.6B. South Korea contributed just 0.3%. That makes SK Hynix increasingly sensitive to the capex decisions of Alphabet Inc., Microsoft, Amazon and Meta. Alphabet’s latest earnings made the connection visible. The company raised its 2026 capital spending forecast to $195–205B, helping lift Korean chipmakers as investors priced in stronger demand for AI servers and memory. The stock is reflecting both the opportunity and the expectations: - SKHY jumped 14% on its Nasdaq debut - Q2 earnings this Wednesday must

$SK海力士(SKHY)$AI has completely reshaped SK hynix’s DRAM business.In Q4 2013, PCs and mobile generated 63% of DRAM revenue. By Q1 2026, servers and graphics, including HBM, accounted for 69 cents of every DRAM dollar.🧠📈

$英偉達(NVDA)$NVIDIA generates $6 million in revenue per employee, more than 3x its closest rival, Broadcom. Memory makers operate on a different scale: SK hynix $SK海力士(SKHY)$ , Micron Technology $美光科技(MU)$ and Samsung Electronics employ nearly 10x NVIDIA’s workforce combined, but generate just $0.9M to $1.4M per employee. Is NVIDIA the most efficient company in the chip industry?

$蘋果(AAPL)$🍎 Apple Leads a Split Magnificent 7 The Magnificent 7 once traded like one giant bet on technology. In 2026, investors are drawing much sharper lines between them. This week’s earnings made that split harder to ignore. Alphabet Inc. delivered explosive cloud growth, but shares fell as its 2026 capital spending forecast climbed to $195 – 205 billion. Tesla beat revenue expectations, yet weaker profits and negative free cash flow put the cost of its AI, robotics and robotaxi ambitions back under scrutiny. Meanwhile, Apple leads the group without matching the scale of the industry’s AI infrastructure arms race. The market has not stopped believing in AI. It is becoming more selective about: - Who is funding it - Who is already moneti

$阿斯麥(ASML)$⚙️ ASML’s Chipmaking Moat Pays Off ASML converted €9.3B in quarterly sales into €2.9B in net profit. That is what happens when the world’s most advanced chipmakers depend on technology no rival currently supplies at scale. The quarter showed the moat widening: - Sales rose 21% YoY - Net profit climbed 27% - Gross margin reached 54% - 2026 revenue guidance increased to €43–45B AI demand is pushing chipmakers to expand capacity, while ASML is preparing to increase EUV and DUV output by roughly 30% in 2027. The stock reaction was less straightforward. Stock price jumped after the report, then surrendered part of the move before rebounding. By yesterday´s close, ASML’s U.S.-listed shares were around 1% above their July 14 close a

$SpaceX(SPCX)$🔄 SpaceX Is Trading More Like a Market Event Than a Mega-Cap Most mega-cap stocks trade only a small fraction of their available shares each day. SpaceX is operating on a different scale. On its IPO day, trading volume reached the equivalent of 82% of its free float, the shares available for public trading rather than held by insiders or other restricted investors. Activity has cooled since launch week, but not by much. Daily turnover has remained between 10% and 30% of free float, far above the roughly 0.3 – 1% typically seen across established mega-caps such as Apple, Microsoft, NVIDIA, and Amazon. Even the denominator has expanded. SpaceX’s greenshoe, an IPO mechanism that allows the banks managing the listing to sell