Atwosome
07-14 07:10

SpaceX's recent IPO (NASDAQ: SPCX) was the largest in history, but with a market cap near $2 trillion, its valuation is already demanding perfection for future growth . The investment case hinges on Starlink, its profitable cash cow, funding capital-intensive bets like the Starship rocket and its expanding AI infrastructure business . While Wall Street is largely bullish, many analysts see limited near-term upside and caution that these unproven ventures leave little room for error .

Memory Stocks Stage V-Shaped Reversal: SK Hynix Surges 27% — Is the Super-Cycle Back?
The memory sector staged a sharp V-shaped reversal. SK Hynix (000660) surged 27.29% to $194, fully reversing yesterday's 9% plunge, while Micron (MU) rebounded 4.92% to $98, SanDisk (SNDK) gained 5.01%, and memory ETF (DRAM) rose 6.86%. CPI cooling to 3.5% eased rate fears as hedge funds bought U.S. semiconductors at the fastest pace in 3.5 years. After this violent reversal, do you think the memory super-cycle is back — and if you're buying, would you pick SK Hynix, Micron, or SanDisk?
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