$Robinhood(HOOD)$ There's been a lot of buzz about the Trump accounts. In the first five days after the app launched following July 4, nearly $125 million came in from individual contributions, not counting any seed or philanthropic money. About 70% of those contributions were for less than $250, and 60% were under $100. They're also reporting over 6.5 million accounts claimed. $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SpaceX(SPCX)$
$Alibaba(BABA)$ $KraneShares CSI China Internet ETF(KWEB)$ $SPDR S&P 500 ETF Trust(SPY)$ This is a development that should be of interest. The BABA Qwen model, running through PrismML, is now capable of operating on an iPhone. This is a significant positive for Apple as well $aapl. It seems the partnership between Apple and BABA, aimed at integrating BABA's capabilities onto iPhones, is starting to yield results.
$SanDisk Corp.(SNDK)$ Bank of America is projecting the AI data center systems TAM to jump to around $1.7T by calendar year 2030. That's up from $273B in CY25, which works out to a 44% CAGR.
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ It's been a rough stretch for the bulls, that's for sure. The bears have had their moment. Looking at today's hammer candles, I'm hoping that sets up for a move higher soon.