$INTC shares surged 12% following a strong double beat in Q2, lifting semiconductor peers $ARM and $AMD. Intel's solid earnings and raised guidance helped rally the broader market following recent post-earnings sell-offs in $GOOG and $TSLA.
Adj. EPS: $0.42 (vs. $0.21 consensus)
Revenue: $16.13B (vs. $14.42B consensus)
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$MU 5.89x. $SNDK 7.77x. Ridiculous.
Despite projected record profits through 2028, the market still prices these giants like the story is over. At just 5x to 7x forward P/E, they are being valued as volatile commodities rather than indispensable infrastructure for the AI era.
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$SPCX has fallen below its opening price from its first day of trading.
Opening price on day one: Approx. 150 USD (The official IPO price was 135 USD, with the stock jumping immediately at the opening bell).
SpaceX enterprise value: Approx. 780 billion USD, which translates to roughly 62 USD per share.
The real risk: SpaceX may find it difficult to generate positive cash flow within the next 10 years.
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Based on SemiLLM’s estimates, $MU Micron’s projected operating income of approximately $42B would surpass the quarterly earnings of traditional M7 heavyweights such as $AAPL ($27.0B), $AMZN ($22.0B), and $META (~$22.0B), while approaching the profitability of cloud hyperscalers like $MSFT and $GOOG.
This earnings inflection is driving a structural re-rating. With HBM supply remaining extremely tight and pricing largely locked in, Micron has already crossed the $1 trillion market cap milestone. @SemiLLM projects that the stock still has more than 100% upside, as the market increasingly values Micron as a critical, high-margin AI infrastructure company rather than a traditional cyclical memory maker.
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