These two are the Chinese knockoffs of Elon Musk and Jensen Huang, though the impressions are a bit crude. Copycat brands: miss by an inch, lose by a mile. Have these imitators broken through the tech barriers to achieve mass production now? Are they no longer held by the throat by foreigners? Currently, global AI chips and advanced memory (such as HBM) remain in severe shortage. Both Jensen Huang and Elon Musk pointed out that capacity bottlenecks will persist for years, with no immediate risk of oversupply.
Show more
$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)
Show more
$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.
Show more
$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.
Show more
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.
Show more
