Can Anthropic Single-handedly Save the Entire AI Industry Chain? SemiAnalysis recently reported that Anthropic is projected to achieve $1 billion in GAAP EBITDA by the third quarter of 2026, translating to a profit margin of approximately 6%. Meanwhile, its Annual Recurring Revenue (ARR) has surged from $9 billion at the end of 2025 to over $60 billion currently. If Anthropic maintains a monthly Net New ARR (NNARR) pace of around $15 billion, its ARR could reach $300 billion by the end of 2027. This would correspond to a $6 trillion enterprise value, making it the most valuable company in the world, according to SemiAnalysis. Anthropic confidentially filed for an IPO on June 1st. Its superior financial metrics and business model suggest it should go public before OpenAI to seize the initia

The Trade After the Trade: When the Hype Fades, Where Does the Money Actually Go? SpaceX made it onto the index. Then it made a different kind of history. The stock's post-inclusion slide has become one of the more talked-about trades of the summer — not because anyone is shocked that a hyped debut pulled back, but because of how fast the crowd moved on.  Meanwhile, the semiconductor names that carried the first half are starting to look tired. Goldman's Tony Pasquariello is flagging sentiment at a 98th-percentile extreme. And Morgan Stanley's Michael Wilson just called semis a silver-like parabolic trade running out of runway.  Neither is calling the AI cycle dead. Both are saying the easy part is over. Falling Like a Rocket...? The excitement around 

Meta Draws Fresh Bullish Options Bets. Is More Upside Ahead? On Tuesday, $Meta Platforms, Inc.(META)$   once climbed more than 4% at its intraday high, outperforming most mega-cap technology stocks. The company officially launched its AI image generation model, Muse Image, and revealed that it is developing Muse Video, further demonstrating its commitment to expanding its AI product ecosystem and reinforcing investor confidence in its long-term AI strategy. Meanwhile, the options market saw several institutional-sized trades, suggesting that smart money continues to position for Meta's performance over the coming weeks. Institutional Positioning Remains Bullish The most notable trade of the day was an

Will SK hynix ADRs Get a TSMC-Like Premium? $SK hynix(SKHY)$   is expected to start Nasdaq trading on July 10. SK hynix's Nasdaq listing is more than just a new ticker. It could become a real-world test of how U.S. investors value one of the most important companies in the AI memory supply chain. The company is already listed in Korea $SK Hynix (000660.KR)$ , so this is not its first public listing. But ADR trading on Nasdaq under the expected ticker $SK hynix (SKHY.US)$ should make it easier for U.S. investors to buy the stock in dollars, compare it with Micron, and follow the HBM story more directly. The TSMC premium playbook $Taiwan Semiconductor Manufacturing(TSM)$  </

SpaceX Liquidity Timeline | Passive Index Inflows & Multi-Stage Lock-Up Expiry Analysis Elon Musk's $Space Exploration Technologies Corp(SPCX)$   is set to be officially added to the Nasdaq-100 Index before the U.S. market opens on July 7. Taking less than a month from its Nasdaq debut on June 12 to its inclusion in this core tech index, SpaceX has set a record as the fastest addition since the Nasdaq-100 was established. This rapid inclusion was made possible by the index rule adjustments implemented by Nasdaq on May 1 of this year. Under the new rules, mega-cap new listings with a market cap ranking in the top 40 of the index can apply for inclusion just 15 trading days after their debut, replacing the previous requirement of a min

I got Tiger Broker! First half is losing so much but I believe it will be back to the price it deserve! keep bag holding until that day come. Hopefully H2 [Bless]

I got 27 squares that match my H1 investing journey! pls come join this fun game @koolgal @melson @Aqa @rL @SR050321 @Universe宇宙

My prediction will be 1188.

AI Infrastructure Rally Broadens Beyond Chips: Where Are the Biggest Opportunities? After President Trump announced a peace agreement between the United States and Iran, market risk appetite rebounded sharply, triggering a broad rally across AI infrastructure stocks. Capital flowed back into the entire AI value chain—from memory and semiconductor equipment to power infrastructure and optical networking—as investors once again focused on the long-term AI capital expenditure (AI CapEx) theme. After today's powerful rally, is the AI trade just getting started? And more importantly, is it still a good time to buy? AI Infrastructure Sees Broad-Based Strength The AI ecosystem rallied across the board, with memory stocks leading the advance. $SanDisk Corp.(S

Could Micron Earnings Mark a Turning Point for Memory Stocks? $Micron Technology(MU)$  , the U.S. memory giant and the world's third-largest DRAM and fourth-largest NAND maker, will release its FY26Q3 earnings after the U.S. market close on June 24. Investors are focused on whether this report can mark a sentiment turning point in the memory cycle. Core Financial Indicators – Revenue: Consensus estimate of $35.43 billion, up 281% YoY and 48% QoQ, versus company guidance of $33.5 billion. – GAAP Gross Margin: Consensus estimate of 81.8%, up 44.1 ppts YoY and 7.4 ppts QoQ, versus company guidance of 81%. Non-GAAP Gross Margin: Consensus estimate of 81.8%, up 42.8 ppts YoY and 6.9 ppts QoQ, versus company guidance of

AI Memory ETF DRAM Surges 10%: Can It Break the $80 Call Wall? The AI infrastructure investment theme continued to fuel gains across the memory sector on Thursday. $Micron Technology(MU)$   climbed about 10%, $SanDisk Corp.(SNDK)$   gained roughly 11%, while the $Roundhill Memory ETF(DRAM)$   surged more than 10%, making it one of the day's best-performing AI-themed ETFs. The rally comes as demand for high-bandwidth memory (HBM) continues to accelerate, DRAM pricing improves, and AI server capital spending remains strong, driving fresh capital into the memory supply chain. Besides DRAM, investors have als

Microsoft Is Down 30% From Its Peak, Yet Smart Money Is Stepping In.  Recent Performance and Valuation $Microsoft(MSFT)$   reached an all-time high of $551.05 in July 2025 before declining approximately 36% to a low of $355.51 by March 2026. The stock currently trades near $394, representing a roughly 30% drop from its peak and returning to early 2024 levels. This selloff appeared to stem from a combination of factors, including investor concerns over a $19 billion annual artificial intelligence capital expenditure program, which marked a 49% year-over-year increase. Additional pressure came from a major Xbox restructuring and second-quarter Azure growth (Q2 FY2026, reported January 2026) that missed s

Tracking Cathie Wood: Rare Zero-Buy Day, Major Reductions in Strata Critical Medical and AMD U.S. equities showed divergent performance on Tuesday, with the $S&P 500(.SPX)$   closing at 7511.35, down 0.57%, and the tech-heavy $NASDAQ(.IXIC)$   retreating more sharply by 1.15% to 26376.34. The $DJIA(.DJI)$   bucked the trend, rising 0.64% to 51999.67. The market exhibited clear sector rotation signals, with capital appearing to flow from high-valuation tech names into traditional value sectors—reflecting a subtle shift in investor risk ap

SpaceX Makes Musk Richer Than Bitcoin — What's the Crypto Godfather's Next Move? $Space Exploration Technologies Corp(SPCX)$   surged over 35% in its first week of trading, pushing its market cap past $2.5 trillion. Combined with his $Tesla Motors(TSLA)$   stake, Musk's personal wealth hit a record $1.4 trillion. Meanwhile, Bitcoin's total market cap sits at roughly $1.33 trillion. One man is now worth more than the entire Bitcoin network. The space economy repricing is spilling into the broader market. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , and $Planet Labs PBC (PL.US)$ — core plays in the SpaceX ecosystem — have rallied steadily as IPO h

SpaceX Is Not Just Rockets. It May Be The Biggest AI Cloud Too Starlink was the core. AI cloud may be the next pillar. Investors used to think $Space Exploration Technologies Corp(SPCX)$   was mainly a rockets and Starlink story. That was fair based on historical revenue. Starlink was the company's main revenue engine in 2025 and helped prove that SpaceX could build a large commercial business beyond launches. But the forward-looking picture has changed. Anthropic and $Alphabet(GOOG)$   could give SpaceX roughly $2.17 billion of monthly AI compute revenue if both contracts fully ramp. That equals about $26 billion of implied annualized revenue. That is la

For sure Mangos 🥭 sound sweet than Mag7, so I think mangos concept is better for me [LOL] If I had to choose one long term winner for me will be $NVIDIA(NVDA)$

Peace Deal Sparks Market Rally: SpaceX Soars 20%, Micron and ARM Lead Stocks Higher U.S. stocks surged on Monday, with the $NASDAQ(.IXIC)$   leading the major indexes higher and the $DJIA(.DJI)$   hitting a fresh intraday record. Investors cheered a peace agreement between the United States and Iran, easing concerns over Middle East tensions and global energy supplies and fueling a broad rally in risk assets. Over the weekend, the U.S. and Iran announced an interim peace agreement and are expected to formally sign related documents later this week. The development sent oil prices sharply lower and prompted investors to reas

Can SpaceX Actually Turn a Profit? What Unprofitable IPOs Tell Us About Future Stock Prices As a company that was net loss-making at the time of its IPO, $Space Exploration Technologies Corp(SPCX)$   may replicate $Tesla Motors(TSLA)$   's arduous path to turning profitable. This is especially challenging given the high capital expenditures and R&D spending required by xAI, one of its three major business segments. Intense bullish and bearish sentiment will amplify SpaceX's volatility, creating opportunities for tactical buying on dips and selling on rallies. What Challenges Lie Ahead on SpaceX's Path to Profitability? Among SpaceX's three main busine

Tracking Cathie Wood: Heavy SpaceX Accumulation for Space Economy, Multi-Sector Portfolio Rebalancing Friday's U.S. markets closed with modest gains across all major indices. The S&P 500 rose 0.50% to 7431.46, the Nasdaq advanced 0.31% to 25888.84, and the Dow Jones posted the strongest performance with a 0.70% gain to 51202.26. The steady upward momentum provided a constructive backdrop for active portfolio management. Cathie Wood's Friday trading activity revealed a strategic portfolio restructuring approach: aggressive accumulation in space exploration while executing targeted reductions across multiple holdings, potentially reflecting active optimization and risk management considerations. Buy: Concentrated Space Economy Play ARK significantly increased its position in 

SpaceX IPO Isn't Over: What Investors Should Watch Next Options: Jun. 16 is the first short-term date The first major post-IPO catalyst is options trading. $Space Exploration Technologies Corp(SPCX)$   options could begin trading as soon as Jun. 16. That matters because options can quickly change how a stock behaves. Calls can fuel momentum buying, while puts can help investors hedge or bet against the stock. The key risk is implied volatility. Early options demand may be heavy, but option prices could also be expensive.  Index watch: late June to early July The second catalyst is index inclusion. The first window to watch is FTSE/Russell. Under fast-entry rules, eligible IPOs can be added after the close of the fifth trading day fo