To The Moon

Jensen Huang is in Korea, and he’s been hyping stocks everywhere he goes: eating fried chicken with SK hynix executives, watching baseball, meeting esports players, and telling anyone who’ll listen, “business is booming” He also announced that SK hynix will become Nvidia’s primary memory supplier for AI data centers. One bullish headline after another. $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ $SAMSUNG SEMICON(03132)$ So what exactly did Huang bring with him? On this Korea trip, Huang effectively tied Nvidia’s next product cycle directly to Korean industry: Vera Rubin, Nvidia’s next-generation AI supercomputer, will require massive amounts of HBM and

The countdown is on. As soon as next week (the market broadly expects around June 12), $Space Exploration Technologies Corp(SPCX)$ lists on the Nasdaq under the ticker $SPCX$. Priced at $135 per share, a $1.77 trillion valuation, raising $74.4 billion — instantly the largest IPO in history. Musk skipped the usual price range and simply named a number. If the stock pops in its first days, he could become the world's first trillionaire. Just how big is this IPO? - $135 a share, $1.77T valuation, $74.4B raised (ceiling up to $86B). That raise nearly exceeds the total of every US IPO of the past two years combined - More than 40% above the company's own $1.25T self-valuation in February - SpaceX rewrites prior record was Saudi Aramco i

US stocks pulled back from record highs, and $Bitcoin(BTC.USD.CC)$ hit a new low, falling below $62,000 — its lowest level since February 6. Strategy sold off a massive holding of roughly $2.5 million in Bitcoin. "Bitcoin's price fell this week because Strategy broke its 'never sell' promise." At almost the same moment, Goldman Sachs raised a whole batch of price targets — S&P at 8000 by year-end, Asian markets revised up across the board. The research reports were unanimously bullish, yet the market took a breather first. What gives Goldman the confidence to be this bullish? $S&P 500(.SPX)$ at 8000 by year-end (about +6% from now), riding on earnings resilien

At Computex, Huang announced Vera CPU entering mass production and RTX Spark crashing into the PC market — NVIDIA is now officially in the CPU business. The market voted with its feet: $ARM Holdings(ARM)$ surged +15.7% to $409, the biggest free-rider winner; $NVIDIA(NVDA)$ +6.3% to $224; while the x86 duo took it on the chin — $Advanced Micro Devices(AMD)$ -1.2% to $510, $Intel(INTC)$ -4.7% to $109. A Barclays report just ranked the winners and losers of this $100B+ CPU war. For years the semiconductor spotlight was on GPUs. But over the past six months, AI wo

US stocks climbed steadily through May and closed the month at fresh record highs. $S&P 500(.SPX)$ finished +5.15%, closing at 7,580 (intraday high 7,599); $NASDAQ(.IXIC)$finished +8.36%, closing at 26,972 (high 27,095); and $NASDAQ 100(NDX)$crossed 30,000 for the first time, closing at 30,333. AI/tech led again. $NVIDIA(NVDA)$ kept sliding after its earnings; Trump's China visit and policy moves sparked a policy-driven rally; and the looming Fed chair transition is set to weigh heavily on the months ahead. S&P at record highs, but extremely divided

The AI industry chain is now clear: money is flowing from computing power into storage, optical communications, data centers, power, and space. The question is — do you pick stocks one by one, or just buy a thematic ETF? Between 2025–2026, 5 new ETFs targeting AI sub-sector themes have just listed, covering different stages of the industry chain from memory to space. Which direction are you bullish on? 1. $Roundhill Memory ETF(DRAM)$ Listed: 2026.4.2 | Today: $60.73 (+0.36%) | Since listing: +119% Theme: AI Memory / HBM / Storage Chips Buying the "current highest-alpha node" of the AI industry chain. Core logic: compute demand from companies like Anthropic is growing 5x faster than storage, making storage the most certain bottlenec

$NVIDIA(NVDA)$earnings are in the rearview. Where does the AI capital cycle flow next? The diffusion map is clear — money is rotating down the stack across 5 stages. The alpha window is different at each one. Stage 1: GPU & CPU $NVIDIA(NVDA)$ + $Advanced Micro Devices(AMD)$. Where the AI wave started, where capital concentrated first. Valuations are high. Most retail investors entered late here. Stage 2: Memory (actively running — highest alpha right now) $Micron Technology(MU)$ HBM demand surge, severe supply-demand imbalance, price and volume both rising.

Most CEO compensation clauses are written around EPS targets, revenue growth, stock price milestones. Musk's compensation vesting condition is: "Establish a permanent human colony on Mars with at least 1 million residents." For each tranche, both market cap milestones and the Mars colony milestone must be satisfied simultaneously. Every TAM figure in the S-1 — the $2.4 trillion space data center market, "AI compute is cheaper in space than on Earth," Starship carrying 95% of orbital payload — these are all waypoints on the same throughline. Not for the quarterly report. To make that one tranche vest. Converted using "Elon Time": a "2–3 year" forecast roughly means before the end of this decade. Musk owns roughly 42% of SpaceX. SpaceX needs to reach a $1.6 trillion valuation for him to bec

SpaceX filed its S-1. Road show June 5, $SpaceX(SPCX)$ target valuation $1.8 trillion. The filing runs hundreds of pages. The key question: which division makes money, which loses money, and which burns the most cash? SpaceX reports three segments: Space (launch), Connectivity (Starlink), and AI. These aren't parallel — they're vertical: rockets lower the cost of reaching orbit → satellites turn that capability into a billable subscription network → AI attempts to extend the platform into compute and real-time intelligence. 2025 Segment Summary & Annual Revenue Breakdown The read: Starlink makes money (38.8% op margin). Launch loses money (-16.1%). AI burns the most cash (-198.5% op margin + $12.7B CapEx). Launch revenue barely

This Thursday, Starship V3 is expected to launch from Boca Chica, Texas. In the same week, SpaceX’s IPO filing will go public — roadshow on June 4, pricing on June 11, and official Nasdaq listing on June 12 under ticker $SpaceX(IPO001)$ . Meanwhile, $Rocket Lab USA, Inc.(RKLB)$, $Firefly Aerospace Inc.(FLY)$ and $Voyager Technologies, Inc.(VOYG)$ all rallied Monday before pulling back Tuesday. What do you think about the $1.75 trillion valuation? Musk merged SpaceX and xAI earlier this year, and the implied valuation is now over $1.75 trillion, with a poten