Today’s AI US stock information gap:

1. Stop falling and bounce back! $MU $SNDK $WDC $DRAM $SKHY intraday up 4–8%, then ended flat; AI data centers still have strong long-term demand for storage
2. $SPCX big one is coming! The U.S. Department of Defense has asked SpaceX to provide $1 billion+ worth of computing power; now, just renting compute from Anthropic and Google is $26 billion per year
3. The white-haired stock god predicts the turning point mid-27! Memory, photonics, robotics, and upstream semiconductor “beta” stocks that he holds collapsed, with investment drawdowns as high as -49%—but he’s bullish on the outlook
4. Always short on compute! Anthropic rented SpaceX’s compute for 3 years at $45 billion, and now it’s again finding $Meta to negotiate another $10 billion rental; Meta hired an AWS executive—will rent even more compute, earn even more money
5. Old-timer stocks are back! $AAPL keeps making new highs, surpassing $NVDA to become the world’s largest company; the target price has been raised to $365—phones are even more of a necessity than AI, and even with price hikes, they’re still being fiercely snapped up