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SK Hynix is expected to IPO on the Nasdaq this Friday🧠 They are looking to raise $29B by issuing 17.79M shares. If this is properly executed, this will be the largest Non US IPO in history. The share sale is being managed by: - JPMorgan - Citigroup - Goldman Sachs - Bank
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Friendly reminder that in 1637 a company once reached what would be a $10T market cap today
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Meta $META is currently negotiating with Samsung Foundry on a $6.5B deal to manufacture MTIA Chips🤖💰 The MTIA (Meta training & inference accelerator chip is a family of custom built ASIC chips designed to run AI workloads.
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Meta $META has announced Pocket📲 This is a new social app that will allow users to create and share interactive images by promoting Ai
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Microsoft $MSFT just announced Microsoft Frontier Company🚨🛠️ This is a new AI operations business, with over 6,000 employees & $2.5B backing! This is expected to help their clients with industry expertise, and offer them enterprise level engineering stronger than ever before
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DA Davidson just upgraded Palantir Technologies $PLTR to buy from Nuetral with a $175 Price Target🎯🎯 The main reason behind the upgrade is the removal of the OpenAI/Anthropic threat from customers swapping models underneath
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Amazon $AMZN plans to begin their Internet connectivity service later this year🛰️🛜 Amazon LEO now has more than 390 satellites deployed after they have just added 29 more!
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How it feels trading gold after the move has already happened
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Apple $AAPL is planning to launch at least 5 new iPhone models in late 2026/2027📲📱📱📱📱 They are planning to launch a premium iPhone 18 series & are targeting $10M foldable units despite memory challenges ahead! They are also developing a new MacBook Pro & IPad Pro with
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Jim Cramer has called AST Spacemobile $ASTS “a great speculative stock”🛰️😳
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Jim Cramer has called AST Spacemobile $ASTS “a great speculative stock”🛰️😳
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OpenAI is considering the idea of giving the U.S. Government 5% Equity of the company🇺🇸🤖
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Micron $MU has signed a strategic customer agreement to secure long term access to Micron’s Memory Production🧠🏭 The automotive business continues to require more memory as in vehicle computers scale. Fully autonomous cars are also on the Horizon, and memory production could
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Apple $AAPL is in negotiations with Chinese memory companies🍏🧠 The companies have been on the Pentagon’s Blacklist. This is Apple’s attempt to rapidly collect memory support as they are anticipating an upcoming shortage
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Take Two Interactive $TTWO GTA doesn’t have any real world brands🌎🎮🔫 Here’s the brands they use instead
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Meta $META entering the AI infrastructure business
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Micron $MU & Sandisk $SNDK are down -10% today after Meta $META has announced Meta Compute🧠🔴
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Here’s Nike $NKE updated Income Statement✔️
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Trump & the hedge funds that are actively shorting Micron
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Meta has announced they have launched $META compute, a cloud infrastructure business geared towards selling computing power🔋🔌🤖 This will leverage Meta’s AI infrastructure to attract more enterprise customers & monetize access capacity!
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