Monitor stock price trends of storage-related companies and analyze developments in the optical communications sector (related tickers: MU, SNDK, SKHY, GLW, LITE, etc.).

【Live Stream Summary】SK Hynix rebounded more than 13% overnight. It was recently reported that SK Hynix is in talks to acquire Intel's semiconductor facility in New Albany, Ohio. However, SK Hynix later clarified that it has not decided to purchase the plant and emphasized that it is still evaluating global investment opportunities. Additionally, the optical communications sector performed strongly overnight, with reports that NVIDIA has acquired dark fiber—already laid but never activated—in the U.S. to build its own carrier-grade network infrastructure. We’ll spend 30 minutes today discussing the market trends of memory stocks and the optical communications sector.

$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Roundhill Memory ETF (DRAM.US)$$Amazon (AMZN.US)$$Cerebras Systems (CBRS.US)$$Broadcom (AVGO.US)$$AST SpaceMobile (ASTS.US)$$Bloom Energy (BE.US)$$Lumentum (LITE.US)$$SanDisk (SNDK.US)$$Micron Technology (MU.US)$$Coherent (COHR.US)$$Taiwan Semiconductor (TSM.US)$$Microsoft (MSFT.US)$$Seagate Technology (STX.US)$$SpaceX (SPCX.US)$$ASML Holding (ASML.US)$$Dell Technologies (DELL.US)$$Intel (INTC.US)$$Seagate Technology (STX.US)$$Coherent (COHR.US)$$Tower Semiconductor (TSEM.US)$$KLA Corp (KLAC.US)$

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