Memory Stocks + SpaceX Discussion (Related Equities: MU, SNDK, SKHY, SPCX, WDC, STX)

[Live Stream Summary] The storage sector has seen a flurry of recent news. SanDisk provided long-term financial guidance at its Investor Day, with analysts suggesting this reflects structural demand rather than a cyclical peak. Samsung and SK Hynix increased their equipment investment by over 35% year-over-year in the first half, operating at full capacity to aggressively pursue AI storage orders. Additionally, speculation on Wall Street regarding a potential merger between Tesla and SpaceX has heated up again, focusing on their strategic complementarity and financial synergies in the AI field.

$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)$$SpaceX (SPCX.US)$$Applied Optoelectronics (AAOI.US)$

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