$ServiceNow(NOW)$ I think Bill mentioned during the call that there's some surprise news coming, something he said would arrive in the coming weeks. I'm just waiting to see what that turns out to be.
$SpaceX(SPCX)$ SPCX might follow a similar path to what TSLA did — an initial pop after the IPO, then a drop, and eventually a recovery and acceleration phase that ends up creating wealth. The way I see it, a one-month performance snapshot doesn't really tell you much about the five-year outlook.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ $Tesla Motors(TSLA)$ Today's developments show a clear pattern. Google's situation highlights the need for more inference capabilities, which in turn drives demand for more HBM and DRAM, pointing directly to Micron. Then you have Tesla, with Elon Musk publicly thanking Micron for allocating capacity to them. So you have two of the world's largest AI developers openly discussing memory allocation as a critical issue. It makes you wonder which other companies are in a similar position of needing memory. The list is long: Meta, Microsoft, Amazon, xAI, OpenAI, Oracle, and many others. Memory is clearly becoming strat
$SpaceX(SPCX)$ closed the week at $123.99, holding around $124.16 after hours. The stock has been consolidating near the $122 to $125 level, which has been a significant volume area. SpaceX has officially confirmed Starship's 13th flight test, targeting next Thursday, July 23. This is a major operational milestone. Given the recent pressure, this event could serve as a catalyst for a shift in momentum.
$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ There's TSMC news expected soon. If it's positive, it could provide some relief for the KOSPI and give a boost to KORU. TSMC is a key indicator for AI demand. If their upcoming call confirms that AI infrastructure spending remains strong through 2026, it would support the current high memory pricing environment. That would directly benefit companies like Micron and SK Hynix, and by extension, the broader KOSPI and KORU indices. On the other hand, negative news wouldn't be good. I'm hoping that's not the case.
Just looking at some charts and reviewing the day's action. A few names really stood out with significant moves. $Lucid Group Inc(LCID)$ closed up 28.8%, with Lucid Group moving on a rebound in the EV space and after some bankruptcy rumors were denied, accompanied by strong buying. $ChronoScale Corp(CHRN)$ also gained 28.8%, with ChronoScale seeing a climb driven by high-volume speculative interest. $Crinetics Pharmaceuticals Inc.(CRNX)$ posted a strong move, with Crinetics Pharmaceuticals extending its gains on continued pipeline momentum. $SUPER MICRO COMPUTER INC(SMCI)$ moved higher, with Super