$SpaceX(SPCX)$ Investors are realizing that $Everspin Technologies Inc(MRAM)$ chips are being used in satellite launches with SPCX. To elaborate, Astro Digital manufactures complete satellite systems and buses. They routinely purchase rideshare space to launch these $Everspin Technologies Inc(MRAM)$ -equipped satellites on SpaceX Falcon 9 Transporter missions. SpaceX operates Starshield, a highly classified military satellite network program that handles secure government communications and Earth observation. Furthermore, defense programs utilizing Everspin's radiation-hardened memory regularly deploy their payloads into orbit using SpaceX nationa
$SpaceX(SPCX)$ One thing many investors might be overlooking here isn't valuation—it's positioning. At a roughly $2.1 trillion valuation, institutional ownership is only about 6.8%, or around $143 billion. That's still a relatively light footprint for a name of this scale. The real question isn't "is it expensive?"—it's "who still has to buy?" If broader index eligibility expands and institutional ownership moves toward a more normalized 15–20% range, that implies hundreds of billions in incremental demand over time. In that setup, near-term price action is likely driven more by flows, passive allocation, and forced exposure than by traditional valuation models.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Retail might buy the dip in semis after hours and give it a bit of a push. I'm expecting SOXS to go as low as $5.70, then start climbing at tomorrow's open. Could see highs between $7.50 and $7.70 tomorrow, with a new support level around $6.00 heading into Thursday.
Took the stage at Computex 2026 in Taipei on Tuesday to unveil what its CEO called a potential breakthrough in liquid cooling for AI infrastructure: a proprietary dielectric fluid called SMC PG25-A. The company claims it achieves electrical impedance 1,000 times higher than standard coolants. This fluid could change how next-generation AI data center racks are cooled. $Dell Technologies Inc.(DELL)$ and $Hewlett Packard Enterprise(HPE)$ are legacy, $SUPER MICRO COMPUTER INC(SMCI)$ is AI native.
$MEITUAN-W(03690)$ Scored the Contra688 promo, sweet! Made a quick gain on Meituan—its dominance in O2O is solid. Its massive real-world service data is a unique edge for "Xiaomei AI" to understand real needs. The AI + local living story is just unfolding!
$HORIZONROBOT-W(09660)$ Broke previous high on heavy volume after thorough shakeout with long wicks—chart looks flawless! Bullish on smart auto sector and Horizon Robotics’ path to global leadership!