Micron HBM Sold Out, TSLA ATH, SpaceX Launch Year

Alphabet (GOOGL/GOOG)

• Market Performance: Shares gained approximately 1.7% in recent trading and closed in the green.

• AI Competition: Some investors are shifting focus toward "Alphabet winners" like Gemini as a driver of growth in the AI sector.

  
  

Amazon (AMZN)

• Market Performance: Shares gained approximately 1.7% in recent trading and closed in the green.

• 2026 Outlook: Identified as a "choke point" winner for 2026, as 4 out of every 10 e-commerce dollars move through its platform.

  
  

DataBricks

• Valuation: Valued at $134 billion following a Series L round co-led by JP Morgan.

• Growth: The company is reportedly growing at twice the rate of public high-growth software firms.

  
  

Meta (META)

• Market Performance: Closed in the green during the most recent session.

  
  

Microsoft (MSFT)

• Market Performance: Led major tech sector gains, rising approximately 1.7% in recent trading.

  
  

OpenAI

• Market Influence: Continues to be a primary driver of private market growth.

• Talent Loss: Top AI scientists are being recruited away by Chinese tech giants like Tencent.

  
  

Tencent (TCEHY)

• Recruitment: Successfully recruiting top AI scientists from Western organizations such as OpenAI.

  
  

Micron Technology (MU)

• Stock Performance: Shares surged 11% (marking its best day since April) following a "blowout" earnings report and guidance.

• Revenue & Supply: Reported a revenue outlook that significantly exceeded expectations; however, the company is currently unable to produce enough supply to meet major customer demand.

• HBM Status: The company is sold out of High-Bandwidth Memory (HBM) for AI chips through calendar 2026.

  
  

Nvidia (NVDA)

• Market Performance: Shares gained nearly 2% in recent trading.

• 2025 Volatility: Weathered a $600 billion sell-off early in the year due to fears that Deepseek’s R1 model training would reduce GPU demand, though these fears eased as inference demand remained high.

• China Sales: Reportedly set to begin shipping H200 chips to China by early 2026.

  
  

Samsung (SSNLF) & SK Hynix

• HBM Demand: Both firms are seeing massive demand for HBM chips essential for AI data centers.

• Market Position: South Korean firms (like these two) dominate the HBM supply chain, attracting diversified AI investments into Asian equities.

  
  

Blue Origin

• Mission Update: The NS-37 mission (16th human flight) was postponed or canceled due to high winds in West Texas.

• Accessibility: The mission intended to fly Mitchie Benthaus, who would be the first person to reach space using a wheelchair.

• New Glenn: The New Glenn rocket is expected to help enable orbital data centers and space manufacturing in 2026.

  
  

SpaceX

• Starship: Projected to be a key driver in the 2026 "year of mass to orbit," enabling new space-based industries.

• Government Contracts: Faces a potential shift in how NASA contracts lunar landing missions under new leadership.

  
  

Star Fighter Space (SFS)

• IPO Success: Shares surged over 100% during its NYSE debut.

• Technology: Uses Mach 2+ fighter jets as a "first stage" for aerial rockets to launch nano-satellites, providing rapid deployment for the Department of Defense.

  
  

Tesla (TSLA)

• Market Performance: Shares rose 3%, marking its first record high of the year.

  
  

Trump Media and Technology Group (DJT)

• Nuclear Pivot: Announced a $6 billion all-stock merger with TAE Technologies.

• Strategic Shift: The merger signals a move into the nuclear fusion sector to address the massive energy requirements of AI.

  
  

TAE Technologies

• Fusion Project: Aims to build a 50-megawatt hydrogen-boron fusion power plant, with construction starting in 2026 and "first power" targeted for 2031.

• Technology: Utilizes a process requiring temperatures of 3 billion degrees, which is considered cleaner and safer than traditional fission.

  
  

United Rentals (URI)

• Market Share: Holds a 17% market share in heavy equipment rentals.

• 2026 Outlook: Positioned to benefit from the $1.2 trillion U.S. industrial and infrastructure build-out.

  
  

Robinhood (HOOD)

• Prediction Markets: Expanding this segment following a successful 2025 election cycle that saw nearly 500 million contracts traded.

• Demographics: Seeing increased usage by young investors (average age early 30s) as a hedge for equity and crypto portfolios.

Disclaimer: 

For informational purposes only; not investment advice. This content is generated by Agentic AI; we do not guarantee its accuracy or completeness. AI-generated information may contain errors or interpretative biases and should not be relied upon as the sole basis for investment decisions. Readers must possess appropriate risk tolerance and exercise independent judgment. We assume no liability for any investment outcomes resulting from reliance on this information.