$NVDA is now worth more than $META, $AMZN and $AMD combined 😳

Today's U.S. artificial intelligence stock overview: 1. Either hitting new highs daily or on track to reach new highs, the benchmark $SPY Up 0.58%, Nasdaq 100 Index $QQQ Up 0.45%, both reaching record highs. 2. Google $GOOGL Signed two major agreements with Constellation Energy, the largest nuclear power operator in the United States, $CEG Rising 12%, driving up OKLO's stock price by 10%. 3. Marvell Technologies ($CIEN), MRVL, and AVGO shares rose 3% to 15% as Marvell stated that the interconnect market could reach $65 billion by 2030, with a compound annual growth rate of 60%-70%. 4. Meta ($META) is poised to break through $1,000, with Wells Fargo raising its target price to $1,000—representing a 35% upside—and the most optimistic forecast reaching $1,211, primarily driven by explosive growth in Muse. 5. Storage hard drive stocks led the decline, with STX, WDC, SKHY, SNDK, and MU dropping 2% to 10%, dragging down Toshiba's share price as well. Both parties are discussing key components for hard drives, including TDK heads, which will further support expanded production capacity. $TLN $OKLO $CIEN $MRVL $AVGO $Meta $STX $WDC $SKHY $SNDK $MU

By using moomoo Exponential Moving Average (EMA) indicator, I was able to ride a nice trend on $GRML. The EMA indicator simplified the trend for $GRML and recognize the relative strength for the stock. With this, charting is kept simple and easy!

The current top trend offers 10 times the chances here. $NVDA $AVGO offers Compute → $MU $SKHY provides Memory → $SNDK Provide Storage → $ANET $CRDO and $MRVL are responsible for Networking. → $LITE $COHR is responsible for Optical → $VRT $ETN is responsible for power supply and cooling. → $BE $CEG and $VST are the ones who finally bring in the actual electricity. "Who is the next $NVDA?" Instead, they start looking down this entire AI Factory: What is the next most lacking thing? Currently, my ranking of popularity is:

$SPCX Morgan Stanley: SpaceX "Affordable and Prices Continuously Declining" Morgan Stanley maintains an "overweight" rating for SpaceX and sets the target price at $300. The analysts point out that after considering its growth prospects, the stock appears to be very cheap. Adam Jonas, the analyst, stated that based on the performance adjusted for growth factors, SpaceX's stock price is approximately 40% lower than that of major AI peers. Potential catalysts include the upcoming Starship flight, the third-quarter financial report, the release of the Grok product, and more new cloud service transactions. And if the Starship mission is successful, it could become the biggest catalyst since the IPO. $SPCX

BREAKING: Elon Musk to rename SpaceXAI to SpaceXSI 69% chance Tesla and SpaceX merge before 2028

If the market paid $MU the same multiple it pays $NVDA (15x Forward) then.. Micron would simply be at $3,210 today. But the market is holding two beliefs at once: AI processors keep growing for years but.. The memory packaged right next to them collapses. Both can't be true. And it's not just $NVDA. If memory demand falls hard, $AMD CPUs and $AVGO ASICs fall hard with it. You can't ship one without the other. They are literally bonded together in the same substrate. Here's what the market doesn't realize. AI isn't just compute (not your desktop PC). It's an actual Intelligence (Basically Your Brain x Amplified). It thinks, and better thinking needs more context. Longer memory and bigger windows let it think bigger and more intelligently across more knowledge domains. We have plenty of compute. What we don't have is enough memory bandwidth to feed it. Think of your brain. Compute and memory have to balance each other. You can't accelerate one part of your brain and expect the whole thing to perform accordingly. What do you think happens memory shortage on your brain? Basically, Alzheimer's in worst cases.

SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means growth may be mispriced PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ARM ~2.5x • $INTC ~1.8x • $ANET ~1.7x • $ALAB ~1.6x • $KLAC ~1.3x • $LRCX ~1.3x • $ASML ~1.0x • $AMAT ~0.9x • $LITE ~0.8x • $TSM ~0.7x • $AMD ~0.7x • $COHR ~0.6x • $CRDO ~0.5x • $NVDA ~0.5x • $MRVL ~0.4x • $ON ~0.4x • $AVGO ~0.3x • $SNDK ~0.2x • $SKHY ~0.2x • $AAOI ~0.2x • $MU ~0.1x Semiconductors are looking VERY cheap right now with two-thirds of these names trading below a 1x PEG over next three years...

The World’s Most Profitable Companies: Micron $MU: 72% Texas Pacific Land $TPL: 64% CME Group $CME: 62% NVIDIA $NVDA: 57% Visa $V: 56% Franco-Nevada $FNV: 56% Broadcom $AVGO: 51% Mastercard $MA: 48% MSCI $MSCI: 42% Microsoft $MSFT: 36%

This is interesting. Sandisk, $SNDK, is up nearly 650% this year. It's the best-performing stock in the S&P 500. It was also the S&P's top performer in 2025, up nearly 570%. A global shortage of NAND flash memory, driven by AI demand, has sent it soaring.

5. $TSM It is an absolutely high-quality enterprise, but the current price is about 10% higher. If the stock price undergoes a correction, it's a good time to buy.

4. $GOOGL The current price is reasonable and it is a high-quality stock that is worthy of attention and investment planning in the current market.

3. $MU The demand for AI is stable, and the current valuation is still relatively low. It's a good time to buy and consider implementing a long-term holding strategy.