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▶ 8:01 · $MU · Chip Stocks on Track for Best Quarter Ever | Bloomberg Tech 6/30/2026

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$MU···bullish· high· posrob thummel

Tortoise Capital bullish on Micron: 85% gross margin beats Nvidia

AI data center demand has created a structural memory undersupply, transforming Micron from a cyclical player into a secular grower with 85% gross margins — 10 points above Nvidia…

$SKHY···bullish· mediumrob thummel

Tortoise Capital eyes SK Hynix ADR for AI infrastructure fund

SK Hynix's 57% HBM market share makes it a core AI infrastructure holding; Tortoise welcomes the planned US ADR listing as it would simplify access for their AI Infrastructure Act…

$SPCX···neutral· mediumunknown

Bloomberg Intelligence models 800% SpaceX revenue growth by 2030

SpaceX could grow revenue 9x to $160B by 2030 driven by xAI data center agreements (Colossus 1/2), but its rich valuation requires successfully pivoting the Starlink business from…

$ETCHED-AIbullish· high· posgavin uberti

Etched.ai CEO touts rack-scale inference chips with cluster memory

Etched's rack-scale inference system uses cluster-scale memory sharing and low-voltage operation to deliver superior tokens-per-dollar and power efficiency versus GPUs, with a tea…

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