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$000660.KS · Tortoise Capital eyes SK Hynix ADR for AI infrastructure fund
now playing · $000660.KS
$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…
$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…
$000660.KS···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…