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Concerns over storage capacity peaking have intensified, prompting multiple South Korean brokerages to lower their target prices for Samsung Electronics and SK Hynix, with the steepest cut exceeding 30%. - MoomooMoomoo · Tue, 11 Aug 2026 11:00:19 GMTMorgan Stanley: The market significantly undervalues SpaceX's AI business; excluding the space segment, the implied valuation of the AI business is only approximately $12 per share. - MoomooMoomoo · Tue, 11 Aug 2026 08:26:37 GMTMorgan Stanley: The market has significantly undervalued SpaceX's AI business; in a bull-case scenario, the stock price could reach USD 600. - MoomooMoomoo · Tue, 11 Aug 2026 08:15:57 GMTSpaceX Reclaims IPO Price! What's the Next Focus? Has the Valuation Logic for Space Stocks Changed with the Rise of "Super Neoclouds" and the Slowdown of Rocket Lab? - MoomooMoomoo · Tue, 11 Aug 2026 06:28:24 GMTMicron vs. SK hynix: Which company will dominate the AI memory supercycle? - MoomooMoomoo · Mon, 10 Aug 2026 20:02:00 GMTTwo Companies Disclose, Seven Defer: Q1 and Q3 Earnings Reports on the 7th – Going Concern Notes - MoomooMoomoo · Mon, 10 Aug 2026 01:13:00 GMTAAOI's earnings surged, lifting the entire optical communications sector. - MoomooMoomoo · Sat, 08 Aug 2026 01:50:50 GMTDespite both posting strong earnings, why did SNDK plunge while PLTR surged? Why did SpaceX buck the trend and rally following its lock-up expiration? What is the 'true driver' behind US stock movements? - MoomooMoomoo · Fri, 07 Aug 2026 06:06:14 GMT