张哲

$SpaceX(SPCX.US) SPCX is not a short-term meme stock play; it's more like a high-growth, high-expectation long-term asset. In the short term, it depends on sentiment and capital flows; in the long term, it depends on Starlink's commercialization and SpaceX's profitability.

$Micron Tech(MU.US) The short term may be grinding, but the medium-term logic is still there. Monday looks more like a day to gauge the attitude of capital.

$Micron Tech(MU.US) Micron has gradually transformed from a cyclical stock to a core component of AI infrastructure. Future valuations will no longer depend solely on DRAM prices, but also on HBM penetration rates, data center capital expenditures, and the ability to realize profits.