SpaceX Day Two: When A 2.5 Trillion Dollar Company Is Still Going Up

SpaceX Just Passed Amazon. Now Comes the Hard Part.

The Memory Supercycle Is About to Get Its Biggest IPO Yet

Intel up 11% on Google's 3M-TPU foundry order. The credibility win for 18A is real, but read the fine print: revenue lands in 2028, leading-edge fab economics only work at scale, and Intel still needs two or three more anchor clients to make foundry profitable. I treat this as a re-rating catalyst, not a fundamentals fix yet.

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