Micron Technology, Inc. is transforming from a cyclical memory supplier to a mission-critical AI infrastructure provider, underpinned by historic Q3 FY2026 results. MU's growth is driven by surging demand for high-bandwidth memory (HBM), multi-year strategic customer agreements, and persistent supply constraints supporting pricing power. Long-term purchase commitments now cover about half of revenue, providing durable visibility and supporting disciplined capacity expansion and margin sustainability.
SpaceX (SPCX) remains overvalued at $133, with positive Q2 FY26 financials not justifying the current valuation; I maintain a sell rating. Connectivity (Starlink) drives profitability, posting $4.3B revenue and $1.66B operating income, while xAI's positive adj. EBITDA signals progress but the valuation is stretched. xAI's $15.8B capex and $14.1B in new Cloud Services Agreements highlight aggressive AI infrastructure investment and early customer traction.
Capital markets rarely offer a clear view of a structural economic shift in real time. When SpaceX NASDAQ: SPCX crossed the $2.5 trillion market capitalization threshold following its recent public debut, investors witnessed a permanent shift in baseline valuation metrics for space names.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Thomas Cagna Sandia Investment Management LP | 2,460 | $142,360.2 | $152,397 | $10,036.8 | 7.05% |
Ana-Maria Ignat Covestor Ltd | 885 | $60,675.6 | $60,286.2 | -$389.4 | -0.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 294 | $17,013.72 | $18,213.3 | $1,199.58 | 7.05% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 2,568 | $177,071.74 | $180,735.84 | $3,664.1 | 2.07% |
Ranmore Fund Management Ltd. Ranmore Fund Management Ltd. | 139,744 | $8.56M | $8.66M | $99,896.9 | 1.17% |
| Electronic Equipment, Instruments & Components Industry | Information Technology Sector | Yoshinori Kitamura CEO | NASDAQ (NMS) Exchange | 38911N206 CUSIP |
| KR Country | 414 Employees | - Last Dividend | 28 Aug 2018 Last Split | 8 Feb 2005 IPO Date |
Gravity Co., Ltd. is a renowned entity in the gaming industry, specializing in the development and publication of online and mobile games. Founded in 2000 and based in Seoul, South Korea, Gravity has expanded its outreach to various global markets including Taiwan, Thailand, and the United States. The company is recognized for its substantial contributions to the massively multiplayer online role-playing game (MMORPG) genre with popular titles such as Ragnarok Online. As a subsidiary of GungHo Online Entertainment, Inc., Gravity also diversifies its portfolio by offering a broad range of other entertainment products and services, including console games, IPTV games, and character-based merchandise, further reinforcing its position in the gaming industry.
Gravity Co., Ltd. offers an extensive range of products and services that cater to a diverse gaming audience around the globe. These include: