AI Stock Alpha Drop 🧵
1. South Korea goes full degen on AI — $1.3T over 10 years. Samsung & SK Hynix eat -1-3% on the news. Macro play incoming.
2. Storage & photonics getting rekt: $LITE $COHR $MRVL $MU $SNDK down 4-8%. What pumps hard dumps harder.
3. $SPCX $TSLA rip +7% on index inclusion. Starlink x Charter $CHTR mobile collab confirmed. Elon stays winning.
4. $GOOGL +5% after replacing $VZ in Dow Jones. Tech weight in legacy indices rising. Rotation continues.
5. $MSTR moon +13% — digital credit framework announced. They're selling 20k+ $BTC (~$12.5B) to fund $STRC dividends. Saylor's playbook evolving.
1. South Korea goes full degen on AI — $1.3T over 10 years. Samsung & SK Hynix eat -1-3% on the news. Macro play incoming.
2. Storage & photonics getting rekt: $LITE $COHR $MRVL $MU $SNDK down 4-8%. What pumps hard dumps harder.
3. $SPCX $TSLA rip +7% on index inclusion. Starlink x Charter $CHTR mobile collab confirmed. Elon stays winning.
4. $GOOGL +5% after replacing $VZ in Dow Jones. Tech weight in legacy indices rising. Rotation continues.
5. $MSTR moon +13% — digital credit framework announced. They're selling 20k+ $BTC (~$12.5B) to fund $STRC dividends. Saylor's playbook evolving.