AI stock intel you're missing:

$SPCX bleeding out — down 9% to $171 after 2 straight red days. Retail avg cost at $181. 85% of holders underwater.

Memory chips going parabolic. Trump posted he's backing Apple & Intel to fab chips domestically. $MU $MRVL $INTC $SNDK $TSM ripped 5-10% instantly.

SpaceX getting institutional love. Arête slapped a $401 PT. Zephirin at $310. Marvell upgraded 48% to $385.

$ETH bleeding talent again. Co-director Wang Xiaowei just resigned, citing "family reasons." Classic exit narrative when the ship's sinking.

Google done being NVIDIA's customer. Launching TPU 8i for AI inference — going straight after Jensen's client base. Selling shovels now, not just digging.