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$WEN is today's meme-stock story — shares jumped over 20% premarket to ~$7.5, driven by a wave of retail buying on Reddit and Stocktwits, where it became one of the most-discussed names.
Retail piled in around a short squeeze setup: short interest sits near a record ~26%
$GLW
Glass substrates just got a fresh vote of confidence — and few are asking who supplies the glass.
Last week Intel CEO Lip-Bu Tan confirmed Intel is still investing in glass substrate packaging — a reversal after reports it might be shelved.
The catch: Corning is one of
$MU just blew the doors off.
Fiscal Q3 revenue hit $41.46B, up 345.7% YoY — crushing the $35.63B consensus. Adjusted EPS came in at $25.11 vs $20.49 expected.
Q4 guidance was raised to $50B (vs $43B consensus), with gross margin still seen at 86%.
On the call, the CEO reiterated that memory undersupply runs through 2027 — and the 12-layer HBM4 ramp is already 2x the pace of HBM3E, with cumulative HBM4 revenue now past $ 1B
The memory super-cycle just got its clearest read yet.
Not investment advice.
$WEN is today's meme-stock story — shares jumped over 20% premarket to ~$7.5, driven by a wave of retail buying on Reddit and Stocktwits, where it became one of the most-discussed names.
Retail piled in around a short squeeze setup: short interest sits near a record ~26% (Koyfin). A new CEO and CFO (both ex-Potbelly) and takeover speculation tied to Trian (~16% holder) added fuel.
→ app.stablestock.finance/trade/stock/WEN
Not investment advice.
Monday we flagged tonight as the week's big read — $MU reports after the bell.
Consensus: ~$35.6B revenue, ~81.8% gross margin — numbers that would've been unthinkable 18 months ago. This is the clearest read yet on whether the memory super-cycle is structural, not just cyclical.
Deutsche Bank just raised its target 50% to $1,500, citing DRAM demand outpacing supply through 2028.
The catch: MU has beaten in 9 of the last 10 quarters — and the stock has often sold off anyway, on profit-taking.
Strong print ≠ green candle.
Watch the reaction, not just the number.
The semiconductor narrative is front and center this week.
Monday's Nasdaq 100 and S&P 500 rebalance puts passive flows behind $MRVL $ALAB $CRWV $NBIS.
SK Hynix ADR approval could come any day — HBM sentiment gets a fresh catalyst. OpenAI's GPT-5.6 is rumoured to drop
Samsung is having a week.
app.stablestock.finance/trade/stock/07…
Reuters and Yonhap (June 24) report a ~90 trillion won (~$58B) share buyback to fund employee stock bonuses, rolling out in phases.
It lands as Samsung's chip division posted Q1 operating profit up ~48x YoY in the DRAM super-cycle — and Samsung just reclaimed Korea's #1 market-cap spot from SK Hynix.
The CSOP Samsung 2x Daily Leveraged Product (07747 . HK) is available on StableStock — a 2x daily product.
Leverage amplifies both gains and losses.
Not investment advice.
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09903 HK Iluvatar CoreX
→ app.stablestock.finance/trade/stock/09…
Nvidia's CEO says its China market share has effectively fallen to zero. That vacuum is now being filled — and Iluvatar CoreX is stepping into it.
ByteDance is reportedly in talks to buy at least 50,000 of its chips this year, mostly for inference to power Doubao.
If it lands, Iluvatar becomes ByteDance's third domestic GPU supplier, though neither side has confirmed it. Shares jumped 12% on the report.
The case underneath the headline:
— One of the few Chinese designers shipping both training and inference lines at volume
— 2025 revenue ¥1.03B, +92% YoY; Huatai sees ¥3.04B this year on 100K+ units shipped
The counterweight: still lossmaking, with a TTM P/S near 116x — above Cambricon and well above the HK semis average.
A post-IPO lockup unlocks in early July, adding supply into a sentiment-driven rally.
For informational purposes only. Not investment advice.
$GLW
Glass substrates just got a fresh vote of confidence — and few are asking who supplies the glass.
Last week Intel CEO Lip-Bu Tan confirmed Intel is still investing in glass substrate packaging — a reversal after reports it might be shelved.
The catch: Corning is one of three names controlling most of the world's low-CTE glass, and a furnace takes 12–18 months to build.
Already moving: Amazon signed a multi-billion-dollar deal for Corning fiber to feed its AI data centers.
Glass substrates are a late-decade story. The supply chain is being priced now.
→ app.stablestock.finance/trade/stock/GLW
The semiconductor narrative is front and center this week.
Monday's Nasdaq 100 and S&P 500 rebalance puts passive flows behind $MRVL $ALAB $CRWV $NBIS.
SK Hynix ADR approval could come any day — HBM sentiment gets a fresh catalyst. OpenAI's GPT-5.6 is rumoured to drop mid-week, keeping the AI application trade alive.
Thursday, $MU reports after the bell — the clearest read yet on whether the memory cycle recovery is real.
Friday, Nvidia's AGM puts Blackwell ramp progress and capital return plans in the spotlight.
02513 HK — Zhipu (@Zai_org) has crossed HK$1 trillion in market cap.
Trade 02513 HK with stablecoins on StableStock — up to 2x leverage, zero intraday interest.
→ app.stablestock.finance/trade/stock/02…
The vacuum thesis is playing out. Days after U.S. export controls pulled Anthropic's Fable 5 and Mythos 5 out of reach outside the U.S., Z.ai answered with GLM-5.2 — fully open-sourced under MIT, a 1M-token context window, coding approaching Claude and GPT-5.5.
Why the market is re-rating it:
— GLM-5.2 open-sourced June 13 — free for commercial use, while OpenAI and Anthropic stay closed
— The only pure-play large-model name listed in Hong Kong — peers like DeepSeek remain private; MiniMax (00100) is the nearest listed comparable
The counterweight: the 6-month post-IPO lockup (listed Jan 8) begins unlocking July 8 — ~25.7M shares of added float for the market to absorb.
For informational purposes only. Not investment advice. Leverage increases the risk of loss.
$2513. HK — Zhipu has crossed HK$700B in market cap.
The thesis writing itself this month: when the U.S. pulls its two strongest frontier models out of global reach, it leaves a vacuum for everyone else to fill. Within 48 hours, Zhipu opened GLM-5.2 to its full GLM Coding Plan base.
Two tailwinds landing at once:
— Stock Connect eligible as of June 8
— Passive inclusion in the Hang Seng Tech Index, effective June 8
The counterweight: the 6-month post-IPO lockup (listed Jan 8) expires in early July — more float, more supply for the market to absorb.
→ app.stablestock.finance/trade/stock/02…
For informational purposes only. Not investment advice.
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CSOP KOSPI 200 ETF (03121) is now live on StableStock.
The CSOP KOSPI 200 ETF (03121), issued by @CSOPAsset_ETF, is the only KOSPI 200 ETF listed outside Korea in the Asia-Pacific region.
03121 uses a full-replication strategy, investing directly in the constituents of the KOSPI 200 — Korea's benchmark index, one of 2026's strongest performers on the back of semiconductors. IT is the largest sector at ~66%, followed by industrials (~13%) and financials (~7%).
Top holdings include Samsung Electronics, SK Hynix, SK Square, Samsung Electro-Mechanics and Hyundai Motor.
app.stablestock.finance/trade/stock/03…
NFA. Past performance is not indicative of future results. DYOR.
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