Elon Musk: NEW MEGAPROJECT
Elon Musk announced the Terafab project in Austin
It’s an investment worth $25 billion, and it’s estimated to produce 100–200 billion chips per year
The goal of the project is for Tesla, SpaceX, and xAI to manufacture their own chips instead of relying on other companies like TSMC
In other words, it aims for full vertical integration across his companies
If it moves forward, companies that produce semiconductor equipment such as ASML, Applied Materials, Lam Research, and KLA are expected to benefit significantly
It’s definitely exciting to see CEOs like Musk envisioning a more optimistic future
Microsoft: In correction territory
Since the beginning of the year, Microsoft stock has fallen more than -20%
It is now trading cheaper than during the market drop in the COVID-19 pandemic, with an EV/EBIT of 19
Of course, since then, the stock has gained +142%, despite the major declines in 2022 and 2026 (the current one)
After all, it’s one of the stocks most widely held by top “super-investors”
Analysts also have a price target for 2026 around $600, while it’s currently trading at $384
Sentiment around the stock is clearly negative right now, but the fundamentals continue to improve
What do you think about Microsoft as an investment?
Micron
Micron Technology is blowing away Wall Street
This past Wednesday, Micron Technology announced what (in my opinion) are some of the most impressive results we’ve seen after Nvidia
It didn’t just deliver a double beat, it completely crushed analysts’ expectations
What stood out in the numbers:
1️⃣ Earnings Per Share (EPS): Reported $12.20, beating expectations by $3.54!
2️⃣ Revenue: Reached $23.86 billion, which is $4.56 billion above market expectations. That’s a year-over-year tripling of revenue
As we can see, Micron Technology stock is on a stratospheric rise
Over the past year, the stock has delivered a +331% return