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Investment Logic under the Expectation of a Musk Empire Merger: Sell SpaceX, Buy Tesla?

Investment Logic under the Expectation of a Musk Empire Merger: Sell SpaceX, Buy Tesla?

``` After SpaceX went public, its stock price continued to fall, while Tesla defied the trend and grew stronger. The valuation gap between the two companies is causing investors to re-examine the allocation logic of “Musk concept stocks.” On June 22, Tesla’s stock rose 1% to $405.05, while SpaceX

For a period of 60 days, the United States is temporarily lifting sanctions on Iranian oil. This is the first time in decades!

For a period of 60 days, the United States is temporarily lifting sanctions on Iranian oil. This is the first time in decades!

``` The U.S. government announced a temporary lifting of decades-long sanctions on Iranian oil, allowing it to trade crude in U.S. dollars and export to American buyers. This historic concession marks a major turning point in Middle Eastern geopolitics and the global energy market landscape. On June 23, according

Just four months after mass production began, Samsung's HBM4 revenue has already exceeded $1 billion.

Just four months after mass production began, Samsung's HBM4 revenue has already exceeded $1 billion.

``` The commercialization of Samsung Electronics' sixth-generation high-bandwidth memory HBM4 is advancing at an astonishing pace. According to Yonhap News on Tuesday, since the global first mass production and shipment of Samsung HBM4 in February this year, it has achieved sales of over $1 billion in just about four months,

Trump administration launches review of offshore seabed critical mineral mining in Virginia, potentially setting a precedent for the outer continental shelf.

Trump administration launches review of offshore seabed critical mineral mining in Virginia, potentially setting a precedent for the outer continental shelf.

The Trump administration has officially launched the review procedure for a plan to mine seabed minerals off the coast of Virginia, marking its latest move to advance the localization of America’s critical mineral supply chain. This week, the U.S. Bureau of Ocean Energy Management (BOEM) announced it is

The EU has achieved its goal of 8 billion euros in energy transition financing, reducing the scale of carbon emission quota auctions.

The EU has achieved its goal of 8 billion euros in energy transition financing, reducing the scale of carbon emission quota auctions.

``` The European Union has concluded the sale of a batch of carbon emission allowances allocated in advance. This move is part of the plan to use the EU Emissions Trading System (ETS) to provide financial support for breaking dependence on Russian natural gas. According to a statement released on its

SpaceX launches its first investment-grade bonds, reinforcing expectations of a rise in long-term real interest rates in the US.

SpaceX launches its first investment-grade bonds, reinforcing expectations of a rise in long-term real interest rates in the US.

``` SpaceX's first investment-grade bond issuance is providing new evidence for the market’s assessment that US long-term real interest rates are rising. This financing not only reflects the US capital market's continued enthusiasm for ultra-long-term growth projects, but also tests the US economy's ability

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Is computing power no longer scarce? AI server rental costs are decreasing, Japan launches cutting-edge "orchestration" new model
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``` Is computing power no longer scarce? AI server rental costs are decreasing, Japan launches cutting-edge "orchestration" new model ```

``` The AI infrastructure market is simultaneously exhibiting two new signals: server rental costs continue to decline, and the growth rate of compute Token expenditures is stabilizing. These two signals jointly point to a core question in the AI field — is declining AI cost driving more demand, or eroding existing pricing