$SOUN - Can SoundHound Stock Reach 20 Again Heres the Answer 2026-06-13 12:20:00 ET As it sinks below $7, it's easy to forget that SoundHound AI (NASDAQ: SOUN) once traded above $20 in late December 2024 and early January 2025. Since then… ift.tt/E8BJved

$MU | Aletheia Capital maintains 𝐁𝐮𝐲 on 𝐌𝐢𝐜𝐫𝐨𝐧, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏,𝟔𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟔𝟓𝟎 Analyst sees sustained AI demand and surging memory content driving rapid revenue growth, robust FCF generation, and significant EPS expansion for Micron.

▶ China eases InP substrate exports, lifting compound semiconductor supply • China has approved new shipments of export-controlled InP substrates. Following partial approvals in 2025, the first 2026 batch shipped in late May, easing capacity bottlenecks in the optical communications market. • Taiwanese compound semiconductor players such as VPEC and GCS are expected to benefit from 2H onward as InP substrate supply loosens. • China began restricting substrate exports in February 2025, cutting off shipments from the China production base of US-based AXT. The incumbent InP substrate market has been dominated by AXT and Japan’s Sumitomo. • As optical communications grows in importance for high-speed datacenter transmission, access to InP material has emerged as the single largest capacity constraint across the compound semiconductor supply chain. • China’s InP substrate exports run under a closed-loop control regime: epitaxy houses, foundries, and end customers must submit proof of production and demand before export volumes are reviewed and approved. • After approving exports of 8,000 InP substrates in August 2025, China cleared an additional 4,000-substrate shipment in late May 2026. These substrates will go through epitaxy at upstream players such as VPEC before being supplied to compound semiconductor makers. • GCS’s US 4-inch fab carries capacity of 4,500 substrates/month, or 50,000/year, but the InP shortage meant it had largely been running RF components, with optoelectronics making up just 25% of output. • With the InP shortage temporarily easing, GCS expects shipments to recover gradually from July–August 2026, and growth in its in-house optoelectronics revenue should support 2H26 earnings and margins. • GCS’s revenue mix is 70% optoelectronics and 30% RF components, and the company plans to further expand optoelectronics capacity to improve profitability. • With the optical communications market set to enter a phase of explosive growth in 2027–2028, GCS projects PD demand to expand to over 40,000 units/year by 2028. It is anchored on 100G PDs while gradually ramping 200G PD capacity. • GCS has completed development of 70mW and 100mW CW laser products but, given certification timelines and technical barriers, has invested in Wellywave Semiconductors to build laser production capacity in Taiwan and scale up mass production in 2027.

Morgan Stanley: $NVDA has denied the reports 800V DC has been pushed back. Recent SemiAnalysis reports run contrary to our own checks at Computex. Bro this has gotta be the dumbest CPO/800V selloff I’ve seen. Since the selloff from their claim $MU had 0 share of Nvidia HBM4

Taiwanese Media: Vera Rubin to Adopt 800V HVDC, With Small-Volume Shipments Starting in Q3 ctee.com.tw/news/20260615700…

LMAO, TrendForce just revealed the entire CoPoS supply chain lol.

$CRWV is going to be one of those charts people look back on and ask why they weren't buying around $100 while it was retesting the breakout level near the bottom of the daily cloud. If this critical support zone continues to hold and the uptrend resumes, I believe $300 is very achievable for $CRWV by the end of 2026. And if $CRWV ends up securing a U.S. government equity stake sometime soon, this might get there a lot sooner than people expect.

JUST IN: 🇺🇸🇮🇷 Pakistan's Prime Minister expects US-Iran deal to be finalized within the next 24 hours.

GLOBAL MEMORY CRUNCH INTENSIFIES AS DRAM PRICES SKYROCKET UP TO 300% AMID AI BOOM

$MU: Wolfe: "never been before existed in memory, suggesting some multiple expansion opportunity." MS: "in our view, this implies DRAM stocks could re-rate to at least 8-10x PE vs. 5x PE now"

🧠 AI MEMORY SHORTAGE (60 SEC BREAKDOWN) We modeled supply vs demand for HBM4 = the memory every AI chip is bolted to. Only 3 companies on earth make it - $MU is one of them. ▪️Demand > supply every quarter through 2028 ▪️Worst gap: late 2027 (only ~70% of orders filled) ▪️Bottleneck isn't fabs, it's stacking machines ▪️16 perfect layers per chip (1 crooked layer= trash) 📡SK hynix just panic-ordered more = the signal. ▪️Price path: $16.60 → $30 /GB. Bull: $53 ▪️Buyers not bluffing: each $16.60/memory ~$29/yr AI revenue ▪️Micron at $900 looks expensive, but trades under 8x our 2028 estimate. ▪️Street EPS went $12 → $108 in a year. The market believes the money, but it just doesn't believe it lasts - our model says it lasts through 2027, but 2028 is the fight. 🔔4 smoke alarms to get us out early: ▪️memory prices below model ▪️machine orders slowing ▪️AI revenue per GB rolling over ▪️ 94% YoY industry growth peaking Every boom funds the overbuild that ends it - our alarms are built to ring 2 quarters before the top🚀

SK HYNIX LOOKS TO NASDAQ FOR U.S. SHARE LISTING, SOURCES SAY