WS #8276
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis (Micron crossing $1T, Strait of Hormuz escorts, AI infrastructure trades) remain active and unrefuted. No counter-signals or non-dominant-narrative developments have emerged.
Key developments
- Micron hits $1 trillion market cap for first time, stock surges 18% on AI memory demand
- US Navy resumes tanker escort in Strait of Hormuz under 'Project Freedom'
- Qualcomm jumps on report of massive ByteDance AI chip order
- TeraWulf jumps 13% on acquisition of 1 GW Kentucky AI campus
- Eli Lilly to buy three vaccine developers for up to $3.8 billion