اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
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پستهای کانال
$MU broke ground on a $9.3B AI memory expansion in Hiroshima backed by up to $3.1B in Japanese government support.
The facility will produce next-generation HBM for AI chips starting around summer 2028 expanding Micron’s global AI memory footprint.
| 2 | Leaked Anthropic docs reportedly point to a 1.4GW Australia capacity push worth ~$22B.
$IREN is one of the few names with announced gigawatt-scale Australian ambitions, 800MW Bundey campus with its connection agreement already secured and a state government partnership. | 123 |
| 3 | NEW: $AMZN ads business has nearly tripled in under five years into a $72,000,000,000 business without a single down quarter. | 141 |
| 4 | SpaceX $SPCX will be added to the NASDAQ 100 $QQQ ETF this week | 152 |
| 5 | SK Hynix is going public on the Nasdaq 🇺🇸 this Friday
$MU | 152 |
| 6 | Key Events This Week:
1. June S&P Global Services PMI data - Monday
2. ADP Employment Change data - Tuesday
3. Fed Meeting Minutes - Wednesday
4. Initial Jobless Claims data - Thursday
5. June Existing Home Sales data - Thursday
6. IEA Monthly Report - Friday | 164 |
| 7 | Seven OPEC+ nations to boost oil output quotas by 188,000 bpd in August: statement | 155 |
| 8 |  President Trump posted "Golden Age of America is beginning" | 242 |
| 9 | Tesla Launches Model Y L – July 3, 2026
🔹 New Variant: Tesla ( $TSLA) has begun building the Model Y L at Giga Texas and launched it in the U.S.
🔹 Design:
• Longer three‑row version with six seats.
• 2×2×2 layout fixes cramped third row of standard Model Y.
• Body extended by ~7 inches, adding head & leg room.
🔹 Performance:
• 325 miles range.
• 0–60 mph in 4.4 seconds.
🔹 Pricing: Launch Series starts at $61,990, making it the priciest Model Y.
🔹 Strategic Fit: Fills the gap left by retired Model S/X, targeting families and larger‑format EV buyers.
📊 Takeaway: Tesla is broadening its lineup with a longer Model Y to capture demand in the mid‑luxury EV segment, leveraging Giga Texas as a production hub.
#Tesla #TSLA #ModelYL #EV #GigaTexas #Automotive | 240 |
| 10 |  CONGRESS IS BUYING $SPCX
Representative Meuser just reported the first purchase of SpaceX stock on the open market by an elected official. | 219 |
| 11 | Odds on Polymarket rise for the US Govt to take a stake in $PLTR to 17%
$PLTR | 225 |
| 12 | INDIA OIL MINISTER: INDIA COMPANIES ARE NOT SELLING FUELS TO RUSSIA | 223 |
| 13 | President Trump says AI could be “much bigger than the internet” arguing that whoever leads the race will define the next era.
He added that the U.S. is currently “substantially No. 1” in AI. | 223 |
| 14 | JUST IN: Meta unveils a new AI app called Pocket, featuring a social feed of “vibe-coded” mini-games users can create by typing prompts. | 221 |
| 15 | Japan finance minister Katayama: to implement suitable economic policy, oversee developments
_Japan finance minister Katayama: coordinating closely with US on forex, even during US holiday_ | 214 |
| 16 | Gold and stocks climbs as Japanese finance minister comments on currency fluctuations signalling intervention
Japan finance minister Katayama: Won't comment on specific currency levels
Japan finance minister Katayama: ready to act appropriately on currency fluctuations | 212 |
| 17 | JUST IN: Amazon $AMZN to begin offering internet service this year, per Bloomberg. | 203 |
| 18 |  WHAT’S INSIDE TRUMP’S DISCLOSED $3.8B PORTFOLIO
• Real estate & golf (37%)
• Stocks (19%) including $AAPL, $NVDA, $GOOGL, $NVDA, $AVGO, $MSFT, $AVGO, $META & $TSLA
• Bonds & notes (19%) split between municipal, corporate & U.S. government bonds
• Crypto (6%) led by World Liberty Ethereum & Bitcoin holdings
• Operating businesses (6%) including The Trump Corp & Trump Retail
• ETFs & funds (5%) including $SPY, $VIG, $SPHQ & $IGM | 221 |
| 19 | Tesla just had its best Q2 ever for vehicle deliveries.
• Q2 2026: 480,122
• Q2 2025: 384,122
• Q2 2024: 443,996
• Q2 2023: 466,140
• Q2 2022: 254,695
• Q2 2021: 201,250
• Q2 2020: 90,650
• Q2 2019: 95,200
• Q2 2018: 40,740 | 206 |
| 20 | $INTC - HSBC DOUBLES INTEL PRICE TARGET
HSBC raised its Intel price target to $200 from $100 while maintaining a Buy rating.
The bank expects stronger server CPU shipments and growing demand for Intel Foundry services. HSBC also sees rising customer commitments from the second half of 2026, supporting higher earnings and long-term growth. | 215 |
