🔥 Bitget US Stock Hotspot Sniper｜2026.06.29

Main Theme: AI Computing Power & Infrastructure Accelerating｜SpaceX Inclusion · Chip Optimization · On-Device AI

1. SpaceX Fastest Nasdaq-100 Inclusion in History  

Less than a month after its record IPO, SpaceX qualifies for Nasdaq-100 inclusion, set to join before market open on July 7 with weight under 1%, triggering passive fund buying wave. It also received FTC approval to acquire optical module company Mesh Optical Technologies, bolstering data center optical communications.

🎯 Beneficiaries: SPCX; Key Catalyst: Index inclusion + computing power M&A, strengthening space AI narrative.

2. Cathie Wood’s ARK Makes Big Bets on Crypto & AI Stocks

ARK Invest spent $25.54 million on June 26 buying COIN ($10.19M / 68,366 shares), SPCX, CRCL, BLSH, and HOOD, continuing to favor crypto-AI ecosystem crossover opportunities.

🎯 Beneficiaries: COIN, SPCX, HOOD, CRCL; Key Catalyst: Institutional capital increasing exposure to related sectors.

3. Marvell Launches CXL Memory Compression Accelerator

MRVL released Structera X and Structera A CXL controller series, using hardware inline memory compression to ease AI memory capacity and bandwidth pressure, supporting large-capacity DDR5/DDR4 with high bandwidth.

🎯 Beneficiaries: MRVL; Key Catalyst: AI-scenario memory optimization technology landing.

4. Qualcomm Bringing Data Center HBC Tech to Smartphones

QCOM plans to extend its new high-bandwidth computing (HBC) architecture to mobile devices to boost on-device AI capabilities. The architecture will launch in data centers next year and commercialize in 2028, with ongoing talks with smartphone, PC, and auto makers.

🎯 Beneficiaries: QCOM, AAPL; Key Catalyst: Cross-domain application of on-device AI computing technology.

5. Google Limits Meta’s Gemini Usage Amid Compute Shortage

Due to overwhelming demand, GOOG has imposed restrictions on META’s use of Gemini AI models, disrupting some of Meta’s internal AI projects and highlighting broader compute supply-demand tensions for large models.

🎯 Beneficiaries: GOOG, META, NVDA; Key Catalyst: AI infrastructure demand continues to outstrip supply.

Trading Tips: SpaceX index inclusion and M&A drive the computing power chain; chip memory and on-device optimization technologies alleviate bottlenecks; institutions ramp up crypto-AI bets. Focus on passive inflows and compute dynamics while prudently managing positions amid volatility.

*US stocks have seen heightened volatility recently. The above is for informational reference only and does not constitute investment advice.