🔥 Bitget US Stock Hotspot Sniping｜2026.08.07
2026/08/07 01:43
Main Theme: AI Infrastructure Divergence｜Storage High-Expectation Pullback · Space Computing Locked-in · Software AI Monetization Under Pressure
- SpaceX Locks in Nvidia for Space AI Compute SpaceX announced an exclusive partnership with NVIDIA. The Starmind orbital AI data centers will use the Vera Rubin architecture and NVL72 system. Musk stated it is “exclusive to Nvidia because it is the best AI computer.” SpaceX shares rose over 6% on Thursday, reinforcing NVDA’s monopoly in emerging space compute scenarios. 🎯 Beneficiaries: NVDA, SPCX; Key Catalyst: Space AI narrative officially launches, watch NVDA volume and pre-market news flow.
- Sandisk & Western Digital Earnings: Strong AI Storage Demand but High Expectations Missed SNDK and WDC delivered solid Q4 results and guidance with sharp data-center revenue growth, yet the outlook fell short of elevated market expectations. Shares dropped more than 10% and 19% respectively. The AI storage theme is shifting from euphoria to valuation digestion. 🎯 Beneficiaries: SNDK, WDC, MU; Key Catalyst: Fundamentals still confirm AI demand, short-term high-valuation pullback window.
- Datadog & AppLovin Guidance Misses Put Software Stocks Under Pressure DDOG’s revenue and full-year guidance underwhelmed elevated expectations; APP slightly missed revenue and cut its outlook. Shares plunged nearly 19% and 20%. Markets are questioning the sustainability of AI software consumption models and monetization. 🎯 Beneficiaries: DDOG, APP, SNOW; Key Catalyst: Software AI high-valuation correction, short-term volatility significantly elevated.
- Oil Rebound Plus Hormuz Talks Add Macro Pressure Brent crude jumped nearly 4% on progress in the Iran-Oman draft agreement to reopen the Strait of Hormuz (with restrictive clauses). Higher oil prices pushed Treasury yields up and weighed on Thursday’s market (Dow -0.9%). 🎯 Beneficiaries: XOM, CVX; Key Catalyst: Geopolitical oil volatility directly lifting rate expectations.
- Tonight’s Nonfarm Payrolls Take Center Stage July nonfarm payrolls expected at around +80k, unemployment rate steady at 4.2%. With oil and yields already rising, the data will shape September Fed path expectations. 🎯 Beneficiaries: Broad indices, financials; Key Catalyst: Stronger or weaker print will drive large pre-market swings.
Trading Note: AI infrastructure is shifting from broad-based rally to divergence (storage valuation reset, software monetization doubts), yet the new space-compute narrative and underlying demand remain intact. Manage positions around tonight’s NFP and VIX. US equities have seen heightened volatility recently. The above is for informational reference only and does not constitute investment advice.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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