BlackRock already has a fund running on it.
Goldman Sachs has announced full integration plans.
JPMorgan is already moving $2 billion a day through it.
And your stock broker hasn't said a word about it.
The talking heads on CNBC? Clueless.
Your token financial guru on Twitter? Same.
But if you study the news closely, the story is hiding in plain sight.
Watch the free briefing: What the institutions are buying while Main Street sleeps.
President Trump just signed a law forcing every financial institution in America to migrate onto a new high-speed Money Grid by April 2027.
Larry Fink, the CEO of BlackRock, the biggest asset manager on Earth, calls the New Money Grid "the next major evolution in market infrastructure".
And here's the thing…
Every transaction on this grid burns one scarce digital asset that BlackRock, JPMorgan, Goldman Sachs, Fidelity and Andreessen Horowitz are hoarding before the news goes mainstream.
And why wouldn't they be?
Considering $382 trillion will flood onto these rails over the next year and this one scarce resource is not only needed, it's 100% mandatory.
Inescapable because it hosts over 50% of the world's dollar backed stable coins.
The institutions know this.
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That's why I put the full story in a free special report…
Get the name, the ticker, how to buy, and everything you need to decide if this is right for you.
The smart money is already moving.
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The Edge™ Senior Blockchain Analyst
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Written by Thomas Hughes. Posted: 7/7/2026.
Key Points
- SK Hynix's Nasdaq listing could raise up to $28 billion and trades at a discount to Micron, offering potential double-digit upside for investors.
- Strong institutional backing, dominant HBM market share, and sold-out demand through 2027 support SK Hynix's growth, while Micron expands capacity to compete for NVIDIA business.
- Micron faces near-term share price headwinds as capital may shift toward SK Hynix, but analysts remain bullish, citing strong buy ratings and significant upside potential.
- Special Report: SpaceX is offering you shares. Don't take them.
SK Hynix's Nasdaq listing can not only reset the AI memory trade, but also accelerate it. The company is using Wall Street to help ensure it retains its leadership position in the hottest market since the AI boom began.
With control of approximately 60% of the high-bandwidth memory (HBM) market, which is critical for advanced computing, investors have an opportunity to gain exposure to a leading memory pure-play at a discount to its peers. Estimates have SK Hynix's Korean listing trading at approximately 8x forward earnings compared to Micron’s (NASDAQ: MU) 13.5x, suggesting double-digit upside soon after the listing.
BlackRock hit $2.8 billion in three months on this new financial grid (Ad)
Larry Fink, CEO of BlackRock - the world's largest asset manager with $10 trillion under management - is calling this 'the next major evolution in market infrastructure.' He's referring to a complete overhaul of America's financial system, and by law the entire $382 trillion U.S. financial system must migrate onto it by April 2027.
BlackRock launched a fund on this new infrastructure and hit $2.8 billion in assets in three months. JPMorgan is running $2 billion a day through it. Goldman Sachs, Citi, Bank of America, and Wells Fargo have all announced full integration. The digital fuel powering this grid is up 374% over the last five years.
Get the ticker and full positioning guide behind the $382 trillion migrationWhile the upside potential for SK Hynix's U.S. listing is robust, investors should consider a few factors, with volatility being the primary one. The listing will include the issuance of new shares, representing approximately 2.5% of the existing share count, which should create a modest headwind for price action.
The offset will likely be strong institutional backing, with several high-profile firms committing to large stakes. Institutional backers include Situational Awareness Partners, an investment firm founded by a former OpenAI researcher, and Coatue Management, a U.S.-based firm focused on technology.
SK Hynix Throws Down the Gauntlet, Micron Will Respond
SK Hynix's U.S. listing is expected to raise as much as $28 billion in new capital. The money will be used to accelerate expansion plans and buy new equipment, both of which are critical to meeting demand and maintaining product timelines.
The company is strengthening ties with NVIDIA (NASDAQ: NVDA), ensuring it can deliver next-gen products when needed, including HBM4. HBM4 is critical to AI because it breaks down the memory wall by enabling much higher bandwidth with low power consumption, doubling the speed of HBM3 versions and offering approximately 75% more memory capacity. The impact on AI will be substantial.
Catalysts for SK Hynix's share price include robust demand for HBM products, which are sold out through 2027, and pricing power. HBM memory pricing is up by high double digits, underpinning growth for SK Hynix and Micron, and is expected to remain strong for the foreseeable future. SK Hynix removed pricing caps that had been in place, allowing it to capture maximum upside while the HBM shortage persists.
Micron, however, is not sitting idly by and allowing SK Hynix to gain share. It is actively expanding its own manufacturing capacity and HBM4 technology, including a major HBM4 hub in Japan, and realigning its die process to align more closely with NVIDIA standards so it can capture a larger share.
The likely outcome is that Micron breaks SK Hynix's near-monopoly with NVIDIA while cementing its position in the industry. Micron is also capitalizing on its unique position as the U.S.'s only domestic-based memory manufacturer, expanding facilities in Idaho and New York.
Micron May Experience Headwinds—Sell-Side Data Says Buy the Dip
While Micron’s outlook is equally bullish, there is potential for its share price to lag SK Hynix, at least in the near to mid-term. The risk is that investors will take profits and reduce their holdings of MU in order to shift capital into SK Hynix. In this scenario, the best case is that MU’s stock price moves sideways within a range near existing highs, while the worst case is that it experiences a more substantial correction than it already has. Down more than 20% from its post-earnings highs as of early July, Micron’s share price could shed another 30% before hitting solid support.
The caveat is that sell-side interest, as reflected in the analysts and institutional data, remains very bullish on Micron, with a triple-strength tailwind in place. MarketBeat data reveal 38 analysts covering the name, a 92% buy-side bias in the buy consensus, and more than 35% upside potential relative to early-July support targets, with coverage rising, sentiment firming, and price targets trending higher over the near-, mid-, and long-term. It is not the consensus figures that matter, but the trends, which are moving toward the high end and suggest more than 100% is still ahead.
Micron’s stock price action reflects market strength, with a bullish MACD convergence. The MACD, or moving average convergence/divergence, measures market strength and momentum and, in this case, shows a strong, strengthening market that is more likely to retest its recent highs and move higher than continue lower. The only question is timing, and that may be by year-end. Upcoming catalysts include Micron’s fiscal Q4 earnings release in September, along with reports from NVIDIA and Advanced Micro Devices (NASDAQ: AMD), which are expected to confirm that AI demand continues to grow.
Netflix Stock Is Near 2021 Levels, and Bulls See 4 Reasons to Care
Written by Sam Quirke. Posted: 7/2/2026.
Key Points
- Netflix shares have fallen sharply from their 2025 high, pushing the stock’s valuation much lower despite continued revenue growth.
- Netflix’s first-quarter results showed stronger revenue, operating income and full-year margin guidance, supporting the bullish case.
- Netflix still faces technical weakness and competition concerns, but buybacks and analyst support could help stabilize sentiment.
- Special Report: SpaceX is offering you shares. Don't take them.
Few stocks in the mega-cap space have had a year like Netflix Inc. (NASDAQ: NFLX). Once one of the market's biggest darlings, the stock has fallen sharply after reaching record highs in 2025. The streaming giant recently traded just above $73 after a 10-for-1 stock split took effect in November 2025, leaving shares down nearly 45% over the past 12 months and about 30% since mid-April on a split-adjusted basis.
At that price, Netflix is back near levels last seen in 2024 and only modestly above its split-adjusted 2021 trading range. For a business that continues to grow revenue, expand margins, and return capital through buybacks, that kind of price action raises a fair question: Has the market overreacted to the downside?
BlackRock hit $2.8 billion in three months on this new financial grid (Ad)
Larry Fink, CEO of BlackRock - the world's largest asset manager with $10 trillion under management - is calling this 'the next major evolution in market infrastructure.' He's referring to a complete overhaul of America's financial system, and by law the entire $382 trillion U.S. financial system must migrate onto it by April 2027.
BlackRock launched a fund on this new infrastructure and hit $2.8 billion in assets in three months. JPMorgan is running $2 billion a day through it. Goldman Sachs, Citi, Bank of America, and Wells Fargo have all announced full integration. The digital fuel powering this grid is up 374% over the last five years.
Get the ticker and full positioning guide behind the $382 trillion migrationThe bulls would argue that it has. When investors look beyond the weak chart, there is a compelling case that Netflix at these levels deserves renewed attention.
1: The Valuation Is Almost Impossibly Cheap
The first, and arguably most important, part of the bullish case is what has happened to Netflix's valuation. The stock is currently trading at roughly 23 times earnings, which is close to the cheapest it has ever been. To put that into context, the stock traded at a price-to-earnings ratio above 50 for much of last year, which makes the current multiple look like a bargain for a business of this scale.
You would be forgiven for thinking this kind of valuation belongs to a struggling business with declining sales. In reality, Netflix is doing anything but struggling.
The fundamentals are heading in exactly the opposite direction of the share price, which is precisely the setup that tends to reward patient investors handsomely.
2: The Business Is Generating Record Revenues
The second reason to pay attention is that Netflix is focused on fundamentals and is currently executing arguably better than it ever has. Revenue is at an all-time high, and the company has made a series of strategic moves in recent quarters that are strengthening the long-term story.
The rollout of the ad-supported tier has become a meaningful contributor to revenue at margins higher than the traditional subscription business. The decision to walk away from the Warner Bros. Discovery, Inc. (NASDAQ: WBD) acquisition, which at first glance looked like a defeat, is now widely viewed as a smart discipline call that has left the balance sheet in strong shape and freed up capital for aggressive buybacks. Based on the recently authorized $25 billion share repurchase program alone, it's clear management sees the same value in the shares that the bulls do.
3: Netflix Stock Looks Deeply Oversold on Technical Signals
The third piece of the puzzle is what the chart is telling investors. Netflix's relative strength index (RSI) sank as low as 20 in recent weeks, which is deep into oversold territory and often precedes a bottom.
It has since recovered slightly to around 33, but the more important development is that the stock also appears to have started stabilizing and forming a small base over the past 10 days.
Together, these signals suggest that sellers may finally be running out of steam. When a stock as high-quality as Netflix drops this hard, this fast, and reaches genuinely extreme oversold readings, it is usually not long before buyers step back in.
4: Analysts Stay Bullish on Netflix Despite the Sell-Off
Backing all of this up is the fact that many analysts have remained constructive even as some have trimmed their targets. For example, Jefferies lowered its price target on Netflix last month but retained a Buy rating, while MoffettNathanson also cut its target and maintained a Buy rating. More broadly, the consensus price target implies more than 50% upside from recent levels, suggesting Wall Street still sees meaningful room for a recovery despite the sell-off.
For investors willing to pinch their nose and ignore the stock’s chart from the past year, Netflix could easily end up being a candidate for the comeback play of the year. It offers a rare combination of a rock-bottom valuation, all-time high revenue, expanding margins, aggressive buybacks, and technicals that are just starting to turn. While the chart might be telling investors to be cautious, everything else about Netflix is saying something rather different.
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