Hello everyone! Today i want to share some ai trading ideas with you!
1
$AST SpaceMobile, Inc.(ASTS)$ filed for 30 day FCC authorization to test direct to device broadband on 800 MHz spectrum using standard smartphones.
The spectrum sits beside the $AT&T Inc(T)$ and $Verizon(VZ)$ bands already leased to AST potentially expanding coverage and capacity.
2
Wolfe Research sees $NEBIUS(NBIS)$ reaching $30B in revenue and $21B in EBITDA by 2030 with the ramp beginning in 4Q26 as Vineland comes online and unlocks more contracted revenue.
That path is backed by $46B of signed $Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ deals including a $27B Meta agreement with $12B fixed and $15B of optional capacity Nebius can either fill for Meta or redirect to higher-paying customers protecting the downside while preserving spot-market upside.
The margin story comes from a cloud pipeline that grew 3.5x QoQ excluding hyperscalers, a rising mix of inference and software and the $643M Eigen AI acquisition which together should sustain gross margins in the high 60s.
3
Data center capacity is projected to add ~106GW from 2026 through 2030 reaching 174GW and implying more than $5T of total spending.
That buildout could drive 50–60% of new U.S. power capacity through 2030 spanning $GE Vernova Inc.(GEV)$ turbines, $Bloom Energy Corp(BE)$ on-site fuel cells, $Constellation Energy Corp(CEG)$ and $Vistra Energy Corp.(VST)$ generation and $Vertiv Holdings LLC(VRT)$ cooling and electrical infrastructure as hyperscalers work around years-long grid queues.
Once the power is secured, spending flows into $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ accelerators, $Broadcom(AVGO)$ and $Marvell Technology(MRVL)$ custom silicon and networking, $Taiwan Semiconductor Manufacturing(TSM)$ manufacturing and HBM from $Micron Technology(MU)$, $SK hynix(SKHY)$ and Samsung.
I also think as AI shifts toward more distributed and latency-sensitive inference in 2027 then demand should broaden beyond mega-campuses into edge and colocation facilities while $Oklo Inc.(OKLO)$ and $NuScale Power(SMR)$ offer longer-term nuclear optionality.
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