$Palantir Technologies Inc.(PL

$Palantir Technologies Inc.(PLTR)$ Some names I'm watching going forward.

SMCI saw revenue explode over 100% YoY during the peak AI demand cycles, riding the massive data center buildout. If AI infrastructure spending keeps compounding, it stays a high-beta AI hardware play.

PLTR is growing commercial revenue 20%+ YoY with expanding margins and consistent GAAP profitability. AI platform adoption keeps accelerating across government and enterprise.

RKLB has 40+ successful launches and a backlog worth hundreds of millions. Vertical integration across launch and satellite manufacturing sets it up for long-term space economy growth.

ASTS is targeting the global mobile connectivity market with direct-to-device satellite tech. Major telecom partnerships could unlock real scale.

SMR is positioned in the advanced nuclear opportunity as global power demand surges. Small modular reactors could become critical for AI data center energy needs.

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