Hello everyone! Today i want to share some ai trading ideas with you!
1
$Micron Technology(MU)$ is on pace to generate over $500B in profit over the next three years:
• 2026: $98B (+904% YoY)
• 2027: $198B (+102% YoY)
• 2028: $207B (+4% YoY)
The best part is there’s a real chance future memory demand ends up being driven by applications the industry isn’t even planning capacity around today.
2
$AST SpaceMobile, Inc.(ASTS)$ may ultimately be much more than a satellite phone network because the same physical architecture is already generating government radar revenue and attracting sovereign constellation funding.
But the valuation still ultimately depends on the core broadband network working at scale which means 13 satellites need to become ~45 and 60+ MNO partners covering 3B+ subscribers eventually need to convert that reach into recurring revenue.
3
Jensen Huang says $NVIDIA(NVDA)$ is helping build an open capital market for AI infrastructure with $500B of third-party funding designed to let AI labs, enterprises and clouds build capacity without funding every data center themselves.
He argues AI factories are productive assets because “an AI factory turns energy and data into valuable intelligence” while CUDA keeps improving the output and economics of already-installed hardware over time.
The structure also limits Nvidia’s direct risk because the financing partners underwrite each project independently with Nvidia only providing up to 25% residual-value support on select deals.
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