Hello everyone! Today i want to share some ai trading ideas with you!
1
$Rocket Lab USA, Inc.(RKLB)$ has evolved into a vertically integrated space platform powering hundreds of missions across rockets, spacecraft & components.
What started with getting to space is now about owning more of what happens once you get there.
What's more, $Rocket Lab USA, Inc.(RKLB)$ says space is entering a new era where commercial companies can now deliver launch cadence & capability that once required national programs.
Rocket Lab credits Trump administration’s support for private industry with helping accelerate that shift.
By the waym $Rocket Lab USA, Inc.(RKLB)$ just kicked off its $397M Space Force tracking program where it will build satellites, launch them on Neutron & operate them afterward.
One contract now monetizes spacecraft, launch & recurring operations which is exactly what Rocket Lab has spent years building toward.
2
$Qualcomm(QCOM)$ just launched its first 2nm smartphone chips with the Extreme tier capable of running 30B+ parameter models locally on-device.
On-device AI is getting large enough to pull more memory and leading-edge silicon into premium phone just as both remain supply constrained.
3
$NEBIUS(NBIS)$ announces another Oct. 1 GPU price hike with Token Factory PAYG Dedicated Endpoint pricing moving up ~20% across major $NVIDIA(NVDA)$ GPUs.
Nebius is now raising prices across both cloud compute and inference which shows demand is still running ahead of available capacity.
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Markets are always moving - and sometimes, the best move is knowing what works for you.
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