Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $SpaceX(SPCX)$ is aiming for “30+ Starship launches/day in 2030” or roughly 10,000 launches a year. That would represent a completely different scale for spaceflight with Starship launching more than once an hour. 2 $SpaceX(SPCX)$ and $AST SpaceMobile, Inc.(ASTS)$ are reportedly eyeing ~$6B of 800 MHz spectrum that could strengthen their push into satellite direct-to-device service. The licenses cover nearly the entire U.S. population with preliminary bids due in early September and the FCC targeting a Nov. 5 completion. 3

Hello everyone！Today i want to share some trading ideas with you! 1 $NEBIUS(NBIS)$ is up nearly 30% because this quarter showed the AI compute shortage is translating into better pricing, faster paybacks, higher margins and better financing. Nebius now earns ~$25M per MW on normal contracts and up to $50M for immediate capacity while Q2 deals pay back in under two years and customers fund roughly half the capex upfront. That pricing power is already showing up in the market with its first capacity auction clearing 15% above prior $NVIDIA(NVDA)$ Blackwell pricing, AI cloud margins reaching 50% and management saying it could sell all of 2027 capacity today.

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

AST uses BlueBird satellites in low Earth orbit to connect ordinary smartphones directly to broadband at speeds up to ~200 Mbps then routes that traffic through ground gateways back into the carrier’s existing network. That lets AST extend coverage for nearly 60 MNO partners covering 3B+ subscribers without requiring new phones, apps or billing while using the carriers’ spectrum and customer relationships. The model is essentially a wholesale revenue share so AST keeps 50% of subscription and day-pass revenue with estimates scaling from ~3M subscribers and ~300M of subscription revenue in 2027 to ~30M subscribers, ~$2B of subscription revenue by 2030. The technology is proven but the next phase is a lot of execution because reaching those estimates depends on launching enough BlueBirds, ad

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Amazon.com(AMZN)$ Zoox secured the first U.S. approval to commercially deploy purpose-built robotaxis without steering wheels or pedals. The exemption allows up to 2,500 vehicles annually for two years and clears the way for paid rides pending local approval. $Amazon.com(AMZN)$ finally connected AI demand, capex, margins and the payback period inside one coherent explanation. AWS is already a ~$179B annual revenue business growing almost 37% with margins near 39% while backlog has reached ~$500B and both its AI and custom-chip businesses have surpassed $25B run rates. That operating strength makes mana

Hello everyone! Today i want to share some ai trading ideas with you! 1 Semiconductors are on track for their worst month since 2022 as several macro shocks hit the market’s most crowded trade at once. The market going back into "war mode" raised fears around oil, inflation, interest rates and supply chains breaking momentum before concerns over AI infrastructure returns and Kimi K3 revived many of the same fears that followed DeepSeek. I view this as a macro and positioning reset rather than evidence that the AI cycle is breaking simultaneously across every layer of the semiconductor supply chain from $NVIDIA(NVDA)$, $Advanced Micro Devices(AMD)$ and

Hello everyone! Today i want to share some ai trading ideas with you! 1 $NVIDIA(NVDA)$ has launched the Open Secure AI Alliance with $Palantir Technologies Inc.(PLTR)$, $SpaceX(SPCX)$, $CrowdStrike Holdings, Inc.(CRWD)$, $Palo Alto Networks(PANW)$, $Cloudflare, Inc.(NET)$,$SK hynix(SKHY)$, $IBM(IBM)$ and dozens of other tech lea