$American Resources Corporation(AREC)$ RLMT for germanium. A partnership between NVIDIA and Corning is set to create 3,000 jobs with three new optic fiber facilities in North Carolina and Texas. Corning's CEO has argued that despite fears of AI replacing human jobs, the industry is actually creating more.
$SpaceX(SPCX)$ The Orbital AI Infrastructure Rebrand: The February 2026 merger with xAI turned SpaceX into a leading space-based data center play. It utilizes orbit-deployed compute clusters running the Grok ecosystem, allowing hyperscalers to bypass massive terrestrial energy and cooling limitations. Starlink Hyper-Growth: Starlink crossed 12 million active global subscribers as of June 4, 2026. It is adding roughly 27，700 new customers daily and accounts for over $4.X billion in Q1 2026 operating profits. Starship Cadence Acceleration: The May 22, 2026 launch of Flight 12 successfully proved the capabilities of the upgraded Starship V3 architecture and Raptor 3 engines. Ground crews are targeting July 2026 for Flight 13, which will rapidly
$SpaceX(SPCX)$ A few bullish points: • Starlink is already a reality. It's not speculative. It's a functioning, scaling business with paying customers. No other space company has a revenue engine that comes close. • The launch monopoly looks durable. Falcon 9's reliability and cost advantage took a decade to build. Competitors are years behind, and SpaceX keeps iterating. • Starship changes the equation entirely. If it works at scale, the cost reduction is so dramatic it could essentially create new markets that don't exist yet: point-to-point Earth transit, cheap deep space missions, Moon/Mars infrastructure. • The TAM is enormous. Satellite internet alone is a multi-hundred-billion dollar market globally, especially in underserved regions.