The Logic of Chain from Investment
Hello everyone! Today i want to share some trading ideas with you!
1.
A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers.
When that happens, the market will start repricing the entire ecosystem around it including launch, LEO connectivity & orbital infrastructure.
Current backlog across the ecosystem:
• $Rocket Lab USA, Inc.(RKLB)$ ~$1.9B
• $Firefly Aerospace Inc.(FLY)$ ~$1.4B
• $AST SpaceMobile, Inc.(ASTS)$ ~$1.2B
• $Planet Labs Pbc(PL)$ ~$735M
• $Redwire Corp.(RDW)$ ~$411M
• $RoboServer Systems Corp.(RBSY)$ ~$345M
• $Spire Global Inc.(SPIR)$ ~$200M
• $Voyager Technologies, Inc.(VOYG)$ ~$189M
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2.
These companies are locking in the physical substrate behind the next decade of AI compute and that substrate is power.
You can order GPUs from $NVIDIA(NVDA)$ or $Advanced Micro Devices(AMD)$ or TPUs from $Alphabet(GOOG)$ but you can’t just order gigawatts so now the question becomes who can actually deliver it.
Contracted power:
• $IREN Ltd(IREN)$ ~4.5GW
• $Careview Communications, Inc.(CRVW)$ ~3.1GW
• $NEBIUS(NBIS)$ ~2.0GW
• $TeraWulf Inc.(WULF)$ ~643MW
• $Cipher Mining Inc.(CIFR)$ ~600MW
• $APPLIED DIGITAL CORP(APLD)$ ~600MW
• $Core Scientific, Inc.(CORZ)$ ~590MW
• $Hut 8 Mining Corp(HUT)$ ~245MW
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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
