AI Industry: What's the Next Step?
Hello everyone! Today i want to share some trading ideas with you!
1
$Rocket Lab USA, Inc.(RKLB)$ ROBOTICS IS COMING
Rocket Lab acquiring Motiv Space Systems brings Mars-proven robotics, precision motion control and hard-to-source spacecraft components in-house.
2
$Hims & Hers Health Inc.(HIMS)$reiterated its 2030 targets with “high conviction” in reaching at least $6.5B of revenue.
The long-term guide also calls for at least $1.3B of adjusted EBITDA by 2030.
3
Six months ago, $Micron Technology(MU)$ was a $300B company that many thought was already at peak earnings.
This past week, it added another $300B in market cap in five days.
You probably shouldn’t call top on memory in an AI cycle where every model generation demands more HBM, DRAM & bandwidth.
4
$Applied Optoelectronics(AAOI)$ fits into AI buildout as data centers become massive networking machines where GPUs create nonstop traffic across racks , clusters & memory layers.
As AI workloads move toward 800G & 1.6T connections, AAOI’s optical transceivers put it in middle of a major AI bottleneck.
5
Piper Sandler says $Tesla Motors(TSLA)$ investors are effectively getting Optimus “for free” at $400/share.
Their updated model says Tesla’s 17 existing product lines already justify roughly today’s stock price which excludes the humanoid robot business entirely.
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- CJYong86·15:20Great article, would you like to share it?LikeReport