AI Chains: RKLB, NVDA, IREN& MU
Hello everyone! Today i want to share some trading ideas with you!
1
$Micron Technology(MU)$, Samsung & SK Hynix are now expected to generate $646B in operating income in 2027 turning memory into one of the biggest profit pools in the AI infrastructure stack.
HBM is displacing standard DRAM at a roughly 3:1 wafer ratio just as inference, agents & robotics are making memory bandwidth structurally critical.
2
$IREN Ltd(IREN)$ gives a look inside the liquid cooling system at its Childress site.
This matters because liquid cooling is what lets AI data centers pack more GPUs into same footprint without heat becoming the limiting factor.
3
Jensen Huang is now collecting $200M+ in $NVIDIA(NVDA)$ dividends every quarter.
Imagine getting paid ~$2.2M a day just to own the stock you built into the backbone of the AI economy.
4
$Rocket Lab USA, Inc.(RKLB)$ Electron turns nine years old today and is expected to hit 100 launches later this year.
Rocket Lab has evolved into a vertically integrated space logistics platform across launch vehicles, spacecraft, satellite components & propulsion systems backed by $2.2B backlog.
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