To The Moon

Hello everyone! Today i want to share some trading ideas with you!

1

Cathie Wood says $SpaceX(SPCX)$ could become “the most important company in global history” by combining launch, Starlink and AI infrastructure

She believes its orbital and Earth based data centers could support some of the world’s lowest cost frontier AI models

2

$Alphabet(GOOGL)$ is providing one of the clearest answers yet to whether hyperscalers are building profitable AI businesses or simply spending enormous amounts of money to defend their positions.

Google Cloud grew 82% while producing a nearly 36% operating margin showing that AI infrastructure can generate pretty insane returns.

That performance is also making Cloud a much more important part of Alphabet with the segment now representing more than 20% of total revenue while growing several times faster than Search, YouTube and the rest of Google Services.

3

AT&T CEO John Stankey says its $AST SpaceMobile, Inc.(ASTS)$ partnership should begin coming to fruition next year with service working seamlessly on customers’ existing devices.

“If they walk off the network, they’re not going to walk off the network.”

4

Jim Cramer says he is steering clear of $IONQ Inc.(IONQ)$ as rising rates pressure high-growth stocks.

“When rates go up, these stocks are very tough to own” adding that rates are “not going in the right direction.”

5

$Alphabet(GOOGL)$ says it will “expand the use of third party capacity in Q3” as a bridge while it builds more internal capacity.

After years of surging hyperscaler CaPex, demand still exceeds supply showing shortage is severe enough that even Google will accept lower margins for faster access to compute.

$CoreWeave, Inc.(CRWV)$, $IREN Ltd(IREN)$, $TeraWulf Inc.(WULF)$, $Hut 8 Mining Corp(HUT)$, $Cipher Mining Inc.(CIFR)$, $NEBIUS(NBIS)$, $APPLIED DIGITAL CORP(APLD)$