AI Competition: Who is the Last Winner?
Hello everyone! Today i want to share some trading ideas with you!
1
$T1 ENERGY INC(TE)$ completed its Austin solar cell factory shell, moving closer to a fully domestic solar supply chain.
First cells are targeted for Q4 with the real upside coming from 2027 production and tax credits across cells and modules.
2
Elon Musk says $SpaceX(SPCX)$ could eventually be worth “orders of magnitude more than the current Earth economy.”
Hes basically betting SpaceX becomes the infrastructure layer for an economy that extends far beyond Earth.
Elon Musk declares $SpaceX(SPCX)$ has acquired “the last critical piece of the spectrum puzzle” with nationwide 800 MHz spectrum for Starlink Mobile.
The new spectrum improves indoor coverage and helps push Starlink closer to complete phone coverage across America.
3
$SpaceX(SPCX)$ just bought the piece Starlink Mobile was missing with nationwide 800 MHz low band spectrum that can reach indoors instead of relying only on satellites overhead.
That starts turning Starlink into a real fourth wireless network.
4
$CORGI MANGOS ETF(MN)$ has grown from roughly $1M to $68M in AUM in just a couple trading sessions since its Oct 2 launch.
This is what pent-up demand looks like with the OpenAI IPO pushed past 2026
5
The OpenAI $50B versus $70B revenue debate is hilarious because real question is how much of every AI dollar OpenAI actually keeps after $Microsoft(MSFT)$, $Amazon.com(AMZN)$ and $Alphabet(GOOGL)$ take their cut.
For the AI buildout almost nothing changes because those GPUs, memory, networking and power can shift across Anthropic, $Meta Platforms, Inc.(META)$, $Alphabet(GOOGL)$, $SpaceX(SPCX)$ and enterprises so aggregate token growth matters way more than one AI lab’s revenue number.
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