SpaceX Eyes Nationwide Wireless, AI Credit Spreads Widen, and Nvidia Dismisses Memory Glut
Hello everyone! Today i want to share some ai trading ideas with you!
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$SpaceX(SPCX)$ is in talks to secure at least 80,000 U.S. cell sites as Elon Musk looks to turn Starlink Mobile into a 4th nationwide wireless carrier.
Combined with its growing satellite network and recently acquired spectrum, those sites could give SpaceX the ground coverage needed to compete directly with $AT&T Inc(T)$, $Verizon(VZ)$ and $T-Mobile US(TMUS)$.
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AI credit spreads are widening with $Oracle(ORCL)$ five-year CDS up ~10x in a year and $Broadcom(AVGO)$ now guaranteeing debt tied to Anthropic's ~$35B chip financing.
That doesn't change how strong AI demand remains but shows just how much capital companies are willing to commit to bringing more compute online.
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$NVIDIA(NVDA)$ CEO Jensen Huang says a memory glut by 2029 is unlikely because "you can always use more of it" which is huge for $Micron Technology(MU)$ and $SK hynix(SKHY)$.
Even with China's CXMT ramping production I think the bigger threat remains standard DRAM rather than advanced HBM powering AI GPUs.
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