Hello everyone! Today i want to share some trading ideas with you!
1
UBS thinks $SpaceX(SPCX)$ can generate ~$400B of annual revenue and ~$200B of EBIT by 2030 as Starship unlocks the next phase of both connectivity and AI.
Flight 14 will be the next major catalyst in a couple of weeks with operational V3 deployment and a potential Ship catch as Elon Musk says the heat shield issue is solved and targets up to 1,000 V3 satellites by 1H27.
2
Stanley Druckenmiller initiated a new $IREN Ltd(IREN)$ position buying 87,100 shares worth ~$4M.
Druckenmiller is widely considered one of the greatest investors ever after compounding at ~30% annually for nearly three decades.
3
$Rocket Lab USA, Inc.(RKLB)$ just put the first 8 satellites it’s building for MDA Space under a $143M contract into orbit with all eight healthy and generating power.
The satellites will replenish $Amazon.com(AMZN)$ Globalstar's constellation which supports $Apple(AAPL)$ satellite SOS service & broader D2D connectivity.
4
The AI buildout is becoming far less discretionary than you think with ~$3.2T of commitments already locked in:
• $Alphabet(GOOGL)$ $946B (+116% QoQ)
• $Meta Platforms, Inc.(META)$ $731B (+59% QoQ)
• $Microsoft(MSFT)$ $672B (+50% QoQ)
• $Amazon.com(AMZN)$ $453B (+13% QoQ)
• $Oracle(ORCL)$ $349B (+16% QoQ)
Hyperscalers are securing compute, power and infrastructure years in advance which makes AI supply chain look less like a discretionary capex cycle and more like a multi-year contracted buildout.
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