We are currently in a “once in-To The Moon - Tiger Brokers Online Investing Community - To The Moon

We are currently in a “once in a lifetime” AI super cycle…

Phase 1 was: (already gone)

Semiconductors ~ $NVDA, $AMD, $INTC, $ARM

Phase 2 is: (passing by now)

Memory ~ $MU, $SNDK, $WDC

Photonics ~ $AAOI, $AEHR, $LITE, $MRVL

The current phase is Neo Cloud/AI infrastructure:

$IREN, $NBIS, $CRWV, $CIFR, $APLD

Next wave (many will miss)

Rare Earths ~ $USAR, $MP, $UUUU, $FCX

Power & Cooling~ $VRT, $CEG, $OKLO, $OSS

Finally it all concludes with these 3 sectors:

Robotics ~ $TSLA, $PATH, $SERV

Space ~ $RKLB, $ASTS, $PL, $LUNR

Drones ~ $ONDS, $AVAV, $LMT

Many will make generational wealth from this AI super cycle over the next 7 months.

How Much Can ASTS Ride SpaceX's $2T Wave?

AST posted consecutive gains, driven by SpaceX IPO outlook analysis revealing that the $2 trillion valuation is anchored by Starlink satellite internet. As the pure-play in the direct-to-cell satellite connectivity space, ASTS competes with Starlink on technology but simultaneously benefits from the broader satellite internet valuation re-rating. Once SpaceX lists, the competitive dynamic between ASTS and Starlink will be repriced by the market — the larger the addressable market Starlink's data reveals, is that a tailwind or a headwind for ASTS?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

kaz trader
05-08
kaz trader
I think ur comment should be read by Warren Buffett

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As the pure-play in the direct-to-cell satellite connectivity space, ASTS competes with Starlink on technology but simultaneously benefits from the broader satellite internet valuation re-rating. Once SpaceX lists, the competitive dynamic between ASTS and Starlink will be repriced by the market — the larger the addressable market Starlink's data reveals, is that a tailwind or a headwind for ASTS?","image":"https://community-static.tradeup.com/news/4f39ac6759f7eb749c2d5c4245820ada"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>We are currently in a “once in a lifetime” AI super cycle…</p>\n<p>Phase 1 was: (already gone)</p>\n<p>Semiconductors ~ $NVDA, $AMD, $INTC, $ARM</p>\n<p>Phase 2 is: (passing by now)</p>\n<p>Memory ~ $MU, $SNDK, $WDC</p>\n<p>Photonics ~ $AAOI, $AEHR, $LITE, $MRVL</p>\n<p>The current phase is Neo Cloud/AI infrastructure:</p>\n<p>$IREN, $NBIS, $CRWV, $CIFR, $APLD</p>\n<p>Next wave (many will miss)</p>\n<p>Rare Earths ~ $USAR, $MP, $UUUU, $FCX</p>\n<p>Power &amp; Cooling~ $VRT, $CEG, $OKLO, $OSS</p>\n<p>Finally it all concludes with these 3 sectors:</p>\n<p>Robotics ~ $TSLA, $PATH, $SERV</p>\n<p>Space ~ $RKLB, $ASTS, $PL, $LUNR</p>\n<p>Drones ~ $ONDS, $AVAV, $LMT</p>\n<p>Many will make generational wealth from this AI super cycle over the next 7 months.</p></body></html>","htmlText":"<html><head></head><body><p>We are currently in a “once in a lifetime” AI super cycle…</p>\n<p>Phase 1 was: (already gone)</p>\n<p>Semiconductors ~ $NVDA, $AMD, $INTC, $ARM</p>\n<p>Phase 2 is: (passing by now)</p>\n<p>Memory ~ $MU, $SNDK, $WDC</p>\n<p>Photonics ~ $AAOI, $AEHR, $LITE, $MRVL</p>\n<p>The current phase is Neo Cloud/AI infrastructure:</p>\n<p>$IREN, $NBIS, $CRWV, $CIFR, $APLD</p>\n<p>Next wave (many will miss)</p>\n<p>Rare Earths ~ $USAR, $MP, $UUUU, $FCX</p>\n<p>Power &amp; Cooling~ $VRT, $CEG, $OKLO, $OSS</p>\n<p>Finally it all concludes with these 3 sectors:</p>\n<p>Robotics ~ $TSLA, $PATH, $SERV</p>\n<p>Space ~ $RKLB, $ASTS, $PL, $LUNR</p>\n<p>Drones ~ $ONDS, $AVAV, $LMT</p>\n<p>Many will make generational wealth from this AI super cycle over the next 7 months.</p></body></html>","text":"We are currently in a “once in a lifetime” AI super cycle… Phase 1 was: (already gone) Semiconductors ~ $NVDA, $AMD, $INTC, $ARM Phase 2 is: (passing by now) Memory ~ $MU, $SNDK, $WDC Photonics ~ $AAOI, $AEHR, $LITE, $MRVL The current phase is Neo Cloud/AI infrastructure: $IREN, $NBIS, $CRWV, $CIFR, $APLD Next wave (many will miss) Rare Earths ~ $USAR, $MP, $UUUU, $FCX Power & Cooling~ $VRT, $CEG, $OKLO, $OSS Finally it all concludes with these 3 sectors: Robotics ~ $TSLA, $PATH, $SERV Space ~ $RKLB, $ASTS, $PL, $LUNR Drones ~ $ONDS, $AVAV, $LMT Many will make generational wealth from this AI super cycle over the next 7 months.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/561577628594288","repostId":0,"isVote":1,"tweetType":1,"viewCount":1048,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CHAT","AIPO","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":526,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":562055454766008,"commentId":"562055454766008","gmtCreate":1778252283260,"gmtModify":1778253050050,"authorId":4240733816868442,"author":{"id":4240733816868442,"idStr":"4240733816868442","authorId":4240733816868442,"name":"kaz trader","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":1},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"972123088c9646f7b6091ae0662215be-1","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":561577628594288,"objectIdStr":"561577628594288","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I think ur comment should be read by Warren Buffett","text":"I think ur comment should be read by Warren Buffett","html":"I think ur comment should be read by Warren Buffett","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/561577628594288"}