AI Chain Industry: CRWV& NVTS

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TUNE INTO FOX BUSINESS

I’ll be covering:

• Massive satellite-to-phone opportunity for $AST SpaceMobile, Inc.(ASTS)$

• $Rocket Lab USA, Inc.(RKLB)$can become the second pillar of the space economy & scale toward a $100B company

• $Applied Optoelectronics(AAOI)$ role in the AI data center buildout as GPUs drive more traffic across racks, clusters & memory layers

• Why I initiated a position in $ServiceNow(NOW)$ as the AI Control Tower story starts showing up in pricing, agent permissions, approvals, workflows & human oversight

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$CoreWeave, Inc.(CRWV)$ is on track to grow revenue nearly 7x in two years because it sits directly on the binding constraint of the AI cycle.

Demand for AI compute is still eating every credible source of chip supply alive.

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$Navitas Semiconductor Corp(NVTS)$ is expanding into India through Cyient’s new GaN power IC launch built on Navitas 650V platform.

The partnership targets AI data centers, telecom, chargers and EV infrastructure while adding a second source for select Navitas GaN products.

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