AI Chains: The Secret of Wealth

Hello everyone! Today i want to share some AI stories with you!

1

$Rocket Lab USA, Inc.(RKLB)$ proved with Electron that it can take a rocket program from first launch to industrial cadence by becoming the fastest commercially developed rocket in history to reach 50 launches (beating SpaceX Falcon 9 by a year).

That same manufacturing system is now being applied to Neutron which is approaching first flight in Q42026 with a $2.2B backlog already in place.

Rocket Lab is the only company outside SpaceX that has proven it can scale a launch program to this level of cadence and Neutron is where that capability gets monetized at a much larger scale.

2

President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:

• $Penguin Solutions, Inc.(PENG)$: +158%

• $Intel(INTC)$: +151%

• $SanDisk Corp.(SNDK)$: +131%

• $Marvell Technology(MRVL)$: +128%

• $Iridium(IRDM)$: +118%

• $Bloom Energy Corp(BE)$: +117%

• $Advanced Micro Devices(AMD)$: +111%

• $Seagate Technology PLC(STX)$: +110%

• $Intuitive Machines(LUNR)$: +102%

• $Datadog(DDOG)$: +69%

• $Dell Technologies Inc.(DELL)$: +68%

• $Texas Instruments(TXN)$: +55%

• $Broadcom(AVGO)$: +33%

• $Alphabet(GOOGL)$: +30%

• $NVIDIA(NVDA)$: +27%

• $Amazon.com(AMZN)$: +20%

• $Apple(AAPL)$: +17%

3

SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commercial customers.

That could lift entire public space ecosystem across launch, LEO connectivity & orbital infrastructure.

Current backlog across the ecosystem:

• $Rocket Lab USA, Inc.(RKLB)$: ~$2.2B

• $Firefly Aerospace Inc.(FLY)$: ~$1.3B

• $AST SpaceMobile, Inc.(ASTS)$: ~$1.2B

• $Intuitive Machines(LUNR)$: ~$1.1B

• $Planet Labs Pbc(PL)$: ~$900M

• $Redwire Corp.(RDW)$: ~$498M

• $BlackSky Technology Inc.(BKSY)$: ~$380M

• $Voyager Technologies, Inc.(VOYG)$: ~$275M

• $Spire Global Inc.(SPIR)$: ~$185M

• $Satellogic(SATL)$: ~$77M

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