AVAV& RKLB Tells the Story of AI

ShayBoloor
06-30 10:04

Hello everyone! Today i want to share some trading ideas with you!

1

$AeroVironment(AVAV)$ up over 20% after crushing earnings driven by rising demand for expendable drones & loitering munitions

Its Switchblade drones are low-cost strike systems built to launch, hit a target and be replaced making AeroVironment one of the clearest plays on modern drone warfare.

2

$Palantir Technologies Inc.(PLTR)$ and $NVIDIA(NVDA)$ are expanding their partnership to bring sovereign AI to U.S. government and critical infrastructure agencies.

Palantir gives mission-critical organizations the operating layer to securely deploy, customize and govern Nvidia Nemotron models on their own data.

3

$Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck says launch is an “incredibly valuable and rare asset” as Rocket Lab moves to close its ~$8B Iridium deal and bring Neutron online by year-end.

Rockets and satellites matter but spectrum, landing rights and recurring communications services are what turn space infrastructure into a real platform.

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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