Hello everyone! Today i want to share some ai trading ideas with you!
1
$Tesla Motors(TSLA)$ just showed off a new flying car demo offering a glimpse of what Elon Musk has been teasing for years.
Musk says production of next-generation Roadster is now planned for 2028.
2
Jim Cramer says he expected $Rocket Lab USA, Inc.(RKLB)$ to fall much harder after Neutron’s launch delay to 2027.
Instead he thinks investors are getting a “great opportunity to sell, sell, sell.”
3
Porsche just unveiled its Mission S concept by previewing a new flagship above the 911 with gasoline and hybrid options while ruling out a fully electric version.
Really interesting seeing Porsche double down on combustion just as $Tesla Motors(TSLA)$ prepares to unveil its electric Roadster with both companies taking very different approaches to future of performance cars.
4
$SpaceX(SPCX)$ is valued at ~$2T versus ~$35B for $Rocket Lab USA, Inc.(RKLB)$ which is ~60x higher despite generating only ~25x revenue with Rocket Lab trading at less than half sales multiple while still growing 62%.
I totally understand how SpaceX deserves a premium for Starlink, AI and its launch dominance but Rocket Lab already has a Space Systems business selling satellites and components across the industry which I think the market is absolutely underappreciating.
And if Neutron starts flying in 2027 then Rocket Lab becomes an even stronger alternative for both launch and spacecraft which is why I think valuation gap could narrow significantly as execution catches up.
5
$IONQ Inc.(IONQ)$ is launching two radar satellites aboard $SpaceX(SPCX)$ on Monday that will fly in formation to detect tiny movements in the Earth’s surface for defense and infrastructure customers.
What makes this interesting is IonQ already began selling millimeter-level radar data through Capella in Q2 and these satellites could make that service more valuable while expanding its space business beyond quantum computing.
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