Chris Sambar seems to have a solid grasp of the AST SpaceMobile setup from an internal perspective. In his discussion with Abel, he essentially indicated he doesn't see a genuine competitor that can match AST's capabilities. To me, that's the main point: if the technological advantage is real, the market might still be undervaluing the competitive moat. $AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ $T-Mobile US(TMUS)$
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ MU is breaking out, which seems like the key piece that needs to fall into place for the others to follow. I know it's a bit far-fetched given it's above the daily range, but I think we could be seeing $4 today.
$Applied Optoelectronics(AAOI)$ Strong momentum after yesterday's surge, but now the key level is clear: $127.01 is the line bulls need to defend. If that level holds, the trend structure stays intact and buyers remain in control. The next upside target is still aggressive, with around $270 as a potential extension if momentum continues to expand. But this is still a high beta name, and price can move fast in both directions.
$AXT Inc(AXTI)$ $Applied Optoelectronics(AAOI)$ $Ambarella(AMBA)$ $Aehr Test(AEHR)$ I've been watching these moves, and bears often overextend themselves in trades like these. Hope they took profits earlier. In my opinion, the bottom was likely Friday. Worst case, it could bottom on Tuesday as the window dressing and rebalancing trades wrap up (last day of June) and the overall pressure on semis eases. If I get another day or two to add more at even lower levels, I will. But I loaded up on Friday. Let's see how this old instinct works out.
Ten AI infrastructure stocks most investors have never heard of, but might be worth looking at now. 1. $Arista Networks(ANET)$ – powers every AI data center 2. $Vertiv Holdings LLC(VRT)$ – cooling the chips that run AI 3. $Quanta(PWR)$ – building the grid AI runs on 4. $Equinix(EQIX)$ – owns the land AI lives on 5. $Corning(GLW)$ – fiber connecting every model Most investors focus on NVDA and AMD, but the real “picks and shovels” of AI could be these infrastructure names. ANET powers the networking behind AI data centers. VRT solves the cooling challen
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Tight spreads at 70-30, I think we go higher. Although greed from new buyers could bring us down. Looking at the on-balance volume, I think we're close to generating lasting momentum; it rose and held.