Ok, well this is interesting, but not exciting, at all. AI yes, it will be massive, but as an investor, with a lot of past experience, well some dinosaurs of today mite not be able to innovate as quickly. Think IBM vs apple. Now alphabet vs $Palantir Technologies Inc.(PLTR)$. A dinosaur can throw billions at an issue but still loose.
So let's go exciting, I'm actually liking the dinosaur $Amazon.com(AMZN)$ more. Why?because my little birds are telling me that while their kuiper satellite constellation is, well way to slow, there are some very interesting developments lately.
Enter $Rocket Lab USA, Inc.(RKLB)$ and their new neutron rocket set to launch Empty prior to Santa coming down the chimney. And two launches next year for an undisclosed client, that are loaded with satellites. Then look at rocket labs ramping up of oh, production of reaction wheels and solar space panels. Each kuiper satellite requires 4 reaction wheels, and Amazon needs thousands of those puppies alone, to build their satellites.
Do I have the numbers, yes I do. But do your own DD, I'm not offering investment picks, my posts are about thinking. Personally, I see some major shifts coming Soon. Soon to me is in a year. Not a day.
my investment approach is complicated. I look at the past performance of a company for sure, but that tells me a small part of the story. I focus on strategy and execution going forward. But most importantly I look at the people. the drive of the ceo, the extent that he/she in bodies that in everyone. And what is the underlying drive.
Ok I could work at McDonald's and earn a badge for being the employee of the month for making a shit burger. Or I could work for rocket lab, to help build a satellite that has the ability to change everyone's life on earth. Hmmm, I cooked a Big Mac today, or I helped to put a satellite into space that gave 1 million people access to the internet.
Think about it my tiger friends, as an employee, what would rather be part of. Next level what would you rather invest in. That is my emotional intelligence, a badge, or being part of changing the world.
So what to invest in? Easy choice for me
@TigerWire @TigerTrade @MojoStellar @Tiger_SG please repost
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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