$MU $QCOM $RKLB among top AI and space growth bets for 2027
2 years ago, I called out $AST SpaceMobile, Inc.(ASTS)$ at $2. It spiked 6500% to $130+
My target for $SpaceX(SPCX)$ is at least $1000+ in 2027.
Right now, $Micron Technology(MU)$ is the most obvious play. Its earnings is on June 24.
I already explained why these still 10x-20x:
— AI memory demand is exploding. HBM supply can't keep up with NVDA.
— Every AI data center needs connectors. TE is the backbone nobody talks about. (Leopold call)
$Keel Infrastructure Corp(KEEL)$
— Defense AI contracts are ramping. This small cap is massively underpriced right now. (Leopold call)
— Data cloud is the picks-and-shovels of every enterprise AI rollout.
— Edge AI chips will be in every phone. Qualcomm owns that entire market.
$Applied Optoelectronics(AAOI)$
— Optical interconnects are the new bottleneck. AAOI is positioned perfectly inside data centers.
— Managed cloud services are accelerating. Enterprises are outsourcing AI infrastructure fast. (Love this one)
— Rocket Lab launches are accelerating. Space economy buildout is just getting started.
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