RKLB, GOOG, MU& NBIS: Retracing the AI Trading Clues
Hello everyone! Today i want to share some trading ideas with you!
1
$NEBIUS(NBIS)$ just secured approval to keep scaling Vineland after the planning board backed its expansion 9 to 1.
The vote clears construction to continue and locks in 300 MW of capacity at the site.
2
Cramer thinks $Micron Technology(MU)$ can double again because the market is still pricing Micron like a boom and bust memory stock.
He says data center demand has become “endless” while long term agreements lock in margins making this cycle fundamentally different from what the market is used to.
3
$Alphabet(GOOGL)$ is turning Spirit Airlines bankruptcy into an AI training opportunity by buying $10M of real-world enterprise data.
The dataset spans de-identified emails, Teams messages, spreadsheets, calendars and operational data that Google plans to use for AI model training.
4
$Rocket Lab USA, Inc.(RKLB)$ just gained access to another major U.S. Space Force opportunity after being added to $981M NITE-STAR contract
Rocket Lab can now compete for task orders across space systems, ground infrastructure & contested-environment testing expanding its national security footprint
5
Neoclouds are scaling faster than the hyperscalers ever did because AI turned scarce power and GPU-ready infrastructure into the biggest bottleneck in computing.
$CoreWeave, Inc.(CRWV)$ reached $2.6B of quarterly revenue by quarter 26 versus ~$600M for $Amazon.com(AMZN)$
AWS at the same point while $NEBIUS(NBIS)$ is already ~$580M by quarter seven as both monetize capacity in a market where demand significantly exceeds supply.
What makes the model even more durable that the demand is increasingly contracted with CoreWeave sitting on $104B of backlog and Nebius above $46B as
$Microsoft(MSFT)$ and $Meta Platforms, Inc.(META)$ effectively help finance outside capacity they cannot build fast enough on their own.
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