Hello everyone! Today i want to share some trading ideas with you!
1.
$Amazon.com(AMZN)$ ramps LEO deployment with larger payloads and a deep launch pipeline positioning for a step-up in satellite deployment in year two.
200+ satellites ready with 20+ missions planned across Atlas V, Ariane 64, Vulcan & New Glenn as launch cadence accelerates.
2
Jensen Huang says orbital data centers could tap continuous solar power in space and push compute to new limits.
The challenge is cooling without air or conduction so $NVIDIA(NVDA)$ is exploring massive radiators along with redundancy and radiation hardening to make it viable.
3
$AST SpaceMobile, Inc.(ASTS)$ has signed a definitive agreement with Singapore’s DSTA to demonstrate space-based cellular broadband connectivity.
The goal is to extend coverage in remote areas & support emergency & mission-critical operations where terrestrial networks are unavailable.
4
$Applied Optoelectronics(AAOI)$ received a new order worth more than $53M for 800G single-mode data center transceivers from a major hyperscale customer.
Shipments are set to begin in Q2 coming just a week after a 1.6T order from the same customer.
5
$Meta Platforms, Inc.(META)$ has reportedly brought in the founders and team behind Dreamer, adding more firepower to its AI agent push under Meta Superintelligence Labs.
Zuckerberg keeps doubling down on talent as it races to strengthen its position in the new AI economy.
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