AI Infrastructure Demand Could Fuel the Next Major Move in $ALAB and $FLY

$FLY is gaining momentum as one of the strongest-performing space stocks this quarter, supported by SpaceX sector enthusiasm and a new AI-enabled computing partnership with $NVDA.

Meanwhile, $ALAB continues to benefit from booming AI infrastructure demand, with strong hyperscaler partnerships and growing exposure to next-generation AWS AI cluster expansion.

1. $Firefly Aerospace Inc.(FLY)$

- strongest space name by % gain this Q

- spaceX = sector re-rating catalyst

- $NVIDIA(NVDA)$ partnership to "fly an ai-enabled computing module"

my personal plan:

- entry trigger = 4hr candle close over $45

- stop = daily candle close under $41

- pt: $65

$FLY is currently ~$43.

2. $Astera Labs, Inc.(ALAB)$

- entry = weakness within strong trend

- hot theme, semis + memory pooling

- relative strength

- partnerships w amazon, amd, microsoft, google

- key ai player

- also, anthropic committed to spend $100B+ on AWS ai infrastructure over the next decade...as AWS scales trainium clusters, they tap $ALAB.

That's a huge $$$ revenue tailwind for $ALAB.

Good r/r here. Can light up.

$ALAB is currently $213.

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Can light up.</p>\n<p>$ALAB is currently $213.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/3a335639132061913fb46ec605d7e8ff\" tg-width=\"1604\" tg-height=\"822\"><span> </span></p>\n<p></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","htmlText":"<html><head></head><body><p>$FLY is gaining momentum as one of the strongest-performing space stocks this quarter, supported by SpaceX sector enthusiasm and a new AI-enabled computing partnership with $NVDA.</p>\n<p>Meanwhile, $ALAB continues to benefit from booming AI infrastructure demand, with strong hyperscaler partnerships and growing exposure to next-generation AWS AI cluster expansion.</p>\n<h2 id=\"id_1687133908\">1. <a data-mention-id=\"FLY\" class=\"teditor-mention\" data-mention-name=\"Firefly Aerospace Inc.\" href=\"https://ttm.financial/S/FLY\">$Firefly Aerospace Inc.(FLY)$</a></h2>\n<p>- strongest space name by % gain this Q</p>\n<p>- spaceX = sector re-rating catalyst</p>\n<p>- <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> partnership to \"fly an ai-enabled computing module\"</p>\n<h3 id=\"id_2019830941\">my personal plan:</h3>\n<p>- entry trigger = 4hr candle close over $45</p>\n<p>- stop = daily candle close under $41</p>\n<p>- pt: $65</p>\n<p>$FLY is currently ~$43.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/bb247697db76aa8a9f776546891a30bd\" tg-width=\"1602\" tg-height=\"676\"><span> </span></p>\n<h2 id=\"id_730347026\">2. <a data-mention-id=\"ALAB\" class=\"teditor-mention\" data-mention-name=\"Astera Labs, Inc.\" href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a></h2>\n<p>- entry = weakness within strong trend</p>\n<p>- hot theme, semis + memory pooling</p>\n<p>- relative strength</p>\n<p>- partnerships w amazon, amd, microsoft, google</p>\n<p>- key ai player</p>\n<p>- also, anthropic committed to spend $100B+ on AWS ai infrastructure over the next decade...as AWS scales trainium clusters, they tap $ALAB.</p>\n<p>That's a huge $$$ revenue tailwind for $ALAB.</p>\n<p>Good r/r here. Can light up.</p>\n<p>$ALAB is currently $213.</p>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/3a335639132061913fb46ec605d7e8ff\" tg-width=\"1604\" tg-height=\"822\"><span> </span></p>\n<p></p>\n<hr>\n<p style=\"text-align: left;\"><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></p>\n<p style=\"text-align: left;\">🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</p>\n<p style=\"text-align: left;\"><strong><a href=\"https://ttm.financial/TW/554651083281352\" title=\"Hot Merch Returns · Up to 43% Off\" target=\"_blank\" class=\"\">Hot Merch Returns · Up to 43% Off</a></strong></p>\n<p><img src=\"https://community-static.tradeup.com/news/be0283b695178d5d32f9e254ddc1d4a1\"></p></body></html>","text":"$FLY is gaining momentum as one of the strongest-performing space stocks this quarter, supported by SpaceX sector enthusiasm and a new AI-enabled computing partnership with $NVDA. Meanwhile, $ALAB continues to benefit from booming AI infrastructure demand, with strong hyperscaler partnerships and growing exposure to next-generation AWS AI cluster expansion. 1. $Firefly Aerospace Inc.(FLY)$ - strongest space name by % gain this Q - spaceX = sector re-rating catalyst - $NVIDIA(NVDA)$ partnership to \"fly an ai-enabled computing module\" my personal plan: - entry trigger = 4hr candle close over $45 - stop = daily candle close under $41 - pt: $65 $FLY is currently ~$43. 2. $Astera Labs, Inc.(ALAB)$ - entry = weakness within strong trend - hot theme, semis + memory pooling - relative strength - partnerships w amazon, amd, microsoft, google - key ai player - also, anthropic committed to spend $100B+ on AWS ai infrastructure over the next decade...as AWS scales trainium clusters, they tap $ALAB. That's a huge $$$ revenue tailwind for $ALAB. Good r/r here. Can light up. $ALAB is currently $213. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/565855398629664","repostId":0,"isVote":1,"tweetType":1,"viewCount":650,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","ALAB","FLY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1113,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/565855398629664"}