AI Industry Chain: TSM, RKLB& GOOGL
Hello everyone! Today i want to share some trading ideas with you!
1
$Taiwan Semiconductor Manufacturing(TSM)$ just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy.
The first phase was about GPU but the next phase is about the full stack around them as the bottlenecks shift into foundry, packaging, memory, CPUs, networking & power.
2
$Rocket Lab USA, Inc.(RKLB)$ CEO Peter Beck said Neutron is key to scaling payload capacity & lowering launch costs as Rocket Lab pushes deeper into orbital infrastructure.
It’s all part of Rocket Lab’s plan to become a vertically integrated space platform which is why Beck joked that “world domination” is part of the thesis.
3
$Alphabet(GOOGL)$ is rolling out a new Gemini image feature that uses Personal Intelligence to create more tailored images with less prompting.
U.S. subscribers can also connect Google Photos so Gemini can personalize images using photos of them and their loved ones.
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