AI Trading Ideas: What can We Learn From These Tradings?
Hello everyone! Today i want to share some trading ideas with you!
1
I came away from $AST SpaceMobile, Inc.(ASTS)$ earnings more bullish because the business is moving to actually building the network with revenue roughly doubling sequentially to $32M, backlog reaching ~$1.3B, 13 satellites now in orbit and production already extending through BlueBird 46.
With more than $3.7B of liquidity, financing the first phase looks much less risky while the bigger execution question is how quickly ~$610M of quarterly capex can turn satellites, launches, manufacturing and gateways into a functioning commercial network.
That spending is what eventually unlocks the model because AST is effectively building a cellular network before turning it on and if service launches on schedule then management’s path toward ~$1B of revenue in the first full year starts to look much more realistic..
2
$Alphabet(GOOGL)$ CEO Sundar Pichai says Gemini now reaches 1B+ monthly users and is Google’s fastest-growing product ever.
Gemini is also the 14th Google product to cross 1B users giving the company another massive distribution layer for AI.
3
$Rocket Lab USA, Inc.(RKLB)$ just posted record $2.36B of backlog and more than $1B of new launch and Space Systems contracts showing the business underneath Neutron is already scaling across rockets, satellites and components.
CEO Peter Beck says “the window for an end year launch is narrowing” because Rocket Lab would rather qualify Neutron for reusability and high cadence than rush Flight 1 since the real moat comes from making medium-lift launch repeatable instead of simply proving it can fly once.
If Rocket Lab gets that right then Neutron becomes the missing piece in a full-stack space platform that can design satellites, manufacture key components, build spacecraft, launch and operate constellations and eventually layer on recurring communications revenue through Iridium.
4
$CoreWeave, Inc.(CRWV)$ signs an A100 contract through 2029 showing $NVIDIA(NVDA)$ GPUs launched in 2020 can still generate revenue nearly a decade later.
That longer earning life improves returns on its infrastructure while higher-margin services like managed inference at $100M ARR and non-GPU products above a $400M run rate expand monetization beyond raw compute.
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