$SpaceX(SPCX)$ A few bullish points: • Starlink is already a reality. It's not speculative. It's a functioning, scaling business with paying customers. No other space company has a revenue engine that comes close. • The launch monopoly looks durable. Falcon 9's reliability and cost advantage took a decade to build. Competitors are years behind, and SpaceX keeps iterating. • Starship changes the equation entirely. If it works at scale, the cost reduction is so dramatic it could essentially create new markets that don't exist yet: point-to-point Earth transit, cheap deep space missions, Moon/Mars infrastructure. • The TAM is enormous. Satellite internet alone is a multi-hundred-billion dollar market globally, especially in underserved regions.
Credo built its name on copper connectivity – the SerDes, DSPs, and active electrical cables that move data between AI chips. The open question was always what happens when the industry shifts from copper to optical. With the DustPhotonics acquisition, Credo brought silicon photonics in-house and now owns the full connectivity stack: SerDes → DSP → active cables → optical transceivers → silicon photonics, spanning from 800G to a 3.2T roadmap. Electrical and optical, end to end. That's the moat. When Jensen says the future of AI depends on connectivity, this is the layer he means, and $Credo Technology Group Holding Ltd(CRDO)$ is the pure-play that owns all of it. I've been long $Credo Technology Group H
How many times can someone get a story wrong before you stop believing them? Every stock in this market has seen reversals or hit resistance after extended runs. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ itself got pushed way too high on Friday and naturally pulled back on the new week's volume. Now new supports will form, chips will stay overheated, market makers will take profits, and I think the CPI report will come in hot. Just my two cents.
$Dell Technologies Inc.(DELL)$ $NVIDIA(NVDA)$ The world's first NVIDIA Vera Rubin NVL72 server rack is here. We're thrilled to deliver the first working, liquid-cooled Dell Technologies PowerEdge XE9812 for CoreWeave — built for the next era of AI infrastructure.
$Nokia Oyj(NOK)$ I don't post very often. First off, I really appreciate the banter and insights on this board. Secondly, thanks to those who share their perspectives; they're always on point. I've been following Nokia for over three decades, which dates me a bit. I've seen it through slumps but always kept an eye on it. It's been a very lucrative investment over the years. Patience is the key with Nokia. Watch the capital investment cycle in AI in 2027. Good luck!
$Nokia Oyj(NOK)$ Optical component supply could be tight over the next few years. Nokia's own internal component capacity can help improve delivery reliability, making it a safer choice for customers and potentially boosting its market share.