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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