Who is the Winner in the AI Competition?
Hello everyone! Today i want to share some ai trading ideas with you!
1
Kimi K3 is too large to run efficiently on a single accelerator so the workload must be distributed across many chips that exchange data at extremely high speeds.
$Credo Technology Group Holding Ltd(CRDO)$ and $Astera Labs, Inc.(ALAB)$ benefit from the high speed connectivity inside AI clusters while $Marvell Technology(MRVL)$ and $Broadcom(AVGO)$ provide the networking, optical and custom silicon infrastructure required to scale them.
Thats why inference constraints are bullish for the entire surrounding system including memory, networking, optics, switches, power, cooling and orchestration software.
2
$AST SpaceMobile, Inc.(ASTS)$ jumps more than 10% today after Jim Cramer warns investors to wait for $40 before buying.
He said investors “gotta be worried” because the company is “losing a fortune” and the stock remains out of favor.
$AST SpaceMobile, Inc.(ASTS)$ says BlueBirds 8, 9 and 10 are now fully deployed as the largest communications arrays in low Earth orbit.
BlueBirds 11 through 13 are already at Cape Canaveral for launch with 14 through 16 immediately behind them as production cadence ramps through satellite 42.
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