Apr. 25 at 7:15 PM
The top stocks of each sector in the market IMO:
Space & Connectivity 📡
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$ASTS > all
AI Infrastructure: 🤖
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$NBIS
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$IREN
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$CIFR
Spot on picks!
$ASTS is dominating with its D2C satellite moat. For AI Infra,
$NBIS is a key sleeper in silicon photonics—crucial for breaking power bottlenecks.
$IREN &
$CIFR are perfectly positioned for the HPC pivot.
$MBOT is facing warrant pressure, but a 10-15% dip could be the ultimate entry for patient capital.
Are you betting on Space Tech or the next wave of AI compute? Let’s debate below!