Jun. 5 at 7:48 PM
If even a fraction of these 5-year growth projections play out, you’re basically looking at a full cycle re-rating across AI + infrastructure
$PLTR +458% - AI decision systems entering enterprise + gov stack
$IREN +1547% - power + compute leverage play
$ONDS +3188% - high beta autonomy/defense exposure
$ASTS +5471% - satellite connectivity scale-up thesis
$NBIS +6400% - extreme AI infrastructure asymmetry
Big numbers, big dispersion… but that’s exactly what early-cycle tech re-rates look like when capital starts clustering around a few dominant themes