May. 10 at 9:37 PM
$NVDA just lit the fuse on the next AI rotation IMO… and the market barely reacted
👉Click to view @NasdaqPulse for timely updates amid the volatility.
At GTC, Jensen framed “space computing” as live now + introduced Vera Rubin Space-1 claiming ~25X H100-level compute in orbit. That’s not sci-fi anymore, it’s infrastructure.
If that thesis holds, Earth observation flips from “selling images” → real-time AI intelligence layer.
$PL got name-dropped as a launch partner, but BKSY SATL SPIR are sitting in the same lane… still priced like legacy space.
Launch + infra stack matters next:
$RKLB backlog strength, FLY lunar contracts,
$RDW in-orbit hardware, VOYG stations, VELO manufacturing backbone.
Moon + comms wildcard:
$LUNR, ASTS (direct-to-phone), and even ETF UFO as the clean basket.
Feels early… or the market is asleep.