AI Chains' Strategies: ASTS, PLTR& SAP

Hello everyone! Today i want to share some trading ideas with you!

$AST SpaceMobile, Inc.(ASTS)$ is down over 12% because the market still struggles to value what the company is trying to build in the new space economy.

They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card.

Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship.

The upside is a global coverage layer built on top of the existing mobile ecosystem.

The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nuclear reactor parts.

The goal would be to speed up reactor construction by funding critical components before full projects are ready to build.

$Oklo Inc.(OKLO)$,

$Cameco(CCJ)$,

$Energy Fuels(UUUU)$,

$NuScale Power(SMR)$,

$BWX Technologies Inc(BWXT)$,

$Centrus(LEU)$

$Palantir Technologies Inc.(PLTR)$ & $SAP SE(SAP)$

are expanding their partnership to use Palantir AIP with SAP’s AI tools to speed up complex enterprise data migrations into SAP Cloud ERP.

$Accenture PLC(ACN)$ joins as the first global services partner giving Palantir another path into large enterprise modernization projects.

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S&P ATH While Palantir -26% YTD: Where Is the Right Entry?

Palantir fell 4.4% on the same day the S&P 500 reached a new all-time high, extending its year-to-date decline to 26% in a divergence drawing widespread attention. The immediate catalyst was PPI wholesale inflation hitting its highest level since 2022, reigniting high-rate fears that compress valuations on high-multiple AI software names. The split between broad market strength and PLTR's persistent weakness is widening the gap between institutional and retail positioning. With the S&P at ATH and PLTR breaking down, do you see this as structural de-bubbling or a mispriced buying opportunity?

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AI Chains' Strategies: ASTS, PLTR& SAP

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