$MU $QCOM $RKLB among top AI and space growth bets for 2027

Michael Esther
06-17 06:49

2 years ago, I called out $AST SpaceMobile, Inc.(ASTS)$ at $2. It spiked 6500% to $130+

My target for $SpaceX(SPCX)$ is at least $1000+ in 2027.

Right now, $Micron Technology(MU)$ is the most obvious play. Its earnings is on June 24.

I already explained why these still 10x-20x:

$Micron Technology(MU)$

— AI memory demand is exploding. HBM supply can't keep up with NVDA.

$T1 ENERGY INC(TE)$

— Every AI data center needs connectors. TE is the backbone nobody talks about. (Leopold call)

$Keel Infrastructure Corp(KEEL)$

— Defense AI contracts are ramping. This small cap is massively underpriced right now. (Leopold call)

$Snowflake(SNOW)$

— Data cloud is the picks-and-shovels of every enterprise AI rollout.

$Qualcomm(QCOM)$

— Edge AI chips will be in every phone. Qualcomm owns that entire market.

$Applied Optoelectronics(AAOI)$

— Optical interconnects are the new bottleneck. AAOI is positioned perfectly inside data centers.

$Rackspace Technology(RXT)$

— Managed cloud services are accelerating. Enterprises are outsourcing AI infrastructure fast. (Love this one)

$Rocket Lab USA, Inc.(RKLB)$

— Rocket Lab launches are accelerating. Space economy buildout is just getting started.


😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Hot Merch Returns · Up to 43% Off

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
13