AMZN, SPCX& MU Embrace the AI Booming!
Hello everyone! Today i want to share some trading ideas with you!
1
Absolutely wild that $Micron Technology(MU)$, Samsung and SK Hynix went from losing money to generating a combined ~$775B in annual profit within five years.
AI has turned memory into the bottleneck of bottlenecks with data center demand bidding up HBM, tightening DRAM supply and making memory the tax every AI workload has to pay.
2
$Amazon.com(AMZN)$ is on track to become the first company to cross $1 trillion in annual revenue by 2028.
What makes that possible is that Amazon has become one of the most important infrastructure companies in the world compounding across commerce, cloud, logistics, ads and AI all at once
3
$SpaceX(SPCX)$ is expected to approach ~$100B of revenue by 2028 which would make SpaceX one of the fastest-scaling businesses in the world at this size.
The reason that ramp is even possible is that SpaceX controls the launch layer, uses that launch capacity to scale Starlink, uses Starlink cash flow to fund Starship and is now adding direct-to-cell, V3 satellites, AI compute leasing and Grok/X distribution on top.
Starlink has scaled past 10M subscribers in under five years and is still early with next-gen V3 satellites carrying 10x the downlink capacity of V2 and direct-to-cell already reaching millions of devices across 30+ countries through partnerships with 30+ mobile carriers.
Starship is the piece that widens the lead further because at ~10x payload of Falcon 9 and built for full reusability where it can collapse the cost per kg to orbit and deploy V3 satellites at scale so every Starship improvement feeds directly back into cheaper launch and a denser Starlink network.
The new wildcard is AI compute where SpaceX is leasing spare Colossus capacity to $Alphabet(GOOGL)$ and Anthropic at a combined ~$26B annualized run rate. What makes that even more interesting is that the recent Cursor acquisition also gives SpaceX a direct play in the application layer meaning it can own the compute, own software that runs on it and use X as a distribution channel.
The path to ~$100B by 2028 comes from launch, Starlink, direct-to-cell, Starship, AI compute and software distribution all compounding inside the same platform in a theme that's just getting started.
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