Prime Capital retweeted
๐จ Cramer is raising concerns about the neocloud trade.
$CRWV
$NBIS
$IREN
The biggest risk isn't demand for AI โ it's whether these companies can raise enough capital to survive.
As Musk warned, some will make it. Many won't.
In the AI race, funding could separate the winners from the losers. ๐
Prime Capital retweeted
๐จ Verizon just dropped a reality check on Starlink.
4โ6 years.
$300Bโ$500B in investment.
Building a nationwide mobile network is NOT easy.
Starlink has huge potential, but competing with traditional carriers is a whole different game.
The real question: Can SpaceX pull it off? ๐
Verizon's CEO said today that SpaceX will need at least 4-6 years and $300B-$500B to fully build out its @Starlink Mobile U.S. carrier network:
"Their service just can't compete with a terrestrial network. In suburban and urban areas, where 98% of our revenues are, we're somewhere between 100xโ1,000x more efficient than they are. We know exactly what they're going to do. We know who they're talking to on towers. There's no magic wand. There's no secret sauce. There's no shortcut.
They're going to look at 65,000โ80,000 macro sites. They're going to need backhaul, RAN, and a tremendous amount of spectrum. It's going to take a minimum of four to six years to fully build that out. It's going to cost hundreds and hundreds of billions of dollars, I assume somewhere between $300 billion and $500 billion.
Then they need to build retail, customer service, back office systems, et cetera. All of that gets them basically the same network and same capabilities and same cost structure as what we have today. Then sometime over the next four to six years, they have the possibility of becoming the sixth, not the fourth, the sixth competitor in the market.
You can be sure over these next three to five years or six years, we are not going to be standing still. Four to five years from now, we will be two to three generations better than where we are today. We will have high-speed broadband gig-plus coverage across the country with our millimeter wave. We are ahead of most people and already experimenting with what 6G applications will look like."
(via Verizon's Q3 earnings call earlier this morning)
Prime Capital retweeted
๐ 9 AI stocks on my radar this week!
$NVDA $216 โ $263
$AVGO $331 โ $375
$AMD $531 โ $595
$MU $911 โ $1,100
$SKHY $141 โ $180
$IREN $26 โ $48
$BE $208 โ $255
$NBIS $164 โ $228
$CRWV $57 โ $92
AI momentum is building. ๐
๐ Like, repost, and bookmark.
๐ The next alert is coming soon!
๐ 9 AI stocks on my radar this week!
$NVDA $216 โ $263
$AVGO $331 โ $375
$AMD $531 โ $595
$MU $911 โ $1,100
$SKHY $141 โ $180
$IREN $26 โ $48
$BE $208 โ $255
$NBIS $164 โ $228
$CRWV $57 โ $92
AI momentum is building. ๐
๐ Like, repost, and bookmark.
๐ The next alert is coming soon!
๐จ Verizon just dropped a reality check on Starlink.
4โ6 years.
$300Bโ$500B in investment.
Building a nationwide mobile network is NOT easy.
Starlink has huge potential, but competing with traditional carriers is a whole different game.
The real question: Can SpaceX pull it off? ๐
Verizon's CEO said today that SpaceX will need at least 4-6 years and $300B-$500B to fully build out its @Starlink Mobile U.S. carrier network:
"Their service just can't compete with a terrestrial network. In suburban and urban areas, where 98% of our revenues are, we're somewhere between 100xโ1,000x more efficient than they are. We know exactly what they're going to do. We know who they're talking to on towers. There's no magic wand. There's no secret sauce. There's no shortcut.
They're going to look at 65,000โ80,000 macro sites. They're going to need backhaul, RAN, and a tremendous amount of spectrum. It's going to take a minimum of four to six years to fully build that out. It's going to cost hundreds and hundreds of billions of dollars, I assume somewhere between $300 billion and $500 billion.
Then they need to build retail, customer service, back office systems, et cetera. All of that gets them basically the same network and same capabilities and same cost structure as what we have today. Then sometime over the next four to six years, they have the possibility of becoming the sixth, not the fourth, the sixth competitor in the market.
You can be sure over these next three to five years or six years, we are not going to be standing still. Four to five years from now, we will be two to three generations better than where we are today. We will have high-speed broadband gig-plus coverage across the country with our millimeter wave. We are ahead of most people and already experimenting with what 6G applications will look like."
(via Verizon's Q3 earnings call earlier this morning)
๐ฅ 3 AI INFRASTRUCTURE STOCKS I'M WATCHING
$CRWV โ CoreWeave
Latest: Launched Zero Trust AI security framework (Oct 21)
Edge: Specialized AI cloud + strong enterprise demand
$IREN โ IREN
Latest: Secured license for planned 300MW AI campus in Spain (ops targeted 2028)
Edge: Power access + data center buildout + GPU expansion
$NBIS โ Nebius
Latest: Secured $3.5B Citi financing facility (Oct 22)
Edge: AI-native cloud + large-scale compute growth
Thesis: AI needs more than chips. It needs power, data centers, and cloud infrastructure.
Opportunity is huge โ but capital costs, execution, and valuation will decide the winners.
Which one has the strongest upside?
$CRWV, $IREN, or $NBIS?
#AI #Stocks #Investing
๐ 3 space stocks with different growth engines:
$ASTS โ Satellite-to-phone
Targeting initial intermittent coverage before year-end 2026 in US, Canada, Japan, UK & Saudi Arabia. 60+ operator partners (3B+ subscribers).
$SPCX โ Beyond rockets
Closed $40B debt financing for AI infrastructure + Nvidia GPUs. Starlink + launch business as the foundation.
$RKLB โ Launch + systems
98th Electron launch completed (Oct 23). Neutron first flight now targeted for 2027.
Connectivity, AI infra, and space systems could define the next decade.
Opportunity is real โ execution, valuation & capital intensity will decide the winners.
Which one has the strongest long-term potential?
#ASTS #SPCX #RKLB
$NBIS demand is getting hard to ignore.
Nebius says it could sell out its planned 2027 AI compute capacity at today's prices โ with pricing still rising and demand extending into 2028.
AI infrastructure demand isn't slowing down.
๐ $ASTS
$ASTS could be a major space-tech growth story.
60+ mobile operator partners. 3B+ subscribers represented. Initial service targeted by year-end 2026. ๐ก
I'm hunting for the next 5รโ10ร stocks before the crowd.
Follow @Prime__Capital
$ASTS
is getting closer to commercial service. ๐
60+ ground gateways. 3B+ subscribers covered by carrier partners. Initial service targeted by year-end 2026.
The next catalyst is execution, not promises. ๐
Prime Capital retweeted
Layoff Announcements in 2026:
1. UPS: 30,000 Employees
2. Oracle: 30,000 Employees
3. Amazon: 16,000 Employees
4. Omnicom: 15,000 Employees
5. Meta: 8,000 Employees
6. Microsoft: 4,800 Employees
7. Dow Chemical: 4,500 Employees
8. Cisco: Fewer Than 4,000 Employees
9. American Express: 3,840 Employees
10. Uber: 3,300 Employees
11. Renault: Up to 2,400 Employees
12. Nike: 1,400 Employees
13. General Motors: 1,300 Employees
14. Disney: 1,000 Employees
15. Citigroup: 1,000 Employees
The tech sector alone has seen 135,000 layoffs so far in 2026 across 330 companies.
Amid rising prices and AI adoption, US corporations are looking reduce expenses and increase efficiency.
Keep watching the labor market.
$NBIS
The bull case for $NBIS : AI demand.
The bear case: Debt, capex, and dilution.
Both matter.
The real question is whether future cash flow can justify today's valuation.
Bullish or bearish?
#AI #Investing







