James Carter retweeted
π All 3 AI infrastructure stocks are performing strongly today!
$CRWV
$NBIS
$IREN
AI infrastructure remains a trend I'm watching closely. The biggest opportunities often come from spotting the trend early.
π Stay ahead of the crowd.
Like, repost & follow me for more stock ideas.
π¨ Cramer is raising concerns about the neocloud trade.
$CRWV
$NBIS
$IREN
The biggest risk isn't demand for AI β 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. π
π All 3 AI infrastructure stocks are performing strongly today!
$CRWV
$NBIS
$IREN
AI infrastructure remains a trend I'm watching closely. The biggest opportunities often come from spotting the trend early.
π Stay ahead of the crowd.
Like, repost & follow me for more stock ideas.
π¨ Cramer is raising concerns about the neocloud trade.
$CRWV
$NBIS
$IREN
The biggest risk isn't demand for AI β 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. π
James Carter retweeted
π $SOFI is making a statement.
π Shares are up 13.21% intraday to $16.37.
Q3 revenue surged 44% YoY to $1.39B.
Membership growth hit a record.
Management raised its 2026 outlook.
The market is rewarding growth β but can SoFi sustain the momentum?
I'm watching closely.
Like, repost & follow me for more market opportunities. π₯
James Carter retweeted
π $CRWV is thinking bigger than data centers.
π©π° Most of its planned 22.5 MW capacity in Copenhagen is now online.
π Its Global AI Network is expanding into Asia and the Middle East, with a full network loop targeted for mid-2027.
The bigger opportunity? Connecting AI compute globally and capturing demand for inference and regional AI infrastructure.
The expansion is real. Profitable growth is what matters next.
I'm watching $CRWV closely. π
Follow me for more early opportunities.
π $CRWV is thinking bigger than data centers.
π©π° Most of its planned 22.5 MW capacity in Copenhagen is now online.
π Its Global AI Network is expanding into Asia and the Middle East, with a full network loop targeted for mid-2027.
The bigger opportunity? Connecting AI compute globally and capturing demand for inference and regional AI infrastructure.
The expansion is real. Profitable growth is what matters next.
I'm watching $CRWV closely. π
Follow me for more early opportunities.
James Carter retweeted
π¨ Cramer is raising concerns about the neocloud trade.
$CRWV
$NBIS
$IREN
The biggest risk isn't demand for AI β 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. π
π¨ Cramer is raising concerns about the neocloud trade.
$CRWV
$NBIS
$IREN
The biggest risk isn't demand for AI β 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. π
James Carter retweeted
π 9 AI stocks on my radar this week!
$NVDA $216 β $263
$AVGO $331 β $375
$AMD $531 β $595
$MU $911 β $1,100
$SKHY $141 β $180
$IREN $26 β $48
$BE $208 β $255
$NBIS $164 β $228
$CRWV $57 β $92
AI momentum is building. π
π Like, repost, and bookmark.
π The next alert is coming soon!
James Carter retweeted
π¨ Verizon just dropped a reality check on Starlink.
4β6 years.
$300Bβ$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? π
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 100xβ1,000x 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 65,000β80,000 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)
James Carter retweeted
π₯ 3 AI INFRASTRUCTURE STOCKS I'M WATCHING
$CRWV β CoreWeave
Latest: Launched Zero Trust AI security framework (Oct 21)
Edge: Specialized AI cloud + strong enterprise demand
$IREN β IREN
Latest: Secured license for planned 300MW AI campus in Spain (ops targeted 2028)
Edge: Power access + data center buildout + GPU expansion
$NBIS β 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 β but capital costs, execution, and valuation will decide the winners.
Which one has the strongest upside?
$CRWV, $IREN, or $NBIS?
#AI #Stocks #Investing
$ASTS
: Literally the entire world is looking to diversify away from Starlink and all of the major mobile network operators around the world are already working with
@AST_SpaceMobile
. Somehow, today the company is only worth 15B. π€¦ββοΈ
π $ASTS
$ASTS could be a major space-tech growth story.
60+ mobile operator partners. 3B+ subscribers represented. Initial service targeted by year-end 2026. π‘
I'm hunting for the next 5Γβ10Γ stocks before the crowd.
Follow @Prime__Capital
$ASTS
The next telecom giant may come from SPACE.
$ASTS is aiming to connect the world from orbit. π
Massive upside. Execution is everything.
#ASTS #SpaceTech
James Carter retweeted
π 3 space stocks with different growth engines:
$ASTS β Satellite-to-phone
Targeting initial intermittent coverage before year-end 2026 in US, Canada, Japan, UK & Saudi Arabia. 60+ operator partners (3B+ subscribers).
$SPCX β Beyond rockets
Closed $40B debt financing for AI infrastructure + Nvidia GPUs. Starlink + launch business as the foundation.
$RKLB β 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 β execution, valuation & capital intensity will decide the winners.
Which one has the strongest long-term potential?
#ASTS #SPCX #RKLB










