这要是成功了，SpaceX不得成拉子二号？？

2026 Alpha Thesis: Hardware Maturation + Supply Shock. 🚀⚡️ The "Promise Phase" is over. The "Deployment Phase" is here. 1️⃣ Rocket ( $RKLB, $FLY , $ASTS , $RDW): SpaceX IPO rumors = sector re-rate. Neutron launch is the value unlock. 2️⃣ CPU ( $AMD, $INTC): Cloud is crowded; the "Edge AI" PC supercycle is the volume trade. 3️⃣ DRAM ( $MU $SNDK $AMAT $ASML $TSM $LRCX): HBM is a supply black hole. Standard memory shortage = pricing power. 4️⃣ Energy ( $VST, $CEG, $BE): No power = No AI. Nuclear baseload is the new gold. The trade: Long scarcity & physical infra. 📈 #StockMarket #Investing #AI #Space

$ASTS 也分点给 $FLY $RKLB 🤤