$ASTS is expanding its Texas manufacturing capacity to support high-volume production of its next-gen Micron satellites.
The company says these will feature the largest commercial phased arrays ever deployed in low Earth orbit.
$AAPL and $INTC have reportedly reached a preliminary chipmaking agreement with Intel set to manufacture chips for Apple devices.
Six years after Apple left Intel, it may now return as a foundry partner to reduce reliance on $TSM.
Two years ago I had enough conviction that $RKLB could become the next generational compounder in my growth portfolio that I sized it at nearly 20% while it was still under $4.
$MU just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.
Micron is now officially bigger than:
• $AMD ~$710B
• $V ~$605B
• $ASML ~$597B
• $ORCL ~$562B
• $COST ~$449B
• $NFLX ~$370B