Nvidia is mentioned as a potential client for data center capacity in the AI market.
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Blue Origin’s Explosion: What It Means for Space Stocks
Will RichMay 29, 2026
The space sector experienced a significant downturn today, with most space stocks falling sharply following a Blue Origin rocket explosion. This event, coupled with NASA mission delays, has impacted companies like Rocket Lab and AST SpaceMobile. Despite the pullback, some tech companies like Dell Technologies saw surges after positive earnings, and the broader market remains optimistic about a continued bull market.
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Tickers discussed in this post
Tesla is mentioned as a potential client for data center capacity in the AI market.
Google is mentioned as a potential client for data center capacity in the AI market.
Microsoft is mentioned as a potential client for data center capacity in the AI market.
APLD is a strong buy with $23+ billion in contracted revenue and a $14 billion market cap, despite not reporting all contracted revenue in recent earnings.
TSS I is a main focus for the next week due to its capacity in the AI infrastructure market.
Dell Technologies surged 29% after tremendous earnings beats this week, indicating strong performance.
AST SpaceMobile fell along with Rocket Lab, impacted by the broader space tech market pullback and the Blue Origin explosion.
Rocket Lab (RKLB) is expected to pull back to its moving average around $130, a potential 10% sell-down, after falling from all-time highs.
Super Micro was mentioned as continuing to surge up into the $15 levels, doing excellent in the data center market.
Oracle was mentioned as one of the companies doing alright in the data center market despite the overall sector pullback.
Broadcom was mentioned as one of the companies doing alright in the data center market despite the overall sector pullback.
Coherent (COHR) was also down about 8% today, with most of the photonics market pulling back.
Applied Optoelectronics (AAOI) pulled back significantly today, down 8.4%, and the creator is holding a small position.