Celestica (CLS) has seen significant gains and is mentioned in the context of companies benefiting from demand in the space economy.
Source Post
Space Stocks Are The Next Trillion Dollar Trade
Jun 11, 2026
The creator discusses the AI buildout as a major market driver, highlighting companies like Nvidia, Intel, and Micron. They also touch on infrastructure needs for AI, data centers, and the space economy, suggesting a rotation into these sectors. The creator mentions the impact of geopolitical events on commodity prices and inflation, and promotes a free report on AI stocks.
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Tickers discussed in this post
Corning (GLW) is a primary investment opportunity, benefiting from demand for optical fiber and specialty glass in data centers, space economy, and defense, with significant upside potential.
LEG has seen a 30% increase since Elliot Management mentioned it, with analysts pointing to AI integration in its workspace platform for a potential 30% upside.
The creator is uncertain about Palanteer's long-term viability as an investment, suggesting it might be more of a momentum-driven name.
Oracle beat Q4 expectations with significant cloud revenue growth and provided a strong revenue forecast for the year.
Micron is mentioned as one of the companies leading chip-driven gains in US futures due to the AI buildout.
Intel is mentioned as one of the companies leading chip-driven gains in US futures due to the AI buildout.
Nvidia is mentioned as a leader in AI development, but the creator notes that compute costs now exceed employee salaries.
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Tracked calls opened from this post
GLWbuy opened Jun 11, 2026
-14.35%