12 Stocks to Buy After Meta's Space Deal
Meta signed a deal to beam solar power from space to its AI data centers because the U.S. power grid can't keep up with AI's electricity demands. Luke Lango calls this the Orbital Compute thesis: Earth is resource-bound, space is not. Here are a dozen names positioned to win.
Special Report
Strong quarter from $EME illustrates that this is, indeed, a sneaky AI winner.
The thesis here is simple. AI needs datacenters. Datacenters need massi...
Pretty strong quarter from $LMND largely reaffirms the bull thesis that Lemonade as the "AI Insurance Disruptor."
Customers +23%. Premiums +32%. Reven...
Oh, to be a fly on the wall in the next few Fed meetings...