When Quiet Plumbing Powers Loud AI Profits

You know that friend who never posts but somehow runs the group chat? That’s the stock we’re following today.

The market’s paying up for the vendors wiring AI servers together, and the setup still looks… intriguing. Let’s talk where the juice, and the risk, is.

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AST SpaceMobile | ASTS

Price: $49.38

Space-to-phone internet without a dish is a killer headline. ASTS says U.S. service starts later this year, then expands globally via carrier partners that touch ~3B customers.

If even a slice pays $10/month, the revenue math gets large in a hurry.

The catch is that constellations aren’t cheap. Capex is heavy, more satellites are needed (45–60 by 2026), and the company just raised $575M in converts to keep building.

The stock now prices a lot of future execution, launch cadence, regulatory approvals, network reliability, and unit economics all have to line up.

Why it matters to you: Potentially huge TAM, binary-ish path.

If you play it, size it like a venture bet and expect turbulence around launches and financing.

Just make sure you have some risk management in place in case the bottom falls out.

SoFi Technologies | SOFI

Price: $28.12

Lower rates + a broader product shelf = a nicer backdrop for this digital bank.

Q2 showed total adjusted revenue up 44%, lending up 30%, and credit trends improving (charge-offs and 90-day delinquencies easing).

Non-lending flywheels of deposits, checking/savings, brokerage, and tech platform will help smooth the cycle.

I’m watching how net interest margin reacts as cuts roll through, credit normalization in personal loans as vintages season, and whether fee businesses keep taking mix from lending.

Shares have doubled YTD, so execution needs to keep beating the tape to defend the multiple.

Why it matters to you: If you want a rates-sensitive compounder with fintech upside, SOFI is back on offense. I like adding on pullbacks as long as credit stays contained.

Given the large run in the stock year-to-date, you might want to be careful, but momentum is clearly on our side here.

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Procter & Gamble | PG

Price: $152.16

The staples stalwart just announced ~7,000 job cuts aiming for $1.5B in annual savings by 2026.

Investors flinched, but here’s the tension: operationally, EPS is solid, pricing power is intact in many categories, and the dividend aristocrat streak keeps rolling.

This is either smart housekeeping ahead of a slower consumer, or early smoke around margin pressure.

Near term, the market may keep fading every rally while it waits to see if volumes stabilize without promo bloat.

With shares down YTD and ~2.8% yield, you’re getting paid to wait, but it’s not a set it and forget it play either.

Why it matters to you: PG is the portfolio’s seatbelt. If you believe the cost actions are proactive, not reactive, nibbling here for ballast makes sense.

If you want offense, look elsewhere.

Astera Labs | ALAB

Price: $200.55

If GPUs are the rockstars, high-speed connectivity is the sound crew. Astera’s quarter backed the hype: EPS $0.44 beat, revenue up ~150% y/y, and guidance still pointing north.

The story is simple and spicy, with PCIe/CXL data, memory, and network links are must-have as AI racks get denser.

That’s why the stock is up ~70% YTD and trades like a momentum darling.

Two realities to hold at once: (1) demand tailwinds as Blackwell-class builds proliferate and CXL memory pooling becomes mainstream; (2) a valuation that already assumes a lot, plus visible insider selling and a wide analyst target range.

Execution has to stay crisp as PCIe Gen6/CXL 3.0 roll in and bigger incumbents (think Broadcom/Marvell) guard share.

Why it matters to you: This is AI with torque. Great if you can stomach volatility and keep time horizons measured. I’d scale in on red days, not chase green candles.

AI’s enablers (ALAB) are still printing enviable growth, but the bill for perfection is steep. Space-to-phone (ASTS) sits at the intersection of wow and show me.

Fintech with a real balance sheet (SOFI) benefits as the rate tide recedes. 

And your pantry king (PG) reminds us even blue chips need tune-ups.

You don’t have to buy everything, just the names where the next 12 months of execution can outrun the valuation you’re paying today.

Stat of the Day: $7.7 trillion cash

Money market fund assets hit a record $7.7T, roughly triple in eight years. That’s a lot of dry powder earning a yield, and a potential buyer base if risk assets keep acting right.