Author discusses potential future mega-cap plays in space, robotics, quantum, and other sectors, with personal bets on RKLB and ASTS.
RKLB — LONG The author believes Rocket Lab is a future trillion-dollar play, citing space as a sector where deep technical moats matter and where an NVDA-type story could be hiding. The author sees space as a generational winner sector with real technical barriers to entry.
My personal bets for future trillion-dollar plays are RKLB and ASTTS
ASTS — LONG The author believes AST SpaceMobile is a future trillion-dollar play alongside Rocket Lab, viewing space as a sector with deep technical moats. The author sees space companies as potential generational winners similar to how NVDA emerged.
My personal bets for future trillion-dollar plays are RKLB and ASTTS
GOOGL — LONG The author views Google as the real beast in quantum computing via infrastructure and talent, and believes it is everywhere. The author calls GOOG a future 100 trillion dollar company, suggesting massive long-term upside.
GOOG is everywhere I think. It is future 100 trillion dollar company.
This Reddit post, published February 05, 2026, features u/Mr-Bond431 discussing RKLB, ASTS, GOOGL. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Mr-Bond431 · Tickers: RKLB, ASTS, GOOGL