"Trade Radar" is a new weekly column featuring the latest market trends and trading prospects. It provides concise and relevant insights to help you navigate the market effectively.

Important: The stocks in this article are intended for educational discussion only and should not be taken as investment advice. For personalized advice, please consult a financial expert.

1. Space Concept Stocks: NVIDIA and SoftBank Pilot First AI and 5G Telecom Network

NVIDIA Corporation(NVDA.US) and SoftBank have initiated a pilot run of the first AI and 5G telecom network using the NVIDIA AI Aerial platform, potentially unlocking billion-dollar AI revenue streams for telecom operators. SoftBank's telecom division plans to build Japan's most powerful AI supercomputer to support a wide range of local services.

Additionally, due to his full support for Trump in the recent election, Elon Musk is expected to head the proposed government efficiency department. Given SpaceX's dependence on regulations, subsidies, and policies, investors anticipate that space concept stocks might benefit from a friendlier regulatory environment under the new administration.

Relevant Stocks:

• Rocket Lab: SpaceX Rival Secures Satellite Operator Service Agreement

Rocket Lab USA, Inc. - Common Stock(RKLB.US), an aerospace manufacturing and satellite launch service provider, is preparing to launch a reusable medium-lift launch vehicle named Neutron. The company has secured a multiple-launch service agreement with a commercial satellite operator. 

Rocket Lab disclosed better-than-expected Q3 financial results, with revenue of $105 million, a 55% increase year-over-year, and a net loss of $51.94 million, surpassing expectations. The company projects Q4 revenue between $125 million and $135 million, with analysts' estimates at $122 million. Roth MKM analysts have raised their target price from $7 to $25 post-earnings.

• AST SpaceMobile: Collaborating with Telecom Giants

AST SPACEMOBILE INC(ASTS.US)  is a satellite design and manufacturing company building a space-based cellular broadband network. The company plans to collaborate with telecom operators like AT&T Inc.(T.US),  Verizon Communications Inc.(VZ.US), and Vodafone to deploy over 5,600 base stations, aiming for 100% 5G coverage across the United States.

• Destiny Tech100: 38% of Assets in SpaceX Stock

Although Elon Musk's space exploration company SpaceX remains private, Destiny Tech100 Inc.(DXYZ.US) is a non-diversified, closed-end managed investment fund. According to their filings, as of the end of June, the fund reported a net asset value of $56 million, with roughly 38% of its assets invested in SpaceX.

Risk Warning: Increasing Market Competition; Satellite Launch Risks

2. Cryptocurrency Stocks: Bitcoin Surges Past $93,000 Amid Supportive U.S. Congress

Bitcoin soared past $93,000 on Wednesday, marking a more than 30% increase since the U.S. election, continuing the upward trend following Trump's election victory. President-elect Trump is reportedly preparing to adopt a more lenient stance on cryptocurrencies, seeking to appoint crypto-friendly individuals to key positions within various financial regulatory agencies, including the SEC.

Analysts predict that with Trump controlling both houses of Congress, there will be greater legislative support for favorable cryptocurrency regulations. Trump and his congressional allies have previously supported the establishment of a national Bitcoin reserve.

Bitcoin options traders are now eyeing this primary cryptocurrency's $100,000 milestone price. Data from the cryptocurrency options exchange Deribit indicates that investors are betting on Bitcoin surpassing this milestone by year-end.

According to FactSet data, BlackRock's Bitcoin IBIT fund saw approximately $1 billion in inflows last week, with assets under management totaling $34.3 billion.

Relevant Stocks：

• MicroStrategy: Bitcoin "Big Whale" Increases Holdings by 27,000 BTC

MicroStrategy Incorporated Class A(MSTR.US), the largest corporate holder of Bitcoin, announced that between October 31, 2024, and November 10, 2024, the company purchased approximately 27,200 Bitcoins for about $2.03 billion in cash, including fees and expenses, at an average price of $74,463 per Bitcoin. As of November 10, the company and its subsidiaries hold approximately 279,420 Bitcoins, acquired for a total of approximately $11.9 billion, with an average price of about $42,692 per Bitcoin (including fees and expenses). As of November 10, the company's Bitcoin holdings have yielded a 26.4% return year-to-date.

Risk Warning: Potential Cryptocurrency Price Decline; Regulatory Risks