Balancing High-Growth Potential with Capital Dilution ​Intuitive Machines (LUNR) has successfully shifted from a high-risk startup to a Lunar Infrastructure Prime, backed by a $943M backlog and a strategic pivot toward high-margin data services via the Lanteris acquisition. While the trajectory toward positive Adjusted EBITDA in 2026 is clear, the current stock price reflects a "perfection premium" that overlooks recent share dilution.Read more

Credo is trying to turn a business built on faster, lower-power copper data‑center cables into a full optical connectivity player by buying DustPhotonics, setting up a direct fight with Marvell for the next wave of AI networking. The upside hinges on Credo pulling off a tough integration while reducing its reliance on one major customer before competitors and shifting data‑center designs catch up.Read more

Marvell is moving from being a behind-the-scenes chip supplier to a key builder of the high-speed “plumbing” that lets giant AI systems work together, helped by a deep tie-in with NVIDIA and a possible second anchor customer in Google. The catch is that the business is already expected to deliver near-perfect execution, and any slip in big cloud spending or a major customer shift could quickly change the story.Read more