LikeFolio Weekly Roundup

Quantum Stocks Just Exploded — Too Late to Play?

Quantum stocks ripped higher this week. RGTI, QBTS, IONQ, and IBM all caught aggressive bids as headlines around quantum breakthroughs and government contracts flooded the tape.

If you were positioned ahead of the move, congratulations. If you weren't, it's not too late — but several names have already blown past our near-term price targets.

We broke down the LikeFolio data across four tickers.

Two still have real upside to our targets. Two are trading in momentum overshoot territory.

And the most interesting risk/reward in the group might surprise you.

→ Read the full quantum breakdown

LikeFolio Weekly Roundup: The Next Digital Empire

SpaceX, Amazon, and Google are all racing toward the same massive AI infrastructure opportunity…

SpaceX is pulling space infrastructure into the mainstream investment conversation. Amazon is racing to own the connectivity layer that powers it. And Google is rebuilding the internet itself around AI agents that work on your behalf instead of simply showing you links.

Different companies. Same mega trend.

The biggest winners over the next decade likely won't just sell products. They'll control the platforms, data, infrastructure, and AI ecosystems everything else runs on. That's where capital is flowing. And this week gave us another clear glimpse of where the world is heading next.

Infinite Hold Updates

Tesla's (TSLA) SpaceX Halo Effect

For years, SpaceX has been one of the most valuable private companies on the planet. Ordinary investors could only watch from the sidelines while insiders captured the upside.

That may finally be changing.

According to reports, Elon Musk's SpaceX is preparing for a potential IPO as soon as June — with some estimates floating around a staggering $2 trillion valuation. If that happens, it would instantly become one of the biggest and most talked-about public offerings in market history.

Most investors are focused on what the IPO could mean for the space sector. We think they may be missing the bigger story.

Because a successful SpaceX debut would not just validate one company. It would validate Elon Musk's entire ecosystem of AI, robotics, autonomy, satellites, energy, and infrastructure plays that many investors still underestimate.

Tesla included.

We've already seen how powerful the Musk halo effect can become. Every major SpaceX milestone — Starlink growth, Starship launches, reusable rocket breakthroughs — tends to reignite excitement around Tesla as investors reconnect with the bigger long-term vision behind Musk's companies.

And this moment feels especially important.

Tesla is entering the next phase of its story. The market is slowly shifting away from viewing Tesla as "just a car company" and toward what it is actually becoming: a real-world AI and robotics platform with massive data advantages.

A blockbuster SpaceX IPO could accelerate that shift in perception very quickly.

Meanwhile, Tesla's Social Heat Score remains bullish, confirming that consumer and investor interest around the company continues to hold strong even through volatility.

The way we see it, the SpaceX IPO is not a separate story from Tesla. It is part of the same mega trend.

Amazon (AMZN) Wants a Piece of the SpaceX Boom

The SpaceX IPO story is reminding investors of something important: the next generation of tech winners will not just dominate software or devices. They will control infrastructure.

That shift is exactly why we continue watching Amazon (AMZN) so closely.

This week, Amazon quietly scored a major win in the satellite race after Delta Air Lines (DAL) defended its decision to choose Amazon's new LEO satellite network over Starlink for future in-flight connectivity.

Delta says Amazon's network offered lower pricing and stronger entertainment capabilities — including streaming, gaming, and live video support for passengers. In other words, Amazon is not just trying to launch satellites into orbit. It is trying to build a full consumer ecosystem around connectivity.

Amazon has spent years building massive infrastructure layers most consumers never fully see — AWS cloud computing, logistics networks, AI chips, warehouses, robotics, and now low-earth-orbit satellite communications through Project Kuiper.

As SpaceX pushes space further into the mainstream investment conversation, investors may start paying closer attention to the companies building alongside it. Amazon is one of the few giants with the capital, engineering talent, and long-term ambition to compete at scale in this next wave of infrastructure.

The key takeaway is not "Amazon versus SpaceX." Both companies are helping accelerate the same mega trend: a future where space-based connectivity becomes part of everyday life.

Google (GOOGL) Wants to Reinvent the Internet Again — with AI Agents

Amazon is building that infrastructure in orbit. Google is trying to rebuild the experience sitting on top of it.

This week, Google made its biggest AI push yet — making it harder to separate the company from the future of how people search, shop, work, create, and interact with the internet itself.

At this week's I/O conference, Google rolled out a wave of new AI products that push Gemini far beyond a chatbot. The company is turning AI into a full operating layer across Search, YouTube, Docs, Chrome, Android, and Google Cloud.

The biggest announcement may have been the complete overhaul of Google Search. AI Mode now has more than 1 billion monthly users, and Google is rebuilding Search around conversational AI, real-time agents, and personalized workflows.

In plain English, Google wants users spending less time clicking links… and more time living inside its AI ecosystem.

The company also unveiled "Search agents" that can monitor the web 24/7 on your behalf, new AI-powered shopping and booking tools, voice-driven productivity features inside Docs and Gmail, and "Gemini Spark" — a personal AI agent designed to handle long-running tasks in the background.

Meanwhile, the infrastructure behind all this keeps scaling at an incredible pace.

Google says it now processes more than 3.2 quadrillion AI tokens per month across its products — up 7x year over year. The company expects to spend roughly $180-$190 billion this year building out AI infrastructure and next-generation TPUs — Google's custom AI chips that train and run Gemini models faster and more efficiently than traditional hardware.

Wall Street still tends to value Google like a search and advertising company. What we're watching emerge is something much bigger — an AI platform embedded into the daily digital habits of billions of people worldwide.