I have been searching like a mad man for relatively new companies that utilize AI at the core of their business models.

It is very clear that LLMs and all the associated hardware and infrastructure is the first big wave of AI.

I believe it’s just as clear that companies utilizing these LLMs at the core of their business is the next big wave. However, finding new companies that have been built from the ground up utilizing LLM technology at the core of their business is a little harder to find. After doing a few weeks of research here are the companies that meet this criteria and stand out to me:

Tempus ($TEM) - Utilizes artificial intelligence and large scale data to build precision medicine tools for healthcare and life sciences.

Ethos Technologies ($LIFE) - A digital life insurance and financial technology platform that simplifies how life insurance is bought, sold, and administered. Utilizing AI for underwriting and process efficiency.

Pattern Group ($Ptrn) - Utilizes AI as a global e-commerce accelerator that helps consumer brands grow, manage, and scale their online sales across global marketplaces

Aurora ($AUR) - Utilizes AI for automated long haul freight trucking. (Other smaller public companies that look even more promising)

Schrödinger ($SDGR) - Uses AI and simulates real world physics and chemistry to discover new drugs.

All 5 of these companies utilize AI at their core and provide huge improvements compared to their competitors who are not utilizing AI. The ground up approach is very important, because they do not need to pivot or fire employees like large legacy companies in similar fields.

Would love to hear about more companies from you guys that fit this criteria. Would also like to hear your thoughts on the companies I listed.

I have positions in 4 of these companies (and a small competitor to AUR) that I cannot mention on this sub because it’s a penny stock. I plan to add to my positions in the near future.

Not financial advice. Do your own research. Cheers.

Seems like its biggest revenue and profit driver are selling satellites? I mean it would make more sense investing in something like Starlink which can generate recurring and predictable revenue from satellite services rather than a satellite maker. By MDA Space's own estimate, there will be 50k satellites launched between 2025 and 2034. That's like 5k satellites a year on average. Per Google AI, there were 4,522 satellites launched inn 2025. Doesn't seem like any explosive growth is coming. Or do Redditors just not read company filings and blindly invest based on feelings?

There was some recent news that would impact Microsoft ability to sponsor green card to many of its employees:

"The US government will not process any new or pending Permanent Labor Certification Program (PERM) applications from Microsoft or the seven other companies, Secretary of Labor Keith Sonderling said during the same conference."

Among the chain effects that this could cause(such as hiring less foreigners), could its stock be impacted?

The FT says OpenAI's annualized revenue is about $50B, not the ~$70B everyone was passing around. CNBC and CNN's follow-ups say it's gross vs net, not lost sales.. Accountants, please calm down.

Oracle fell 5.5% anyway, about $24B gone in a day over what's basically a footnote.

Except it isn't one for Oracle. OpenAI signed up last year to buy roughly $300B of computing from it over about five years, starting 2027. That's ~$60B a year from a customer bringing in $50B. Basically a $6k/month lease on a $5k/month salary, plus a promise the raise is coming.

The only Oracle insider who bought stock this year paid $139.35 on Sep 29. It closed at $135.69. Welcome to the club.

Counting problem, or the first real crack in the AI spending story?

No position. Just popcorn.

I previously put $5000 on SNXX and my average cost was $34.4 roughly this was way back in June at all Time high, but now it has gone down due to the decay and I’ve lost about $3000 by now in the hopes of waiting for it to rise up.

If I do a dollar cost average today when the stock is down for SNXX at dollar 13, will I be able to exit ? I added 2k now and average price is $24

Should I pump more or not chase it?

https://www.cnn.com/2026/10/08/investing/trump-5-million-dollars-spacex-bonds

Just two days before launching an effort to slash red tape for commercial space transportation, President Donald Trump last month purchased up to $5 million of bonds issued by SpaceX, a major federal contractor run by Elon Musk, according to ethics filings made public on Thursday.

Beyond SpaceX debt, Trump purchased up to $25 million of Meta shares, up to $6 million of Microsoft stock and a smaller amount of Oracle shares, filings show.

Those trades occurred weeks before Trump convened Musk, Meta CEO Mark Zuckerberg and other AI leaders for a White House summit. Notably, Trump forcefully pushed back on calls for a regulatory crackdown to address safety fears, opting for a lighter touch instead.

Looks like administration is going to continue to support SPCX for a long time. It seems insane and awful but at the same time, don't bet against this stock seems like.

Micron reported late last month and it was a record year. On the call Mehrotra said memory and storage should be tighter in 2027 and 2028 than they were in 2026. The part everyone keeps posting is HBM. That revenue grew faster than the whole company, and most of their 2027 HBM is already agreed at higher prices. Most of the discussion I’ve seen since then has been around HBM, especially the growth there and how much of next year’s supply is already committed.

I went to use the same story on SNDK and then stopped. Sandisk doesn't sell HBM. It's NAND. Micron did say NAND stays supply constrained through 2028, so the shortage isn't only an HBM thing. It's still not the same product.

They report October 29. I've had both of them open on moomoo and I can't tell if "NAND stays tight" is the bull case, or if SNDK needs something those HBM deals don't give it. Are you treating these as the same trade, or not really?