See every stock we’re watching next week:
Momentum members get our 3 top stock breakdowns every week — covering the biggest moves across:
AI
semiconductors
data centers
power demand
networking
high-growth tech
This week, we were watching GoPro, Inc. (GPRO).
The stock is up well over 180% this week after GoPro announced a merger agreement with Starman Optical, a U.S.-based optical-photonics company.
Most traders still think of GoPro as the action camera company behind the HERO brand, but this deal could give the company a very different angle: optics, imaging, defense, aerospace, and AI data center infrastructure.
GoPro’s story is now tied to areas like:
Action cameras
Subscription and cloud services
AI content licensing
Optical transceivers
AI data center infrastructure
Defense, government, robotics, and aerospace
This is not a clean growth story yet.
GoPro recently reported $105M in quarterly revenue, down 31% year over year, but subscription and service revenue rose 11% to $29M, including $2M from AI content licensing.
The reason the stock moved is not the core camera business.
It is the potential reset.
The Starman deal is expected to add U.S.-made optical transceiver technology to GoPro’s portfolio, which could push the company into markets tied to AI infrastructure, optics, national security, and advanced imaging.
Why We Are Watching:
GPRO gives investors exposure to a highly speculative AI infrastructure pivot.
The key risk is that the merger still needs to close, the core camera business has been under pressure, and this is still a small-cap turnaround story.
But the setup has changed.
If the deal goes through, GoPro could move from being viewed as a struggling consumer camera company to a more diversified optics and imaging company with exposure to AI data centers and strategic U.S.-made hardware.
Want our list for next week?
Momentum members get our 3 favorite stock breakdowns every week — plus the full Sunday research map covering the biggest themes across AI, semiconductors, data centers, power demand, networking, and high-growth tech.
Disclaimer: Momentum is for educational and research purposes only. Nothing in this email is financial advice, a buy/sell recommendation, or a trade alert. Please do your own research before making any investment decisions.