StockSnipa

Robinhood $HOOD Retirement AUC reached a record $34.5B in Q2🪶up 82% YoY Retirement accounts increased 47% to 2.15M. Assets per retirement account also climbed to a record $16,000.

Micron $MU at the KeyBanc Capital Markets Annual Technology Leadership Forum🤖 Micron says producing 100 bits of HBM3E effectively displaces ~300 bits of DDR capacity as customers are telling Micron that DRAM, not power, data centers or logic wafers, is now their #1 constraint

JP Morgan expects humanoid robot shipments to grow 100x🦾🤖 In 2025, only 18,000 humanoid robots were delivered, This number is anticipated to grow to 1.75M before 2030 $TSLA, $NVDA

The stock market shortly after open tommorow

Here’s the top 10 names I’m watching this week👀📋 1. Nvidia $NVDA (Earnings, AI🤖) 2. Iren $IREN (Earnings, AI Infrastructure🔋) 3. Marvel $MRVL(Earnings, AI🤖) 4. Rocket Lab $RKLB (Space🚀) 5. Moderna $MRNA (News, Biotech🧬) 6. Crowdstrike $CRWD (Earnings, Security🔒) 7.

When an AI infrastructure investor meets regular tech stockholders

High impact earnings week👀📆 All eyes on Nvidia $NVDA Wednesday after close, Some eyes on $CRWD, $IREN, $CRM, $MRVL

The Moderna $MRNA cashtag increased in mentions on X by 52,430%😳 On Tuesday the 18th, $MRNA was only used 39 times On Wednesday the 19th, mentions spiked up to 20,487

Nvidia $NVDA is planning to increase prices 15% across the board⬆️🏷️ They have issued warnings to major data center customers they will be increasing prices starting next year citing memory prices, The clients impacted the hardest include: - Microsoft $MSFT - Meta $META -

The average growth investor

How the stock market reacted to Moderna’s cancer news

When we add SpaceX $SPCX 2028 Capex, we are now looking at $1.4T🚀🏦 Current 2028 Capex Guide: - Amazon $AMZN $347B - Google $GOOG $400B - Meta $META $246B - Microsoft $MSFT $250B - SpaceX $SPCX $202B

Data centers have increased 3.7x in debt since March 2026🔋 The biggest contributors over last 5 months: - Broadcom $AVGO: $60-$65B - Amazon $AMZN: $53B - Oracle $ORCL: $45B-$50B - Meta $META: $41.3B - Google $GOOGL: $20B - Coreweave $CRWV: $8.5B - Vantage Data Centers: $3B

Ondas $ONDS is consolidating 15+ specialized defense and autonomy companies into a shared operating platform🚁 The portfolio now covers 4 core markets: - Aerial security - Persistent ISR - Precision strike and autonomous ground systems - The AI software stack

Coherent $COHR has begun customer sampling of its 300mm high thermal conductivity SiC substrates with leading AI semiconductor partners ⚡️🤖 The substrates are engineered to improve heat spreading by up to 25% as AI processors push toward higher power densities.

Here’s how the magnificent 7 finished the week🔴🔴🔴🟢🟢🟢🟢 This marks 6 consecutive red sessions for Nvidia Nvidia $NVDA -0.98%🔴 Amazon $AMZN -0.57%🔴 Apple $AAPL -0.63%🔴 Microsoft $MSFT +0.43%🟢 Tesla $TSLA +5.14% Meta $META +0.75%🟢 Google $GOOGL +1.22%🟢

Here’s the reasoning behind Memory stocks going vertical🧠 $MU, $SKHY, & Samsung DDR4 8GB & DDR5 16GB prices have been absolutely dead for the last 5 years, They have all recently began shifting towards HBM & the higher end DDR5 chips for AI. At the same time as the shift,

Safe to say Palantir Technologies $PLTR stands out

Did you know Golf Courses use 3x as much water as Data Centers?⛳️🔋

Walmart $WMT has said they are planning to add tap to pay💳🛒 This includes Apple Pay & Google Pay, while still supporting Samsung Pay