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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

DDR4 memory demand eases while NOR flash continues to expand🧠 While DDR4 demand is easing, NOR flash demand is expected to maintain growth through 2028

BMO Capital has initiated an overweight rating on Broadcom $AVGO 🎯👀 They have set their first price target at $455 They have said they view them as a leader of custom AI accelerators along with high speed networking infrastructure

It’s crazy to think people used to extract gold from RAM only a few years ago…

Would you rather have $900M now (one time or $1M a week?

Robinhood $HOOD is up 12% today🪶✅ Recently they have announced they will be participating in tax advantage Trump accounts

Here’s how the magnificent 7 opened this morning🟢🔴🔴🟢🟢🟢🟢 Nvidia $NVDA +0.30%🟢 Amazon $AMZN -0.80%🔴 Apple $AAPL -1.15%🔴 Microsoft $MSFT +0.42%🟢 Tesla $TSLA +1.10%🟢 Meta $META +0.85%🟢 Google $GOOGL +0.38%🟢

Tempus AI $TEM sees a reimbursement driven path to push average selling prices from roughly $1,850 to more than $2,600, representing 40%+ upside over the next several years 💊🤖

The magnificent 7 closed the day trading lower🔴🔴🔴🔴🔴🔴🔴 Nvidia $NVDA -0.33%🔴 Amazon $AMZN -2.16%🔴 Apple $AAPL -1.75%🔴 Microsoft $MSFT -0.47%🔴 Tesla $TSLA -1.71%🔴 Meta $META -0.04%🔴 Google $GOOGL -1.17%🔴

Here’s Target $TGT compared to Walmart $WMT revenue growth🛒 2018: $72.7B 2019: $75.4B 2020: $93.6B 2021: $93.6B 2022: $106B 2023: $109.1B 2024: $107.4B 2025: $106.6B 2026: $104.8B (est) Compounded annual growth rate: 4.5%

Here’s how much revenue Walmart $WMT has earned every quarter🛒 2018: $500.3B 2019: $514.3B 2020: $524B 2021: $559.2B 2022: $572.8B 2023: $611.3B 2024: $648.1B 2025: $681B 2026: $713.2B (est) Compounded annual growth rate: 4.4%

Rocket Lab $RKLB has now launched 93 Electron Rockets🚀 They also deployed a QPS-SAR Earth imaging satellite for iQPS

Google $GOOGL has built a new custom AI chip dedicated to Waymo Robotaxis🚗🤖 They have assembled one of the most elite chip making teams of all time, The partners include: - Nvidia $NVDA - Advanced Micro Devices $AMD - Taiwan Semiconductor $TSM - Sandisk $SNDK - Micron

Cerebras $CBRS is expanding its European inference footprint through a new partnership with London based Callosum 🤖🇪🇺 Cerebras capacity will become directly accessible through Callosum APIs, following Cerebras’ announcement last month of 200 MW of European AI compute capacity.