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Even with a massive $5.8T market cap, Nvidia $NVDA could buy back 20% of the shares by 2030 Buybacks remain small through 2025, then accelerate sharply by $900B from 2027 to 2030

Micron $MU is more profitable than Amazon, Meta, AMD, & Tesla combined🧠 Micron $MU: $51B Amazon $AMZN: $25B Meta $META: $19B AMD $AMD $3.6B Tesla $TSLA $0.78B

How AI agents will handle the first real market pullback

Shield AI, AI piloted VTOL fighter Flight testing is planned to begin in 2026, followed by production in 2029🤖 Shield targets 1,000 nautical miles of combat radius, internal weapons up to the 2,000lb class & 80 kW of electrical power for EW, radar & ISR systems.

Rocket Lab $RKLB satellite launches are growing faster than their manufacturing market value Satellite deployments have increased 162% Manufacturing market has increased 52%

Rocket Lab $RKLB satellite launches are growing faster than their manufacturing market value Satellite deployments have increased 162% Manufacturing market has increased 52%

$HIMS quarterly cash pay GLP-1 growth is stronger than overall obesity prescription growth💊 This includes Wegovy, Zepbound, and Foundayo

Here’s how the magnificent 7 closed today🔴🟢🔴🔴🔴🟢🔴 Nvidia $NVDA -0.72%🔴 Amazon $AMZN +0.21%🟢 Apple $AAPL -2.66%🔴 Microsoft $MSFT -0.05%🔴 Tesla $TSLA -1.29%🔴 Meta $META +3.24%🟢 Google $GOOGL -0.53%🔴

SpaceX $SPCX Starship Rocket has reached orbit for the first time🚀 This is the undoubtably the most relevant starship test, Starship just proved it can: - Reach Orbit despite a raptor engine shutting down - First Orbital Insertion (burned one engine to make up for lost

Here’s this weeks earnings schedule📆 All eyes on $MU $NKE

UBS has initiated coverage on $CIFR with a $23 price target & a buy rating Their main reasoning behind opening coverage is due to their remaining compute. They will have a 4.6GW pipeline after 2.5GW expansion, the market might not be pricing this correctly

Trump has been trading Moderna $MRNA Here’s the timeline of his personal purchases: March 2, 2026: Purchased common shares valued between $15,001 & $50,000 March 17 2026: Purchased shares worth between $1,001 & $15,000 May 18 2026: Partial sell valued between $1,001 &

Moderna $MRNA will present their phase 3 melanoma data at ESMO 2026 on 8/24 They are also expected to present: - Cancer Phase 1 Data - Phase 3 results from high risk

SpaceX $SPCX Grok 4.7 at the same base API pricing as Grok 4.6🤖 Pricing starts at $2/M input + $6/M output tokens, while SpaceXAI also offers a fast variant with 2x output speed for 2x the price.

Rothschild & Co has also initiated coverage on Coreweave $CRWV with a Sell rating They have assigned a $54 price target implying significant downside They have cited the following concerns: - Pipeline Execution & Conversion Risk - Credit markets pricing in additional risk

How $AMD investors are moving today

Advanced Micro Devices $AMD has crossed a few milestones this morning: - New all time high - $1T Market Cap - Crossed $600 The stock is up on news that there’s a potential 10% increase in prices across the board

Rothschild has initiated coverage on Nebius $NBIS with a sell rating They have assigned a $84 price target They believe the current valuation is “over optimistic”. They have said they are anticipating a compute repricing event. Other concerns include: - Credit Market

Here’s how the magnificent 7 has started off trading this week🟢🟢🔴🔴🟢🟢🟢 Nvidia $NVDA +0.74%🟢 Amazon $AMZN +0.73%🟢 Apple $AAPL -0.79%🔴 Microsoft $MSFT -0.28%🔴 Tesla $TSLA +2.64%🟢 Meta $META +5.13%🟢 Google $GOOGL +1.16%🟢