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Nvidia $NVDA just announced that SoaceX $SPCX will deploy Vera CPU’s to their Agentic applications🤖➡️🚀 They are planning to: - Expand Grok AI Infrastucture - Build the first Starmind Satellite They are actively building AI infrastucture preparing for Orbit.

UBS has upgraded Celestica $CLS ⬆️💰 They have upgraded their rating from neutral to buy while raising their price target to $430 They have cited a strong demand for Ethernet rising positioning Celestica perfectly

Kratos $KTOS will be providing Spartan J85 Turbojet engines for Boeing💨🔥🛩️ This will be apart of Boeing’s JDAM LR production contract This engine is most commonly powers the Kratos MK1 fire jet drone, one of their top products that they have already been heavily focused on,

Scott Bessent trying to get 30 year yields below 5%

Nancy Pelosi just disclosed a massive position increase in Bloom Energy $BE ⚡️ - She added 15,000 common shares - She also purchased calls worth up to $500K expiring 6/17/2027

The magnificent 7 has started the week off on a mixed note🔴🟢🟢🟢🔴🔴🟢 Nvidia $NVDA -2.44%🔴 Amazon $AMZN +0.79%🟢 Apple $AAPL +0.72%🟢 Microsoft $MSFT +0.04%🟢 Tesla $TSLA -2.92%🔴 Meta $META -0.48%🔴 Google $GOOGL +0.37%🟢

One of the Cancer Vaccine trial patients loaded up on Moderna $MRNA stock💉 Greg Byrne, an 87 year old melanoma survivor, has been cancer free for 2 years after recieving the experimental vaccine While he was going through the experiment, he bought Moderna stock, last week the

Wells Fargo has upgraded Marvell Technologies $MRVL ⬆️🤖 They have raised their price target to $310 from $240 while maintaining their overweight rating They believe last weeks Google announcement (Granting Google the ability to purchase 7% of the company at a discounted rate)

Cyberleek has hacked GTA 6, and issued $TTWO a ransom🚨 It still remains unknown if Cyberleek is one person, a team of hackers, or even an insider Cyberleek has able to breech and access the full game around August 19th, Cyberleek has since proved they have access and leaked

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