$Quantinuum(QNT)$   🚀 Wall Street Turns Bullish on Quantinuum: Wall Street is becoming increasingly optimistic on Quantinuum ($QNT), with several analysts launching coverage and projecting significant upside as the quantum computing industry moves closer to commercial adoption. Craig Hallum, Cantor Fitzgerald, Rosenblatt, and Needham all initiated Buy ratings, citing Quantinuum’s full stack technology, trapped-ion architecture, and strong execution. Price targets range from $90 to $155, implying potential upside of as much as 112% from recent trading levels. Analysts also expect higher-margin software and services to become a key growth driver, while the company’s roadmap, including its Helios system and next generation Apollo quantum co

$SanDisk Corp.(SNDK)$   $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround

$Zeta Global Holdings Corp.(ZETA)$   $ZETA: Profitable AI Leader with 45% to 60% Upside Potential: $ZETA is taking a major step forward by rebuilding its Data Cloud on Palantir’s Foundry platform, with its flagship agentic AI engine, Athena, running natively on the infrastructure. CEO David Steinberg expects the seven-year partnership to generate more than $100 million in incremental annual revenue over time. At around $18.90, Wall Street’s consensus price target of $28 to $30 implies 45% to 60% upside, suggesting the stock may be undervalued despite continued business momentum. Key investment highlights: • Profitable growth: Unlike many AI and SaaS peers, Zeta is consistently profitable with strong cash generation. Q1 2026 EPS of $0.17

$CoreWeave, Inc.(CRWV)$   $CRWV: Strong AI Growth Story Despite Healthy Pullback: Amid the broader June pullback across U.S. semiconductor and high-growth tech stocks, $CRWV has retraced from its all-time highs and is now consolidating on low volume within the key $97-$105 support zone, with a market capitalization of approximately $53.9B. Around 61.5% of Wall Street analysts maintain Buy ratings, viewing the recent weakness as an attractive long-term entry opportunity. Strong fundamentals remain intact, supported by catalysts such as its Nasdaq-100 inclusion and the major Backblaze partnership. For investors with a 2-3 year AI investment horizon, gradually building a position near current levels offers an appealing risk-reward setup. K

🚀$Ondas Holdings Inc.(ONDS)$   $ONDS June Defense Momentum Accelerates: $ONDS announced more than $40 million in fresh defense awards during June, spanning counter-drone technologies, loitering munitions, autonomous ground platforms, and defense support services. With these additions, second-quarter bookings have surpassed $150 million, highlighting strong and growing demand from international government and defense customers for Ondas’ expanding portfolio of autonomous defense solutions. @Tiger_comments @TigerStars @Tiger_Newspress

🚀 $CRWV: Index Inclusion, AI Infrastructure Leadership and a Clear Path to Massive Scale: $CRWV officially joins the Nasdaq-100 on June 22, creating one of the strongest near-term catalysts in the market. Just 15 months after its IPO, CoreWeave has earned a spot in both the Nasdaq-100 and QQQ ETF, forcing passive funds and index-tracking ETFs managing hundreds of billions of dollars to add shares through automatic rebalancing. Adding to the momentum, MLPerf v6.0 benchmark results released on June 16 highlighted CoreWeave’s technical edge. Using its highly optimized NVIDIA infrastructure, the company trained the frontier-class DeepSeek-V3 model in around two minutes, establishing a new AI training speed record and reinforcing its position among the leaders in high-performance AI compute. 1.

🚀 $ONDS Building the Full Autonomy Ecosystem: $ONDS recognized early that the future of autonomous operations would be driven by integrated systems rather than standalone products. The company is assembling a complete autonomy platform for defense and critical infrastructure, combining drones, counter-drone solutions, mission software, and secure communications into a unified architecture. This strategy is expected to drive revenue toward approximately $922 million by 2028, supported by expanding defense spending in FY2027, the Pentagon’s push for drone dominance, and strategic acquisitions such as World View, Mistral, and Cyberhawk, which are strengthening the company’s deployment pipeline and market reach. @Tiger_comments

$Ondas Holdings Inc.(ONDS)$   $ONDS Expands Critical Infrastructure Intelligence Platform with Cyberhawk Acquisition: $ONDS has agreed to acquire Cyberhawk in a deal valued at approximately $125 million, strengthening its presence across the utilities, energy, and industrial infrastructure sectors. The acquisition adds a customer base of more than 300 organizations, a business model with 95% recurring revenue, and roughly $95 million in contracted backlog. Cyberhawk also brings a valuable proprietary dataset built from over 500,000 infrastructure inspections, enhancing $ONDS’ capabilities in AI-driven asset intelligence and critical infrastructure monitoring. @TigerEvents

$Ondas Holdings Inc.(ONDS)$   $ONDS has announced the acquisition of Cyberhawk in a $125 million deal, with approximately 95% of the consideration paid in cash, adding another high-quality, dual-use technology platform to its portfolio. Cyberhawk specializes in drone-based inspection, AI analytics, and software solutions for critical infrastructure including power grids, energy facilities, and pipelines. Founded in 2008, the company serves more than 300 customers across 40 countries, with clients including PG&E, Shell, Southern California Edison, and QatarEnergy. The acquisition brings a business expected to generate over $45 million in revenue, with roughly 95% recurring, supported by a $95 million backlog. Management expects margin

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$   Fed Reaffirms Commitment to 2% Inflation Target, Ends Forward Guidance Fed Chair Kevin Warsh said the Federal Reserve remains fully committed and capable of bringing inflation back to its 2% target, emphasizing that achieving that goal is exactly what the central bank intends to do. He added that inflation is driven primarily by monetary policy and reiterated that the Fed has moved away from providing forward guidance on future policy decisions. @TigerEvents @Daily_Discussion

At Eurosatory 2026 in Paris, Ondas Holdings⁠ introduced six new autonomous defense solutions as part of its “Autonomy at First Contact” strategy, expanding its portfolio of AI-powered security and battlefield technologies. • Iron Wave – A containerized robotic combat system designed for rapid deployment in forward operating environments. • Dual Shield – A vehicle-mounted counter-drone solution that provides mobile protection for military forces. • MODUS – A compact low-altitude counter-UAS platform built to defend ground troops against drone threats. • Scout Cyber-over-RF – A mobile counter-drone system engineered for tactical field operations. • Iron Arrow – A long-range autonomous interceptor developed to neutralize unmanned aerial threats. • LADOS – An AI-driven command-and-control pla

In late May 2026, $ONDS secured a company-record $14.3 million Optimus drone system order from a major international defense and national security customer. The systems will be deployed for border protection and critical infrastructure security across key Middle East regions, validating the real-world effectiveness of Ondas’ autonomous drone technology in defense and high-security operations. Although Q1 revenue was $2.9 million due to normal project revenue recognition timing, the company reported a record $35 million backlog. Management expects a significant acceleration in H2 2026 as Middle East defense contracts and North American railroad network deployments move into the delivery phase. Key Growth Drivers • Dominant Position in Industrial Communications: Ondas benefits from the long-

$Rigetti Computing(RGTI)$   $RGTI: Positioned at the Center of America’s Quantum Computing Push: $RGTI continues to strengthen its position as a leading U.S. quantum computing company. In late May 2026, Rigetti signed a non-binding Letter of Intent with the U.S. Department of Commerce under the CHIPS and Science Act. The agreement could provide up to $100 million in R&D funding over three years in exchange for a minority equity stake, reinforcing Rigetti’s role in the U.S. quantum strategy while easing concerns about future funding and liquidity. Between April and June 2026, Rigetti announced general availability of its 108-qubit superconducting quantum processor, Cepheus-1-108Q, and launched it on Amazon Braket, allowing developers

$ServiceNow(NOW)$   $NOW: Enterprise AI Monetization Is Accelerating: $NOW is proving that enterprise AI can be a meaningful revenue driver. In its Q1 2026 earnings and recent customer conference, the company revealed that customers generating more than $1 million in AI-related ACV grew over 130% YoY, challenging the belief that SaaS companies struggle to monetize AI. Recent partnerships further strengthen its AI ecosystem. On June 11, $NOW expanded its collaboration with IBM to help enterprises scale AI across complex data environments. Earlier, Google Cloud named ServiceNow its 2026 Global Commercial Application & Agent Innovation Partner of the Year, highlighting joint AI solutions for industries including telecom and retail. Key

$CoreWeave, Inc.(CRWV)$   $CRWV: AI Infrastructure Leader Gains Nasdaq-100 Boost: $CRWV is set to join the Nasdaq-100 Index on June 22, 2026, forcing index-tracking ETFs such as QQQ to accumulate significant positions in the stock, creating additional demand and liquidity. The company continues to strengthen its position in AI infrastructure. It recently became the first cloud provider to validate NVIDIA’s next-generation Vera Rubin NVL72 architecture and announced a $3.5 billion senior notes offering to refinance debt and support further GPU and data center expansion. NVIDIA has also backed CoreWeave with a $2 billion equity investment, alongside an $8.5 billion credit facility. Why investors are paying attention: • Purpose-built AI clo

$ServiceNow(NOW)$  $IBM(IBM)$   ServiceNow and IBM Deepen AI Alliance to Accelerate Enterprise Transformation: $NOW and $IBM have expanded their strategic partnership to help enterprises deploy AI more effectively across legacy systems, fragmented data environments, and complex IT operations. The collaboration will integrate ServiceNow’s AI platform with IBM’s watsonx AI and automation capabilities, enabling organizations to streamline workflows, improve productivity, and unlock greater value from enterprise data. New joint AI solutions are expected to be introduced during the second half of 2026. @TigerEvents

🚀 SK Hynix Advances Next-Gen NAND Production to Support AI Growth: SK Hynix is gearing up to begin mass production of its next-generation 375-layer 3D NAND by the end of the year. Rather than building new manufacturing capacity, the company plans to upgrade and repurpose existing production lines at its M15 facility. The move comes as demand for AI infrastructure continues to grow. As agentic AI systems rely heavily on large-scale data storage, retrieval, contextual memory, and checkpointing, reducing storage costs per bit is becoming increasingly important. SK Hynix’s higher-density NAND technology could help meet the rising storage requirements of next-generation AI applications while improving cost efficiency. @Tiger_comments

$Ondas Holdings Inc.(ONDS)$   $ONDS: World View Secures U.S. Navy Maritime Surveillance Contract: Ondas’ subsidiary, World View, has been selected by U.S. Naval Forces SOUTHCOM and the U.S. 4th Fleet to support a maritime surveillance program valued at approximately $4.8 million over an initial three-month period. The mission will deploy high-altitude stratospheric balloon systems to provide persistent Intelligence, Surveillance, and Reconnaissance (ISR) coverage across the Eastern Pacific and Caribbean, helping combat narcotics trafficking, illegal fishing, and other maritime security threats. This award follows World View’s successful participation in the UNITAS 2025 naval exercise and marks an important transition from demonstration

$Meta Platforms, Inc.(META)$   $META: Meta Is Building a Subscription Empire Around AI: * Meta is rapidly expanding its subscription strategy across Instagram, Facebook, and WhatsApp, while quietly testing a new lineup of AI, creator, and business-focused plans under the “Meta One” ecosystem. * Entry-level consumer subscriptions are expected to be priced around $2.99 to $3.99 per month, making premium features more accessible across Meta’s platforms. * On the AI side, Meta is reportedly testing higher-tier plans priced at $7.99 and $19.99 monthly. The premium tier is expected to unlock stronger AI performance, including advanced reasoning, larger prompt capacity, and enhanced image/video generation capabilities. * The bigger picture: Ma

$Robinhood(HOOD)$   $HOOD Enters the AI Agent Revolution: HOOD is officially stepping into the agentic AI era with the launch of Agentic Trading and an Agentic Credit Card, opening the door for AI-powered financial automation directly inside the Robinhood ecosystem. The new Agentic Trading system will allow users to connect AI agents to Robinhood through MCP servers, enabling those agents to execute trades on their behalf. To improve security and control, the AI operates through a separate account with limited allocated funds, while users receive real-time activity tracking, P&L monitoring, and push notifications for transparency. Robinhood is also introducing an Agentic Credit Card experience tied to a dedicated virtual Robinhood G