$Ondas Holdings Inc.(ONDS)$ 🚀 How ONDS Built a Fully Integrated Defense Technology Platform in 2026: In 2026, ONDS executed a series of strategic acquisitions that transformed the company into a vertically integrated defense and security technology platform spanning land, air, and stratospheric operations. Key 2026 Acquisitions: 1. Roboteam: Added a proven unmanned ground vehicle (UGV) portfolio, with rugged tactical robots already deployed by military and security agencies worldwide. 2. Sentrycs: Strengthened Ondas’ counter-drone capabilities with advanced anti-UAS technology selected to help protect venues during the 2026 FIFA World Cup. 3. 4M Defense: Brought AI-powered land intelligence solutions for
$AST SpaceMobile, Inc.(ASTS)$ AST SpaceMobile: Solid Progress, But Not the Blowout the Market Expected! $ASTS fell around 10% after earnings because investors were hoping for a major commercial announcement, a significant increase to guidance, or an unexpected acceleration in the business after the stock’s strong run-up into the report. In my view, this was a solid progress quarter, even if it did not meet the market’s elevated short-term expectations. Investors should not let the post-earnings price action create a negative narrative that the fundamentals do not support. Key highlights from the quarter: • Reaffirmed the goal of having 45 satellites in orbit by the end of 2026 • Confirmed BlueBird satellites 8
$IREN Ltd(IREN)$ $NVIDIA(NVDA)$ IREN has officially partnered with Nvidia, signing a massive $3.4 billion AI cloud agreement over the next five years as part of a broader 5GW strategic collaboration. I’m not heavily invested in $IREN, but at around $43, the amount of negativity around the stock seemed overdone considering they still operate as a serious neocloud player with valuable compute capacity in a market where demand for compute continues to outpace supply. This announcement may not be a blockbuster hyperscaler deal, but overall it feels undeniably bullish. While no one knows whether the stock can comfortably hold the $70 range after the initial after-hours surge, the key de
$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Fed Chair Powell’s Latest Take on Tariffs and Inflation • Tariffs are expected to cause a one-time price level increase rather than sustained inflationary pressure, with most of the recent inflation overshoot attributed to these tariffs instead of strong demand. • Underlying inflation (core PCE excluding tariff-impacted goods) is running only slightly above the 2% target, which is viewed as a positive and healthy development. • The effects of tariffs are anticipated to peak soon and then fade over the course of this year, potentially creating room for the Fed to ease monetary policy. • The Fed remains vigilant about any renewed down
$IREN Ltd(IREN)$ IREN: Pioneering the Future of Sustainable AI Infrastructure: IREN is transforming data center infrastructure by developing the world’s most efficient platforms to deliver AI computing power, all fueled by 100% renewable energy. As the CEO highlights, the explosive growth in the sector means traditional providers simply can’t keep up with the surging demand. Key highlights include: • 3GW of contracted power capacity secured • A landmark $9.7 billion multi-year contract with Microsoft • Another major hyperscaler partnership on the horizon seems all but inevitable This positions IREN as a leader in meeting the massive, rapidly growing needs of AI while prioritizing clean, renewable energy sources.
$IREN Ltd(IREN)$ Why the 20% Drop in $IREN Doesn’t Add Up 🔴 • Surging AI demand shows no signs of slowing down • Data center construction remains firmly on track • Massive 3GW pipeline set to come online over the coming years • Secured access to low-cost power while competitors struggle to keep up • Landmark $9.7B hyperscaler deal with Microsoft already secured • Additional major hyperscaler partnership expected imminently • Exceptional contract terms, including a ~$2B prepayment from Microsoft driven by intense demand • Favorable vendor financing from Dell for GPUs and critical equipment • Recent multi-billion-dollar capital raise to fortify the balance sheet This pullback looks like an overreaction—fundamentals are stronger than ever.
$Meta Platforms, Inc.(META)$ META’s Hidden Catalyst: Unlocking Massive Cash Flow If Meta pulls the plug on its money-burning metaverse division, it would instantly free up roughly $3 billion in quarterly cash flow. The smart play is simple: redirect that capital straight into massive new data center builds powered by open-source Llama models. That’s the real driver behind the stock’s bullish surge right now. With ValueTrigger approaching $999, META remains deeply undervalued — this is pure alpha waiting to be unlocked. Sharing the data for the community. 🚀 @Tiger_comments@TigerStars