To The Moon

$Quantinuum(QNT)$   🚀 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