To The Moon

$AST SpaceMobile, Inc.(ASTS)$   $ASTS: Building the Future of Direct-to-Device Satellite Connectivity: • Following the successful launch of BlueBird 8, 9 and 10 in June, $ASTS is targeting August for the deployment of BlueBird 11, 12 and 13, highlighting its growing manufacturing scale and steady commercial progress. • Revenue is still in its early stages, but the company has moved beyond zero revenue with income from government programs and carrier milestone payments, improving financial visibility. • Direct-to-Device Advantage: $ASTS connects directly to standard smartphones without requiring special hardware. It has partnered with more than 60 mobile network operators, reaching over 3 billion users worldwide. • From Development to Dep

$Penguin Solutions, Inc.(PENG)$   $PENG Delivers Blowout Quarter, Raises Full-Year Outlook: • Penguin Solutions ($PENG) reported a strong Q3 FY26, beating Wall Street expectations on both revenue and earnings. • Revenue came in at $478.7 million, well above the $421.4 million consensus estimate, while adjusted EPS reached $0.84 versus the expected $0.56. • Quarterly net sales climbed 48% year over year to a record high, driven by Integrated Memory revenue, which more than doubled to $275.1 million. • Management raised its FY26 outlook, now forecasting non-GAAP EPS of $2.60 ± $0.05, ahead of the $2.28 consensus estimate. • The company also increased its full-year net sales growth forecast to 22% ± 2%, up from its previous guidance of 12%

 $ServiceNow(NOW)$   $NOW: AI Momentum Builds Ahead of a High-Stakes Q2 Earnings Report ServiceNow ($NOW) will report Q2 earnings after the market closes on July 22, 2026, marking the first full quarter since launching its company-wide AI licensing strategy. Investors are watching closely to see whether AI adoption translates into stronger financial results. Wall Street sentiment has turned more positive in recent weeks. Guggenheim upgraded the stock to Buy with a $125 price target, citing an attractive valuation, while Evercore ISI maintained one of the Street’s highest targets at $150. Management also highlighted that its Data and Analytics business is on pace to surpass $1 billion in annual recurring revenue (ARR) over the coming

$Cloudflare, Inc.(NET)$  $NET Is Emerging as a Core AI Infrastructure Leader Cloudflare ($NET) is well positioned to become one of the next megacap winners in the AI era. As the internet evolves around AI agents, developers, and real-time data exchange, Cloudflare plays a critical role in securing and powering the flow of online traffic. OpenAI’s latest announcement further highlights its importance. With over 20% of the web running through Cloudflare’s network, the company is becoming increasingly influential in how online content is accessed and surfaced within ChatGPT responses. @TigerEvents @Daily_Discussion

$Quantinuum(QNT)$   🚀 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.