$Netflix(NFLX)$   $NFLX: Mixed Earnings, Slower Growth, Bigger Questions: * $NFLX dropped around 8% after a disappointing quarter. * Management said engagement remains healthy but stopped reporting engagement metrics, reducing transparency much like when subscriber numbers were removed. * EPS beat estimates by just $0.01, while revenue missed expectations. * The company also missed Wall Street’s Q3 and FY2026 forecasts for revenue growth, operating margins, operating income, and free cash flow. * Free cash flow missed estimates by roughly $600 million, raising concerns about capital efficiency. * Growth slowed compared with Q2 2025, while operating margins declined, suggesting higher spending is producing slower year-over-year growth. *

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$   Market Leadership Is Starting to Weaken Strong markets are usually backed by strong leadership. When several leading stocks begin breaking important technical support, struggle to maintain momentum, or fall below their longer-term trends at the same time, it can be an early sign that market conditions are changing. That doesn’t necessarily mean a bigger pullback is coming, but it does suggest being more selective and patient with new positions. I’m not saying the market is in trouble… I’m simply noticing that many of the stocks that have been leading the rally are beginning to lose strength. I’d rather wait for them to prove the tr

$AST SpaceMobile, Inc.(ASTS)$   $ASTS: Satellite Delay Overshadows Strong Financing: • The biggest disappointment is that $ASTS has pushed its goal of reaching 45 operational satellites into early 2027, as this milestone is key to unlocking the next phase of commercial revenue growth. • The company is effectively racing against two timelines. The first is manufacturing and launching enough satellites to deliver meaningful coverage, while the second is enabling carrier partners to activate services and begin generating recurring revenue once that coverage is in place. • With the satellite deployment timeline now pushed back, the revenue timeline could also shift unless launch activity accelerates. That concern is a major reason the stock

$IREN Ltd(IREN)$   $IREN: Transforming Into an AI Infrastructure Powerhouse: • $IREN is rapidly evolving beyond Bitcoin mining, positioning itself as a leading AI infrastructure provider. On July 2, the company strengthened its leadership by appointing former Oracle Cloud executive Kambiz Aghili as Chief Product Officer and ex-Google/CyrusOne executive Michael Nudelman as Chief Development Officer, reinforcing its AI Cloud strategy and accelerating global data center expansion. • In mid-June, $IREN completed the acquisition of Spain-based Nostrum Group, officially entering the European market while adding approximately 490MW of grid-connected power capacity to support future growth. 1. Massive AI Compute Expansion • $IREN is investing h

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$   Inflation Shows Further Signs of Cooling 📊 June PPI: 5.5% vs. 6.2% expected 📊 Core PPI: 4.7% vs. 5.2% expected Both Producer Price Index readings came in below expectations, signaling easing inflation pressures. While the data may not be strong enough to prompt an immediate rate cut, it also reduces the likelihood of any additional interest rate hikes. @TigerEvents @Daily_Discussion @TigerWire @TigerCommunity

$AST SpaceMobile, Inc.(ASTS)$   $ASTS: Building the Future of Direct-to-Cell Satellite Connectivity: • $ASTS secured an operational license for its New Zealand gateway, another major regulatory milestone that strengthens its global network expansion and supports the commercial rollout of its direct-to-device satellite service. • Despite losing BlueBird 7, the company successfully launched BlueBird 8, 9 and 10 aboard a SpaceX Falcon 9 on June 17, 2026. The mission restored investor confidence and keeps AST SpaceMobile on track to deploy around 45 satellites by the end of 2026. • AST SpaceMobile also formed a nearly $1 billion joint venture with Rakuten in Japan, supported by up to $926 million in government subsidies. The partnership ease

$Robinhood(HOOD)$   $HOOD Is Evolving Into a Full-Service Financial Platform: $HOOD is expanding well beyond its roots as an online brokerage, steadily building a comprehensive financial ecosystem with multiple long-term growth drivers. Key catalysts include: * Tokenized stocks available 24/7 across 120+ countries * Robinhood Chain Layer 2 mainnet now live * Trustee for Trump Accounts, providing $1,000 for eligible children born between 2025 and 2028 * Removal of the PDT rule, eliminating the $25K minimum for active traders * Rapid growth in prediction markets, with 3.9 billion contracts traded in May * International expansion across Canada, the UK, Europe, and Singapore * Perpetual futures trading with up to 10x leverage in Europe * US

$Ouster Inc.(OUST)$   $OUST: Building the Perception Layer for Physical AI • Ouster ($OUST) recently raised $191.9M through a 3.62 million share offering at $55.22/share. While the dilution may create short-term volatility, the funds strengthen its balance sheet to accelerate R&D and expansion. • Its REV8 OS digital lidar is now Build America, Buy America (BABA) compliant, opening access to federally funded U.S. smart infrastructure projects. • Ouster signed a deal with AIM Intelligent Machines to supply lidar for AI-powered heavy equipment and expanded its manufacturing partnership with Benchmark Electronics, strengthening its position in industrial automation. • The company is evolving beyond a lidar maker, combining digital lidar

$AST SpaceMobile, Inc.(ASTS)$   $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.

🚀 $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