$Ouster Inc.(OUST)$   $OUST: Q2 Earnings Could Be a Major Catalyst as Ouster Strengthens Its Physical AI Leadership: Ouster ($OUST) will report its Q2 2026 financial results after the market closes on August 6, with investors eager to see whether the strong momentum from Q1 continued. Last quarter, the company achieved a record shipment of more than 12,600 sensors, including 8,300 LiDAR units, highlighting growing demand across its expanding customer base. Recent developments have only strengthened the investment case. Ouster’s partnership with ARGUS Interception has expanded its presence in defense, border security and counter-drone applications, while its broader focus on Physical AI, industrial automation and smart infrastructure con

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $VanEck Semiconductor ETF(SMH)$   Semiconductor Stocks Hit Hard as Investors Reassess AI and China Risks: Today is shaping up to be one of the toughest sessions of the year for semiconductor stocks, with several developments weighing heavily on investor sentiment. Key concerns driving the selloff include: • A Chinese state-backed company has reportedly begun mass-producing domestic DUV lithography machines. Investors fear this could reduce China’s reliance on Western suppliers such as ASML and eventually weaken demand for foreign semiconductor equipment. • Nvidia’s reported US$250

$NVIDIA(NVDA)$   The Companies Powering Nvidia’s Vera Rubin AI Infrastructure Buildout: $NVDA’s Vera Rubin platform is entering large-scale production, bringing major changes to AI infrastructure. The next generation of AI racks will feature significantly more HBM memory, transition from traditional pluggable optics to co-packaged optics (CPO), and adopt an 800VDC power architecture for greater efficiency. These shifts create opportunities across multiple segments of the semiconductor and AI supply chain. Memory & Storage (Higher content per AI rack) As AI models become more demanding, memory bandwidth, storage capacity and data throughput continue to increase, benefiting companies such as $MU, $SNDK, $SKHY and Samsung. Advanced Pac

$IREN Ltd(IREN)$   $IREN: AI Cloud Transformation Accelerates with $2.8B Contract Win: $IREN announced a major milestone on July 20, signing a multi-year AI cloud services agreement worth $2.8 billion. Strong customer demand also prompted management to raise its 2026 AI Cloud ARR guidance from $3.7 billion to over $4.0 billion, with around 85% of that recurring revenue already secured through binding customer contracts. Its customer base continues to strengthen, expanding beyond Microsoft and NVIDIA to include leading AI companies such as Perplexity, Figure AI, Together AI, and Fluidstack, further validating IREN’s position in the AI infrastructure market. Investor concerns around the massive capital required to build AI infrastructure

$IREN Ltd(IREN)$   $IREN Lands $2.8B in AI Cloud Deals, Strengthening Its AI Pivot: Today’s $IREN announcement of $2.8B in multi-year AI Cloud contracts addresses two of the biggest concerns surrounding its transition into an AI infrastructure company. • Funding: Building a large GPU fleet is capital intensive, but customer prepayments covering roughly 45% of the associated GPU investment significantly reduce IREN’s upfront capital needs while signaling strong customer commitment. • Customer Diversification: While partnerships with $MSFT and $NVDA provided early credibility, investors wanted proof that IREN could win a broader mix of AI customers. These new contracts suggest the company is expanding beyond a handful of strategic partner

$Netflix(NFLX)$   $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