Welcome to today’s deep-dive roundup. We’re unpacking four signals the market may be underestimating: Ondas Holdings’ 18-month push to become an emerging defense prime through acquisitions—and the dilution risk that now puts the spotlight on organic growth; Nebius’s B200 GPU spot pricing more than tripling in seven days and what that could mean for its year-end ARR target; Cathie Wood’s 2031 Tesla bull case of $5,000 per share and a $20T market cap built on robotaxi and Optimus scale; and SpaceX’s projected ~70% drop in launch costs to $354/kg by 2031. Which of these has the biggest implications for 2026—and which one is getting the most hype versus real execution? Let’s dig in. 1 THE $Ondas Holdings Inc.(ONDS)$ OFFICIAL DEEP-DIVE

Hello everyone! Today i want to share some trading ideas with you! 1 $NVIDIA(NVDA)$ is reportedly requiring Samsung, $Micron Technology(MU)$ and $SK hynix(SKHY)$ to build the base die for its next-generation custom HBM on $Taiwan Semiconductor Manufacturing(TSM)$ 3nm process. That gives Nvidia more flexibility to shift orders between suppliers as HBM prices rise while putting TSMC in a position to benefit regardless of which memory maker wins the business. 2 HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple w

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Tesla Motors(TSLA)$ just showed off a new flying car demo offering a glimpse of what Elon Musk has been teasing for years. Musk says production of next-generation Roadster is now planned for 2028. 2 Jim Cramer says he expected $Rocket Lab USA, Inc.(RKLB)$ to fall much harder after Neutron’s launch delay to 2027. Instead he thinks investors are getting a “great opportunity to sell, sell, sell.” 3 Porsche just unveiled its Mission S concept by previewing a new flagship above the 911 with gasoline and hybrid options while ruling out a fully electric version. Really interesting seeing Porsche double down o

Hello everyone! Today i want to share some ai trading ideas with you! 1 What makes this growth stock selloff so frustrating is that hotter inflation and rising yields are driving most of the pressure even as the companies across Space, AI Power, Robotics and Defense continue making progress. When rates move this aggressively the market starts punishing companies whose earnings are still years away which is why stocks can keep falling even as their businesses benefit from strong secular tailwinds. But this is also where I think the opportunity is getting really interesting because I can build larger positions in companies where my long-term thesis remains intact which brings me to the stocks I've been adding this week and why. 2 Jim Cramer says investors “can’t own”

Hello everyone! Today i want to share some ai trading ideas with you! 1 Elon Musk says $Micron Technology(MU)$ has been “reasonable” on future memory pricing while others have been “extortionate” and that customers won’t forget how they were treated. Micron could turn that goodwill into longer contracts and more market share when supply eventually loosens. 2 $NEBIUS(NBIS)$ trades at 8.1x committed ARR versus 5.1x for $IREN Ltd(IREN)$ and 2.5x for $CoreWeave, Inc.(CRWV)$ even though CoreWeave has ~$35B committed compared with Nebius at ~$10B and IREN at ~$4B. E

Hello everyone! Today i want to share some trading ideas with you! 1 $IREN Ltd(IREN)$ reportedly signed a cloud deal with Anthropic potentially confirming the identity of the unnamed frontier AI lab management referenced during earnings. While terms remain undisclosed I suspect the agreement covers 50 MW of B300 capacity coming online at Childress this year. 2 $Amazon.com(AMZN)$ is reportedly paying ~$7B for Decart after the AI startup pushed real time video from 26 fps on GPUs to ~101 fps on Trainium. Amazon is effectively buying software expertise to improve Trainium utilization and make its custom silicon more attractive as AI workloads expand across different chip archi

Hello everyone! Today i want to share some trading ideas with you! 1 President Trump calls Elon Musk “one of the greatest tech founders” as speculation around a $Tesla Motors(TSLA)$and $SpaceX(SPCX)$ merger builds. There are now 62% odds of the two companies merging before 2028. 2 $AST SpaceMobile, Inc.(ASTS)$ now officially trades under 10x 2028 price to sales while $SpaceX(SPCX)$ is moving to acquire nationwide low band spectrum that AST had also been pursuing. What makes this interesting is SpaceX is validating how scarce D2D spectrum really is while AST

Hello everyone! Today i want to share some trading ideas with you! 1 $T1 ENERGY INC(TE)$ completed its Austin solar cell factory shell, moving closer to a fully domestic solar supply chain. First cells are targeted for Q4 with the real upside coming from 2027 production and tax credits across cells and modules. 2 Elon Musk says $SpaceX(SPCX)$ could eventually be worth “orders of magnitude more than the current Earth economy.” Hes basically betting SpaceX becomes the infrastructure layer for an economy that extends far beyond Earth. Elon Musk declares $SpaceX(SPCX)$ has acquired “the last critical piece of the spectrum

Hello everyone! Today i want to share some AI ideas with you! 1 $IONQ Inc.(IONQ)$ advanced to final stage of DARPA’s Quantum Benchmarking Initiative worth up to $300M through 2029 with management calling it a “significant vote of confidence” in its path to utility scale quantum. DARPA has already reviewed IonQ twice and is now moving to validate multiple Superion generations giving IonQ one of strongest independent validations in quantum. The interesting part is IonQ owns its U.S. foundry through SkyWater giving it direct control over fabrication and packaging as DARPA tests whether these systems can be manufactured reliably at volume. 2 $Microsoft(MSFT)$ CEO says agents ar

Hello everyone! Today i want to share some ai trading ideas with you! 1 $Rocket Lab USA, Inc.(RKLB)$ has evolved into a vertically integrated space platform powering hundreds of missions across rockets, spacecraft & components. What started with getting to space is now about owning more of what happens once you get there. What's more, $Rocket Lab USA, Inc.(RKLB)$ says space is entering a new era where commercial companies can now deliver launch cadence & capability that once required national programs. Rocket Lab credits Trump administration’s support for private industry with helping accelerate that shift. By the waym

Hello everyone! Today i want to share some ai trading ideas and news with you! 1 $Shopify(SHOP)$ is partnering with $Meta Platforms, Inc.(META)$ to bring agentic checkout with Shop Pay across every Shopify store. That means users can go from product discovery to checkout directly inside Muse. 2 $Qualcomm(QCOM)$ is up over 8% after unveiling a new AI data-center interconnect with $Lumentum(LITE)$ and $Corning(GLW)$ targeting ~10 Tb/s of low-power chip-to-chip bandwidth. Another sign optics are moving c

Hello everyone! Today i want to share some trading ideas with you! 1 $CRITICAL METALS CORPORATION(CRML)$ is up over 30% after the new U.S.-Denmark-Greenland security framework restricts sensitive investment from China and Russia. That puts Tanbreez directly in focus with a ~93% stake in one of world’s largest known heavy rare earth deposits. 2 $Rocket Lab USA, Inc.(RKLB)$ spent last 6 years using M&A to turn itself into a full space prime by building the spacecraft stack one capability at a time: • SolAero solar power that keeps satellites running • Sinclair Interplanetary navigation hardware that tells satellites where they are & where to point • Advanced Solutions

Hello everyone! Today i want to share some trading ideas with you! 1 $Intel(INTC)$ CEO Lip Bu Tan says memory prices are up 5x to 7x and the shortage could get even worse in 2027 with memory now ~75% of the cost of some lower end phones and laptops. That lines up with $SK hynix(SKHY)$ which says 2027 could be the industry’s worst supply year. 2 ERCOT is forecasting Texas electricity demand rising doubling to 145 GW by 2031 which is about ~10 GW per year so meeting that demand requires a lot more power at every step of the chain: • $Vistra Energy Corp.(VST)$ monetizes generation thats already operating and connected t

Hello everyone! Today i want to share some ai trading ideas with you! $NEBIUS(NBIS)$ raising prices across both older and newer GPUs while continuing to add capacity is such a strong signal that AI compute demand is still absorbing supply WAY faster than expected. The H100 is the best example of this with Nebius raising pricing ~17% years after launch while $NVIDIA(NVDA)$ has also pointed to higher H100 rental pricing and firm A100 pricing. If Blackwell were quickly making prior generations obsolete then those older GPUs should be getting cheaper... not holding their value or becoming more expensive. $NEBIUS(NBIS)$

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ plans to launch camera free “Luna” smart glasses this fall as it continues expanding its AI wearables lineup. The difference this time is Meta is removing the camera entirely to make the product easier to adopt as privacy concerns around smart glasses grow. 2 OpenAI is already discussing another private funding round at a potential $1.2T valuation The timing comes as annualized revenue crosses $40B and jumps roughly 20% after GPT-5.6 while Sam Altman continues to signal an IPO is unlikely before 2027. 3 $Tempus AI(TEM)$ is up more than 10% after management said the company can s

Hello everyone! Today i want to share some trading ideas and ai news with you! 1 $Meta Platforms, Inc.(META)$ is laying out the endgame for Muse as a “business in a box” that can turn an idea into a product, build online presence, plug into Meta’s services and run the ads. Zuck says it should eventually “carry on the business and make money for you” putting Meta underneath full lifecycle of millions of micro businesses and giving it a tax on the commerce. 2 Anthropic has now lined up ~$518B of compute deals across $Amazon.com(AMZN)$, $Alphabet(GOOGL)$, $Microso