To The Moon

$Ondas Holdings Inc.(ONDS)$   $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

At Eurosatory 2026 in Paris, Ondas Holdings⁠ introduced six new autonomous defense solutions as part of its “Autonomy at First Contact” strategy, expanding its portfolio of AI-powered security and battlefield technologies. • Iron Wave – A containerized robotic combat system designed for rapid deployment in forward operating environments. • Dual Shield – A vehicle-mounted counter-drone solution that provides mobile protection for military forces. • MODUS – A compact low-altitude counter-UAS platform built to defend ground troops against drone threats. • Scout Cyber-over-RF – A mobile counter-drone system engineered for tactical field operations. • Iron Arrow – A long-range autonomous interceptor developed to neutralize unmanned aerial threats. • LADOS – An AI-driven command-and-control pla

In late May 2026, $ONDS secured a company-record $14.3 million Optimus drone system order from a major international defense and national security customer. The systems will be deployed for border protection and critical infrastructure security across key Middle East regions, validating the real-world effectiveness of Ondas’ autonomous drone technology in defense and high-security operations. Although Q1 revenue was $2.9 million due to normal project revenue recognition timing, the company reported a record $35 million backlog. Management expects a significant acceleration in H2 2026 as Middle East defense contracts and North American railroad network deployments move into the delivery phase. Key Growth Drivers • Dominant Position in Industrial Communications: Ondas benefits from the long-

$Rigetti Computing(RGTI)$   $RGTI: Positioned at the Center of America’s Quantum Computing Push: $RGTI continues to strengthen its position as a leading U.S. quantum computing company. In late May 2026, Rigetti signed a non-binding Letter of Intent with the U.S. Department of Commerce under the CHIPS and Science Act. The agreement could provide up to $100 million in R&D funding over three years in exchange for a minority equity stake, reinforcing Rigetti’s role in the U.S. quantum strategy while easing concerns about future funding and liquidity. Between April and June 2026, Rigetti announced general availability of its 108-qubit superconducting quantum processor, Cepheus-1-108Q, and launched it on Amazon Braket, allowing developers

$ServiceNow(NOW)$   $NOW: Enterprise AI Monetization Is Accelerating: $NOW is proving that enterprise AI can be a meaningful revenue driver. In its Q1 2026 earnings and recent customer conference, the company revealed that customers generating more than $1 million in AI-related ACV grew over 130% YoY, challenging the belief that SaaS companies struggle to monetize AI. Recent partnerships further strengthen its AI ecosystem. On June 11, $NOW expanded its collaboration with IBM to help enterprises scale AI across complex data environments. Earlier, Google Cloud named ServiceNow its 2026 Global Commercial Application & Agent Innovation Partner of the Year, highlighting joint AI solutions for industries including telecom and retail. Key

$CoreWeave, Inc.(CRWV)$   $CRWV: AI Infrastructure Leader Gains Nasdaq-100 Boost: $CRWV is set to join the Nasdaq-100 Index on June 22, 2026, forcing index-tracking ETFs such as QQQ to accumulate significant positions in the stock, creating additional demand and liquidity. The company continues to strengthen its position in AI infrastructure. It recently became the first cloud provider to validate NVIDIA’s next-generation Vera Rubin NVL72 architecture and announced a $3.5 billion senior notes offering to refinance debt and support further GPU and data center expansion. NVIDIA has also backed CoreWeave with a $2 billion equity investment, alongside an $8.5 billion credit facility. Why investors are paying attention: • Purpose-built AI clo

$ServiceNow(NOW)$  $IBM(IBM)$   ServiceNow and IBM Deepen AI Alliance to Accelerate Enterprise Transformation: $NOW and $IBM have expanded their strategic partnership to help enterprises deploy AI more effectively across legacy systems, fragmented data environments, and complex IT operations. The collaboration will integrate ServiceNow’s AI platform with IBM’s watsonx AI and automation capabilities, enabling organizations to streamline workflows, improve productivity, and unlock greater value from enterprise data. New joint AI solutions are expected to be introduced during the second half of 2026. @TigerEvents

🚀 SK Hynix Advances Next-Gen NAND Production to Support AI Growth: SK Hynix is gearing up to begin mass production of its next-generation 375-layer 3D NAND by the end of the year. Rather than building new manufacturing capacity, the company plans to upgrade and repurpose existing production lines at its M15 facility. The move comes as demand for AI infrastructure continues to grow. As agentic AI systems rely heavily on large-scale data storage, retrieval, contextual memory, and checkpointing, reducing storage costs per bit is becoming increasingly important. SK Hynix’s higher-density NAND technology could help meet the rising storage requirements of next-generation AI applications while improving cost efficiency. @Tiger_comments