MARK MY WORDS: $XNDU is going to revolutionize the entire quantum sector - especially photonics 🔥

This is the first pure-play photonic quantum computing company to hit Nasdaq, and the current price is nowhere near the future market cap it’s heading for. We’re talking massive, multi-billion-dollar upside as they scale fault-tolerant, room-temperature quantum systems that actually deliver real-world utility.

Just look at the partnerships alone:

- Tower Semiconductor powering high-volume silicon photonics manufacturing

- Lockheed Martin on quantum machine learning

- TELUS building sovereign quantum data centers in Canada

- Thorlabs, Applied Materials, AMD, Rolls-Royce, Mitsubishi Chemical, Volkswagen, Toyota Research Institute, and the U.S. Air Force Research Lab

- Plus DARPA advancing them to Stage B of the Quantum Benchmarking Initiative with up to $15M in funding

Xanadu isn’t hype - they already have systems and software in use across defense, aerospace, pharma, semiconductors, and automotive.

Their light-based approach solves the scalability nightmare that’s holding back the whole industry.

$AEHR - the asymmetry here is absolutely massive 🔥

CEO already spelled it out: the AI chip testing TAM is 3-5x larger than the SiC/EV boom that sent Aehr parabolic in 2023.

The market is finally waking up (+100% YTD)…

…but you can still buy the business today at a lower market cap than the old EV hype peak.

Every single high-performance AI GPU and accelerator needs full-wafer burn-in and rigorous testing before it ships. Aehr is the undisputed king of this critical bottleneck - with sticky, high-margin, recurring revenue that scales directly with AI buildout.

This isn’t cyclical. This is structural demand exploding while the valuation hasn’t caught up to the new reality.

Earnings next week could be the spark that sends this thing into orbit.

$META/USD H2 #Indicator #Signal #Trading #GlobalOneAI

ImmunityBio $IBRX submits a comprehensive FDA response to resolve ANKTIVA advertising concerns.

By removing the cited podcast and enhancing oversight, the company clears regulatory hurdles while maintaining its 700% revenue growth trajectory.

$IBRX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Cantor Fitzgerald maintains an Overweight rating and $85 price target for $RKLB Rocket Lab, citing the Mynaric acquisition and a $1.85B backlog.

With the Neutron rocket as a primary catalyst, Rocket Lab secures its lead as the premier end to end space infrastructure provider.

Ondas $ONDS wins a $50M tender for Israel’s $1.7B Eastern Border initiative.

By deploying AI enabled robotics for large scale demining, 4M Defense secures a primary role in a multiyear national project with massive expansion potential.

Chinese AI firms are using satellite data + open-source intel to map U.S. military assets, and that data may be helping Iran improve targeting.

Companies like MizarVision publish AI-enhanced maps of U.S. bases, aircraft, and ships.

Data comes from commercial satellites + public tracking tools.

U.S. intel believes Iran (IRGC) may use it to plan missile/drone strikes more precisely.

Senator Graham:

It must be clear that when this war is over - either via diplomacy or military action - that control of the Strait of Hormuz does not lie with Iran.

This war must end in a fashion — either through diplomacy or military action — that prevents Iran from going back to their old ways.

$MNTS: Momentus is catching some bids after the successful deployment of Vigoride-7 on Transporter-16 last week.

The company has now confirmed successful communications with the vehicle, including command uplink and telemetry downlink.

All systems remain stable ahead of supporting the 10 hosted payloads aboard Vigoride-7 over the coming months.

$MNTS/USD H2 #Indicator #Signal #Trading #GlobalOneAI

🚨 META IS BUILDING A DATA CENTER IN OHIO THAT DOESN’T TOUCH THE GRID

$META is raising a $3 billion construction loan for Prometheus, a 1GW AI data center campus in New Albany, Ohio, bundled with on-site natural gas power generation in the first deal of its kind.

Behind-the-meter gas generation at data centers is not new. xAI’s Colossus proved the model works. What makes Prometheus different is the scale and the financing structure built around it from day one. At 1GW, it is an order of magnitude larger than anything previously operated this way. Lenders are underwriting the data center and power plant as a single package, two completely different asset classes in one loan, which has never been done at this size. Pricing reflects that complexity, but demand held. A Meta lease does that.

$VELO: US Army opens AM facility with more than 50 3D printers

The US Army has officially opened an Additive Makerspace at Picatinny Arsenal, New Jersey, to expand its AM and rapid prototyping capacity for engineers at the US Army Combat Capabilities Development Command (DEVCOM) Armaments Center.

The premises, housed under the Analysis, Materials, and Prototyping Directorate (AMPD) within the Armaments Center’s Munitions Engineering Technical Center (METC), contain more than 50 3D printers that offer a range of printing technologies and material options.

$VELO/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$OPTX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

$CIEN/USD H2 #Indicator #Signal #Trading #GlobalOneAI

2.5 Billion people still live "beyond the reach of mobile internet" $ASTS

Allonic Robotics has introduced a new robotic hand built without screws, cables, or complex joints.

It uses braided fibers to create both tendons and structure in a single automated step, making it strong, flexible, and smooth in motion.

This approach could simplify manufacturing and speed up the production of robotic hands.

$SIDU/USD H2 #Indicator #Signal #Trading #GlobalOneAI

Space theme is on FIRE! 🔥📈

$SIDU 🫡
$SATL 🫡
$RDW
$LUNR
$VOYG
$BKSY
$FLY
$PL
$UFO (ETF)
$RKLB
$ASTS

$HIMX/USD H2 #Indicator #Signal #Trading #GlobalOneAI