The Retail Kings ETF $RKNG🤴

$ONDS raised its 2025 preliminary revenue outlook above prior guidance with Q4 revenue now expected at $30M versus prior guidance of $28M. The company also reiterated its 2026 revenue outlook of $170M to $180M, excluding any impact from new acquisitions announced in 2026.

$MU delivered a massive Q2 beat with $23.9B in revenue, $12.20 in EPS, and 75% gross margins while posting record profitability and cash flow on tight memory supply and strong AI-driven demand. Micron made clear that memory has become a strategic asset in the AI era.

Morgan Stanley upgrades $LMND to Overweight with an $85 PT pointing to its $TSLA partnership and early lead in autonomous insurance. Sees Lemonade Car as a path to 10x scale as self-driving adoption grows improving long-term earnings power.

$NBIS signed a five-year AI infrastructure agreement with $META valued at up to ~$27B. The deal includes $12B of dedicated $NVDA Vera Rubin compute starting in 2027 plus up to $15B of additional capacity purchases as Meta anchors Nebius’ AI cloud expansion.

$PLTR dropped the $ONDS partnership, the $NVDA sovereign AI OS reference architecture on Blackwell Ultra, and the $GE Aerospace military readiness expansion all simultaneously this morning. The bottleneck is decision latency and AIP is the only platform that has demonstrated the ability to close that gap at operational scale.

Monster day for the builders of the future economy: • $NVTS +21% • $NBIS +15% • $IREN +9%

$AMAT and $MU are partnering on next-generation AI memory across DRAM, HBM and NAND. The bigger picture is that HBM remains one of the key bottlenecks in AI scaling so tighter coordination across the memory supply chain matters as demand for larger GPU clusters keeps rising.

$BMNR 2026 playbook: • $ETH holdings: 4.53M tokens or 3.8% of supply with a stated goal of reaching 5% • Total crypto + cash: $10.3B vs. ~$9B market cap implying it trades below NAV • Staked ETH: 3M+ tokens via MAVAN (its Made-in-America Validator Network) launching in Q1 2026 • Beast Industries stake: $200M exposure to a platform with 450M subscribers, 5B monthly views and engagement that tops $DIS + $NFLX BitMine is effectively betting Ethereum becomes the settlement layer for the tokenized economy.

$OPEN 2.0 under Kaz Nejatian: • Acquisition velocity → +300% since September • Homes >120 days on market → 51% to 33% • Inventory turns → 2x faster YoY • Adjusted net income breakeven by end of 2026 Housing market broke them but AI-powered underwriting might fix them.

THE FUTURE IS BEING BOUGHT TODAY • $ASTS +12% • $IREN +12% • $NBIS +11% • $EOSE +10% • $BMNR +9% • $CIFR +9% • $HOOD +8% • $MU +7% • $INTC +7%

Why is $ASTS green in a sea of red today? Commercial validation is becoming harder to dismiss with 50+ global MNO partners covering nearly 3B subscribers, definitive agreements including $VZ alongside $T and Vodafone and over $1.2B in contracted revenue commitments.

The U.S. just used drones to help eliminate Iran's supreme leader which is exactly why we view $ONDS and $KTOS as essential infrastructure in the modern defense stack: • Ondas is the combat-proven counter-UAS and autonomous ISR systems deployed across Israel and NATO partners with backlog up 180% to $65M. • Kratos is building the attritable drone and hypersonic target architecture the DoD is shaping its next-gen force structure around.

$TMDX delivered a dominant quarter with $161M revenue (+32% YoY), operating margin ~13% and FY26 guidance ahead of expectations while U.S. OCS penetration expanded to ~26% of heart, lung and liver transplants Their earnings reinforced that TransMedics is building a platform with expanding clinical and operational moats.

$NVTS is up ~18% as the market realizes the earnings reset is largely behind them with high-power now the majority of revenue Navitas is deliberately pivoting away from low-margin mobile toward high-power AI data center, grid and industrial power markets.

$AMD just locked in another hyperscale anchor with $META on a ~6GW, multi-generation AI compute deal. Combined with OpenAI, AMD now has ~12GW of committed hyperscale AI deployments cementing its role as a real second source in top-end AI compute.

$ASTS wins a ~$30M prime contract from the U.S. Space Development Agency under the HALO Europa Track 2 program.

$OPEN jumped ~15% today after a strong earnings print with the new CEO saying the October 2025 cohort is on track to be Opendoor’s most profitable October since inception. Opendoor 2.0 is built to move homes with a path to adjusted net income profitability by year-end.

$ASTS BlueBird 7 is now integrated into Blue Origin’s New Glenn and headed to the launch pad.

$ONDS up ~9% as it explores an acquisition of Rafael-owned Aeronautics (maker of Orbiter UAVs) deepening push into Israel’s defense ecosystem. Ondas sits in the secure communication layer for drones which is where defense spending is flowing as warfare shifts toward digital intelligence dominance.