The Retail Kings ETF $RKNG🤴

$MU IS NOW A $1T COMPANY

$ASTS BLUEBIRD 9 HAS BEEN SHIPPED

The U.S. is reportedly set to award $2B to quantum companies through CHIPS Act grants plus minority government equity stakes. Reported awards include $IBM ~$1B, $GFS ~$375M, $QBTS ~$100M, $RGTI ~$100M and $INFQ ~$100M.

$OPEN launched “Cash Now, More Later” giving sellers upfront cash while still keeping potential upside from the final home sale.

$ONDS is acquiring Israeli defense software firm Omnisys to expand its AI battlefield orchestration capabilities. Omnisys adds its battle-tested BRO platform, which helps connect sensors, autonomous systems and command workflows into unified multi-domain defense operations.

$NBIS is up nearly 20% after reporting one of the cleanest AI infrastructure quarters his earnings cycle. The bigger story is demand still exceeds supply, pricing is moving higher and Nebius is becoming much more than a GPU rental company.

$NVTS is expanding into India as Cyient launches new GaN power ICs built on Navitas’ 650V platform.

$RKLB JUST CROSSED $100

$IREN and $NVDA announced a strategic partnership to accelerate up to 5 GW of AI infrastructure. Nvidia also received a five-year right to buy up to 30M IREN shares at $70.

$CIFR up over 20% after signing another hyperscaler deal as management says it is “transforming into an energy, data center and HPC infrastructure company.”

Another monster day for the retail kings: • $OKLO +9% • $WULF +9% • $QBTS +9% • $OKLO +9% • $EOSE +8% • $RKLB +7% • $MP +6% • $ASTS +6% • $CIFR +6% • $NVTS +6% • $ONDS +5% • $QS +5%

$INTC is up 10% as the market starts tying Intel’s turnaround to a real secular demand driver. The AI trade has been framed around GPUs for years but inference, agentic workflows and physical AI still need CPUs to schedule work, manage memory and keep the infrastructure layer running.

$AMD CEO Lisa Su met with Commerce Secretary Howard Lutnick today as Washington continues to treat AI infrastructure as a national priority.

$OKLO, $NVDA, and Los Alamos are teaming up on nuclear fuel validation and AI-driven R&D under the federal Genesis Mission. The work will focus on plutonium-based fuels, grid reliability, and using AI models and digital twins to support nuclear-powered AI infrastructure.

$ASTS is up more than 8% after AST SpaceMobile said the FCC granted full approval for its planned 248-satellite network. The move reflects a meaningful regulatory win as the company gets closer to building out the constellation.

$NVTS is up over 15% today as the market starts to appreciate high-voltage GaN’s role in next-gen 800V and +/-400V data center power architectures.

$ONDS received an initial $10M order under a broader $50M Israel border demining award. Ondas is building the autonomous defense stack across drone communications, counter-drone systems, robotics, and secure ISR networks

$AMD is hitting an all-time high as AI demand continues to broaden beyond GPUs into CPUs and full data center platforms. AMD could become a $500B company this year, which is why it belongs in the retail kings/

WHAT A DAY FOR QUANTUM • $QBTS +23% • $IONQ +21% • $RGTI +14% • $INFQ +6%

$IONQ won a DARPA contract to build quantum networking tech using synthetic diamond materials for quantum memory. The idea is to help different quantum systems connect and work together at scale.