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Green or Red Today?

For investors seeking more Autonomous Exposure, Kratos Defense \& Security Solutions $KTOS has surged almost 300% over the past year on drone and autonomous systems momentum, but its sharp run-up and stretched sector valuations call for careful position sizing and risk management.

Trump's Proposed defense budget surge has lit a fire under defense stocks. Here's 5 Tickers you Absolutely NEED on Your Defense Watchlist!🧵👇

GE Aerospace $GE and L3Harris $LHX are attractive "picks-and-shovels" plays in sensors, avionics, and mission systems, which are areas singled out as strategic priorities in recent aerospace and defense outlooks and M\&A trend reports.

Lockheed Martin $LMT and Northrop Grumman $NOC remain core names to watch as beneficiaries of higher U.S. and NATO budgets, given their deep exposure to missiles, aircraft, and classified programs with long-funded backlogs.

With defense spending set to rise under President Trump's proposed budget hikes and new executive orders prioritizing production, large U.S. contractors look poised for continued tailwinds in the coming weeks. Trump is actively proposing $1.5T 2027 Budget up 50% from $1T!

THE $NBIS CLOUD CONTINUES TO GROW! Nebius Group Recently announced their plans to deploy $NVDA Rubin Platform! They will be one of the first ones with ready to use Rubin platforms! This will be used across their AI cloud \& their token factory! Despite their multi year

Today Makes it 3 Consecutive All Time Highs on $KTOS! Absolutely Explosive Daily Chart!

Here's 2 Ideas that Are Still In Play! $NQ has shown 100% bearish OD reversal on Wednesday $COST Has Closed Green on 100% of Wednesdays that Start off with a green candle! You can find many more of these on the what's in play tab!

Piper Sandler named $RIOT a "Sleeping Giant" They threw a $26 Price target (this is 50%+ past current levels) They highlight a 1.7GW of AI \& HPC ready data center capacity in West Texas Many people are calling for an AI deal soon, similar to $IREN \& $CIFR!

UBS DOWNGRADED $RIVN AGAIN! UBS changed their rating from sell to Nuetral, they changed their target from $13 to $15! Joseph Spak cited concerns that AI \& autonomy are already priced in. He also thinks 2026 will result in lower sales than anticipated

Here's a live look at $NVDA when $GOOGL Flipped them😂

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JUMP ON LIVE MARKET TALK!

Here's the Recording of the Palantir Technologies Employee Interview! Special thanks to @elianoayounes \& @GlittleDefense of Palantir for coming! Be sure to give them both a follow!

8.5% MORE HEDGE FUNDS ARE CURRENTLY HOLDING $PLTR!

PALANTIR $PLTR EXCLUSIVE EMPLOYEE INTERVIEW IN 20 MINUTES!

Palantir $PLTR is leading in multiple industries, having a solid commercial \& government business is practically a buy one get one situation! Many invested with Government revenue thesis \& won on the AI trade Many invested with the AI solution thesis \& won on the government

Recently, I've received many questions about which growth stocks I'm watching in 2026, Here's my full 2026 Growth Stock Watchlist! Let me know what names I'm missing!

$PATH Is Down Over -7% Today! We are seeing some profit taking and some selling with concerns of insider selling, Here's the Recent Insider Transactions