The Retail Kings ETF $RKNG🤴

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[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$NVTS is up over 20% after showcasing an 800V-to-6V AI server power solution inside the $NVDA MGX ecosystem.

The board targets 97.5% peak efficiency as power delivery becomes a bigger AI rack bottleneck.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$CIFR just printed a new all-time high.

The world needs more compute.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$NBIS just crossed $250 for the first time after $NVDA CEO Jensen Huang praised Nebius during his keynote.

Nebius is positioning itself as a cloud utility for the agentic AI era.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$MU IS NOW A $1T COMPANY

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$ASTS BLUEBIRD 9 HAS BEEN SHIPPED

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

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

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

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

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$RKLB JUST CROSSED $100

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

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

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

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%

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

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

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$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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$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.

[The Retail Kings ETF $RKNG🤴 @RetailKingsETF]

$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