$NVDA CEO Jensen Huang just spelled out the exact tailwinds behind $XMTR 👀
✅AI-driven American 🇺🇸 reindustrialization
✅massive surge in domestic manufacturing
✅The next industrial revolution
AI agents write code, but who secures the actual software?
Here is why $FROG 🐸 is winning:
✅ Securing AI Agents: Powering security for Claude Code, Cursor AI, and the Universal MCP Registry as autonomous coding surges
✅ Cloud Hyper Growth: Q2 Cloud revenue jumped +53%
Lumentum $LITE is on fire today +136 points 🔥
🔥 Revenue up 109% YoY to $1.01B
🔥 Gross margins cracking 50% ahead of schedule
🔥 Massive AI-driven guidance smash
Here's why the growth is likely to continue :
https://t.co/7NA3MBAApI
Farmer Mac $AGM just sprouted to all time highs 📈
Strong fundamentals + steady yield = fertile ground for long-term compounding 🚜
✅ Government-Sponsored Moat: Operating as a federally chartered secondary market provider gives Farmer Mac a unique competitive moat and low-cost h
$PGEN is up 282% from my Feb '25 post 👀
and its breaking out to multiyear highs 📈
✅ Commercial Launch Pad for PAPZIMEOS expected to drive rapid sales growth
✅ Disruptive Gene Technology
✅ Fast Track to Profitability
✅ Smart money biotech fund shareholders
✅ Second h
