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⚡️ $RKLB getting another Street upgrade. Clear Street just raised its PT from $88 ➝ $98 and kept the Buy rating. Key drivers: 🚀 Neutron momentum 📈 Record backlog 💰 Q1 revenue beat by 5% Wall Street is starting to price in the space infrastructure story.

$WULF continues executing. 🚀 ✅ 60 MW now energized at Lake Mariner ✅ $21M HPC revenue ✅ Kentucky tenant expected next quarter ✅ Expansion pipeline targeting 250-500 MW/year The hyperscale buildout narrative keeps getting stronger.

$TSM keeps printing growth. April sales climbed ~18% YoY to $13.1B, while revenue for the first 4 months of the year jumped 30%. AI chip demand is accelerating fast ⚡

$TE bulls are watching one thing closely: Potential partnerships with major industry-recognized companies. Needham says management continues pointing toward a possible “halo effect” that could boost investor confidence. Earnings on May 12 👀

$AFRM setup is getting interesting. The stock is back above major monthly EMAs while macro conditions may finally start improving for consumers. If spending picks up alongside lower rates, this could take off fast ⚡