PRE-MARKET IS LIT UP GREEN AGAIN Here's what I'm seeing: 1. $AXTI is up 34% after blowout Q2 results: revenue jumped 165% year-over-year to $47.6M (vs. $34.8M expected) with EPS of $0.19 crushing the $0.07 estimate, plus Q3 guidance of $66M in sales far above Street's $38.8M forecast. 🎯 Needham upgraded shares to Buy with a $90 price target. 2. $AMZN is up 11% after a blowout Q2 report: revenue of $200.6B and EPS of $5.75 topped estimates, AWS grew 37% year-over-year to $42.2B (its fastest pace in 18 quarters), and the company raised its 2026 capex plan to roughly $220B 🎯 sparking a wave of price target hikes toward $350-$365. 3. $NBIS is up 10% pre-market, rebounding as part of a broader AI-infrastructure rally sparked by Microsoft's blowout cloud earnings 🎯 Northland Securities hiking their price target to $410 from $248. 4. $IREN is up 7% pre-market, extending Thursday's 27.6% surge on its deepening Nvidia partnership: warrants for Nvidia to invest up to $2.1B in IREN plus a five-year, $3.4B cloud services deal. ⚠️ The 40-44 range has resistance 5. Futures point to a green open: S&P futures +0.35%, Nasdaq futures +1.10%, VIX at 16.96. The "Situational Awareness" event continues to drive traders toward Ai Infrastructure