Final Call

Your Vertical Options Trader access expires tonight.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

September 17, 2026 FINAL CALL!  In less than 24 hours, I’ll be sending my newest Vertical Options Trader recommendations to current members.  If you want access to this next batch, you need to join me before the extended entry window closes tonight.  With Vertical Options Trader, I use vertical spreads to define risk while targeting substantial gains from meaningful stock moves. Even if the setup is bullish/bearish.  This opportunity will provide ongoing access to an average of 5 of my newest picks each month.  You’d pay once today (at a lower price mind you) and never pay again.  These picks will be delivered tomorrow morning – so if you want in, I don’t suggest you dillydally any longer…  Claim Tomorrow’s Trades!  I hope to see your name there.  Sincerely,  Bernie Schaeffer Founder & CEO Schaeffer’s Investment Research 📧 service@sir-inc.com 📞 1-800-448-2080 🌍 1-513-589-3800 International     Update your email preferences or unsubscribe here © 2026 Schaeffer's Investment Research 5151 Pfeiffer Road, Suite 450 Cincinnati, Ohio 45242, United States

A decade ago, this industry seemed ready to take a nosedive...

Not rendering correctly? View this e-mail as a web page here. The Industry AI Was Supposed to Replace By Joel Litman, chief investment officer, Altimetry When Geoffrey Hinton sees a radiologist, all he thinks of is Wile E. Coyote... Hinton is one of the key architects of modern AI. His work on neural networks helped turn machine learning from an academic curiosity into a deep-learning boom. Now, it powers everything from basic image recognition all the way to chatbots. In short, he's partially responsible for the breakthrough that lets computers "learn" like humans. This man knows what he's talking about when it comes to AI. And in 2016, he believed one medical profession was about to take a nosedive... "Looney Tunes" style. According to Hinton, 10 years ago, radiologists were acting an awful lot like the infamous cartoon coyote. They were already over a cliff. They just hadn't looked down yet. In the simplest terms, radiology is image analysis... Specialists look at patient scans and diagnose injuries and illnesses. And AI thrives on image analysis. Feed a model millions of scans... let it learn the patterns tied to identifying tumors or fractures... and eventually it should outperform a human eye. A machine doesn't get tired on the night shift. Nor does it lose focus after its hundredth scan. AI can compare one image with a mountain of prior examples in an instant. Hinton predicted that within five years, by 2021, deep learning would do the job better than a human radiologist. Even if it took a full decade, he said the direction was clear. Radiologists were doomed. A lot of those very radiologists felt the same chill. The field had already lived through a few earlier sky-is-falling moments. Digital imaging and computer-aided detection were both considered major threats. This one felt bigger. And to be fair, AI has flooded the field. Radiology has become one of the busiest AI proving grounds in all of medicine. But even the brightest minds can be wrong sometimes... And that includes Hinton. Algorithms do take a first pass at flagging urgent scans. Some PET-scan reconstruction tools can shrink scan times from 20 minutes to five. One kidney-volume offering now saves 15 to 30 minutes per case. But human radiologists aren't looking for their next careers. In fact, they're more in demand than ever. Recommended Links: Here's What CNN Got Wrong About America's Weapons Shortage CNN warns that the Pentagon's munitions stockpile is now "dangerously low," after America's military burned through half of its most critical missiles in the first 39 days of the Iran war. Pentagon consultant Joel Litman says the defense industry is about to get turned upside down – and bring with it a once-in-a-century chance to build generational wealth, for those who understand what's coming. On September 24, Litman reveals the full story and why he expects a short list of little-known defense suppliers to soar as much as 23-fold, starting now. Reserve your spot at America Unleashed. 'I Nearly Died – Twice' A serious car crash... a tree falling through my living room – you can't make this up. Cheating death twice has made me reevaluate everything. It's why I'm speaking out today, one FINAL time... giving away what I consider a priceless investing secret... and running up my nearly $20 million "bill" (money I've saved for readers!) with Stansberry Research so far. But after this, I'm going away for good. Please see this message now. American diagnostic radiology residency programs offered a record 1,208 positions last year... up 4% from 2024. Vacancy rates hit all-time highs. Radiology ranked as the second-highest-paid medical specialty in the country in 2025. Average annual income sat around $520,000 – almost 50% above the 2015 average. The Bureau of Labor Statistics projects radiology employment will grow 5% from 2024 to 2034, ahead of the 3% average across all occupations. At the Mayo Clinic alone, the radiology staff has grown 55% since Hinton's warning. AI got very good at one slice of the job. But radiologists do a lot more than one slice... Reading the image is only the first step. In one study, only 36% of staff radiologists' time was spent on direct image interpretation. These folks also advise surgeons and physicians based on their findings. They still have to oversee exams, too. Investors often focus on how AI can replace one task. And they often assume that means AI can replace an entire role... or even an entire company. But it's rarely that simple. The market has slapped many companies with the "loser" label because of AI... Folks see a chatbot or a reasoning model... and assume every software company is about to get bulldozed. That kind of irrational panic creates some of the best opportunities in the market. When investors price in a company's destruction before AI has disrupted its business, the stock becomes cheap relative to what the business is earning. That has led to a growing disconnect between the strong earnings and discounted prices of these companies. Hinton's prediction about radiology is now a decade old. The profession didn't just survive – it thrived. And years from now, many of the other industries "doomed" by AI will likely tell a similar story. Regards, Joel Litman September 17, 2026 Tell us what you think of this content We value our subscribers' feedback. To help us improve your experience, we'd like to ask you a couple brief questions. Click here to rate this e-mail A publication from You have received this e-mail as part of your subscription to Altimetry Daily Authority. If you no longer want to receive e-mails from Altimetry Daily Authority, click here. Published by Altimetry. You’re receiving this e-mail at ahmedwithnour@gmail.com. For questions about your account or to speak with customer service, call (800) 701-9346 (U.S.), 9 a.m. – 5 p.m. Eastern time or e-mail info@altimetry.com. Please note: The law prohibits us from giving personalized financial advice. © 2026 Altimetry. All rights reserved. Any reproduction, copying, or redistribution, in whole or in part, is prohibited without written permission from Altimetry. 110 Cambridge Street, Cambridge, MA 02141. altimetry.com. Any brokers mentioned constitute a partial list of available brokers and is for your information only. Altimetry does not recommend or endorse any brokers, dealers, or investment advisors. Altimetry forbids its writers from having a financial interest in any security they recommend to our subscribers. All employees of Altimetry (and affiliated companies) must wait 24 hours after an investment recommendation is published online – or 72 hours after a direct mail publication is sent – before acting on that recommendation. This work is based on SEC filings, current events, interviews, corporate press releases, and what we’ve learned as financial journalists. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. It’s your money and your responsibility.

This Morning's Focus Is (Nasdaq: CETX) — The Bell Hasn't Rung Yet And There's Still Time To Get Up To Speed On This Three-Segment Industrial Platform

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Cemtrex, Inc. (Nasdaq: CETX) Just Landed On The Top Of The Market Crux Watchlist This Morning —Thursday, September 17, 2026… Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Get Focused On (CETX) While It’s Still Early… September 17, 2026 Dear Reader, The clock is ticking toward the opening bell, and one industrial technology company is giving us several reasons to pay attention. Its 2026 expansion has been aggressive, while the latest operating numbers are beginning to show measurable progress. Something worth paying attention to is happening in the industrial sector right now… The defense budget is expanding. Reshoring is accelerating. Infrastructure spending keeps climbing. And critical-facility security — prisons, government buildings, healthcare campuses — is seeing a surge in modernization demand that shows no signs of letting up. These aren't isolated trends. They're converging — and the companies that sit at the intersection of all three are the ones most likely to benefit as capital flows through the system. At the center of these converging trends, one Nasdaq-listed company has completed three acquisitions in a single calendar year, launched an entirely new Aerospace & Defense segment, watched its equity base nearly quadruple, and started converting that expansion into positive operating cash flow. The company is Cemtrex, Inc. (Nasdaq: CETX). And the closer you look at the operational trajectory unfolding here, the more the numbers start to demand attention… Cemtrex, Inc. (Nasdaq: CETX) is topping our watchlist this morning—Thursday, September 17, 2026. Keep in mind, (Nasdaq: CETX) has a float less than 2M shares listed as available to the public—with a float that small, the potential exists for big moves if demand begins to shift. Three Segments, Three End Markets, One Small Float The first thing to know about Cemtrex, Inc. (Nasdaq: CETX) is that it operates across several different businesses, not just one product or service. It's a diversified operating platform running across three segments — Security, Industrial, and Aerospace & Defense — each generating its own revenue, serving its own customer base, and riding its own secular tailwind. The Security segment operates through Vicon Industries, a decades-old name in video management software, high-performance cameras, and integrated surveillance solutions serving government, corrections, and enterprise customers. That matters because the demand behind video surveillance is real and accelerating… According to Grand View Research, the global video surveillance market was estimated at $83.48B in 2025 and is projected to reach $204.68B by 2033 at an 11.7% CAGR. Vicon sits directly in that growth path. And the orders are landing. Since May, Vicon has announced approximately $2.9M in corrections-related orders, including a $900K single-facility award covering the complete Vicon platform — cameras, servers, workstations, software — deployed end-to-end through a specialist detention integrator. Corrections is one of the most demanding end markets in physical security. Systems run continuously for years in hardened environments, and integrators who concentrate an entire facility on a single vendor do so only when they trust that vendor completely. That kind of full-platform commitment from a single customer — every camera, every server, every screen on one system — speaks louder than any quarterly guidance. The Industrial segment, operated through Advanced Industrial Services (AIS), delivers specialized rigging, millwrighting, piping, and equipment installation for manufacturers nationwide. AIS has grown from approximately $21M to $38M in annual revenue between FY2022 and FY2025. That's a near-doubling in three years — steady, compounding expansion built on a high-repeat customer base across infrastructure end markets. With reshoring trends accelerating and domestic manufacturing capacity expanding, AIS sits in the direct path of multi-year capital deployment. These are the kinds of services — rigging heavy equipment, installing production lines, maintaining complex manufacturing infrastructure — that don't get offshored and don't get automated. Somebody has to physically put the machines in place. AIS does that work. And then there's the segment that could change the math entirely. The Aerospace & Defense segment, anchored by Invocon, brings a 40-year-plus engineering heritage in mission-critical instrumentation, wireless sensing, and telemetry for space and missile programs. Invocon counts the Missile Defense Agency and major defense primes among its customers. In April 2026, the subsidiary was selected for a U.S. Navy SBIR Phase I contract in naval mine warfare. That's not a press release talking point. That's the Department of Defense validating a capability — and potentially opening a pipeline of follow-on work in an area where program continuity and institutional trust matter more than the initial contract value. Phase I work, by design, is meant to demonstrate feasibility before larger Phase II funding follows. Three Deals Done — And A Fourth On The Way What separates (CETX) right now is the velocity of its platform expansion. In calendar 2026 alone, the company has completed three acquisitions… Invocon closed in January for $7.1M in cash, launching the Aerospace & Defense segment from scratch. Richland closed in February, extending AIS's geographic footprint into Tennessee and the Southeast. And in July, Plant Engineering Services (PES) joined the platform — adding the engineering expertise that sits upstream of AIS's installation, rigging, and millwrighting work. PES specializes in the design, modernization, and relocation of large hydraulic and mechanical press systems for aerospace forging, automotive, defense, and heavy manufacturing. Founded more than thirty years ago, PES is expected to contribute $4–5M in revenue over the next twelve months. The combination creates something the two companies couldn't offer on their own… AIS can now pursue turnkey capital projects — from engineering and design through installation and commissioning — under a single platform. Chairman and CEO Saagar Govil described the fit directly: "PES brings deep engineering expertise that AIS has never had in-house, and AIS brings the field execution resources that PES has historically sourced externally. Each company is a natural customer of the other." And perhaps the most telling signal of all… An additional Industrial Services deal is currently under letter of intent and targeted for the September quarter. Four completed deals in a single fiscal year would represent a cadence that signals real intent — a management team actively compounding a platform, not just presenting slides about one. And because all three acquisitions were done with corporate overhead essentially unchanged from FY2025, each new segment's earnings compound against a fixed cost base. That's the kind of operating structure where scale creates meaningful margin expansion as the platform grows. The Q3 Numbers Tell The Real Story What makes the timing worth watching is that the most recent quarterly results confirm operational momentum building across the entire company. For Q3 FY2026, Cemtrex, Inc. (Nasdaq: CETX) reported revenue of $18.4M, up 9% year-over-year and 2% sequentially — marking a return to consolidated top-line growth. The Aerospace & Defense segment delivered $2.2M in Q3 revenue with $1.0M in segment operating income on 87% gross margins — in only its second quarter of consolidation. Vicon's segment operating loss narrowed to $0.3M from $3.0M in Q1 — a 90% improvement across two quarters, with gross margins climbing to 49%. That's a security business approaching breakeven after a complete cost restructuring. Operating EBITDA improved by $1M sequentially… And operating cash flow turned positive during Q3 at $0.2M — a meaningful shift from the $5.1M used in operations during the first half of the year. The balance sheet tells the same story. Shareholders' equity now stands at $32M, up from $8.7M at fiscal year-end — nearly four times the starting figure. Cash and marketable securities totaled $11.7M as of June 30, 2026. These aren't projections on a slide deck. These are reported figures showing two consecutive quarters of sequential improvement across the platform. And here's what connects the balance sheet to the acquisition strategy… With $11.7M in cash and securities and a strengthened equity base, the company has the financial capacity to keep compounding — and management has already said it intends to maintain this pace of acquisitions into FY2027 and beyond. 7 Reasons Why We’re Focused On (CETX) This Morning—Thursday, September 17, 2026… 1. Small-Float: With less than 2M shares listed as available to the public, (CETX)’s small float could witness the potential for big moves if demand begins to shift. 2. Three-Segment Diversification: The company operates across Security, Industrial, and Aerospace & Defense — three independent end markets with separate revenue streams and secular growth drivers. 3. Aerospace & Defense Delivering: Invocon posted $2.2M in Q3 revenue with $1.0M in operating income on 87% gross margins and was selected for a U.S. Navy Phase I contract in its first year under the (CETX) umbrella. 4. Security Approaching Breakeven: Vicon's operating loss narrowed 90% from Q1 to Q3 with Q3 gross margins of 49%, and roughly $2.9M in corrections orders have been announced since May. 5. Acquisition Velocity: Three deals completed in calendar 2026 with a fourth under LOI for the September quarter. PES alone is expected to add $4–5M in revenue over twelve months while opening automotive and defense manufacturing end markets. 6. Cash Flow Inflection: Operating cash flow turned positive in Q3 following $5.1M used in the first half, with Operating EBITDA improving $1M sequentially — the second straight quarter of consolidated operating improvement. 7. Surveillance Market Tailwind: The global video surveillance market is projected to grow from $83.48B to $204.68B by 2033 at an 11.7% CAGR per Grand View Research, providing a durable macro backdrop for Vicon's government and enterprise surveillance platform. Get Focused On (CETX) While It’s Still Early… When you stack it all up — a diversified three-segment platform, sequential improvement across the business, new government defense contracts, a compounding acquisition pipeline, and a float under 2M shares — (CETX) presents a profile that warrants closer attention. The company reported $76.5M in revenue last fiscal year… It's actively expanding into defense, automotive, and critical infrastructure end markets… The Q3 trajectory shows real sequential progress — and with PES now onboarded, a fourth deal in the pipeline, and the Navy contract opening new doors for Invocon, the runway ahead looks longer than the road behind. Anyone following the industrial and defense space should have this name on their radar. We’re focused on (CETX) this morning with under 90 minutes to go before the bell. Keep an eye out for our next update, it could be coming very shortly. Sincerely, Gary Silver Managing Editor, MarketCrux MarketCrux.com (“MarketCrux” or “MC” ) is owned by Headline Media LLC, MC is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile MC brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between Headline Media LLC and TD Media LLC, Headline Media LLC has been hired for a period beginning on 09/16/2026 and ending on 09/17/2026 to publicly disseminate information about (CETX:US) via digital communications. Under this agreement, TD Media LLC has paid Headline Media LLC seven thousand five hundred USD (“Funds”). To date, including under the previously described agreement, Headline Media LLC has been paid thirty thousand USD (“Funds”). These Funds were part of the fifteen thousand USD funds that TD Media LLC received from a third party named Interactive Offers LLC who did receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither Headline Media LLC, TD Media LLC and their member own shares of (CETX:US). Please see important disclosure information here: https://marketcrux.com/disclosure/cetx-5WJ7p/#details

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(Nasdaq: AXG) Is What We're Watching This Morning — AI Data Centers Growing At 23.9% And RWA Tokenization Headed Toward $24.5T Under One Roof

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Street Ideas Just Put Solowin Holdings (Nasdaq: AXG) On This Morning’s Watchlist—Thursday, September 17, 2026 Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. See Why We’re Highlighting (AXG) This Morning… September 17, 2026 Dear Reader, With about 90 minutes left before the session begins, Solowin Holdings (Nasdaq: AXG) is giving us plenty to review. The company is positioning itself across AI data centers, regulated digital currency, and tokenized financial assets under one platform. Three of the fastest-growing infrastructure sectors in global finance — AI data centers, regulated stablecoins, and real-world asset tokenization — are converging right now in a way that deserves careful attention… Solowin Holdings (Nasdaq: AXG) is building across all three under one compliance-first platform. And that's why (Nasdaq: AXG) is topping our watchlist this morning — Thursday, September 17th, 2026. Here's what's converging… The global AI data center sector is projected to grow from $180.6B in 2026 to $810.6B by 2033 at a 23.9% CAGR, according to Grand View Research. North America alone commands more than 37% of that sector, and demand for high-performance compute capacity continues to outpace available supply. The stablecoin market has crossed $316B in total capitalization as of mid-2026, with major banks forecasting that figure could approach $2T before the end of the decade. Stablecoins settled more than $7T in a single month earlier this year — surpassing the U.S. ACH network for the first time. That's not a fringe asset class anymore. That's settlement infrastructure operating at the scale of traditional banking rails. And then there's real-world asset tokenization… The global asset tokenization sector was valued at $2.1T in 2026 and is projected to reach $24.5T by 2033 at a 42.1% CAGR, per Grand View Research. Tokenized U.S. Treasuries alone surpassed $13.5B on-chain as of mid-2026, with BlackRock's BUIDL fund at $2.4B and Ondo's USYC at $3B. The institutional migration from traditional financial instruments to tokenized on-chain equivalents is accelerating — and the infrastructure connecting those tokenized assets to regulated stablecoin settlement layers is where the real structural demand is forming. Solowin Holdings (Nasdaq: AXG) is building at the intersection of all three — and the pace of what it's assembled over the past 30 days is what put it at the top of our list. Three Pillars Under One Compliance Roof What makes (AXG) worth studying is the scope of what it's connecting… On the stablecoin side, the company's subsidiary AX Coin Bahrain holds a full stablecoin issuance license from the Central Bank of Bahrain and recently secured what it describes as the world's first Sharia-compliant stablecoin certification, reviewed by Shariyah Review Bureau, covering AXBHD's issuance mechanism, reserve framework, governance, and revenue model. Sharia-compliant finance spans more than $4T in global assets — and a certified stablecoin creates regulated access into the Middle East, Southeast Asia, and parts of Africa that most fintech platforms cannot reach today. The AXUSD stablecoin infrastructure has also completed a successful BlockSec security audit of its Ethereum smart contract, adding independent third-party verification to the regulated framework. On the RWA side, Solowin Holdings (Nasdaq: AXG) operates FERION — a real-world asset tokenization platform designed to bring traditionally illiquid assets onto regulated digital rails. The company's 2025 acquisition of AlloyX Limited added tokenized money-market fund capabilities to the platform, per the company's anniversary disclosure — connecting stablecoin settlement directly to tokenized yield-bearing instruments. That combination matters more than it might appear at first glance… In a world where tokenized U.S. Treasuries alone have crossed $13.5B on-chain and the broader asset tokenization sector is projected to reach $24.5T by 2033, the ability to bridge regulated stablecoin issuance with compliant RWA tokenization creates a connected financial stack that few competitors can replicate. Stablecoins provide the settlement layer. FERION provides the tokenization layer. KOVAR provides the AI infrastructure layer that can route, verify, and optimize transactions across all of it. And the Central Bank of Bahrain license gives the entire stack a regulated foundation that most tokenization platforms lack entirely. The AI Compute Layer and the Team Behind It The third pillar is physical infrastructure. In August 2026, AXG launched AXG Digital — a dedicated AI and high-performance computing infrastructure division headquartered in Utah. The near-term target: more than 100 MW of operational HPC capacity by 2028. The development pipeline: more than 1 GW of potential capacity spanning Europe, the United States, and sub-Arctic markets. On the software layer, AXG launched KOVAR AI (an enterprise LLM gateway) in February 2026, followed by KOVAR Cloud and KOVAR Router in March — a unified API with millisecond-level intelligent routing across global AI models, per the company's August disclosure. The suite includes KOVAR KYA (Know Your Agent), a decentralized identity compliance engine for auditable AI-driven on-chain activities… On September 16, 2026, AXG Digital announced the appointment of Andrew Vickery as CEO and Director — bringing more than two decades across technology, power, and infrastructure, including six years at JPMorganChase where he was involved in over $20B in project financings covering power generation and related infrastructure across Europe and Asia. He later took a medical imaging company utilizing foundational AI tools public on an LSE sub-exchange, and has since founded, financed, or advised more than a dozen technology-focused businesses. Carsten Bressel joins as VP of Strategic and Business Development, with a track record focused on capitalizing AI infrastructure projects… Both co-founded Incept Phaedrus, where they originated AI compute, data center, and associated power infrastructure projects across multiple geographies. AXG Digital has also disclosed advanced discussions with an experienced data center developer regarding a broader development relationship covering design, construction, and operation of its facilities — suggesting the physical buildout is actively progressing beyond the planning stage. The connection between physical AI compute and digital financial rails is the core of the AXG story — data centers generate the compute power, while stablecoins and tokenized assets generate the transaction demand that flows through it. The Partnership Network and Geographic Reach The partnership layer adds further depth. According to the company's partner page, 21 institutional partners span six layers of the stack — banking (Standard Chartered, ANZ), custody (Fireblocks, BitGo), chains (Polygon, Solana, Chainlink), security (BlockSec), payments (Visa), and broader infrastructure (SC Ventures, Bahrain FinTech Bay). In April 2026, AXG signed an MOU with SC Ventures — Standard Chartered's innovation arm — to co-develop AGENPAY, focused on intelligent payment routing for agent-driven payments. In September 2026, a strategic MOU with EvolveQ targets quantum computing, AI, and HPC integration for financial applications — including FinQ-based models for quantum-powered cross-asset and portfolio optimization that could potentially bring new computational capabilities to the tokenized-asset and stablecoin layers. In July 2026, Solowin Holdings (Nasdaq: AXG) expanded into Latin America through a partnership with ATTRUS to co-develop cross-border payment networks and stablecoin on/off-ramp services across Mexico, Argentina, and Brazil — three of the fastest-growing digital-finance markets in the Western Hemisphere. Latin America carries particular significance for a platform combining stablecoins and RWA tokenization — Argentina's demand for inflation-hedging tools, Mexico's cross-border remittance corridors, and Brazil's fintech leadership all create conditions where regulated digital-asset rails serve immediate, real-world needs… This is a company that celebrated its 10th anniversary in August 2026 — compliance-first since 2016, Hong Kong SFC-licensed, Nasdaq-listed since 2023, and now operating with a Central Bank of Bahrain stablecoin license. Chairman and CEO Peter Lok framed the vision in a September update: "Our strategy is built around a simple goal: make regulated digital value more useful, programmable and accessible 24/7 across borders, institutions and intelligent systems." 9 Reasons Why We’re Highlighting (AXG) This Morning—Thursday, September 17, 2026… 1. 100+ MW HPC Target by 2028: AXG Digital is building toward more than 100 MW of operational high-performance computing capacity by 2028, backed by a development pipeline exceeding 1 GW across Europe, the U.S., and sub-Arctic markets. The strategy combines access to advantaged power, modular infrastructure, and institutional capital. 2. $20B+ Infrastructure Financing Background: Newly appointed AXG Digital CEO Andrew Vickery brings more than two decades in technology, power, and infrastructure — including six years at JPMorganChase with involvement in over $20B in project financings across Europe and Asia. 3. Central Bank Stablecoin License: AX Coin Bahrain holds a full Central Bank of Bahrain stablecoin issuance license and the world's first Sharia-compliant stablecoin certification, opening regulated access to Islamic finance markets spanning more than $4T in global assets. 4. RWA Tokenization via FERION: The company's FERION platform enables real-world asset tokenization on regulated rails, complemented by the 2025 AlloyX acquisition that added tokenized money-market fund capabilities — connecting stablecoin settlement with yield-bearing tokenized instruments. 5. Quantum Computing Partnership: The September 2026 MOU with EvolveQ targets FinQ-based quantum-powered optimization models integrating AI, HPC, and quantum computing for institutional finance. 6. Full AI Software Suite Live: KOVAR AI, KOVAR Cloud, KOVAR Router, and KOVAR KYA — an enterprise LLM gateway, institutional cloud, intelligent router, and compliance engine — all launched in the first half of 2026. 7. Latin America Expansion: The ATTRUS partnership opens cross-border payment and stablecoin on/off-ramp infrastructure across Mexico, Argentina, and Brazil — three of the largest digital-finance markets in the Western Hemisphere. 8. SC Ventures Co-Development: An MOU with Standard Chartered's innovation arm to co-develop AGENPAY for intelligent, agent-driven payment routing and advanced API retrieval. 9. Ten-Year Compliance Track Record: Compliance-first since 2016, Hong Kong SFC-licensed, Nasdaq-listed since 2023, and now backed by 21 institutional partners including Standard Chartered, Visa, Circle, Polygon, Solana, and Chainlink — a regulatory foundation assembled over a full decade. See Why We’re Highlighting (AXG) This Morning… The convergence of AI infrastructure, regulated stablecoins, and real-world asset tokenization under a single compliance-first platform is what makes (AXG) worth studying carefully — especially as these potential catalysts continue to develop through the remainder of 2026 and into 2027… Execution across that scope remains the central open question for Solowin Holdings (Nasdaq: AXG) — scaling data center capacity across three continents while expanding both a regulated stablecoin platform and an RWA tokenization layer into new geographies is a complex, multi-front undertaking. But the regulatory credibility, the institutional partnerships, the executive hires, the RWA and stablecoin infrastructure already in production, and the sheer density of forward-looking milestones all suggest this is a name the research warrants following closely from here… The convergence of AI compute, regulated stablecoins, and tokenized real-world assets under a single compliance-first framework is rare — and (AXG) is building at the center of it. Pull up (AXG) while it’s still early. Sincerely, Paul Prescott Co-Founder & Managing Editor Street Ideas Newsletter Street-Ideas.com (“Street-Ideas” or “SI” ) is owned by 147 Media LLC, a single member limited liability company. Data is provided from third-party sources and SI is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SI brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between 147 Media LLC and TD Media LLC, 147 Media LLC has been hired for a period beginning on 09/16/2026 and ending on 09/17/2026 to publicly disseminate information about (AXG:US) via digital communications. Under this agreement, TD Media LLC has paid 147 Media LLC seven thousand five hundred USD (“Funds”). These Funds were part of the forty two thousand five hundred USD funds that TD Media LLC received from a third party named Awareness Consulting Network LLC who did not receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. 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