$Bloom Energy Corp(BE)$ One of the more interesting parts of Bloom's business model is that its value isn't just about generating electricity, it's also about time. For AI data centers, waiting years for grid upgrades and enough power capacity can mean pushing back billions in infrastructure spending and potential revenue. Bloom's onsite generation looks like a potential alternative here, letting customers bring power online without having to wait entirely on traditional grid infrastructure. According to Bloom's June 2026 Data Center Power Report, 61% of surveyed developers would go with onsite power as their primary strategy if grid power became a bottleneck, while only 12% would relocate. In an industry racing to build compute, access to powe
BTC.X$SPDR S&P 500 ETF Trust(SPY)$ The stock market performs average on average. BTC has more potential since it doesn't have a long history holding it back.
TNX was at an all-time high frothy type level and would likely cool down. Today is a red day, and EMA 4 at 52.39 is the key level to hold. A close below would help $iShares 20+ Year Treasury Bond ETF(TLT)$ bounce, bonds cool down, and the market rip. The thesis was that if bonds cool down it would be fuel for the stock market.
$ProShares UltraPro QQQ(TQQQ)$ Next setup before the upside continues. Looking at the 5-minute time frame, with time and patience there's now follow-through. Entry point at the break of 77.75. Bulls have successfully reclaimed and defended the VWAP. Bears are getting squeezed hard. Price targets are 78.47, 78.67+. $ProShares UltraPro Short QQQ(SQQQ)$ $Invesco QQQ(QQQ)$ NQ_F
$Micron Technology(MU)$ $Invesco QQQ(QQQ)$ Micro beat on both the top and bottom line. With good PCE data and strong numbers from MU, there's a decent chance we get a nice rally. The Nasdaq could at least retrace back toward the recent highs.
$SPDR S&P 500 ETF Trust(SPY)$ Short term, Q's looked better recently, but SPY holding and closing above 760 was huge. Leaning towards a push back towards 773/774. No telling from there. If we push and fail, my guess is it would fail at 762/763 or 765/766.
$Invesco QQQ(QQQ)$ DraftKings is my favorite stock, and I'm buying more today. Instead of just being a degenerate gambler, I'd rather invest in great companies.
$Invesco QQQ(QQQ)$ Held 700 right to the dot. Stocks above the 40ma are almost near April lows. I wouldn't get too bearish here. The real move starts after Quad witching next week.