$Bloom Energy Corp(BE)$ $Bloom-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Bloom Energy Corp(BE)$ $Bloom Energy (BE.US)$ has risen too much for no reason. with every new peak it forms a new bottom for testing investors resolve. do not fomo at this point yet

SSD, HBM, U.S. Permits — Which Memory Risk Is Real?

Memory stocks sold off sharply Thursday: SanDisk fell 22.26%, Micron 17.48%, and SK Hynix 13.40% amid policy scrutiny of AI data-center construction. SanDisk’s strong SSD results leave its high valuation sentiment-sensitive; Micron depends on HBM capacity and long-term contracts; Hynix faces permitting delays to its roughly $45B New York project. Bulls cite tight supply and order books; bears fear approval delays, cloud capex cuts, and cyclical pricing. What best shows the selloff overshot: SSD orders, HBM pricing, or U.S. permits?

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NMKOH
11-05 03:56
NMKOH
Democrat wins put a dent on the increasing buildup of data center in blue state. This impacted semicon stocks earning dependent on data centres, power and electrification.
- DEEP.PROFIT:
  either blue or red, the run up was too fast. the market cap doesn't justify

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