$SK hynix(SKHY)$ SK hynix has a consensus Buy rating from 14 analysts, with nine recommending buy and four giving a strong-buy rating. The average price target is $247.67. Recent analyst coverage has stayed broadly positive, including overweight ratings from JPMorgan and Cantor Fitzgerald. Price targets range from $220 at Needham to $300 at Cantor Fitzgerald.
$Bloom Energy Corp(BE)$ I'm no expert, but it looks like they wanted to short the hell out of it today. The problem? The market decided to stay very bullish on AI in general. Some shorts might be in real trouble. They should've taken HunterBROKE as a lesson, but apparently they don't learn.
$ERock, Inc.(EROC)$ 4 to 8 million shares outstanding, 28 million in the float, and about 17% of that float is shorted. This setup feels like a coiled spring. They already have contracts and deliveries with Meta, plus a 2027 agreement with Anthropic, and the backlog is sitting at $1.7 billion and still growing. A lot of financial analysts and hedge fund folks see $Bloom Energy Corp(BE)$ as the next Bloom.
$SK hynix(SKHY)$ It's been an odd day. With Micron doing well, I figured an easy 3-5% gain for SKHY would follow. The AI doom narrative seems to be fading, and the AI buildout race is on.
$SK hynix(SKHY)$ It is hard to see anything in Q2 2027 that would dampen the trade. For now, I am bullish enough to buy shares, but not options or 2x leveraged products.
$Dell Technologies Inc.(DELL)$ Not sure why there's so much negativity around this rally. Earnings were solid, and tech AI names are performing well. The move toward 600 still seems like it could happen sooner than later. This one has been carrying the portfolio this week.
$Bloom Energy Corp(BE)$ For those who have been following this for a while, you may remember that before the Russell 200 move, it ripped nearly 50 points in a single session, especially into the close. Could something similar happen this time around? I wouldn't bet against it.