$SpaceX(SPCX)$ Just a note for the folks who keep making uninformed comments. SPCX will turn profitable this quarter, and its earnings should grow quickly from there. Plenty of big tech companies started out posting losses before scaling into profitability. That's Investing 101.
$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Some of the semi-bear arguments I keep seeing don't hold up well. The EOM window dressing angle seems shaky, and the overnight move was really tied to October positioning. Without MU, SOXX and SMH would be down, which just shows a lack of understanding of semi subsectors. SOXS at $33 would have printed a few days ago, and I'd actually welcome that if it makes the recent SMH and SOXX rally healthier. When SOXS was in the 70s, I said repeatedly that it would hit an all-time low this year even with another semi correction. For anyone holding a large SOXS position, the better approach has been to exit into strengt
$Sunrun(RUN)$ A comp I keep coming back to is BE. Bloom made a big pivot into the AI/data center power story and the market completely repriced the company. RUN is working through its own pivot. Solar to storage to VPPs to distributed power to AI/data center demand. 74% storage attachment. 4.6 GWh networked storage. Tesla VPP. SPAN partnership. Then add the midterms and roughly 30% short interest. If the market starts treating RUN as an energy infrastructure company instead of just a residential solar company, the re-rating could be sharp. That's the setup I'm watching.
$Dell Technologies Inc.(DELL)$ Insiders are dumping millions of shares every day, so it might be worth watching closely. Silver Lake, a major shareholder, has been selling millions of shares on a daily basis.
$Bloom Energy Corp(BE)$ There are a number of things I like about Bloom Energy, but what stands out most is the CEO's integrity, the steady progress on proprietary technology, and the fact that there aren't any real competitors right now. I think the stock can reach $500 by the end of this year, and I'm looking toward the $1,000 mark, or maybe even higher, for next year.
$Tesla Motors(TSLA)$ $SpaceX(SPCX)$ The first image is the teaser photo, the second is a Google render, and the third is from Grok. How accurate do you think the Google render is compared to the final product? I think it nailed it.
$Bloom Energy Corp(BE)$ The strongest competitor to Bloom Energy looks like EROC. Eroc is expanding in the Texas market, where natural gas is plentiful. Let's go, Eroc.