$Dell Technologies Inc.(DELL)$ 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.
$Bloom Energy Corp(BE)$ Shorts seem to think they can push the price down. If you watch the share volume on down moves, you'll notice trades as small as one share going back and forth, around 20 shares total, all coordinated. Should be an interesting session ahead.
$SpaceX(SPCX)$ I'm firmly bullish on this one. Anyone on the other side, feel free to bet against it, I'm happy to take that position. Not investing advice.
$Viking Therapeutics(VKTX)$ The setup here is shaping up like a mini $Moderna, Inc.(MRNA)$ reaction, assuming the data comes in strong. Strong data with VK is likely, but not guaranteed. At this point, a lackluster outcome only seems possible under two conditions: either the PK data collected years ago had errors, or there was some idiosyncratic element in the 2024 phase 2 that made this molecule look strong when it's really just TZap-equivalent. Otherwise, modeling from the phase 2 efficacy data projects very strong performance. And tolerability from Vanquish is excellent, though titration is slower. That part I'm confident about.