$Bloom Energy Corp(BE)$ The next earnings report is likely to come in well above analyst expectations again. Revenue should keep growing at a strong pace. By the end of the year, the stock could push past the $400 level. This one has delivered since the $14 range. The CEO comes across as credible, and the message stands out: "Don't bet against us... you'll lose." Long-term holders look well positioned here.
$SK hynix(SKHY)$ SK Hynix is being added to the SMH ETF today. That could be a big momentum shift for the stock, especially after it was added to NASDAQ two months ago. One of the largest IT ETFs in the world is now recognizing it as a major AI player. I plan to watch SK Hynix closely over the next few weeks to see if upward momentum builds.
$Baidu(BIDU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ BIDU at $90. Could reach $180 before long. A fair price for BIDU should be at least $180 or higher, given its self-driving car business. This is where the future is being priced in.
$Bloom Energy Corp(BE)$ The House passed the bill allowing data centers to bring their own power, 413-3. That looks like a strong tailwind for this stock.