To The Moon

$Invesco QQQ(QQQ)$ Still watching this max-pain level. It remains at 712 right now. $ProShares UltraPro QQQ(TQQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Semiconductor ETF(SOXX)$  $Roundhill Memory ETF(DRAM)$ 

$Bloom Energy Corp(BE)$  Volume has been lighter than usual this week, but the price move has been solid. The final rebalance auction for the S&P inclusion should take place in the last 30 minutes of the session. With that kind of catalyst, the week could close out strong on heavy volume.

$Dell Technologies Inc.(DELL)$ Could we see another move like last Friday, where it gapped up $67 in the first hour?

$SK hynix(SKHY)$ Micron is the one to watch here. Chip production should stay overseas, and honestly, this kind of move shouldn't be allowed to happen.

$Bloom Energy Corp(BE)$ This pattern has shown up repeatedly over the last couple of years. It looks more like a shakeout tactic, probably followed by some major bullish catalyst. The setup seems designed to make people sell on fears about rate hikes and the idea that AI is over.

$SpaceX(SPCX)$ Once Optimus is released, Tesla could be worth 8 trillion. That's the kind of projection Musk has thrown out there.

$Bloom Energy Corp(BE)$ I'm still bullish on AI, and especially on bloom. But when AI leaders are telling the world to slow down, I think it's at least worth listening and revisiting the thesis. Would genuinely like to hear from the longs: are you trimming for a while, changing your thesis, or staying the course?

$Bloom Energy Corp(BE)$ GEMA keeps surprising analysts and investors. Revenue growth is explosive, new contracts are coming in, and EPS could grow at an absurd pace over the next 5 years. Long-term investors are in a good spot here.

$SUPER MICRO COMPUTER INC(SMCI)$ I keep forgetting to factor total equity into the PE ratio. If a company owns assets, that should matter when you value it. SMCI's $25B valuation includes roughly $14B of existing shareholder equity, leaving only $11B of market premium over book value. At $4.40–$5.50 FY EPS, that premium is only about 3.1x to 3.8x projected earnings. $Dell Technologies Inc.(DELL)$ , by comparison, commands a $340B valuation despite roughly negative book value, meaning essentially its entire valuation rests on expected future cash flows rather than existing value. For $Hewlett Packard Enterprise(HPE)$ , total equity is $24B and market

Major strategic upgrade here: Ballard has completed the acquisition of GeoPura, shifting from mainly a fuel-cell manufacturer into a vertically integrated hydrogen energy solutions provider. GeoPura adds 500kW Hydrogen Power Units, green hydrogen production, logistics, and an Energy-as-a-Service model. Ballard can now capture value across a much larger part of the hydrogen chain instead of just selling fuel-cell modules. The deal strengthens its position in Europe while opening additional opportunities in North America and stationary power markets. For me, this makes $Ballard Power(BLDP)$  significantly more interesting versus pure-play peers. If hydrogen demand accelerates, Ballard could increasingly compete for larger integrated projects al