$Bloom Energy Corp(BE)$ The market has gone through “interest rate fears,” oil spikes, inflation, and similar scares so many times, only for the same cycle to repeat. It feels like every imaginable fear gets used to short and profit off people. Sometimes the whole system feels like it's built on a tiny straw. I just wish there were a system where manipulation of any kind was actually prohibited. Still holding.
Adding to my DRAM and networking/optics exposure after the recent volatility. Bought more shares of $SK hynix(SKHY)$ and $Applied Optoelectronics(AAOI)$ today. I think both are significantly undervalued at their current levels of $163.25 and $107.31, respectively. Memory and networking/optics are two sectors I believe have the highest upside potential for the rest of 2026 and into 2027. DRAM and optical transceiver suppliers could catch a bid in the near future, and will likely see significant growth over the next 16 months through the end of 2027. That view is supported by projections for AI hyperscaler capex spending to finish 2026 at roughly $860 billion, and land somewhere between $1.2 tri
$SK hynix(SKHY)$ SK Hynix is putting over $4B into an HBM production hub in Indiana, and they have signed an MOU with Purdue. The company held a ceremony for an advanced packaging production facility for AI memory at Purdue's Holloway Gymnasium in West Lafayette, Indiana. The Indiana fab is expected to open its cleanroom by October 2028 and start mass production of HBM in the second half of 2029. Once commercial operations get going, the plan calls for a workforce of around 1,000 people. This is SK Hynix's first HBM production base in the U.S., and the setup is designed to work closely with their production in South Korea. Wafers made by SK Hynix in Korea will be shipped to Indiana for advanced packaging and testing, with the finished Made in
$SK hynix(SKHY)$ Data center moratoriums will probably keep rising because of power, water, and land constraints, but that doesn't necessarily mean AI hyperscaler investment slows down anytime soon. Hyperscalers are moving toward securing private green energy and off-grid nuclear power instead of pulling back on expansion, so a direct slowdown in chip orders isn't guaranteed. Why moratoriums are increasing: local grids can't handle the electricity demand from AI servers, cooling systems use millions of gallons of water daily, and backup generators plus cooling fans create constant noise for nearby homes. How hyperscalers are adapting: they're investing directly in nuclear, solar, and geothermal power, shifting