$Bloom Energy Corp(BE)$ Bloom CEO KR Sridhar went on Bloomberg TV to address the Oracle force majeure overhang directly. He described the fuel cells as "fungible." Units already shipped to New Mexico can be redirected to other customers while still on the trucks. A project delay does not strand the hardware or the revenue. He reaffirmed guidance for this year and next and said manufacturing will keep expanding to meet demand: "We will not be the constraint." The CEO just validated the rerouting thesis on camera. If Jupiter slips past the February 2027 gas pipeline in-service date, the timing question is which customer gets the units first, not whether Bloom eats a revenue hole.
$SpaceX(SPCX)$ I keep wondering where the bears are who would claim the camera on the space station was fake, or that the docking never actually happened.
These are the ultimate "picks and shovels" value plays in the AI space right now. While mega-cap designers get crazy premiums, these 3 are trading at dirt-cheap multiples despite record backlogs and historic structural demand. The breakdown: $SUPER MICRO COMPUTER INC(SMCI)$ : Trading at roughly 5x forward P/E despite a $65B-$72B FY27 revenue target. Integrator king shipping NVL72 racks on schedule. $SK hynix(SKHY)$ : Roughly 5x forward P/E. High-Bandwidth Memory kingpin with 257% YoY growth plus massive hidden value in an upcoming Solidigm U.S. IPO. $Micron Technology(MU)$ : 16 forward P/E with take-or-pay supply contracts locked in for around $100B
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Yields keep pushing higher. The money train into these names is going to dry up soon. This should be well over $40. AMD and MU moves are keeping a lid on it for now.
$SK hynix(SKHY)$ Started an initial position recently. So far, so good. If the storage chip bottleneck persists, I'm expecting a three-digit yearly gain. I plan to gradually add on every dip. Best of luck to the longs.
$Atlassian Corporation PLC(TEAM)$ - Another stock building an ascending triangle on the daily chart. Watching closely for a break and hold of the $193 level. If it breaks, $225 looks reachable. Looking at calls above $193. $Microsoft(MSFT)$ - The stock is forming a tight channel on the daily. Watching for calls above $500 for a breakout move toward $525 and higher. It has been stuck in this zone for a while. $SpaceX(SPCX)$ - NASA just gave SpaceX another $946 million boost, adding 3 more Crew Dragon missions to the ISS through 2030. The stock needs to break $160 before it can push higher. If $160 breaks, a move toward $180 and beyond is on the t
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Tomorrow is OPEX day, so it should be more or less the same trade as today. Then next week, heading into mid-term seasonality, things could get interesting. Can it reach 80?