$Bloom Energy Corp(BE)$ Looks like the big institutions are all rushing to buy in ahead of the S&P inclusion date. Heading back toward all-time highs and beyond. Very nice.
$SK hynix(SKHY)$ Very interesting week ahead. Fed, Oracle and energy reporting. SKHY over $180.00 on Coinglass following a very good up day on the KOSPI and SKH in S. Korea. Will it just keep going up or will there be a pullback? I'm thinking of adding in small positions so I still have powder left for a consolidation pullback before the move past $200.00.
$SPDR S&P 500 ETF Trust(SPY)$ $Bloom Energy Corp(BE)$ Just some long weekend thoughts I haven't seen mentioned anywhere. What if China is creating the false narrative that data centers are bad to try to turn people against data center construction so they can get ahead? I've been working in data centers since the boom started in 2023, and most of the arguments against them are false. The water use narrative is based on old 2000s technology that used evaporative cooling like cooling towers. Now pretty much everything is closed loop CRAH or CRAC units. As for power use, all the current new builds in Illinois are using onsite power such as Bloom Energy in some way,
Not going to lie, it feels good to see some of these AI and data center names push higher. The past few weeks have not been easy to hold through the volatility, especially with all the headlines around AI spending, valuations, and data center demand. One strong day does not change everything, but it is a good reminder that sentiment can shift quickly. Still holding. Still watching $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $WhiteFiber, Inc.(WYFI)$ $Soluna Holdings, Inc.(SLNH)$ NUAI.
$IREN Ltd(IREN)$ Below 40 looks extremely cheap to me. I'm keeping my position and adding when I can. 80 is definitely fair value, and with momentum we could even see 100.
$Bloom Energy Corp(BE)$ There's talk about needing a lot more data centers, but people who live near them complain about the water use and noise. It probably won't change much because the needs of the many outweigh the needs of the few. Still, it sucks for now.
$Moderna, Inc.(MRNA)$ Friday closed with a green hammer candle, which points to a bullish reversal. The daily chart is also still showing a bullish pennant, suggesting a bullish continuation after a brief period of price consolidation. The pre-market weakness recently looks tied to month-end positioning and some geopolitical concerns that likely won't stick around.
$Tradr 2X Long SNDK Daily ETF(SNXX)$ I've been day trading this for about 2 weeks now, and it's been paying off. My guess is it breaks 12 from the mid-to-high 11s, then retraces back into the 12s this week.