$SpaceX(SPCX)$ There is a reason this is the 14th flight and not the 1st. Over the previous 13 launches, SpaceX engineers have gathered enough data to give the 14th a solid chance of success. Of course, some critics might be hoping the spaceship burns up and explodes, but the odds aren't really in their favor.
$Bloom Energy Corp(BE)$ The sensational demand for AI infrastructure isn't slowing down. Chips proved that once again today with the amount of sentiment that just went their way. I do wonder how all of that is going to get powered.
$Bloom Energy Corp(BE)$ The best kept secret of Bloom Energy is the new high voltage DC power production that works in sync with high voltage DC chips, with no transmission losses, no extra heat generation, and less cooling required.
$Bloom Energy Corp(BE)$ I did my own research and honestly didn't find a single reason to sell right now. My read is OpenAI and Anthropic are slowing down because they're bleeding cash on spending, which could explain why they're delaying going public. But their rivals aren't going to slow down. AI is only going to keep expanding because there's genuine demand to use it to solve massive problems, from cancer research to energy, science, and beyond. The AI race isn't ending. It's just getting started.
$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ This should be interesting to watch. Let's see how low it can go. I'm getting ready to add Hynix if it drops to 165 and MU at 900. Not too worried, they always seem to prop back up. The AI demand story is still alive and well.
$Dell Technologies Inc.(DELL)$ CRM and other software names are starting to see real AI benefits. If Altman and Anthropic decide to hold back, someone else or plenty of others will gladly leapfrog them. We need the data centers either way. Dell will be fine.