$Bloom Energy Corp(BE)$ Back to 200+ tomorrow. Now there's this strange obsession with "negative cash flow," which actually should be a good sign for a growing business. If positive cash flow is the priority, look at names like Walmart, Verizon, and AT&T.
$IREN Ltd(IREN)$ As Elon has hinted, compute prices are going to keep climbing. Every major AI lab and hyperscaler is desperate for electrified power, which is a prerequisite for running AI marathon training sessions. If power is the bottleneck, and IREN has the most power under ownership — some other BTC legacy miners have land or grid connections, but they're nowhere near the AI cloud infrastructure level IREN is at — it doesn't take a genius to figure it out. The market will always have things outside anyone's control: macro headwinds, two-faced message board bears who will soon flip bullish and act like they've been long all along once they switch from puts to calls, and potential deployment issues. But the facts remain.
$SpaceX(SPCX)$ Elon sees SPCX reaching a $500B–$1T annual revenue run rate by end-2027. Big ambition, let's see how it plays out. Among the smaller space companies, which ones could offer bigger upside? Contracts are good, but you can't depend on NASA forever. Budgets change. Missions get delayed. I want to see more customers, recurring income, and something competitors can't easily copy. Cheap, frequent launches, connectivity, data, compute, robots building and fixing things in orbit, on the Moon, and eventually Mars. Plenty of opportunity. Who can turn it into a business that lasts? $Rocket Lab USA, Inc.(RKLB)$ $Firefly Aerospace Inc.(FLY)$
$Applied Optoelectronics(AAOI)$ The same dynamic applies to AAOI. LITE's CEO said on Fox Business that even if data center builds slow down, it wouldn't matter much for LITE, since data centers are already in the process of replacing copper connections with optical infrastructure. He also mentioned they're sold out through 2029, with demand doubling in 2027 and 2029.
$SK hynix(SKHY)$ Micron and Samsung earnings looked fantastic. TSMC and ASML are up this week, and SK Hynix reports in two weeks. There are just too many positive catalysts here to ignore.
$SpaceX(SPCX)$ SpaceX is reportedly looking to raise $40,000,000,000.00 to fund purchases of Nvidia AI chips, with Apollo leading the financing, according to FT.