To The Moon

Bloom Energy closed at $193.30, down 11.24%, despite numbers many companies would love to report: Revenue: $1.24B, +138% Non-GAAP EPS: $0.94, above expectations FY revenue guidance: $4.4B-$4.6B Gross-margin guidance: 34.5% So why is BE falling? Because at roughly 250x trailing earnings, investors are no longer asking: “Can Bloom grow?” They are asking: “When does extraordinary growth become extraordinary cash flow?” 🟢 WHY I AM NOT BEARISH ON THE BUSINESS Bloom sits directly inside one of AI's biggest bottlenecks: POWER. AI data centres need enormous amounts of reliable electricity, and grid connections can take years. Bloom's fuel-cell systems offer something extremely valuable: power that can potentially be deployed faster and closer to where data centres actually need it. The AI infrastr

This is one of the strangest biotech reactions of the week. Moderna's personalised cancer vaccine, intismeran, combined with Merck's Keytruda showed in more than 1,100 melanoma patients: 42% lower risk of recurrence or death 38% lower risk of distant metastasis or death No new safety signals Those sound like excellent Phase 3 results. Yet MRNA collapsed roughly 17.6%, briefly touching $183 before recovering toward $200. So what went wrong? I think the answer is simple: The science beat the control arm. It did not beat the market's expectations. 🟢 WHAT THE TRIAL ACTUALLY PROVED The biggest positive is not merely the 42% number. Moderna has now taken personalised mRNA cancer therapy through a large Phase 3 study and demonstrated meaningful clinical benefit. That matters because the entire po

4 losses in a row with a 70% win rate. Your system didn't break. You just met math. Over 100 trades, there is a 43% chance of at least one streak like that. Why a streak feels like a signal Four losses in a row feels like a pattern. It feels like something changed. So the instinct is to fix a rule, tighten a filter, or skip the next setup. That instinct has a cost. If you change the rules in the middle of a sample, you delete the evidence you were collecting. Here is how to check whether the streak means anything before you touch a thing. The three checks Check one: find your real win rate over a decent sample. Count wins and trades from your journal. Use the whole record, not the last month. In the example below the win rate is 70%. Check two: ask how often a streak this long happens by c

$Applied Optoelectronics(AAOI)$   A company whose stock crashed more than 60%… A company that still hasn’t consistently made real profits… …is now preparing to challenge the biggest names in the U.S. optical communications industry. Even crazier? While the stock was free-falling, management didn’t shrink. They did the opposite. They leased an entire massive industrial park and are massively expanding optical module production capacity.They’re going up against giants like Lumentum and Coherent — companies with deep technology, strong balance sheets, and years of dominance.So how does a much smaller company dare to make this move at the worst possible time for its stock price? And why is it openly targeting the #1 position in U.S.-based AI