$SK hynix(SKHY)$ BofA raised its price target on SK Hynix to $268 from $250, keeping a Buy rating. Analyst Simon Woo pointed to the stronger Korean won as the reason for the bump. BofA's analysis shows SK Hynix achieved strong selling price increases in Q3.
$Bloom Energy Corp(BE)$ Oracle just gave a shout out to Bloom Energy servers and how much better they are versus other solutions during the Q&A session of Oracle's call.
At the Goldman Sachs Communacopia + Technology Conference, Michael Dell gave an example of customers asking for thousands of Vera Rubin systems but not being ready to build their own data centers. He said Dell points them to partners to help make it happen. Bullish for TSSI, since they specialize in AI rack integration and deployment services and have been linked to Dell work. Could be a coincidence, but the language around partners handling the deployment side of large Vera Rubin orders is worth noting. $Dell Technologies Inc.(DELL)$ $TSS, Inc.(TSSI)$
$Bloom Energy Corp(BE)$ If you use Fidelity, you're probably familiar with the Research section and its bullish/bearish/neutral ratings. It recently flipped to Very Bullish. Before the 25% run, it went from Neutral to Bullish. Sometimes they really do get it right based on solid research, but I'm bullish anyway.
$SK hynix(SKHY)$ Watched that $167 level with the cup and handle formation playing out. Once it breaks out, this thing could really run from here. 210, then 245+.