$IREN Ltd(IREN)$ Citizens reiterated IREN at Market Outperform with an $80 price target, pointing to AI Cloud scaling. Their view is that AI Cloud growth and capacity repurposing continue to support the upside.
$Bloom Energy Corp(BE)$ Bloom supplies behind-the-meter energy to homes, commercial and industrial properties, as well as data centers. Legacy and non-data center applications still represent a meaningful share of total deployed energy servers. Yet some keep shorting it.
$Moderna, Inc.(MRNA)$ The 140-150 range acts like a magnet. It doesn't mean price can't move above or below it, but whenever it does, the trend tends to get pulled back toward that zone. Could see today end around 138, or back to the low 140s by end of day.
$SpaceX(SPCX)$ Just to address some of the claims floating around here: Model Y is the best-selling car globally right now. Falcon is the best satellite-launch system in the world. No company or country on this planet has anything similar to Starship.
$Applied Optoelectronics(AAOI)$ If NVDA's earnings report comes in well above expectations, this could push toward $200. Otherwise it probably settles around $100.