$Bloom Energy Corp(BE)$ Friday's best-performing S&P 500 stock bounced for the dullest reason: lawyers. Bloom jumped 8.5% to 289.49 after Morgan Stanley said Oracle's force-majeure notice on Project Jupiter reads more like a legal maneuver than a project failure. Overweight reiterated, 310 target. The prior session was the mirror image: down 3.1% to 266.65 after Oracle sent the notice to defer payment obligations if the New Mexico campus slips past 2028. Analyst David Arcaro's point that matters, per Dow Jones: Jupiter isn't in Bloom's 2026 guidance, so the campus can't miss this year's numbers. And the fuel-cell contract is portable. If New Mexico stalls, Oracle can reroute the shipments to other data centers. From Thursday's intraday low
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Why not just value every chip company at 1T? Never mind that most of them lose money, trade at ungodly multiples, only operate by raising money, and money is getting 10x more expensive by the day.
$Gogo(GOGO)$ Off-exchange blocks hitting the tape after hours here. 179k, 185k, 380k. First time those have shown up on the daily tape since it was down in the gulley. Probably too much aluminum foil at this point, but I've got major buyout vibes. Follow the $Iridium(IRDM)$ $Rocket Lab USA, Inc.(RKLB)$ story and price action, and pick Reynolds over that dollar tree foil. I'll go more in depth once I fine tune the rabbit ears, but we're likely somewhere around Oct-Nov 2025 on $Iridium(IRDM)$ before turning up. Iridium ran a 3.6x even before the acquisition was announced. That's an $8+ share price he
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 40My average is set now. I picked up a good amount at $37.04. Positioning ahead of October midterm, and I think retail traders getting drawn in here could be caught off guard.
$Bloom Energy Corp(BE)$ The news flow keeps coming. The U.S. Army said the partnership between management consulting firm Indelible and Bloom Energy was one of three to be awarded conditional long-term leases to develop commercial power generation systems at Fort Detrick, Letterkenny Army Depot, and West Point.
$Bloom Energy Corp(BE)$ We're about a month away from earnings, and this is usually the point where the market starts accumulating ahead of the catalyst.
$Rum Group Inc(RUM)$ This is the kind of deal that changes the conversation around the space. Anthropic is reportedly the mystery customer behind RUM Group's $13.7 billion, six-year GPU-services agreement. That isn't hype. That is massive contracted AI compute demand tied to one of the biggest names in generative AI. You have a roughly $13.7B GPU services deal, a six-year agreement, compute coming from RUM's Maysville, GA data center, and a deal structured across 3 major tranches. The customer also received warrants for up to 50.8M RUM shares, which creates a serious incentive for a long-term relationship. Additional GPU-service agreements could unlock even more. And people are still saying the AI infrastructure buildout is slowing? Anthropic