$Bloom Energy Corp(BE)$ Google Cloud was arguably the best part of Alphabet's earnings. AI is generating real revenue and profits, yet AI stocks are selling off. At this point, diversifying across AI stocks feels pointless when everything moves in the same direction anyway. Make it make sense.
$SpaceX(SPCX)$ Closed below $147, so I'm officially holding these 145s for the long haul. Honestly, you just need Elon to be rich. This stock has a split personality, but I still like it. $Amazon.com(AMZN)$ $Tesla Motors(TSLA)$
$Moderna, Inc.(MRNA)$ See you at $360. No one is saying fundamentals support it, and they didn't support the market price during covid either. But human behavior and market mechanics do. Good luck to the bears.
$Vicor(VICR)$ $Credo Technology Group Holding Ltd(CRDO)$ $Sterling Construction(STRL)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ "Don't try to time the market" is a bitter pill to swallow after the last 2 weeks. Big money pulls the rug, retail gets caught, and it stings. That said, the window where panic-selling and trying to time a lower re-entry made sense has probably closed. The stratospheric AI run set unrealistic expectations of relentless green days, and this has been a rude awakening. But zoom out: where are these companies in 6–12 months? Look at what hap
$Tesla Motors(TSLA)$ In my view, it should only move higher from here since we basically filled the gap down on SPCX. Solid swing. Know who and what you own. We're positioned against the bears. RIP Coach.
$APPLIED DIGITAL CORP(APLD)$ This company's financials look way healthier than IREN. Looking at both charts, they've historically tracked each other, but the trend finally seems to be diverging. Hopefully APLD gets the recognition it deserves, since it's significantly undervalued relative to the sector it operates in.
$Micron Technology(MU)$ I think the Kospi and SK Hynix are going to hold this down for a bit. I'm gathering together 20k to get SK below $120, hoping for $110. With as much cash as they've got rolling in, just think how many shares they could take out of the float with buybacks. I see 2000 as inevitable for MU. $SK hynix(SKHY)$ with $300. No need to panic and dump. It may take a year but it will look completely different.