$Bloom Energy Corp(BE)$ There are a lot of questions and concerns around data centers right now, and a lot of them are fair. But I think what NTT's CEO said alongside the BE announcement will start to reach other decision makers in the AI/data center space. We'll see how it plays out. Doug Adams pointed out that clients are building AI capabilities faster than the grid alone can always support, and that speed to power has become a defining factor in delivering capacity when and where it's needed. He also emphasized that Bloom's onsite power gives them a reliable, scalable way to bring capacity online alongside construction, while honoring their commitment to the communities where they build and operate, with fuel
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Semis are trading at a much cheaper forward PE of 13.8 compared to the S&P 500 at 18.3x. Big money has been accumulating on these dips. The past few days have been rough, but this fear won't last long since datacenter builds aren't going anywhere. Way too much money has been poured into them, and it will be hard to resist.
$SpaceX(SPCX)$ Nobody is better positioned to dominate AI right now than SpaceX and Tesla together. Two reasons stand out. First, they are about to have the most compute in the world. Second, they have multiple products to monetize that compute, which hyperscalers do not even have. They could lease 1GW at $50B or more, or they could route it to Grok and GrokBot and generate $100B or more per year, similar to what frontier models are seeing. GrokBot already had over 800k paying users as of two weeks ago. Elon could also direct that compute to FSD, Robotaxis, and eventually humanoids at Tesla. All of those will need significant training and inference compute as they scale into the millions. FSD is already close to 2 million users. That is the b
$SK hynix(SKHY)$ It's frustrating watching how the market reacts, grouping the problems of unrelated companies together with a memory chip maker whose production capacity is already fully booked for years. At least it opens up a buying window for anyone still on the sidelines.
$Bloom Energy Corp(BE)$ Morgan Stanley's 38-GW AI power-gap report extended Bloom Energy's rebound by 9.6% on Tuesday. The October 26 report raised the 2026-28 U.S. power-shortfall estimate to 38 GW. The report pointed to Bloom fuel cells as a fast-deployment option for that shortage. Bloom had already gained on Monday, so Tuesday's move was a continuation in the same direction following the report-driven rebound. Shares opened about 4.9% higher, then added another 4.4% by 11:01 ET. Barron's noted renewed buying across AI-infrastructure names. Nebius was up around 9%, which lined up with a broader AI-infrastructure recovery that morning. Supportive post-earnings notes from Evercore, Bernstein and Barclays also he
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ There has been heavy buying in SOXS. Volume hit 178 million yesterday, and there were already 28 million shares traded just 20 minutes after the open. Shorts are clearly under pressure.
$Applied Optoelectronics(AAOI)$ AAOI reported record revenue of $192M and EPS of .06, about 300% above expectations. Their next report is coming up soon, with revenue expected to rise roughly 43% sequentially to around $275M, along with much higher earnings guided at .11–.26 per share. Analysts are looking for .143 EPS.
Korean investors are getting hit hard by margin calls, and that's dragging down the memory market. $SK hynix(SKHY)$ is down around 8%, and it's spilling over into $Micron Technology(MU)$ as well. This has nothing to do with fundamentals. It's purely a deleveraging event, and it's crushing these names. We've already seen this happen a few times this year, but it's still scaring off long-term investors from getting into MU.