$APPLIED DIGITAL CORP(APLD)$ The stock has completed a clean break and retest. Backed by data center expansion, surging power demand, and its strong ties with $NVIDIA(NVDA)$ , it's holding firm near $46 and looks poised to head toward $50+ soon.
$NeoVolta, Inc.(NEOV)$ The next major energy play for AI data centers is in a partnership with FLNC. Massive volume traded, and it looks like this move is just getting started.
The future isn’t built by waiting. It’s built by taking risks, solving impossible problems, and thinking decades ahead. Tesla continues accelerating the world’s transition to sustainable energy, while SpaceX is pushing humanity toward becoming a multi-planetary civilization. Stock prices will move up and down. Innovation is what matters. The real value comes from building products and technologies that improve life on Earth and expand what’s possible beyond it. The mission remains the same: make life multiplanetary, advance sustainable energy, and never stop engineering the future. $SpaceX(SPCX)$ $Tesla Motors(TSLA)$
$NVIDIA(NVDA)$ This is a strange situation. Nvidia will likely hit 100% year-over-year growth, but it's trading like a company with a 10% growth rate. Hard to believe. I guess people are still skeptical about the future of data centers.
$ERock, Inc.(EROC)$ If you think the data center bottleneck is just a narrative, look at the supply chain data. This chart shows a brutal 2.5-to-3-year backlog for power transformers and GSUs. You can buy the land and all the $NVIDIA(NVDA)$ GPUs you want, but if your medium-voltage switchgear is delayed 144 weeks, your data center is just dark, stranded compute. This physical layer bottleneck is why EROC is a massive beneficiary, and why I stepped in and added a position at $15.90 on Friday, well below its June 10 IPO price of $21.50. EROC bypasses the broken utility queue entirely by deploying on-site natural gas systems that fast-track speed-to-market for enterprise buyers. Big Tech will glad