To The Moon

$Bloom Energy Corp(BE)$ is becoming increasingly interesting as AI data center expansion runs into a major bottleneck: physical power infrastructure. Off-grid microgrids can help bypass transmission and grid-connection constraints, giving Bloom a large addressable market as data center power demand continues to grow. That helps explain why Bloom’s backlog has surged to roughly $20B. But the bigger opportunity may be what happens after each system is deployed. Bloom attaches a service contract to 100% of its systems, with contracts typically running 10–20 years. That creates a long-duration recurring revenue stream on top of the initial equipment sale. Bloom estimates this contracted service opportunity at roughly $14B. So the thesis isn’t simply abo

$NVIDIA(NVDA)$ ’s open agent ecosystem now spans AI infrastructure, cloud, cybersecurity, networking, enterprise software, energy and financial services. Infrastructure & Cloud$Dell Technologies Inc.(DELL)$ $LENOVO GROUP(00992)$ $DigitalOcean Holdings, Inc.(DOCN)$ $NEBIUS(NBIS)$ $Hewlett Packard Enterprise(HPE)$ $SUPER MICRO COMPUTER INC(SMCI)$ $CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$

$Nokia Oyj(NOK)$ at $10.29 is entering a very interesting stretch. Three catalysts are landing almost back-to-back: 🧠 Oct 20–22 — NVIDIA GTC$NVIDIA(NVDA)$ ’s biggest AI event of the year puts the entire AI infrastructure ecosystem in focus. 💰 Oct 22 — $NOK Earnings The timing couldn't be tighter. And there’s another connection: $NVDA invested $1B in $NOK, taking roughly a 2.9% stake. That gives the AI infrastructure story another layer of relevance as the market heads into GTC week. 📈 Technically, $NOK is getting tight. The level I’m watching is $11. A clean break above it could open the door toward $15+. 🎯 Risk level: $9.50 🎯 Upside target: $15+ The setup is simple: Tight chart → $11 breakout → AI catalys

The potential $11–13B Monzo deal makes more sense when you look at where $Nu Holdings Ltd.(NU)$ is heading. $NU has already shown ambitions beyond the Americas with its Nu Global strategy. Now Monzo could give it a ready-made platform in Europe: 🇬🇧 ~15M retail customers 🇪🇺 UK base + expansion into Ireland and Spain 💰 $NU generates roughly $1B in quarterly net income Instead of building an EU customer base from scratch, Nu could potentially use Monzo as a launchpad and accelerate expansion across Europe. Near term, the math may not look great. Monzo reportedly commands a much higher valuation multiple than $NU, so the deal may be EPS dilutive initially. But the bigger question is what Monzo could become inside Nu’s global platform. And $NU is already

$Meta Platforms, Inc.(META)$ ’s Muse just launched, and demand is already putting pressure on capacity. Here’s the interesting part 👇 ☁️ Every Muse user gets access to a free cloud computer. Each instance reportedly runs with: 🧠 2 vCPUs → $Advanced Micro Devices(AMD)$ 💾 8GB RAM → $Micron Technology(MU)$ $SK hynix(SKHY)$ 💽 100GB SSD → $SanDisk Corp.(SNDK)$ Scale that across millions of users and the infrastructure requirements start adding up fast. And this is just one AI application. The AI race isn’t only about training bigger models anymore. Every successful AI agent or applica

I was quiet last week. I’ve been locked in. The setup I’m watching is simple: months of compression, multiple independent signals, and a potential volatility expansion in Q4. 📈 $SPDR S&P 500 ETF Trust(SPY)$ Zoom out. The daily chart has been grinding through months of chop, consolidation and fakeouts. If positioning gets too defensive, a volatility expansion could catch the sidelines off guard. ₿ $BTC Bitcoin has quietly held most of its gains since mid-August and is back above $85K. A clean breakout could become another major risk-on lever for markets. 🛢️ $Colgate-Palmolive(CL)$ Oil rejected $100 despite the current macro and geopolitical backdrop. If the market has already priced much of the conflict

🧠 Memory demand is growing faster than supply, yet the entire memory complex has been hit hard. That creates an interesting setup: fundamentals remain tight, while valuations have compressed across the group. Citi expects DRAM and NAND supply to remain below demand through 2028. So which one offers the most compelling risk/reward? Here’s the valuation snapshot I’m watching: $Micron Technology(MU)$ — 6x forward P/E$SK hynix(SKHY)$ — 4x forward P/E$SanDisk Corp.(SNDK)$ — 7x forward P/E Kioxia — 4x forward P/E Samsung — 4x forward P/E The market is clearly pricing these businesses as cyclical memory companies. But the current cycle has a different driver: AI infrastru

$Nu Holdings Ltd.(NU)$ is down 28% from its highs and trades at roughly 19x P/E. Analysts expect earnings to grow about 25% annually through 2028, which would roughly double EPS and bring today's multiple down to around 10x. I think those estimates are too conservative. My view: $NU could be trading at just 6–8x 2028 EPS if Mexico continues scaling the way I expect. 🇲🇽 Mexico is the key piece. Nu Mexico reached breakeven two quarters ago, and its growth trajectory is already moving faster than Brazil did at a similar stage. The most interesting data point is ARPU. Q2 2026: 🇲🇽 Mexico: $12.30 🇧🇷 Brazil: $5.60 at a comparable point in its growth journey Mexico has already reached 16M customers, while Nu is applying the playbook it developed through yea

The guest list at Trump’s Sept. 24 state dinner for Xi Jinping was basically a who's who of American corporate America. More than 30 business leaders were invited, with tech, semiconductors, finance, energy, aerospace and consumer companies all represented. Here are the major publicly traded companies represented: AI & Semiconductors $NVIDIA(NVDA)$ — Jensen Huang$Advanced Micro Devices(AMD)$ — Lisa Su$Micron Technology(MU)$ — Sanjay Mehrotra$Qualcomm(QCOM)$ — Cristiano Amon Big Tech $Apple(AAPL)$ — Tim Cook$Alphabet(GOOGL)$ — Sundar P

🐯 Hey Tigers! Let’s clear up one thing first: $Oracle(ORCL)$ is not bankrupt. The issue here is much more interesting than that. Oracle needed massive amounts of power for a giant AI campus and couldn’t afford to wait years for a traditional grid connection. That’s where $Bloom Energy Corp(BE)$ came in. ⚡ Bloom reportedly got the first system running in just 55 days, beating its own 90-day target by 35 days. Oracle liked what it saw enough to expand the deal to as much as 2.8 GW. But now there’s a problem. 📍 Project Jupiter in New Mexico Oracle filed a force majeure notice because the natural-gas pipeline intended to supply the campus won’t be completed on the original schedule. The pipeline timeline has r