Bloom Energy. Every tracked FinTwit mention of $BE, newest first. 602 mentions since the first on Sep 30, 2025. See the price chart.
July 2026 · 44 mentions
Jul 18
Midas — Using @asymmetrix_xyz which tracks Insider portfolio's in real time, here are the stocks Leopold Aschenbrenner has been buying:
1) $SHAZ
2) $TE
3) $IREN
4) $NBIS
5) $BE↗
Jul 17
Jason's Chips — SF is so fire
$BE $MU and Figure https://t.co/VjMIW92wrx↗
Jul 17
Daniel Koss — Here’s what I believe AI bears get wrong at the most fundamental level:
“There will be an overbuild.”
Many AI bulls respond that demand far outpaces supply. I agree, but that ans…↗
Damnang2 — Thank you for the excellent overview of $BE. It’s a stock I’m also very interested in, so I’ll be watching it closely.↗
Jul 16
Mike Investing — The companies building the future are all heavily on sale right now…
Drawdowns from Highs:
$RKLB -79%
$ASTS -86%
$NBIS -56%
$SNDK -51%
$OKLO -76%
$BE -40%
$ONDS -55%
$PL -57%
$OUS…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 16
Shay Boloor — $BE is partnering with Industrial Development Funding and Oaktree on a $1.7B investment to deploy fuel cells for $NBIS AI cloud infrastructure.
The project will provide dedicated…↗
Ben Pouladian — In February I told readers to watch one ServiceNow metric
In April the company deleted it
The $NOW thesis now runs on two clocks, and one of them resolves July 22
Plus where Bl…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Midas — Leopold Aschenbrenner just added new 10x AI stocks.
Just like he called $SNDK , $IREN, and $BE for an EASY +1000% returns...
Here they are:↗
Jul 13
Antonio Costa — $BE $280 calls getting volume DTE18 https://t.co/3QROptjNeV↗
Jul 12
Midas — Leopold Aschenbrenner called $SNDK, $IREN, and $BE for an EASY +1000% returns:
He's now been secretly accumulating a new potential 10x play.
Here it is:↗
Jul 12
Michael | Hypermarkets — 1 year ago, $SNDK ran from $40 to $2400 for 6000%
Then it crashed back to $1500 before spiking again.
Here's 4 set-ups exact 1000% potential:
1. $BE (Bloom Energy)
Buy zone: $…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +707%
2. $PENG +301%
3. $AEHR +260%
4. $AXTI +250%
5. $DELL +245%
6. $AAOI +244%
7. $MU +243%
8. $WDC +238%
9. $INTC +198%
10. $ARM…↗
Jul 10
Midas — Leopold Aschenbrenner called $IREN for an 800% gain and $BE for a 1600% gain...
He's been secretly investing in a new potential 10x play.
Here it is:↗
Jul 10
TheValueist — $NVDA $MU $SNDK $LITE This is a great read shared by @KevinBCook . The GAI infrastructure trade is fundamentally a financing story; it’s a highly capital-intensive industry. I agre…↗
Jul 10
TheValueist — This is really a freaking good analysis of the $BE scandium situation. I’m not saying that simply because we created it. If you are invested in BE and not reading the full write-up…↗
Jul 10
TheValueist — $BE BLOOM ENERGY SCANDIUM SUPPLY RISK
EXECUTIVE CONCLUSION
The scandium issue represents a genuine strategic supply constraint for Bloom Energy, but the available evidence does n…↗
Shay Boloor — $BE is up more than 5% after rejecting Hunterbrook’s short report and calling its claims “false and misleading.”
Bloom Energy says its scandium oxide supply is not China-dependent…↗
Jul 9
InvestmentGuru — 15 Stocks Worth Watching Right Now
$IBRX — Commercial-stage oncology player inflecting toward positive cash flow
$QURE — Gene therapy name with multiple near-term pipeline catal…↗
Jul 8
Ben Pouladian — Based on my manufacturing background, the Bloom scandium panic looks overdone.
This isn’t a box full of rare metal.
It’s more like a thin functional layer inside the ceramic cell…↗
Jul 8
TheValueist — $BE EXECUTIVE ASSESSMENT
Hunterbrook’s July 8, 2026 investigation materially increases the probability that Bloom Energy’s current equity valuation embeds assumptions that are mor…↗
Jul 7
mon — $IREN has made a lot of progress in just two months.
Thanks to @LandoInvests for the summary below.
Let's review May 1 - Present:
‣ Energized Sweetwater 1 (1.4GW)
‣ Acquired @M…↗
Jul 7
Lando — Alright $IREN crew let's breakdown this post a bit more:
IREN has been networking relentlessly the past few months. There's been lots of unsettled investors, questionable decisio…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
Michael | Hypermarkets — Leopold Aschenbrenner bought in Oct 2025:
$BE at $85 now up 410%
$NBIS at $90 now up 330%
$SNDK at $140 now up 1700%
Leopold will buy $SKHY SK HYNIX at this price:↗
Jul 6
Kevin Maro — I have significantly increased my position in $FCEL and believe it to be one of the MOST asymmetric opportunities in the market.
$BE is worth $82 BILLION. $FCEL does the same job…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics:
$MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
Jul 5
Michael | Hypermarkets — $EOSE is on sale again and this one he'd buy again:
1. It's a pure power infrastructure play, exactly his lane. Eos makes zinc based long duration storage, and it's aiming straigh…↗
Jul 5
Michael | Hypermarkets — Leopold Aschenbrenner turned $250M into $6B bought $BE in 2025 at less than $100.
Remember, AI's bottleneck isn't just $NVDA chips and $MU memory. It's also power, land and grid a…↗
Jul 5
Michael | Hypermarkets — 1 year ago, $BE was trading under $20 before it spiked 1800% to $351.
Here's 3 stocks under $20 exactly like $BE:↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +635%
2. $AAOI +247%
3. $AEHR +247%
4. $AXTI +246%
5. $MU +242%
6. $INTC +226%
7. $PENG +214%
8. $DELL +213%
9. $WDC +213%
10. $TWS…↗
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight.
SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023.
$U…↗
Jul 1
Midas — Here are the stocks I found using @asymmetrix_xyz:
$NBIS
$IREN
$BE
$SHAZ
$TE
If this helped you out, follow me for more!↗
Jul 1
Midas — Here are the companies I found using @asymmetrix_xyz:
Robotics: $TSLA, $OUST, $BB
AI: $NBIS, $CIFR, $IREN
Space: $RKLB, $ASTS, $SPCX
Energy: $BE, $TE, $IMSR
Software: $NOW, $M…↗
Jul 1
Serenity — @AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst.
Feels like $OUST, $AEVA and other names were pretty fla…↗
Jul 1
The Future Investors — $BE $BN Brookfield expanded its AI infrastructure partnership with Bloom Energy from $5B to $25B to finance rapidly deployable fuel-cell power for AI data centers, driven by strong…↗
Jul 1
Serenity — Just some of the more interesting news I came across recently:
1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.
2. MS:…↗
June 2026 · 82 mentions
Jun 30
PhotonBull — Nice rallies so far, little later than I thought but still played out nice
$BE $SNDK $CRDO $NBIS↗
Jun 30
CK Capital — Wow, this post was insane looking back now.
$NBIS is now $278 and $BE is $338 https://t.co/X5jzLQZq6F↗
Jun 30
Ben Pouladian — Brookfield just took its Bloom Energy commitment from $5B to $25B in eight months. Fivefold. $BE
Read the quote, not the headline
Brookfield's head of AI infra: "end to end solu…↗
Jun 30
PhotonBull — $BE one of those generational AI buildout stocks you can just hold and watch and it keeps going up
Impressive work!
May 2026 · 114 mentions
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
Midas — Leopold Aschenbrenner called $BE early and it’s already up 1600%.
Here's the next stock he's betting on: https://t.co/OzSjHoqz0H↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…
April 2026 · 159 mentions
Apr 30
TheValueist — So much chatter on $CGEH now as the next $BE . I want to spend more time looking into it. I might take a flyer to get started.
https://t.co/lRshZgZcOU https://t.co/o9d1lhlT0l↗
Apr 30
CK Capital — $BE just touched $300 yesterday and people are asking if the run is over.
It is not even close to over.
Q1 just dropped and it was one of the most dominant earnings prints in thi…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
Black Panther Capital — The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…↗
Feb 28
Jason Luongo — If the market keeps dropping in the coming weeks, here's what I'm buying more of:
$IREN - IREN Limited
$RKLB - Rocket Lab
$NBIS - Nebius Group
$NVDA - Nvidia
$AMZN - Amazon
$ONDS…↗
Lando — I still can't believe my dad caught this move in $BE
Dad: "Check out BE I've been in it since May"
Me: "What the hell? Why didn't you tell me?"
Dad: *laughs* "I knew energy wou…↗
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 27
Jason's Chips — @RJCcapital Picking up $BE on the dips is a free lunch↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…
November 2025 · 5 mentions
Nov 21
Raging Capital Ventures — Market has been under distribution for weeks now and today they took shots at some of the generals $NVDA, $SNDK, $BE etc. Am curious how Friday plays out, but Thanksgiving week is…↗
Nov 12
Ben Pouladian — Gas turbines aren’t the AI power solution. Crusoe says they’re $3M/MW with lead times into 2029. Utilities? 6–7 yr queues just to study your load. Grid interconnects are dead.
AI…↗
Nov 10
Ben Pouladian — @AlphaTrader00 Feel like $be story just started↗
Nov 10
Ben Pouladian — “You can’t magic up new gas turbines.” 🔥
Supply is locked for years.
Meanwhile Bloom Energy $BE drops 800-V Kyber racks that power AI data centers now, not in 2028.
The turbine…
October 2025 · 4 mentions
Oct 29
Leveraged Cat — have been adding PSIX this morning, i include it in my power gen basket with BKR, TE, and PSIX
been watching PSIX for a while now, almost pulled the trigger Dec 2024, but the char…↗
Oct 18
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Renewable Energy…↗
Oct 13
The Future Investors — $BAM $BE Brookfield will invest up to $5B in Bloom Energy’s fuel cells to power AI data centers, with global "AI factory" projects coming soon. 🌍 Bloom shares jumped 30% premarket…↗
Daave “3 and 30” Tepper — "Max Gladwell Tipping Point"
Wish I hadn't sized $BE so big I couldn't hold for the ride↗
Jun 30
Shay Boloor — $BE and $BN expanded their AI infrastructure power partnership from $5B to $25B (a 5X increase since October 2025).
The deal helps finance Bloom’s onsite fuel-cell power projects…↗
Jun 30
TheValueist — $BE *BLOOM ENERGY RISES 8% ON EXPANDED PARTNERSHIP WITH BROOKFIELD
I'm long calendar BE -9/18/26 c480 || +1/21/28 c480. Lots more to go and must be willing and able to hold throug…↗
Jun 30
Ophir Gottlieb — $BE Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure↗
Jun 30
Jason Luongo — 4. $BE - Bloom Energy
The largest holding in Aschenbrenner's portfolio at roughly 20% of the fund. Signed a $2.6B fuel cell deal with Nebius and expanded its Oracle partnership fo…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Michael | Hypermarkets — BOOKMARK this and go back to it so you know which are the most important dates.
I shared with you my top 5 already! Make sure you wrote those down:
$MU $SNDK $WDC $BE $AMD $INT…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
Jason's Chips — Did you guys know $BE made drinks?
(I finally found them in a convenience store and bought some) https://t.co/hmipwOHteK↗
Jun 29
InvestmentGuru — Overnight Movers:
Optical communication rebounds:
• $GLW +3%
• $CRDO +2%
Memory stocks continue to recover:
• $MU
• $SNDK
• $WDC
• $STX
(All +1%+)
$CBRS +6% after last week’s 2…↗
Jun 28
PhotonBull — New peace talks according to Axios
They will always save the market when they have to, so thanks for that
Overnight action will be interesting here as some of the large winners t…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel)
>Non
Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗
Jun 27
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +781%
2. $AEHR +355%
3. $AXTI +329%
4. $MU +297%
5. $AAOI +289%
6. $INTC +248%
7. $WDC +240%
8. $PENG +218%
9. $TWST +215%
10. $MRV…↗
Kevin Maro — @GlazCapital I like it at all as a trade! Though I may hold some FCEL for a crazy $BE - type re-rating, at least that’s what I’m doing↗
Jun 26
Michael | Hypermarkets — These companies here cuased the inflation:
$MU — Memory prices spiked as HBM demand outstripped supply for AI servers.
$SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗
Jun 25
Daniel Koss — @psychikmoksha sympathy trade for $BE↗
Jun 25
Michael | Hypermarkets — $WDC — HDD shortage, AI data hoarding, pricing power returning fast.
$VRT — Every AI rack needs liquid cooling; demand outpacing supply.
$SNDK — NAND squeeze just starting; same su…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
Kevin Maro — @SMASIMHO @daniel_koss baby $BE babyyy (plz $FCEL go to moon)↗
Jun 25
Kevin Maro — I believe there are only two pure-play fuel cell companies actively deploying/contracting fuel cells to power AI data centers: $BE and $FCEL↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Michael | Hypermarkets — $BE was losing $200,000,000 every year before spiking 3200% from $10.
Right now, there's 4 stocks setting up exactly the same:
1. $TE target $110+
AI power buildout burning cash…↗
Midas — @asymmetrix_xyz Using @asymmetrix_xyz, here are the top companies I found:
- $BE
- $CLSK
- $RIOT
- $APLD
- $IREN
If this helped you out, follow me for more.↗
Jun 22
Midas — Leopold Aschenbrenner called the following 10x stocks early:
- $BE 1422% gains
- $IREN 800% gains
- $SNDK 3130% gains
- $LITE 1422% gains
He's now in a new potential 10x play.
H…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
amit — Did a stock draft with some friends and these are the 12 picks I have to hold until June 2027…
1. $NVDA
2. $AMD
3. $GEV
4. $TXN
5. $RKLB
6. $RDDT
7. $GOOGL
8. $FIX
9. $AAPL
10. $G…↗
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…↗
Jun 21
CK Capital — Are there any better high growth stocks you can comfortably buy and “let it ride” without touching for years than these 3?
$NBIS
$ASTS
$BE
These high growth stocks are some of th…↗
Jun 21
Shay Boloor — @CKCapitalxx Totally agree and whats not being talked about enough is that the recent $BE agreement is another HUGE sign $NBIS is building for a much larger demand curve with a 10…↗
Jun 21
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 21
Midas — Leopold Aschenbrenner called $BE for an 1600% gain and $IREN for an 800% gain...
He's now in a new potential 10x play.
Here it is:↗
Jun 21
Midas — @asymmetrix_xyz $TE
$BE
$SHAZ
$IREN
$CRWV
If this helped you out, follow for more↗
Jun 20
Mike Investing — There is quite literally generational wealth awaiting in front of you right now…
If you invest $200K correctly then you will never have to work again.
This is what you need to be…↗
InvestmentGuru — Solar: $TE $FSLR $BE $CSIQ
The Bridge Fuel for AI’s Power Crisis
Nuclear (SMRs, restarts) is the long-term answer to AI’s energy appetite — but those gigawatts are 3-7 years out.…↗
Jun 19
Ben Pouladian — @Lazarus_Capital @rubicon59 For me it’s $BE↗
Jun 19
Ben Pouladian — @BrianEntin @zerohedge Bloom Energy fuel cells are the quieter answer $BE↗
Jun 19
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +820%
2. $AEHR +471%
3. $AXTI +417%
4. $AAOI +364%
5. $WDC +333%
6. $ARM +302%
7. $MU +297%
8. $BE +278%
9. $MRVL +265%
10. $INTC +…↗
Jun 19
Shay Boloor — What $10,000 became over the last two years:
• $SNDK $604,690
• $RKLB $247,990
• $BE $246,020
• $RGTI $236,090
• $AXTI $225,670
• $QBTS $224,130
• $AAOI $188,820
• $PL $158,090
•…↗
Jun 18
Jason's Chips — Don't be scared of the multiples. When investing in disruptive technology, whatever numbers you see would only be representative of the bottom of the S curve. Meaning that if it is…↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 16
Michael | Hypermarkets — $BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck.
It's actually $MU $WDC $SNDK $DRAM.
These will 10x-20x from here:
1/ Bandwidth is the new…↗
Jun 13
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +734%
2. $AXTI +494%
3. $AEHR +437%
4. $AAOI +385%
5. $DOCN +254%
6. $ARM +248%
7. $MU +244%
8. $INTC +238%
9. $MRVL +229%
10. $NVT…↗
Jun 13
Midas — @asymmetrix_xyz $TE
$BE
$HIVE
$IREN
$CRWV
If this helped you out, follow me for more.↗
Jun 12
Midas — Leopold Aschenbrenner called $BE for an 1600% gain and $IREN for an 800% gain.
He’s now in a new 10x generational wealth play.
Here it is: https://t.co/t10m0H982q↗
Jun 12
Lando — My dad just texted me this
$SPCX will either moon like $BE did or the top is officially in https://t.co/oS0TilMl32↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
Jun 9
Lando — @accounting_ds Interesting for sure. A year ago my dad told me he bought $BE before the whole run. Still pissed he didn’t tell me↗
Jun 9
Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot
1. Tariff pass-through hit in May
The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗
Jun 9
CK Capital — With $AMPG now being a multibagger from when I called it out here are a few more from this year.
$NBIS
$KRKNF
$AAOI
$PENG
$BE
$LWLG
$CPSH
$ALMU
More to come.↗
Jun 8
Midas — Leopold Aschenbrenner called $BE early for a 1600% gain.
He’s now betting on a new 10x stock.
Here it is: https://t.co/Qg9KFROczy↗
Jun 7
Shay Boloor — 12 STRONGEST EARNINGS PRINTS THIS CYCLE
1. $PLTR | Palantir
2. $DOCN | DigitalOcean
3. $BE | Bloom Energy
4. $SITM | SiTime
5. $RKLB | Rocket Lab
6. $TE | T1 Energy
7. $AMD | AMD…↗
Jun 6
Jason's Chips — Funny story.
We were at the Vertiv booth and asked the guy there about this 800VDC power module and what it does.
It is a combined transformer and rectifier that turns AC medium…↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 6
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +557%
2. $AXTI +445%
3. $AAOI +408%
4. $AEHR +388%
5. $DOCN +253%
6. $NVTS +251%
7. $ARM +214%
8. $DELL +214%
9. $MRVL +210%
10. $B…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 5
Daniel Koss — @RayT168 @nebiusai I do think $FCEL has some catching up potential simply on the discount closing a tiiiiny bit from like 10x to 9-8x, but it will never be or get even close to $BE…↗
Jun 5
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
B…↗
Jun 5
Jason's Chips — Did you know this small company in Taiwan called Delta Electronics (a competitor to Vertiv and Eaton) actually makes SOFCs competing with $BE? https://t.co/wG2BmZTzsN↗
Jun 5
InvestmentGuru — This is the signal that matters. When one of the world’s most profitable quant trading firms — generating over $10B in quarterly trading revenue — decides cloud isn’t sufficient an…↗
Jun 4
Jason's Chips — Which has certain implications for $BE if you think hard enough
(hint: what is the problem with a DC-only shell? how far can DC current travel across the data center? what happens…↗
Jun 4
TheValueist — $MRVL $BE $FLEX $ALAB The $26 Trillion Portfolio Manager That Everyone Calls Passive
Contributing Analysts Rob Du Boff (ESG)
(Bloomberg Intelligence) -- Passive investing has a di…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — All of Leopold Aschenbrenners positions are already up 100% or more since he bought them.
For example $SNDK $NBIS $INTC $IREN $BE
But there are also some positions that still ha…↗
Jun 3
Midas — 3 Undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NBIS but the following stocks: https://…↗
Jun 2
Jason's Chips — No more hidin'
Now I'm shinin'
Like I'm born to $BE https://t.co/SIWgQdI3EX↗
Jun 2
Midas — 5 undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NVDA but the following stocks: https://…↗
Jun 2
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Jun 2
Shay Boloor — $BE CEO just said the company doesn’t need to issue shares to meet surging AI data center demand.
Bloom provides fast-to-deploy on-site power for data centers waiting on the grid…↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher:
$BE was at $120 now $322
$ASTS was at $63 now $134
$IONQ was at $28 now $72
$IREN was at $30 now $70
W…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
amit — LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.
Leopold has been a big believer in…↗
May 27
CK Capital — Seems like i’m getting a ton of hate today because of $ADTN which is deserved but people are now saying and acting like Ive done nothing in the last 6 months.
Let’s not forget i h…↗
May 26
Jason's Chips — $MU became a $1T company today.
$BE will eventually do the same.↗
PhotonBull — Seeing a lot of people pointing out that $FCEL is the weaker business compared to Bloom Energy $BE
They are right, and it is not close if you just look at quality. Bloom has the…↗
May 25
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 24
Jason's Chips — $SIVE is on a speculative, unsustainable rally that is not backed by any fundamentals.
Healthy parabolic stocks like $LITE, $BE, $AXTI, $SNDK either pop and grind up following eac…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
AlmaCap — $HYLN is one of the few energy plays whose scaling limit is capital, and the AI labs and hyperscalers have capital - I am a big fan of this and have a position:
> New gas plants a…↗
May 23
Michael | Hypermarkets — 4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
•…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
Jason's Chips — @moxnq100 was gunna do $INTC and $BE but thought this was funnier↗
May 23
rubicon59 — Note that $FCEL is working with at least three serious datacenter partners bidding on at least 1.2GW of datacebter business n Q1 alone, while $BE seems severely backlogged.↗
May 22
rubicon59 — I’ve seen the recent posts detailing all the shortcomings of $FCEL.
While technically correct, it is missing the forrest for the trees, IMHO.
$FCEL is $1.4b with a $1.5b pip…↗
May 22
Daniel Koss — $FCEL trades at only 9.1% of $BE Bloom Energy’s valuation per gigawatt of guided 2027 annualized capacity.
If FuelCell got Bloom’s multiple, it would be ~$15.3B, or an ~11x from t…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
Midas — Leopold Aschenbrenner called $BE early and it’s already up 1600%.
He’s now in a new 10x stock.
Here it is:↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 21
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
Midas — Leopold Aschenbrenner called $BE early and it’s already up 1600%.
He’s now in a new 10x generational plays
Here it is:↗
May 21
Daniel Koss — $BE is up 1611% in 1 year!
Now if we believe $FCEL (stock) is truly the next $BE or even comparable, the hard part is obvious:
not selling...
I genuinely don't know how to appro…↗
May 21
Jason's Chips — Yesterday, $NBIS and $BE signed an agreement worth up to ~$2.6B.
Bloom will install, operate, and maintain fuel cell power supply systems for Nebius. The agreement is expected to…↗
May 21
PhotonBull — Worth a watch for anyone interested in datacenters, power, $BE and $FCEL
Great work @daniel_koss and @ThematicTrader 🙏↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
Ophir Gottlieb — $BE $NBIS
Nebius and Bloom Energy partner to power AI infrastructure build-out
https://t.co/ZWV6AccVYs↗
May 20
rubicon59 — $FCEL + 15% on $BE Nebius deal. They don’t even need any sales, LOL.↗
May 20
CK Capital — $FCEL is a baby $BE.
This just made that thesis a lot stronger.
Hidden in a Fairfax County government filing. T5 Data Centers, one of the largest data center operators in the wo…↗
May 20
Daniel Koss — @Doodushco I haven't finished my $BE model yet. Will write a similar update to my $OUST post today and make a proper price target.↗
May 20
CK Capital — Two of my favorite stocks just announced a $2.6 billion partnership and I genuinely could not have scripted this better.
$NBIS and $BE just signed an agreement for Bloom Energy to…↗
May 20
Daniel Koss — Let's goooo!!!
Bloom Energy x Nebius deal done! Worth up to $2.6B
Freaking huge for Bloom $BE
Bloom’s 2026 revenue guidance is $3.1B to $3.3B
This one single Nebius deal is wort…↗
May 20
Shay Boloor — $NBIS and $BE signed an agreement worth up to ~$2.6B for Bloom to install, operate and maintain fuel cell power systems for Nebius.
The deal is expected to provide ~250MW of guara…↗
May 20
Daniel Koss — $NVDA what's the chance today Jensen won't talk about agents agents agents meaning we need compute compute compute but there's a bottleneck called power power power.
I know I'm in…↗
May 19
Daniel Koss — $BE is still the only proper solution that ticks ALL boxes.
This company should become a monster by 2030.
No air permits ✅
Fast ✅
Low water usage ✅
Not sold out until 2030 ✅…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 18
Michael | Hypermarkets — There's a stock under $20 that will explode 2000% exactly $BE did.
We're really early. Leopold Aschenbrenner bought it in his 13F.
Let me explain what $CLSK does first.
AI re…↗
May 18
Dillon Valdez — @Beth_Kindig This is the $BE point in cleaner form: as AI campuses compete on time-to-power, behind-the-meter fuel cells can become deployment infrastructure, not just backup power…↗
May 18
Jason's Chips — Leopold Update.
Now that I thought about it more, I actually think that this 13F may be a bit misleading. Puts reflect the market value of the shares controlled and not the market…↗
May 18
Jason Luongo — 8. $BE - Bloom Energy
Fuel cell technology purpose-built for on-site data center power. Q1 revenue $751M, up 130%. Product revenue surged 208% to $653M. Raised full-year guidance…↗
May 18
Michael | Hypermarkets — 🟡 TRIMMED (taking some profit):
$BE fuel cell power, up 1,000%+ from his entry
$SEI Solaris Energy, profit-taking
$CORZ Core Scientific, still holds but smaller
$INTC sold sha…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 17
PhotonBull — The market keeps framing $FCEL as the next $BE, and the setup actually rhymes. Same secular driver, behind the meter baseload power for AI data centers stuck in five to seven year…↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
CK Capital — My 2030 price targets. These are mine. Not financial advice. DYOR.
$ASTS — $77 today. Every US carrier now on board. 3.3 billion addressable subscribers. 60% of consumers willing…↗
May 16
Michael | Hypermarkets — CEO $NVDA says to buy sustainable energy stocks.
$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.
Right now, these 16 stocks have the exac…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
Black Panther Capital — 4/6. What I think he trimmed:
$BE — up 191% YTD. He’s disciplined about not holding consensus positions. partial trim is probable.
$SNDK — up 816% 1Y. Some profit-taking after th…↗
May 16
Black Panther Capital — 2/6. Why Bloom over Vistra?
Look at his 13F history quarter by quarter.
Q4 2024: $254M. 6 names. All power infrastructure. Vistra, Constellation, Vertiv. zero chip names.
Q1 202…↗
May 16
Black Panther Capital — 1/6. The playbook in one sentence:
Find the physical constraint that capital cannot route around. buy the company that controls it. ignore everything else.
Here’s what most peopl…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 15
KawzInvests 🦑 — Leopold’s Q1 13F missed today’s 5:30 PM ET deadline. No filling as of now.
EDGAR froze at 5:31 PM. Anything filed between 5:30 and 10:00 PM tonight won’t appear publicly until Mon…↗
May 15
KawzInvests 🦑 — Leopold Aschenbrenner's Q1 13F drops today.
His last disclosed holdings vs. current prices:
$BE avg cost $96 → $290 (+202%)
$LITE avg cost $232 → $1,002 (+331%)
$SNDK avg cost $…↗
May 15
mon — Today, Leopold Aschenbrenner's Situational Awareness 13F drops.
The 24 year old former OpenAI researcher turned a viral AGI manifesto into a multi-billion dollar hedge fund.
His…↗
May 15
rubicon59 — That hands down beats $BE’s +2.2x over the same 40 day period.↗
May 14
Jason's Chips — Happy $300 to all $BE investors!
If you're new to this name, my very incredibly long but free thesis on Bloom Energy is one of the best places to start. https://t.co/INXTtanfVf↗
May 14
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
Daniel Koss — I sold $CGEH
I wanted to be 100% in $NBIS into earnings. But now after earnings, I will still not buy $CGEH back.
Here's why & what I found while researching them.
I want to be…↗
May 14
Jason's Chips — The next $BE is always just $BE. There can only be one "best" solution after all.↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
Daniel Koss — @DeepValueBagger compare it to $BE founder & ceo↗
May 14
Daniel Koss — @DeepValueBagger Many smart people seem to love that name, but I hate hate hate such corporate 0 soul in the game execs. The entire structure, ownership, management, I dislike all…↗
May 14
Daniel Koss — I'm still desperately looking for the next Bloom $BE.
Can you guys help me out?
I cannot find a single public company that truly ticks ALL the boxes for the AI data center power…↗
May 13
Michael Sikand 🦑 — I need to talk about $KRKNF.
The small cap underwater drone stock supplying Anduril that launched my name on FinX is down 20% in a month.
From its ATH of $7.56 it's now down 30%.…↗
May 13
InvestmentGuru — Battery and energy storage could become one of the next big themes in the market as AI infrastructure, data centers and grid demand continue growing rapidly. The market is startin…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 11
Mike Investing — Many are going to miss the largest infrastructure buildout in modern day history…
It’s not chips.
It’s not Models.
Nor it is Applications.
The Energy layer is the next to boom.…↗
May 11
Jason's Chips — I love it when a stock goes up 10% on open on a Monday on no news bc that means that people were busy doing dd over the weekend and came to the same conclusion as you.
$BE https://…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Jason's Chips — I spent the last 2 weeks covering $INTC $BE $AIXA $LITE $ARM $CRWV earnings instead of studying for my finals and now I might be cooked for my exam (it is 3pm today and I haven't s…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
mon — > Hanta Virus
> Iran has rejected the US peace deal
What a disaster.
$HIMS -5%
$NUAI -6%
$IREN -7%
$SATL -8%
$BE -9%
$IBRX -10%
$VELO -11%
$UAMY -12%
$MRLN -13%
$AAOI -14%…↗
May 7
Wayne Liang — Talking about bottlenecks a bit more...
This whole thesis is pretty straight forward. GPUs are available. Power to run them isn't. Data center occupancy rates should exceed ~95% b…↗
May 5
CK Capital — @DeepValueBagger it happens. i trimmed my $BE position at $90 thinking the run was over. Still got some and added it back at a higher price↗
May 5
CK Capital — March 30th really gave us some generation dip opportunities.
$BE was $120 and is now $300
$CIFR was $12 and is now $22
$NBIS was $70 and is mow $175
$CRWV was $70 and is mow $130…↗
May 4
Jason's Chips — @crux_capital_ At first my intuition says that it's pretty unlikely. I think the names where the share price move is sustainable are the ones where the fundamentals are changing, l…↗
May 4
Jason's Chips — $SIVE looks like a meme stock to me lmao
Although I probably just don't know that much about the company and people say the same about my favs $LITE and $BE which also have ridicu…↗
May 4
Daniel Koss — @Longviewres Yes I will! I think anything below 10x is insanely low. Market is absolutely desperate for exposure like this that hasn't ran like $Be yet↗
May 4
Daniel Koss — @WAGParcal behind the meter energy. next $BE↗
May 4
Jason's Chips — The most common question I've gotten on $BE is about their scalability. Can they actually make the boxes in their backlog? I've been asked this over ten times and the answer is tha…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Jason's Chips — Bloom Energy $BE is the world's best AI energy solution and one of my favorite companies ever. That's why I decided to write one of the most comprehensive Bloom theses out there (s…↗
InvestmentGuru — 5 stocks that are buying opportunities on pullback: $CRDO $MRVL $GFS $ANET $BE
$CRDO — Credo Technology
The AEC king just hit 201% YoY revenue growth in Q3, and the stock has pul…↗
May 2
CK Capital — Just 1 year ago:
$ASTS was $18
$NBIS was $20
$BE was $18
$KRKNF was $2.50
$EOS.AX was $1.20
$AAOI was $10
$COHR was $55
$NOK was $4
What stock is next?↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 2
Shay Boloor — @VanquishTrader $GEV and $BE should be on this list↗
May 2
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 2
Tradable Astronaut — Also everyone loves $BE & $ARM now lol https://t.co/vPsDLnCSdv↗
May 1
rubicon59 — $CGEH has been on fire ever since the $BE print. ut wjere are the g’damn datacenter orders?↗
May 1
Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT
There are six levels of understanding of the miner thesis.
Level 1: they…↗
May 1
Daave “3 and 30” Tepper — trading more than should but mostly proactive / not reactive. def destroyed value. sold $be too soon.
lots of changes.
cut $stx in half after monster run. cut most of $cenx tho l…↗
— $CGEH only +11% on $BE earnings. There is no AH quotes on an OTC stock. But tomorrow?
rubicon59 — $FCEL +37% on $BE earnings and +6% AH. 🤯↗
Apr 29
The AI Investor — It's funny to see forward PE, or even a few more years EPS of some of the hottest stocks in AI infra like $BE $LITE $COHR $ALAB $CRDO
And even the storage stocks like $STX or CPU…↗
Apr 29
InvestmentGuru — $BE impressive run so far https://t.co/Afwhs6nBUQ↗
Apr 29
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
TheValueist — $BE CEO KR Sridhar is a beast. Never quit.
https://t.co/YnQm9GZdn2 https://t.co/AbqXpwnt0F↗
Apr 29
amit — Ugly day for two big retail names, $SOFI & $HOOD.
Amazing day for the AI Infra plays that continue to crush earnings like $BE $STX $NXP.
I think the broader question here, at thi…↗
Apr 29
Shay Boloor — $BE UP 25% AND JUST HIT NEW ALL-TIME HIGHS https://t.co/s34HDwai4Q↗
Apr 29
Shay Boloor — $BE just reported its fastest YoY revenue growth (+57% YoY) in nearly seven years.
The company is becoming one of the most strategically positioned behind-the-meter power plays in…↗
Apr 29
CK Capital — OMG IT DOESNT STOP $BE https://t.co/YNa7EUWzBK↗
Apr 29
JC Investing — Gm FinX ☀️
The account is looking strong today on $BE earnings last night
What are we buying today? https://t.co/engSwHn5BN↗
Apr 29
Ophir Gottlieb — $BE @Bloom_Energy
This may be one of the most important infrastructure stories in the AI buildout.↗
Apr 29
TheValueist — $BE KEY READ-THROUGHS FROM BLOOM ENERGY Q1 2026 EARNINGS CALL
Bloom Energy’s Q1 2026 call was a high-signal event for AI infrastructure, distributed power, utilities, power equipm…↗
Apr 29
CK Capital — With $BE up 12% after hours to $255, it is up over 120% since my original post.
BANGGGG↗
Apr 29
Michael Sikand 🦑 — Buy stocks run by RELENTLESS people.
Just meet K.R. Sridhar from $BE.
After record Q1 earnings today, $BE is up 1100% in the past year.
Sridhar's "overnight success story" was 2…↗
Apr 29
InvestmentGuru — Overnight movers are setting the tone for tomorrow’s market.
Storage names are leading after strong earnings:
$STX +18%
$WDC +10%
$SNDK +5%
$MU +3%
Semis and tech also showing st…↗
Apr 29
Michael Sikand 🦑 — $BE surged 12% after hours on record breaking Q1.
Now up 129% YTD.
Anyone following my AB portfolio on @joinautopilot is eating steak tonight.↗
Apr 28
InvestmentGuru — $BE just dropped a monster Q1: revenue of $751M, up 130% YoY, beating estimates by 42%, with adjusted EPS of $0.44 vs. $0.13 expected  — and raised full-year guidance to $3.6B a…↗
Apr 28
Ben Pouladian — Bloom Q1
Product rev +208% YoY
EPS $0.44 vs $0.13 (3.4x beat)
2026 EPS guide $1.85-$2.25 vs my Feb model ~$1.40
K.R. on the call:
"5GW capacity. We will never be the bottleneck t…↗
Apr 28
JC Investing — First nice gain from a beat earnings this week
Hopefully Wednesday gives us some more 🤞🏻
$BE https://t.co/zeT9K5Xj0C↗
Apr 28
Jason Luongo — If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…↗
Apr 28
Ophir Gottlieb — $BE
after hours move is too tame imho. this isn't a +12% report; more like +25% (even after the recent run). i'm not saying chase it, just an observation.
4/↗
Apr 28
Tradable Astronaut — $BE + 14% AH
Great job by @DeepInference https://t.co/Qi7e4i48y2↗
Apr 28
Ophir Gottlieb — $BE
cleanest and most water efficient energy option so powering data centers.
speed to power is the key to winning or losing in this market.
Time to power is a necessity
Where OR…↗
Apr 28
KaizenInvestor — @thealexlovell Don’t think we will see $80 again. Every time there is a market sell off, I check $BE but they always seem to do ok on those days.↗
Apr 28
Ben Pouladian — Bloom Q1
Product rev +208% YoY
EPS $0.44 vs $0.13 (3.4x beat)
But the print isn’t the story
Two weeks ago I asked if mgmt would raise 2026 guide or hold
They raised every line…↗
Apr 28
Jason's Chips — $BE Q1 2026 MIC DROP MOMENT
Revenue: 751M vs. 552M est (+36%) - WHAT
Gross Margin: 30%
Operating Margin: 9.6% vs. 6.4% est EPS: $0.23
Full year 2026 revenue guidance midpoint rais…↗
Apr 28
KaizenInvestor — What is the one stock you wish you bought but you didn’t?
For me it’s definitely $BE. Didn’t pull the trigger when they were at $80. What a stock and crazy earnings.
Key Figure…↗
rubicon59 — $BE out with great results. But the valuation is silly, and there is still no real earnings 🤷♂️↗
Apr 28
Ophir Gottlieb — $BE
For the quick "tl;dr" from the quarter: BE obliterated estimates for the quarter just reported and full year guidance, delivering 130% revenue growth YoY vs estimates of 66%…↗
Apr 28
Ophir Gottlieb — $BE @Bloom_Energy
Obliterates the quarter and full year guidance
1/ https://t.co/NJPzDTJvY2↗
Apr 28
TheValueist — $BE (Bloomberg) -- Bloom Energy boosted its revenue guidance for the full year; the guidance beat the average analyst estimate.
YEAR FORECAST
•Sees revenue $3.4 billion to $3.8 bil…↗
Apr 28
Shay Boloor — $BE ABSOLUTELY CRUSHED THEIR Q1 EARNINGS
• Revenue $751M vs Est. $540M
• EPS $0.44 vs Est. $0.13
• Operating Income $130M vs Est. $41M
• Gross Margin: 32% vs. Est. 29%
FY26 Guida…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
JC Investing — @BlackMambaMilli Full port $BE in my robhinhood sadly it’s less than 1% of my port tho lol↗
Apr 28
CK Capital — 2 of my favorite stocks are reporting tomorrow.
$HOOD
$BE
Could be a great day for both of these companies.↗
Apr 27
Shay Boloor — $ORCL will power its Project Jupiter AI data center campus in New Mexico with up to 2.5 GW of $BE fuel cells instead of gas turbines and diesel generators.
The switch cuts NOx emi…↗
Apr 26
InvestmentGuru — $BE incredible returns and earnings coming. https://t.co/g8rvSYQ7hy↗
Apr 26
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
Apr 26
KaizenInvestor — @zuazopfingsten Yes, love $BE as a company as well. Don’t have them as I did not find an entry but great company overall.↗
CK Capital — This is the life you and bro will be living in 2030 because you held these stocks with conviction.
$ASTS — $80 today → $1,500 by 2030
The only space-based cellular network connec…↗
Apr 23
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 22
rubicon59 — $FCEL +24% . Did they just put $BE out of business?↗
Apr 21
rubicon59 — TBF, $FCEL management is making a serious effort to get data center business. I still find it hard to believe that $BE will remain the sole fuel cell supplier.↗
Michael Sikand 🦑 — I just put 20% of my $6,200,000 @joinautopilot fund in one stock.
$AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform…↗
Michael Sikand 🦑 — Retail traders miss so much money because of this.
When I drop a thesis I see comments "Bad idea. It's already up X%".
But the chart says NOTHING about a stock's value.
Here's…↗
Apr 18
Trade Whisperer — @vick_mehta Goes up, obviously. $BE and $GEV. $NBIS and $IREN?↗
Apr 18
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87…↗
Apr 18
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
CK Capital — After the Oracle deal I think $BE still has so much more room to run.
Not because of the size of the contract.
Because of what it signals about what comes next.
Oracle committe…↗
Apr 17
CK Capital — Due to the recent drop for $ASTS as markets have been flying, I’ve decided now is the time to trim some of my $NBIS and $BE positions to rotate more into $ASTS
$ASTS is still fa…↗
Apr 17
rubicon59 — It is hard to believe that $BE will remain the sole supplier of fuel cells to data centers. $FCEL↗
Apr 16
Michael Sikand 🦑 — $KRKNF Q4 earnings update: Anduril ramping, C$222M in orders, Iran catalyst, and uplisting.
Today's earnings call was full of easter eggs, so here are the top takeaways for asymme…↗
CK Capital — I made my $BE post a little over 2 weeks ago and we are up 100% since then and $BE just hit all time highs today, I think this is still early.
Oracle just expanded its Bloom Energ…↗
Apr 15
Vulture trades 🦅 — $BE 26x at 26.20 from 1.05 🤯
Two days —> 2600% gains https://t.co/DosW8ownHS↗
Apr 15
Cobra — $BE UP 2600% GOD IS GOOD 🙏 https://t.co/JKlloeqweB↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 15
Ben Pouladian — This aged well
Time is money and tokens when you stand up a data center
$be Bloom delivers in 55 days 800vdc
https://t.co/SNpcyioiJ7 https://t.co/GvMYAIBR66↗
Apr 15
Cobra — I called $BE today and it went 1700% overnight
If you would’ve put $10,000 in this trade you’d have $180,000 overnight 🤯
Let that sink in, millionaires made overnight🙏
The sto…↗
Apr 15
unusual_whales — Look at this.
A mysterious $BE 200c weekly trade that hit 20 bagger status overnight with the contracts opened at ~1.10 and trading as high as 21.50 today
Huge afterhours run t…↗
Apr 14
Cobra — I’ve only seen this setup 1 time in 6 years 👀
I’m putting $500k in this SINGLE stock
Very similar to $BE today that made millionaires
•$100 → $100,000 overnight
•$300 → $300,00…↗
Apr 14
rubicon59 — These are pretty big $FCEL blocks. The question begs: Why didn’t Oracle go for those Instead of $BE↗
Apr 14
Ben Pouladian — @OutspokenGeek Took 20 years to find product market fit. Jokes on everyone else $be↗
Vulture trades 🦅 — Our $100 —> 10,000 challenge is 70% completed.
I’m about to beat my record in just one day wow
All it takes is one trade like $BE from today, +1700% in gains.
If you want to…↗
Apr 14
Michael Sikand 🦑 — 62.64% year to date.
No options. No shitty illiquid ADRs or Taiwanese nonsense.
Just a port of a couple U.S. listed stocks anyone can follow.
https://t.co/TNP8O7OWvQ
$BE $FLY $…↗
Apr 14
Michael Sikand 🦑 — I'm cleaning out this fucking Casino.
My top 3 highest conviction longs all more than doubled this year?
While most FinX accounts still got you a baggie on $PLTR $TSLA $HOOD $RKL…↗
Apr 14
Vulture trades 🦅 — $BE $ARM $ANET $ON and many many more
Make sure to have notifications on↗
Apr 14
Cobra — I hit a 1600% win today on $BE
After years of trading I finally had my big breakthrough I couldn’t be more grateful
Thank you to my X community you guys at the best
I will stay…↗
Apr 14
CK Capital — $BE is now up almost 100% since my original post!!!↗
Apr 14
Vulture trades 🦅 — $STM & $ON are the next $BE
Heard it here first↗
シバイヌおやびん（投資系VTuber） — AI（Claude Opus）でも答えは出ないか。。
順張り or 逆張りは永遠の課題。
$HOOD vs $BE ：押し目反転 vs 高値ブレイク 比較
【 $HOOD （押し目反転狙い）】
・$153高値から約54%下落、$71付近
・50週MA・トレンドラインを明確に下抜け、移動平均線の配列は弱気
・$102の水平サポートも割り込み済み…↗
Apr 14
The Future Investors — $ORCL $BE Bloom Energy and Oracle expand partnership to power AI infrastructure 🤝
- Up to 2.8 GW of fuel cell capacity planned ⚡
- 1.2 GW already underway across U.S. projects 🇺…↗
Michael Sikand 🦑 — $BE is up 15% after hours.
It's 22% of my $5M Asymmetric Bets @joinautopilot fund that 413 investors were following.
That makes it my second 2x this year out of the 5 stocks it…↗
Apr 14
Lando — Got this message from my dad in October:
“ $BE look them up”
Later that day he tells me he’s been in since June…
Why didn’t he tell me 🤣😭 https://t.co/YO32Ip9Bhm↗
Apr 14
amit — @centr3lla @negligible_cap on $BE, maybe
on $ORCL absolutely not↗
Apr 14
InvestmentGuru — $BE this can be 10X in a year tomorrow https://t.co/SBI7DatmFf↗
Apr 13
amit — @negligible_cap so bullish $ORCL and absolutely monster move for $BE↗
Apr 13
Ben Pouladian — Oracle just signed the master services agreement Bloom investors have been waiting for since K.R. teased it on the Q4 call
1.2 GW contracted, 2.8 GW ceiling, warrant vested two bu…↗
Apr 13
Shay Boloor — $BE just crossed $200 for the first time ever after hours after expanding its partnership with $ORCL.
Oracle plans to procure up to 2.8 GW of Bloom fuel cell systems for AI infras…↗
Apr 13
TheValueist — $BE $ORCL (Bloomberg) -- Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work…↗
Apr 13
InvestmentGuru — $BE
Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out↗
Apr 13
Vulture trades 🦅 — I just gave you a 13%+ after hours parabolic trade for free
$BE calls can go 1000% at open
Who’s listening? https://t.co/19ARS94cbV↗
Apr 13
CK Capital — IM ON FUCKING FIRE OMG
These 2 stocks since my post exactly 2 weeks ago.
$BE up 68% since
$NBIS up 70% since https://t.co/R5h6KWSrt9↗
Apr 13
Cobra — $BE NOW ITM OMG 😮
THIS MIGHT BE A 10x RETURN
I WONT BE ABLE TO SLEEP TONIGHT https://t.co/7wgp1smVyc↗
Apr 13
Cobra — Yesterday I said I had a similar set up to $PLTR that made millionaires
Today I called $BE which looked amazing and then it announces news with $ORCL
INSANE set up that just pai…↗
Apr 13
Vulture trades 🦅 — $BE UP 10% AFTER HOURS 🤯
PARTNERS WITH $ORCL
OUR 200 CALLS ARE GOING TO PRINT
I TOLD YOU. https://t.co/AUkQODMIhr↗
Apr 13
Cobra — $BE WILL MAKE MILLIONAIRES OVERNIGHT OMG
THEY JUST GOT NEWS WITH $ORCL
WE HAVE THE 200 CALL THIS WEEK https://t.co/3aEtvtr7Gn↗
Apr 13
Cobra — $BE I TOLD YOU SO UP 10% AFTER HOURS 🤯 https://t.co/3W7mEqNcVC↗
Apr 13
Cobra — $BE JUST EXPANDED THEIR INFRASTRUCTURE WITH $ORCL OMG 🤯↗
Apr 13
Shay Boloor — $BE expanded its partnership with $ORCL to support up to 2.8 GW of fuel cell deployments for AI and cloud infrastructure.
This deal represents the largest direct hyperscaler fuel…↗
Apr 13
Vulture trades 🦅 — $BE 25% at 1.35 from 1.05 LFG https://t.co/k3uqfcuYhP↗
CK Capital — I told you guys to buy
$NBIS at $70 up 120%
$KRKNF at $2 up 300%
$LWLG at $5 up 130%
$OPTX at $4 up 200%
$BE at 110 up 60%
$AMPX at $9 up 100%
$CRDO at $90 up 50%
These were all…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +332%
2. $SNDK +259%
3. $AEHR +249%
4. $LITE +143%
5. $WDC +99%
6. $BE +92%
7. $VG +90%
8. $PL +76%
9. $NBIS +73%
10. $INTC +69%
11…↗
Apr 9
Jason's Chips — $BE might not be the TCO or superior tech play anymore, it might be the scarcity play.
We are going to be so compute constrained that every turbine is sold out, every grid connect…↗
Apr 9
CK Capital — My favorite stocks right now by sector:
Space & Launch:
$ASTS — Direct-to-device satellite connectivity. 3.2B addressable subscribers. Commercial service this year.
$FLY — First…↗
Apr 8
Jason Luongo — 3. $BE at $146 - On-Site Power Generation
Every AI data center needs reliable, 24/7 power. Bloom Energy's solid oxide fuel cells generate electricity on-site without depending on…↗
Apr 8
CK Capital — My portfolio and how it performed today
$ASTS +4%🟢
$NBIS +7%🟢
$EOS.AX +5%🟢
$AAOI +13%🟢
$COHR +10%🟢
$AEHR +25%🟢
$BE +8%🟢
Green across the board.
Hold strong and know wha…↗
Apr 7
Michael Sikand 🦑 — Proud to be the YTD performance leader on @joinautopilot.
My high risk, high reward "asymmetric bets" portfolio just crossed $3M AUM.
$AAOI +116%
$BE +42%
$ASTS +36.8%
$MU +0%
$S…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
Apr 4
CK Capital — Best 8 buys in the entire market right now.
1.$ASTS — Market cap $34B. Direct-to-device satellite connectivity for 3.2B subscribers. Commercial service starting this year. Destina…↗
Apr 3
rubicon59 — $FCEL is a basket case of a business right now, but has a serious potential as a credible fuel cell runner-up to $BE and whose success (if ever) is not yet in the stock.↗
Apr 2
Michael Sikand 🦑 — Someone put a gun to my head.
They said "make me $1M from $100K with 10 stocks".
This answer saved my life.
1) $KRKNF - This subsea drone component monopoly is on the verge of r…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
CK Capital — 2 of my favorite stocks are heavily discounted right now.
$BE
$NBIS https://t.co/MFJILSfrVX↗
Mar 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 28
CK Capital — Here is where my entire watchlist sits right now vs its all time highs.
The war pulled everything down. The fundamentals did not move.
$HOOD — $65 now. ATH $153. Down 57%.
$NBIS…↗
Mar 28
Serenity — @Leaf0Q1 Sure, I have a lot of respect for the Aschenbrenner, vast majority of his longs like $BE and $LITE are stellar. I haven't really seen a fund like Situational Awareness in…↗
Mar 28
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +182%
2. $SNDK +159%
3. $VG +157%
4. $LITE +91%
5. $DOCN +69%
6. $AEHR +61%
7. $WDC +60%
8. $PL +57%
9. $BE +53%
10. $TWST +40%
11.…↗
Mar 27
CK Capital — My favorite stocks right now by sector:
Space/Satellite:
$ASTS
$SATS
AI Infrastructure:
$NBIS
$OSS
Photonics:
$AAOI
$LITE
$COHR
Memory/Semiconductors:
$MU
$SNDK
Energy/Po…↗
Mar 27
CK Capital — I am a buyer here.
$ASTS
$NBIS
$BE
$HOOD
$TE
$KRKNF
$EOS.AX
Conviction in all these is high despite what’s going on.
Short term price action means nothing.
Know what you own h…↗
CK Capital — Every single one of my favorite growth names opened red this morning.
$ASTS. $NBIS. $KRKNF. $BE.
All of them down. Some of them hard.
And every single one of them is green right…↗
Mar 21
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +199%
2. $AAOI +151%
3. $VG +132%
4. $LITE +92%
5. $BE +73%
6. $DOCN +72%
7. $PL +72%
8. $AEHR +71%
9. $WDC +70%
10. $MU +48%
11. $…↗
rubicon59 — $1.2b worth of turbine revenue capacity vs. ~$220m $CHEH MC represents an enormous theoretical upside. $BE is a $46b MC with the same current capacity. $CGEH of course is yet to…↗
Mar 21
CK Capital — This is the life you and bro will live when its 2030 and you held these stocks with conviction.
You wake up. The market opens. You check your portfolio and remember you bought the…↗
Mar 20
rubicon59 — $CGEH unitsare roughly the same MW size as $BE fuel cells. Each have pros and cons for the data centers. $BE is obviously killing it, but not too long ago had no traction either…↗
Mar 20
JC Investing — @TradureApp In my Robinhood all I hold is $BE its back down today lol↗
Mar 19
JC Investing — @LeifInvests Promise it’s all $BE in this port (this ain’t my main)↗
InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE
The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗
CK Capital — Typo on current $BE and $AMPX prices↗
Mar 14
CK Capital — My highest conviction plays and where I think they go.
Space:
$ASTS — $86 today. Starlink implied at $1.17T. Same category, better business model. Carriers pay them, not compete…↗
Mar 14
Serenity — I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 14
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +179%
2. $AAOI +178%
3. $BE +78%
4. $AEHR +77%
5. $LITE +69%
6. $WDC +58%
7. $MU +49%
8. $DOCN +43%
9. $NTLA +42%
10. $NVTS +41%
11…↗
Mar 12
CK Capital — My highest conviction plays right now and why.
$ASTS: The only company building satellite connectivity that gets paid by carriers instead of competing with them. AT&T, Verizon, Vo…↗
Mar 12
CK Capital — My favorite stocks in each sector:
Space/Satellite:
$ASTS
$RKLB
$SATS
Defense:
$EOS.AX
$KRKNF
$ONDS
AI Infrastructure:
$NBIS
$CIFR
$APLD
Photonics:
$AAOI
$LITE
$COHR
Energy…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
rubicon59 — $FCELL looks very promosing on paper. But why can’t they secure any US data-center orders given $BE ‘s off-the-charts backlog?↗
Mar 10
JC Investing — $BE really is the un known protagonist of this AI landscape
Such a strong thematic play on AI right now
It’s solid oxide fuel cells provide reliable, on site power for data cent…↗
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 10
JC Investing — @ricktheslick67 Only $BE in this account↗
JC Investing — @InvestJourneyX Don’t own any this account is purely $BE↗
Mar 9
JC Investing — @CapitalChr92373 This account is all in $BE↗
Mar 9
Jason Luongo — Every single one of these sectors is about to see massive growth over the next decade:
AI Compute: $NVDA
AI Marketing: $ZETA
Semiconductors: $AMKR
Memory: $MU
Data Centers: $IREN…↗
Mar 8
rubicon59 — I am not a buyer of $BE here, but they have a staggering backlog vs. current revenue.↗
Mar 7
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +174%
2. $SNDK +122%
3. $AEHR +76%
4. $BE +56%
5. $LITE +52%
6. $NTLA +49%
7. $TWST +48%
8. $FIGS +45%
9. $WDC +42%
10. $CAVA +34%…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
JC Investing — @3KComeback If you want some high risk growth action take a look into $BE bloom energy, I haven’t started a position in it however if I was getting paid by x that “free money” woul…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
KaizenInvestor — @bennybigbull I did, and I love the product and company. I just feel that I missed the boat with $BE. Would have loved to buy the company a year ago and be a proud shareholder now.…↗
Feb 27
Jason Luongo — Key support levels I'll be paying attention to next week:
$IREN - $38
$RKLB - $66
$NBIS - $84
$BE - $131
$CIFR - $14
$TE - $5.75
$NUAI - $4
$AMZN - $198
$ZETA - $15
$NVDA - $175
$…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
Raging Capital Ventures — You may have to hold your nose, but my bet is that a basket of current perceived AI losers such as $WDAY / $TOST / $BL / $HUBS nicely outperforms perceived AI winners such as $MU /…↗
Feb 25
JC Investing — Bloom Energy really has been the silent winner of this AI race
I wonder if it’ll continue on that way🤔
$BE https://t.co/sckDmnoEOo↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 25
Serenity — @ChenPaul Energy/Power/Grid sector will be a massive theme in 2026 onward as inference/training require GW scale DCs.
$BE is a large beneficary and likely at the center of it. I p…↗
Feb 24
Jason Luongo — "AI is just the dotcom bubble all over again."
No. It's the opposite.
The dotcom bubble burst because the internet couldn't deliver revenue fast enough to justify the investment.…↗
Feb 24
Daave “3 and 30” Tepper — Best 5 stock portfolio of AI CAPEX beneficiaries?
I'll go first
$BE - 800volt BTM power
$NBIS - Moar inference
$ACMR - China WFE onshoring + internationalization + arb
$STX - HD…↗
Feb 24
CK Capital — The Brookfield JV alone going from $288M to $574M in a single quarter tells you everything about the pace of this demand $BE↗
Feb 24
Michael Sikand 🦑 — $BE is up 7%. We are at $170 nearing ATHs of 176.
This move makes complete sense when you understand the business.
Fund JV revenue went from $288M in Q3 to $574M in Q4, reaching…↗
Feb 24
Trade Whisperer — $BE The Energy Bottleneck
(W) BLUE Candle: $15s → $160s
270+ Weekly Smart Candle Alerts. Free Trial:
https://t.co/UOnxsgc8Ii https://t.co/VyC8kQuzjv↗
KawzInvests 🦑 — @michaelsikand $AEP committed $2.65B to $BE for 900 MW because even they can't build grid infrastructure fast enough for their own datacenter customers. That could power 9 100 MW d…↗
Feb 23
Michael Sikand 🦑 — $BE's backlog just hit $20 billion.
It grew $6 billion in a single quarter.
That's not momentum. That's a queue of the world's biggest companies waiting to solve their power prob…↗
Feb 23
Paola Rojas 🐝 — Stanley Druckenmiller made some interesting moves as per their latest 13F filing.
Exposure to natural resources (including oil and gas) grew 4x, and digitalisation stayed nearly t…↗
Feb 23
CK Capital — $BE and $LITE are great trades at current prices↗
Feb 23
Michael Sikand 🦑 — This Ex-OpenAI researcher turned $3B fund manager went 22% port $BE and 12% port $LITE in Q4.
$LITE is up 459% while $BE is up 200% in last 6 months with insane YTD too.
What a…↗
Feb 22
CK Capital — These 5 Stocks Will Retire You by 2030
$ASTS — $80 → $1,100
$KRKNF — $6 → $80
$NBIS — $97 → $600
$RKLB — $70 → $550
$BE — $147 → $800
Space. Defense. AI. Energy. Autonomy.
Every…↗
Feb 22
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +174%
2. $BE +70%
3. $AEHR +66%
4. $WDC +66%
5. $TWST +53%
6. $MU +50%
7. $AMAT +46%
8. $ENPH +45%
9. $LRCX +43%
10. $NTLA +41%
11.…↗
Feb 21
Serenity — @cpointx few things:
1. behind the meter seems like a bandaid for the massive GW power required by AI DCs.
2. grid needing massive upgrades isn't a bear case? probably gives t…↗
Feb 21
CK Capital — Anything you guys think i should add to my currently watchlist?
$ASTS
$KRKNF
$ONDS
$NBIS
$BE
$RKLB
$IREN
$CIFR
$AMPX↗
Feb 19
CK Capital — In my opinion these are the top 8 stocks in the market with the best Risk to Reward:
1. $KRKNF at $5.85
2. $ASTS at $83
3. $ONDS at $11
4. $NBIS at $105
5. $TE at $6.20
6. $RKLB a…↗
Feb 18
Michael Sikand 🦑 — Druckenmiller AND Gerstner Added $BE In Q4 ⚡️
Bloom Energy is the highest upside trade on the AI power demand gap for this decade.
Nuclear is 5-10 years out with no revenue in si…↗
Feb 18
Midas — Situational Awareness, the largest $IREN shareholder, just disclosed their new holdings this quarter.
This hedge fund is founded by ex-OpenAI researcher, @leopoldasch
1. 10M sh…↗
Feb 18
Jason Luongo — @amitisinvesting Big news for $BE bulls!↗
Jason Luongo — If I could only own 5 small/mid cap stocks:
- $ONDS - Defense drones and autonomous security
- $EOSE - Grid scale zinc battery storage
- $TE - Utility scale solar manufacturing
-…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +164%
2. $WDC +63%
3. $BE +61%
4. $TWST +55%
5. $MU +44%
6. $APLD +44%
7. $AEHR +43%
8. $DOCN +42%
9. $AMAT +38%
10. $LRCX +38%
11.…↗
Feb 11
Jason Luongo — Stocks to watch in 2026:
AI Infrastructure: $IREN, $CIFR, $NBIS
Defense & Drones: $ONDS, $AVAV, $RCAT
Space: $RKLB, $ASTS, $PL
Energy & Power: $EOSE, $VG, $BE, $OKLO
Solar: $TE, $…↗
Feb 11
TheValueist — My Power & Utes tracker sorted by YTD
$POWL $BE $PSIX $VRT https://t.co/WwT3sztdol↗
Feb 9
CK Capital — If you own ANY of these stocks, you’re putting yourself in an AMAZING position.
The AI infrastructure + defense + space buildout is the biggest wealth creation event of our genera…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 8
Shay Boloor — Great insight from the $BE CEO on why natural gas is having its moment.
Natural gas is the only scalable bridge to meet load growth before the grid catches up. https://t.co/0ukN29…↗
Feb 8
CK Capital — WEEKEND WATCHLIST ADDS: 4 New Names I’m Tracking
Added these over the weekend after diving deep into the AI infrastructure + energy thesis. Here’s what I’m watching:
$CIFR - Ciph…↗
Feb 7
Ben Pouladian — Honored for the shout out from @ChrisCamillo on Bloom Energy $BE do your due diligence and study hard to connect the dots! https://t.co/H68QYm2qOz↗
Feb 7
Jason Luongo — These 8 picks are going to create millionaires by 2028:
1. IREN - $IREN
2. Ondas - $ONDS
3. One Stop Systems - $OSS
4. Rocket Lab - $RKLB
5. Venture Global - $VG
6. T1 Energy - $T…↗
Feb 7
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +152%
2. $BE +65%
3. $WDC +64%
4. $CRML +59%
5. $ENPH +55%
6. $TWST +55%
7. $APLD +43%
8. $ASTS +40%
9. $NXT +39%
10. $MU +38%
11.…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 6
Daave “3 and 30” Tepper — just gunna leave this here
from ubs analyst on kyber 800 volt architecture
@SemiAnalysis_ , skate to where the puck is going
$be https://t.co/lswyVQKCli↗
Feb 6
Daave “3 and 30” Tepper — We’re gunna need more clean, nat gas powered, behind the meter power plants $be↗
Feb 6
CK Capital — Brutal day for the portfolio.
$IREN: -15% AH on earnings miss
$NBIS: Getting hit on broad market weakness despite Missouri 1.2 GW facility announcement
$ASTS: Down with the rest o…↗
Feb 6
Jason Luongo — @StockSavvyShay Incredibly bullish for data center energy stocks such as $BE↗
Feb 5
Ben Pouladian — Bloom Energy just dropped a bombshell on their Q4 call.
Their fuel cells now power absorption chillers using waste heat cutting data center electricity usage by 20%+
All is 800v…↗
Daave “3 and 30” Tepper — Bloom at a major max gladwell Tipping point
Growing fast
Margin expanding
Expanding capacity
Diversifying customers and end user markets
you may have seen some hyperscalers incre…↗
Feb 5
Michael Sikand 🦑 — $BE Bloom Energy currently generates $2B a year at a 30% gross margin by producing around 500 MW of capacity.
I find it hard to believe Bloom will not be a 10 GW company by 2030.↗
Michael Sikand 🦑 — My girlfriend says I hate shopping.
But I hit the mall today.
These were my favorite deals.
$BE -15%
$KRKNF -7%
$ASTS -10%
Hbu?↗
Feb 3
Daave “3 and 30” Tepper — More port change in Jan than I should, but had runners in $be, $acmr, $stx and $cenx and had to cut some and rebalance
2/2 +21% YTD
rolls royce $rycey (ai power, nuclear, smr) an…↗
Feb 3
InvestmentGuru — $SNDK one of the strongest stock in market, I like $BE too here↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
Feb 1
Jason Luongo — The White House is telling you where funding is going:
AI - $IREN
Chips - $NVDA
Power - $BE
Defense - $LMT
Robotics - $AMZN
Drones - $ONDS
Space - $RKLB
Energy storage - $ENS
Nucl…↗
Black Panther Capital — 👀 Most mentioned asymmetric investments at the moment:
Energy:
$TE
$BE
$EOSE
Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET
B2C SaaS Provider:
$SOFI
$HIMS
$OPEN
Datacenter:
$I…↗
Jan 25
Black Panther Capital — 🔖 Bookmark this!
Simple way to start of your research:
1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analy…↗
Jan 24
Michael Sikand 🦑 — $BE got 50 MW of capacity for Oracle installed in 55 days
I found the exact site using public filings and the facts are clear
Engines/turbines will remain the status quo BUT per…↗
Jan 24
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +197%
2. $SNDK +100%
3. $SKYT +72%
4. $BE +67%
5. $RDW +65%
6. $NTLA +63%
7. $ASTS +56%
8. $APLD +54%
9. $IREN +50%
10. $EOSE +49%…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
Jan 23
Michael Sikand 🦑 — My investing strategy is to buy small companies that scale exponentially because they're tied to the sleigh of unparalleled entities.
$KRKNF - Anduril
$SATS - SpaceX
$BE - Oracle…↗
Michael Sikand 🦑 — $BE will have approximately $2.2B in cash after their convertible note raise at 0% interest in October
Billions in cash is exactly what you want for companies FAR from profitabil…↗
Jan 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 22
Michael Sikand 🦑 — Excited to cross $1M AUM on @joinautopilot!
Everyone's a genius in a bull market but cool to be able to showcase my high conviction trading style.
Few of my winning picks in the…↗
Jan 21
Michael Sikand 🦑 — This energy stock could solve AI's $1T power problem.
Don't believe me?
$BE is now a #1 position for @ChrisCamillo AND @iamtomnash 🤯
Despite a 3x surge, the company is still he…↗
Jan 20
amit — well, this was quite the open after the Greenland tariffs announced...
$SPX down 1.2%, not that big of a deal
$BTC lost 90K again, geopolitical instability not being a catalyst…↗
Jan 20
Daave “3 and 30” Tepper — cut risk this morning, now 30% cash. $be ran hard ytd up 50%+ took tax free gains, and sold the non-taxable trading portion of nebius $nbis
it's hard to sell winners, but when mark…↗
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 13
Michael Sikand 🦑 — I'm making my next video on $BE and after a week or so of research I couldn't help but start out a position at $120 avg. cost.
Despite the huge run up, Wall St is still skeptical…↗
Black Panther Capital — 🚨MUST WATCH: Elon react to energy crisis.
Energy crisis and demand is real.
If society don’t transition to renewable energy, we face the risk of energy scarcity.
Elon's reactio…↗
TheValueist — $BE (Bloomberg) -- Bloom Energy Corp. shares rise 13% in premarket trading Thursday in New York after American Electric Power disclosed it would buy $2.65 billion of the company’s…↗
Jan 8
Shay Boloor — $BE shares are moving higher after $AEP disclosed a ~$2.7B solid oxide fuel cell order backed by a 20-year offtake for all output from a Wyoming plant.
The deal builds on AEP’s pr…↗
Jan 8
Daave “3 and 30” Tepper — AEP Filing mentions Cheyenne IG counterparty
Must be Microsoft
$MSFT
$BE↗
InvestmentGuru — Energy/ renewable energy stocks are looking strong
$ENPH
$BE
$EOSE
$QS
$TE
$LTBR
$OKLO
$SMR↗
Jan 4
Antonio Costa — $BE at breakout point. Could be setting up for a run to 100ish https://t.co/VOsJWEpsPz↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
Daave “3 and 30” Tepper — @ShanuMathew93 Bloom def talking their book. If believe more power demand for XPUs, what will the source be?
can rationalize a div port of
- BTM
- Indep/Integrated
- Time to Conne…↗
Daave “3 and 30” Tepper — Bloom may have a “Tesla late-2019-like” tipping point this year. Going to 2GW annual capacity with the demand side picking up steam. All the pieces are set. $be↗
Chris Ray — New-age energy stocks absolutely soaring today. 👀
Which is your favorite one and why?
$BE $FLNC $EOSE $TE https://t.co/z9fIs3fVHw↗
Jan 2
Daave “3 and 30” Tepper — Agree on both counts
1. SoftBank completion of 40bn OAI inv plus acq of datacen PE firm DigitalBridge raises probability OAI doesn’t have a funding problem in 2026
2. Nuclear and…↗
Jan 2
Antonio Costa — $BE Setting up. https://t.co/y33rx16m6K↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
Ben Pouladian — The future of compute is power.
Every hyperscale data center will eventually generate its own electricity, not rely on the grid. Lowest $/compute wins.
When power is the constrai…↗
Dec 20
TheValueist — $BE $NBIS $MSFT $NVDA The post asserts that satellite imagery “confirms” Bloom Energy as the provider of approximately 300 MW of onsite power generation for a 300 MW data center in…↗
George Noble — Notice how financial illiterates only talk about the price of a stock?
That is because it is all they know.
Ignore them.
Price is not truth.
$OPEN $TSLA $BETR $BE $MSTR $OKLO $RG…↗
Dec 18
Black Panther Capital — @MarcAlanSmith92 @babyfolio $BE have been on my radar. I'm looking at $TE now.↗
Dec 17
Ben Pouladian — @LogicalThesis $be my thesis here https://t.co/jsO05cfDdH↗
George Noble — First there was the MAG7.
I now present you the BAG7,
a diversified portfolio designed
to provide one stop shopping for
all your unnecessary purchases
$BE $CRWV $MSTR $OKLO
$ORCL…↗
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$BE - Bloom Energy
$FSLR - First Sola…↗
Dec 5
Ben Pouladian — Bank of America has a $39 target on $BE.
Bloom just filed permits for 900MW of fuel cells at a Crusoe AI datacenter.
Brookfield committed $5 billion.
Someone is catastrophically…↗
Dec 5
The Future Investors — $BE Bloom Energy is the best-performing stock of 2025.
If you had invested $10,000 in Bloom Energy at the start of this year, it would be worth $53,170 today 🤑
Which stock could…↗
Raging Capital Ventures — Who’s Fabulous in 2025? $CRWV $IREN $APLD $PLTR $RGTI $QBTS $BE $CRDO $MSTR $OPEN ??↗
— The party feels like it is getting a little long in the tooth, was busy shorting $BE, $QS, $PL, $IREN, $INTC, $QBTS, and $RGTI today. High octane. Wish me luck.