$Meta Platforms, Inc.(META)$ EONE.CSEElement One isn't just a hydrogen explorer anymore. In roughly six months, it has expanded its strategy into a broader natural hydrogen plus critical minerals platform, covering hydrogen exploration, hydrogen-generation technology, magnesium, critical-mineral recovery, and carbon mineralization. That is a lot of optionality under one ticker.
$Eos Energy Enterprises Inc.(EOSE)$ This deal doesn't really compare to the others. It's the first of its kind, tied to a critical part of the future economy, and the counterparty is a hyperscaler as a direct partner and client. It also looks easy to scale. This deal and the Hugging Face deal with $NVIDIA(NVDA)$ seem to have lifted some AI stocks, the ones that are looking like the winners. There will be losers and winners in AI. Once a hyperscaler selects you, you're part of the winning group. $Alphabet(GOOG)$
$Netlist, Inc.(NLST)$ Short-term panic and algorithmic shakeouts aren't worth reacting to. Market noise and recycled legal headlines are mostly testing holder conviction at this point. The core fundamentals, the structural value of the portfolio, and the upcoming resolution momentum all still look intact. Know what you own. This pullback reads more like a solid accumulation window, not a reason to get shaken out of shares. The setup still points to potential 3x upside as near-term milestones clear, scaling up toward 6x to 8x over time if the Google settlement comes in favorably. $Tesla Motors(TSLA)$ $Micron Technology(MU)$
Broadcom is projecting a major surge in AI chip sales, and the tone here is clearly optimistic about challenging Nvidia's position. CEO Hock Tan said AI chip revenue could double to about $115 billion in fiscal 2027, then reach $230 billion the following year, with adjusted EPS potentially exceeding $30 in fiscal 2028. The custom AI chip business is being driven by strong demand from Google, Anthropic, OpenAI and Meta. Anthropic is expected to become Broadcom's largest customer in 2027, with OpenAI the second-largest. Tan said demand currently exceeds supply capacity. Third-quarter revenue rose 86% to $29.6 billion, above estimates, while adjusted EPS hit $3.32 versus $3.23 expected. AI semiconductor revenue reached $16.7 billion, ahead of the $15.9 billion consensus. Fourth-quarter revenu
$Alibaba(BABA)$ UBS sees China's big tech companies capturing more of the AI investment gains over the next 2 to 3 years. The idea is that pricing power should shift from upstream chip and infrastructure players toward downstream internet platforms as supply constraints ease. This comes while Tencent and Alibaba are ramping up AI spending, which is putting some pressure on cash flow. UBS also pointed to cost efficiency in China's AI sector, noting lower training and API costs compared with global peers.
$Alibaba(BABA)$ All the good news on this stock over the past few months is still there. Sometimes the price action doesn't line up with the story for a while, until it does. This is a value play if you've ever seen one. It was a great buy at $130, and even more so right here.
$Alibaba(BABA)$ $Baidu(BIDU)$ $NIO Inc.(NIO)$ $XPeng Inc.(XPEV)$ $Li Auto(LI)$ People say a train going downhill runs harder and longer than anyone wants it to. When the time comes, this will rise, but until then it's mostly pain. If you believe in your company, holding or adding and waiting for better days is really all there is to it.