$Meta Platforms, Inc.(META)$ They're raising equity at a 9.42% cost of equity, after having raised a lot of debt at a cheaper 5.52% cost basis. They need to return at least 9.16% ROIC to generate value, which they should manage easily. After taking on that much debt, it makes sense they'd shift to equity since it's easier to access, and uncertain projects are surely better funded with equity.
$Alphabet(GOOG)$ It is hard to imagine confidently shorting the most successful company to ever exist when it is already 20% off the highs. I suspect most people just want in at a lower price, and that could end up being something they really regret if they do not buy here.
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ The average price target sits at $435, so there's roughly 40% upside from here. I'm in for 2 million. It just takes patience.
$Eos Energy Enterprises Inc.(EOSE)$ If EOS could secure more manufacturing capacity to work through that $800 million backlog and convert more of the $24 billion pipeline, that would be something. Actually, their new Thorn Hill facility is already operational and starting to scale. EOSE was at $18 per share just 10 months ago, when operating capacity and backlog were both much smaller. Production and margin gains should ramp up significantly soon. They are close to running at full production capacity around the clock, with just some staffing and training tasks left to reach that goal. Now that they have partnered with $Alphabet(GOOG)$ on powering data centers, it is hard to say how fast they co
$Meta Platforms, Inc.(META)$ The best time to buy this stock is right after the earnings dump. It always recovers quickly. This time it will probably push to new highs before the next earnings report. I have $500K of dry powder waiting.
$Vistra Energy Corp.(VST)$ $Amazon.com(AMZN)$ and $Meta Platforms, Inc.(META)$ are the two biggest customers of Vistra, so that should keep it moving higher. Buying the dip and holding still makes sense from where I stand. AI power demand keeps growing, and the AI rout narrative doesn't really hold up.