$SpaceX(SPCX)$ The greatest generational wealth builder of all time. Don't be shortsighted. Think past next week or next month, and you will be rewarded.
$SpaceX(SPCX)$ With 3 GW of compute online by the end of the year, if revenue comes in at lease scale that would be $12B a month. That means every 2-3 months they could pay for another GW out of pocket. So 3 GW alone could fund an additional 2 GW in H1/27 and 3 GW in H2/27. The financing needed for that 10 GW isn't that severe.
$Bloom Energy Corp(BE)$ Don't pay any attention to the silly after-hours action. It's just algorithmic trading. Off-grid power demand didn't suddenly evaporate.
$Bloom Energy Corp(BE)$ The P/E ratio was 300 last week. After the earnings beat, it's now around 123. The argument that this is overvalued should keep losing steam as long as earnings keep coming in strong. It's hard to take seriously when people call a hyper growth story like this overvalued. If that's the concern, something like KO or JNJ might be more fitting.
$SK hynix(SKHY)$ Musk is saying robots will end up driving more memory demand than everything else combined on Earth. Shay Boloor sees that as a potential volume story for Micron and SK Hynix.
$Moderna, Inc.(MRNA)$ Moderna's CEO says their cancer vaccine isn't a disappointment, it's a blockbuster. The message to Wall Street is basically to ignore the noise and watch the science.