Fervo Energy $Fervo Energy Co.(FRVO)$ has the potential to be a massive multibagger in the clean energy space, but chasing it blindly right now could be a mistake. I'm highly bullish on the commercial upside of their geothermal breakthrough, but this might not be a stock to rush into just yet. Historically, the market rewards pioneers that can turn an "impossible" energy source into commercial reality. We've seen it before. First Solar $First Solar(FSLR)$ bypassed the polysilicon crisis with thin-film tech solar panels, fueling a +1,055% run in just over a year back in 2006-2007. Bloom Energy $Bloom Energy Corp(BE)$ pioneered modular, on-site soli
$Moderna, Inc.(MRNA)$ Market makers are intentionally holding the price hostage and burning options premium. They're fighting the macro trend, but they can't fight it forever. Let these algos play their part. Their time is almost up.
$Applied Optoelectronics(AAOI)$ The market is wrecking optical stocks that are making serious money from AI and datacenter buildouts, and it looks like the frustration is that hyperscalers are the ones writing them the checks.
$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $Pfizer(PFE)$ $Eli Lilly(LLY)$ $Amgen(AMGN)$ $AbCellera Biologics(ABCL)$ News out and we are in breakout mode. Chart attached. Wave 5 price target is $21 for ABCL. One injection and 4 weeks later, 37.0% of patients had flushing completely disappear, compared to 2.2% for placebo. Patients with 90% or more reduction came in at 60.9% vs 8.7% for placebo, from the Phase 2 trial with 92 people on a 600mg single dose. The difference from placebo widened from 2.6 epi
$SK hynix(SKHY)$ Worth remembering this was at $195 just a couple of weeks back. Even with the ADR trading at a premium to the Korean shares, the forward P/E is still stupid cheap, so there is a lot of upside potential here.