$X-Energy(XE)$ I've been buying long term calls every day. It could pull back to $10, but this one might eventually get squeezed up to $50 or higher, similar to what happened with BE.
$SK hynix(SKHY)$ I have never invested in a company that makes this many positive moves. I can't be the only one here who feels the stock should be around $240/share by now. SK has been insanely aggressive in ramping up to meet this memory shortage. This anti-AI scare week means nothing to me. AI is happening and SKHY is going to make us more money. I heard Cramer on Squawk Box recently. The guy is loony. But he made a good point about people selling their NVIDIA at $205. In 2 years, will those who sold off their AI stocks think it was a smart move? Is AI going away? Is the buildout really going to be stopped or slowed down?
$FuelCell(FCEL)$ In my view, Few as CEO has been lackluster. He hasn't brought much growth, and the company feels stagnant compared to competitors. It seems like he's mostly holding onto previous contracts rather than securing new ones. Another issue is that, unlike the CEOs at $Bloom Energy Corp(BE)$ and $Tesla Motors(TSLA)$ , his ownership stake is much smaller by comparison. I think if Livingston has the vision and nerve to compete, a change of leadership might be the best path forward. Any thoughts?
$Dell Technologies Inc.(DELL)$ For anyone still doubting this one, the earnings reports, growth, EPS, and fundamentals all check out. The company is solid and the stock price is deserved. Either get on board or get over it.