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FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is drawing attention amid a sharp rally and renewed focus on data-center power demand, with traders citing the Fit Energy agreement, a Texas capacity reservation and bullish analyst coverage. Bulls speculate that heavy short interest could amplify gains, while skeptics point to execution risks, weak financials, dilution and the need for firm contracts to convert into revenue.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day revenue outlook upgrade, driven by AI data-center demand and custom silicon, is fueling the rally. Traders are broadly upbeat about the growth prospects, though some are taking profits and questioning whether the sharp gains will hold.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions strong earnings and continued AI-infrastructure and memory demand are driving attention, with traders debating whether the business growth can sustain the sharp rally. Bulls focus on its AI exposure and results, while skeptics cite valuation, cash-flow and margin concerns, volatility, and dilution risk from the convertible-note offering.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra shares surged after the Energy Department made a conditional financing commitment for upgrades at three of its nuclear plants, reinforcing the AI and data-center power-demand theme. Traders were broadly bullish on the nuclear expansion, though some questioned the financing conditions and debt implications, while others focused on the stocks volatility and profit-taking.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUNs steep decline and weak trading despite product and partnership announcements dominate the discussion. Traders debate dilution, stock-based compensation and ongoing losses, while bulls point to heavy short interest and the next earnings report as potential catalysts; others argue the company must show clearer progress toward profitability.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates reported bid for TDKs HDD magnetic-head business is weighing on shares, as traders debate the potential acquisition cost and implications for a component supplier serving the major drive makers. Some view the selloff as an overreaction and are buying the dip, while others see uncertainty around the deal as a near-term risk.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Googles power agreement with Constellation has lifted power-sector stocks, with traders viewing it as a signal of strong demand for reliable electricity that could benefit Blooms fuel-cell business and AI data centers. The community is broadly upbeat about the sector backdrop but divided on whether BE can sustain its gains, citing volatility, profit-taking, and resistance near a key round-number level.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Toshibas plan to expand HDD capacity for AI data centers has raised concerns that added supply could pressure Western Digitals market share and pricing, weighing on WDC alongside Seagate. Traders are divided between viewing the selloff as an overreaction to a multiyear ramp and seeing increased competition as a threat to storage makers pricing power.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

A long-term Google power partnership, including a 20-year agreement tied to 890 MW of new nuclear capacity and a separate supply deal, has driven CEG higher as traders connect AI data-center growth with demand for reliable power. Many see the deal as validation for Constellation and the nuclear sector, while others are cautious about the sharp rally and are taking profits or questioning whether it will hold.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

TEMs sharp drop is being attributed mainly to broad weakness across biotech and genomics stocks and profit-taking after a volatile rally, with traders also citing possible stop-loss selling. No company-specific catalyst is confirmed in the discussion; reactions range from buying the dip at perceived support to concern that the decline could continue.

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$ADBE $NOW $INTU  
 
Market conflating IBM&#39;s remark on softness in their hardware sales (and thus the software stack associated with that) to softness in SAAS. This is deliberate institutional &quot;conflation&quot; not lazy analysis. AI related IPO&#39;s are a protected species. Inference costs are being being hotly debated, hard to justify sky high capex if you cannot make money on inference. META CTO firing the first shot saying 80% inference usage dosent need frontier capabilities.  
 
There was less SAAS shorting and even some covering last couple of weeks but pretty sure we see that go up next several sessions until NOW reports next week. Could be an inflection point if positive. Until such time might as well join the semi crowd on pullbacks as momentum back in semi court.

CPA.

steve

$ADBE $NOW $INTU  
 
Good earnings and a pretty good call - enough to confuse the SAASocalypse crowd. Pushback on expensive tokens was interesting to hear - pretty sure you will hear more about it in the coming months. Neoclouds and hyperscalers are going to struggle selling inference tokens at higher prices if they keep paying inflated prices for their buildouts. In the end quality software companies with the bench strength to integrate and package AI will benefit.   
 
NOW short volume today was close to 7 million shares @ 15% of volume - should be an interesting next few days.

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JohnMac

Adobe Inc

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Market conflating IBM's remark on softness in their hardware sales (and thus the software stack associated with that) to softness in SAAS. This is deliberate institutional "conflation" not lazy analysis. AI related IPO's are a protected species. Inference costs are being being hotly debated, hard to justify sky high capex if you cannot make money on inference. META CTO firing the first shot saying 80% inference usage dosent need frontier capabilities.  
 
There was less SAAS shorting and even some covering last couple of weeks but pretty sure we see that go up next several sessions until NOW reports next week. Could be an inflection point if positive. Until such time might as well join the semi crowd on pullbacks as momentum back in semi court.