I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis?
NOT in the GS Elevator
Joined August 2012
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Hold music at $VST customer service line:
youtube.com/watch?v=wmin5WkO…
ANOTHER fire at the world’s largest Battery storage facility in Moss Landing. They issued a shelter in place & close your windows. How long this fire will burn uncontrollably? Meanwhile Santa Cruz is busy putting in 2 more, one next to a high school & one in an apple orchard.
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Yes $NBIS is well off the highs already but the setup looks increasingly bad for them.. not only one of the largest customers becoming a competitor apparently per $META news yesterday, there is a n-t risk to the numbers as well according to BNP Paribas.. not good for a company that needs to keep raising $$
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See, sell-side CAN add value. Wells Fargo with an update on $CMG burrito bowls showing better results than their initial test in 2024.
"To put the 'weight debate' to rest, we consumed 75 like-for-like $CMG burrito bowls in NYC (half in store, half digital, various locations)." - Zachary Fadem and his Wells Fargo team
This is the hard work we'd expect from the sell-side into the final days of II voting.
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"Chipflation". How long until we get calls for gvt to subsidize buying smartphones/PCs? via Morgan Stanley's Shawn Kim
Both $ENPH and $SEDG are at Deutsche solar conference tomorrow - guess it gives people a chance to dig more into their Solid State Transformers roadmaps.
Both $ENPH and $SEDG make a lot of sense as powering data center plays - both have introduced solid state transformers, have long-term expertise and experience with GaN / SiC, respectively, both have manufacturing capabilities and capacity to make real impact.. question obviously is timing as it is more of a 2027/28 theme. But, as the market is constantly showing its willingness to start looking ahead - waiting means the risk of missing out..
$WOLF made it to new Morgan Stanley MSXX800V basket as well, along with the other usual suspects.
