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.
Feels like both names are on everybody's radar but everyone is struggling on when exactly to commit.. $ENPH for example has been hosting sell-side and investor meetings all week, seems like most of the discussion been around solid state transformers.. but everyone waiting to see if the others willing to commit. The case of buyers bringing in more buyers. Here's Oppenheimer takeaway for example:
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A picture is worth a thousand worth they say.. here is PyMongo download history over time.. yet $MDB gets lumped with the rest of the software, heh.
clickpy.clickhouse.com/dashb…
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$GOOGL 's today's TPU announcement included a shout-out for SRAM, which made me look for plays on that.. the only name that really comes up is $GSIT, which has a line of SRAM products. To be clear, there is like zero chance they are the ones in TPU's but I guess it does highlight the value. Purely speculative thought so take it as it is.
gsitechnology.com/memory-pro…
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Jefferies Europe team had a good note on this yesterday.. time for US investors to give it a thought as well
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