jekram

CEO @Cloudkibo

[jekram @jekram]

@charliebilello It is bluntaly obvious to a casual obeserver $SPY will be the winner

[jekram @jekram]

Navigating the AI Power Revolution: Why Bloom Energy ($BE) and Oracle’s ($ORCL) Partnership Stands Out

Over the past few months, I’ve been closely following developments in the energy sector, particularly how hyperscalers are powering the explosive growth of AI data centers. One name that keeps rising to the top is Bloom Energy (NYSE: BE), especially after its deepened partnership with Oracle (NYSE: ORCL). What started as an interesting collaboration has evolved into a major strategic deployment that addresses some of the biggest challenges in AI infrastructure: reliable, scalable, and relatively cleaner power.

I wanted to share a detailed breakdown of this partnership, the recent developments around Project Jupiter, and why it matters for investors, technologists, and anyone tracking the AI boom.

The Bloom Energy–Oracle Partnership: From Initial Collaboration to Multi-Gigawatt Scale

In July 2025, Bloom Energy and Oracle began working together to deploy solid oxide fuel cell (SOFC) systems for Oracle’s data centers. These fuel cells convert natural gas, reformed into hydrogen, into electricity through an electrochemical process, offering higher efficiency and lower emissions compared to traditional combustion-based generation.

The partnership took a major leap forward in April 2026. On April 13, the companies announced an expanded master services agreement under which Oracle committed to procuring up to 2.8 GW of Bloom’s fuel cell systems. An initial 1.2 GW has already been contracted, with deployments actively underway across multiple U.S. Oracle sites and continuing into 2027.

As part of the deal, Oracle also received a warrant to purchase up to approximately 3.53 million shares of Bloom Energy at $113.28 per share, representing a potential investment of around $400 million. This equity alignment signals strong confidence from Oracle in Bloom’s technology.

Project Jupiter: A Flagship Deployment in New Mexico

One of the most exciting elements is Project Jupiter, Oracle’s large-scale AI data center campus in Doña Ana County, New Mexico, developed in partnership with BorderPlex Digital Assets.

Initially, plans included a dedicated natural gas plant with turbines and diesel backups. However, the project faced significant local pushback over concerns about water usage, air quality, noise, and broader community impacts. This led to regulatory hurdles, including denials for a proposed gas pipeline and over 7,000 public comments during permitting.

In response, Oracle pivoted. As reported in a detailed Business Insider article published on May 7, 2026, the company canceled the traditional gas plant plans. Instead, it is moving forward with Bloom Energy’s solid oxide fuel cells to fully power the campus, with up to 2.45 GW on a single microgrid.

This switch is noteworthy for several reasons:

Emissions Reduction: Bloom’s systems are reported to produce approximately 92% lower NOx emissions compared to conventional gas turbines.

Water Efficiency: Closed-loop cooling drastically reduces water consumption, a critical advantage in water-stressed regions like New Mexico.

Deployment Speed: Fuel cells can come online in as little as 55–90 days, helping Oracle bypass lengthy grid interconnection delays.

Operational Advantages: Quieter operation and no direct impact on local electricity rates for residents.

While local environmental groups, such as the New Mexico Environmental Law Center, remain cautious, noting that the systems still rely on natural gas, the pivot has been positioned as a pragmatic step forward in the “Bring Your Own Power” (BYOP) trend among hyperscalers facing grid constraints.

Why This Matters in the Broader AI Context

AI training and inference demand enormous, always-on power. Traditional grid infrastructure simply cannot scale fast enough in many regions. Technologies like Bloom’s SOFCs offer a bridge solution: dispatchable, modular power that can be sited directly at the data center.

From my perspective, after digging into earnings calls, analyst reports, and on-the-ground developments:

Bloom reported strong Q1 2026 results, with revenue beats, margin expansion, and raised full-year guidance in the $3.4B–$3.8B range.

Analyst sentiment has improved, with price targets from firms like Jefferies, RBC, and Evercore reflecting optimism around the Oracle deal and broader AI tailwinds.

Risks remain, including execution on manufacturing scale-up, natural gas price volatility, regulatory scrutiny on fossil-derived fuels, and competition from other clean power alternatives.

Bloom Energy is not a pure-play “green” energy company in the renewable sense, but its high-efficiency fuel cells position it uniquely in the transition to reliable, low-emission backup and primary power for critical infrastructure.

Final Thoughts

The Oracle partnership and the adaptive approach at Project Jupiter highlight how innovation in power generation is becoming as important as the chips and algorithms driving AI. For those following $BE, the coming quarters will be telling. Watch for deployment milestones, additional hyperscaler wins, and execution metrics.

I’ll continue monitoring this space and sharing updates as they develop. The intersection of energy and AI is one of the most consequential investment and technology themes of the decade.

What are your thoughts? Have you looked into Bloom Energy or other data center power plays? Feel free to comment below. Also, I own $BE

Disclaimer: This post is for educational purposes only and reflects my personal research and observations from public sources. It does not recommend buying, selling, or holding any securities. Investing involves substantial risk of loss. Please conduct thorough due diligence.

[jekram @jekram]

@JonahLupton I did listened to APP call and I also listend to their last earning call below is my anslysis. https://t.co/wPDlaHqhHp

[jekram @jekram]

AppLovin ($APP) Q1 2026: Strong Execution and a Major Catalyst on the Horizon

#APP #AppLovin #AI #AdTech #GrowthStocks #DigitalAdvertising #StockMarket #Investing

AppLovin delivered another exceptional quarter in Q1 2026, continuing its pattern of strong execution, expanding profitability, and aggressive shareholder returns. More importantly, the company appears to be approaching a potentially transformative catalyst with the public launch of its Axon self-serve platform in June.

Q1 2026 Financial Highlights

• Revenue: $1.842B (+59% YoY, +11% QoQ)
• Adjusted EBITDA: $1.557B (+66% YoY)
• Adjusted EBITDA Margin: 85% (up 400 bps YoY)
• Net Income: $1.206B
• Operating Cash Flow: $1.291B
• Share Repurchases: Approximately $1B during the quarter
• Cash & Cash Equivalents: $2.76B
Management also guided Q2 revenue to $1.915B–$1.945B (+52% to +55% YoY) and Adjusted EBITDA to $1.615B–$1.645B, maintaining industry-leading margins of 84–85%.
The consistency of revenue growth, margin expansion, and cash generation continues to demonstrate the operating leverage embedded in AppLovin's business model.
Gaming Remains Strong, But Consumer Is Becoming The Bigger Story
AppLovin's gaming business remains the foundation of the company. AI-driven improvements continue helping developers create content more efficiently while expanding monetization opportunities through hybrid models that combine advertising and in-app purchases.
However, the consumer advertising segment is increasingly becoming the primary growth driver.
Recent enhancements to AppLovin's AI models have accelerated performance for e-commerce and lead-generation advertisers. Management noted that April 2026 produced a record month for consumer advertiser spend, surpassing previous peaks achieved during Q4.

This diversification matters because it expands AppLovin's addressable market far beyond gaming and positions the company to compete for a significantly larger share of digital advertising budgets.

June 2026: Potentially The Most Important Catalyst Yet

The biggest near-term development is the planned public self-serve launch of the Axon platform in June.

Historically, AppLovin operated largely as a closed ecosystem serving larger partners. The upcoming self-serve model will allow businesses of all sizes to directly access Axon Ads Manager and leverage the company's AI-driven advertising capabilities.

Combined with new generative AI creative tools, including video generation capabilities, this launch could dramatically simplify customer acquisition and onboarding.

If successful, the self-serve platform could unlock thousands of new advertisers and create a powerful new growth engine for the company over the next several years.

The AI Moat

What differentiates AppLovin is not simply access to advertising inventory but the quality of its predictive AI models.

The company has spent more than a decade refining algorithms that optimize bidding, targeting, conversion prediction, and campaign performance in real time.

Unlike many advertising platforms, AppLovin benefits from deep event-level data and long user engagement within mobile applications. Management is now layering generative AI tools on top of its existing predictive engine, making it easier for advertisers—especially smaller businesses—to create high-performing campaigns.

While Meta remains the dominant player in digital advertising, AppLovin continues to receive positive feedback from advertisers regarding campaign performance and return on ad spend, particularly within direct-response and e-commerce advertising.

Risk / Reward Assessment

Potential Upside

• Continued revenue growth with expanding margins
• Rapid growth in consumer advertising
• June Axon self-serve launch expanding total addressable market
• Massive free cash flow generation
• Significant share repurchase program reducing share count
• AI-driven data flywheel becoming stronger as more advertisers join the platform

Key Risks

• Self-serve launch execution and advertiser retention
• Competition from Meta, Google, and emerging AI-native advertising platforms
• Premium valuation requiring continued strong execution
• Regulatory and data privacy considerations
• Cyclical advertising spending during economic slowdowns

Investment Thesis

Q1 2026 reinforced AppLovin's position as one of the highest-quality growth companies in the public markets.

The core gaming business remains healthy, consumer advertising is accelerating, margins continue expanding, and free cash flow generation remains exceptional.

The June Axon self-serve launch could represent the next major chapter in AppLovin's growth story. If management successfully converts broader platform access into sustained advertiser adoption, the company may be able to maintain elevated growth rates for years while preserving its industry-leading profitability.
For investors comfortable with execution risk and volatility, AppLovin remains one of the most compelling AI-enabled advertising platforms to watch in 2026.
Not investment advice. Please do your own research.

[jekram @jekram]

AppLovin ($APP) Q1 2026: Strong Execution and a Major Catalyst on the Horizon

#APP #AppLovin #AI #AdTech #GrowthStocks #DigitalAdvertising #StockMarket #Investing

AppLovin delivered another exceptional quarter in Q1 2026, continuing its pattern of strong execution, expanding profitability, and aggressive shareholder returns. More importantly, the company appears to be approaching a potentially transformative catalyst with the public launch of its Axon self-serve platform in June.

Q1 2026 Financial Highlights

• Revenue: $1.842B (+59% YoY, +11% QoQ)
• Adjusted EBITDA: $1.557B (+66% YoY)
• Adjusted EBITDA Margin: 85% (up 400 bps YoY)
• Net Income: $1.206B
• Operating Cash Flow: $1.291B
• Share Repurchases: Approximately $1B during the quarter
• Cash & Cash Equivalents: $2.76B
Management also guided Q2 revenue to $1.915B–$1.945B (+52% to +55% YoY) and Adjusted EBITDA to $1.615B–$1.645B, maintaining industry-leading margins of 84–85%.
The consistency of revenue growth, margin expansion, and cash generation continues to demonstrate the operating leverage embedded in AppLovin's business model.
Gaming Remains Strong, But Consumer Is Becoming The Bigger Story
AppLovin's gaming business remains the foundation of the company. AI-driven improvements continue helping developers create content more efficiently while expanding monetization opportunities through hybrid models that combine advertising and in-app purchases.
However, the consumer advertising segment is increasingly becoming the primary growth driver.
Recent enhancements to AppLovin's AI models have accelerated performance for e-commerce and lead-generation advertisers. Management noted that April 2026 produced a record month for consumer advertiser spend, surpassing previous peaks achieved during Q4.

This diversification matters because it expands AppLovin's addressable market far beyond gaming and positions the company to compete for a significantly larger share of digital advertising budgets.

June 2026: Potentially The Most Important Catalyst Yet

The biggest near-term development is the planned public self-serve launch of the Axon platform in June.

Historically, AppLovin operated largely as a closed ecosystem serving larger partners. The upcoming self-serve model will allow businesses of all sizes to directly access Axon Ads Manager and leverage the company's AI-driven advertising capabilities.

Combined with new generative AI creative tools, including video generation capabilities, this launch could dramatically simplify customer acquisition and onboarding.

If successful, the self-serve platform could unlock thousands of new advertisers and create a powerful new growth engine for the company over the next several years.

The AI Moat

What differentiates AppLovin is not simply access to advertising inventory but the quality of its predictive AI models.

The company has spent more than a decade refining algorithms that optimize bidding, targeting, conversion prediction, and campaign performance in real time.

Unlike many advertising platforms, AppLovin benefits from deep event-level data and long user engagement within mobile applications. Management is now layering generative AI tools on top of its existing predictive engine, making it easier for advertisers—especially smaller businesses—to create high-performing campaigns.

While Meta remains the dominant player in digital advertising, AppLovin continues to receive positive feedback from advertisers regarding campaign performance and return on ad spend, particularly within direct-response and e-commerce advertising.

Risk / Reward Assessment

Potential Upside

• Continued revenue growth with expanding margins
• Rapid growth in consumer advertising
• June Axon self-serve launch expanding total addressable market
• Massive free cash flow generation
• Significant share repurchase program reducing share count
• AI-driven data flywheel becoming stronger as more advertisers join the platform

Key Risks

• Self-serve launch execution and advertiser retention
• Competition from Meta, Google, and emerging AI-native advertising platforms
• Premium valuation requiring continued strong execution
• Regulatory and data privacy considerations
• Cyclical advertising spending during economic slowdowns

Investment Thesis

Q1 2026 reinforced AppLovin's position as one of the highest-quality growth companies in the public markets.

The core gaming business remains healthy, consumer advertising is accelerating, margins continue expanding, and free cash flow generation remains exceptional.

The June Axon self-serve launch could represent the next major chapter in AppLovin's growth story. If management successfully converts broader platform access into sustained advertiser adoption, the company may be able to maintain elevated growth rates for years while preserving its industry-leading profitability.
For investors comfortable with execution risk and volatility, AppLovin remains one of the most compelling AI-enabled advertising platforms to watch in 2026.
Not investment advice. Please do your own research.

[jekram @jekram]

@oguzerkan https://t.co/Cxgt0k7jn8

[jekram @jekram]

Salam! Today my broker gave me a small allocation of $SPCX. As soon as trading was allowed, I sold it for a small profit. Alhamdulillah! Bookmark this tweet — when it comes down to $75, I’ll be buying $SPCX. JZK

[jekram @jekram]

Salam! Today my broker gave me a small allocation of $SPCX. As soon as trading was allowed, I sold it for a small profit. Alhamdulillah! Bookmark this tweet — when it comes down to $75, I’ll be buying $SPCX. JZK

[jekram @jekram]

@PrimeTrading_ In the last 2-3 weeks there is a rotation going on Tech/Semi to Health Care and others. I think you are fishing in the wrong pound at now!!

[jekram @jekram]

Beyond Funding: Data as the New Currency of Partnerships : With data becoming as critical as capital, partnerships are being reshaped by data-sharing, digital innovation, and analytics. This panel will explore how organizations can use data to drive smarter collaboration, unlock financing, and strengthen accountability, while simultaneously tackling the “last mile” challenge of translating data-driven insights into substantive implementation. With leaders from https://t.co/XYsGMylV3V, UN Global Pulse, OECD, the Gates Foundation, and CRAF’d, this discussion will examine how partnerships can embed data into real-world decisions, enabling faster, more adaptive responses and lasting impact.   https://t.co/S6D5HRD6ou

[jekram @jekram]

https://t.co/P3VPfSu2ks

[Jonah Lupton @JonahLupton]

Nice day for healthcare stocks with tech, software and ai related names under some pressure.

I think alot of healthcare stocks especially medtech are trading at very compelling multiples/valuations... we own all of the following... $TMDX $HIMS $PRCT $HROW $CLPT $ATEC

fwiw, we didn’t buy $ATEC until after it dropped on Q1 earnings and was trading below 2x NTM revs.

NFA.
DYOR.

**We have positions at @FirstWaveFund in every stock mentioned above.

Have a good night 😴

I’ll be at an ai infrastructure conference tomorrow; excited to meet the teams at $IREN $CLSK $APLD $GLXY $CIFR $WYFI and several others. Will try to share some feedback tomorrow afternoon.

Down below is our current sector allocation at @FirstWaveFund, our top 10 positions make up ~50% of our invested capital, our top 20 positions make up ~70% of our invested capital.

[jekram @jekram]

@saxena_puru @saxena_puru This is a very usefull tweet that you have sent out even to non subscribers of your service. It show value and integratity that you offer. What are the NDX levels we should watch for?

[jekram @jekram]

@amitisinvesting It's called market manipulation by big guys. Shake the tree

[jekram @jekram]

@markminervini Do not selectively post. Real good traders publish audited resilts. Proof is in the pudding.

[jekram @jekram]

@DeepValueBagger It takes a lot of conviction to be down by 1 yatch. I had a similar loss on Friday but I panicked... still learning from the best

[jekram @jekram]

@JonahLupton I know you are very smart but in this case you are making an incorrect decision. Overall I have been impressed by your decisions. May Allah give you great success.

[jekram @jekram]

This is a sign of a great leader. Where Tan is taking a managed risk. We investors are all Mondays night quarter back just waiting to criticize when anything does not go in our direction. We do not comprehend the overall complexity of the technology and the business implications when CEO like Tan has to make strategic decisions in complete data. Thanks $AVGO for great leadership and may Allah bless you and give you great success. JZK

[jekram @jekram]

@HowToAI_ This is old news why you are posting again? What value it adds. I remeber seeing this 3-4 months ago.

[jekram @jekram]

IAUI: The 12% Gold Paycheck https://t.co/H4DQG9pjix

[jekram @jekram]

Q1. Is the AVGO sell over sold? Q2. Which company in the short term next 3 months would benefit from Energy Shortage Q3. The large LLM are becoming comodity - 95% of the business solution can be solved by cheaper open source model - What is the business impact Q4. You view of RKLB in the short term with Space X IOP?