DJ

Trading the flow, special situations, syndicate, analyst research. Tweets are for informational purposes only and are not recommendations of any kind.

[DJ @mktoperative]

$SHLS the sleeper after $ENPH $SEDG I can see this going 10-20% today

[DJ @mktoperative]

$FCEL FuelCell Energy and Fit Energy Announce Strategic Agreement for up to 380 MW of Clean Power for Data Centers
Initial 30 MW delivery is expected to begin this year
DANBURY, Conn. and BOCA RATON, Fla., June 24, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL), a clean energy technology company that manufactures utility scale power solutions, and Fit Energy USA LP (“Fit Energy”), a developer of reliable power solutions to support advanced computing infrastructure and artificial intelligence, today announced a strategic agreement for up to 380 megawatts (MW) of clean, baseload on-site power for data centers using FuelCell Energy’s utility-scale fuel cell technology. The agreement includes an immediate deposit for an initial 30 MW of power scheduled to begin delivery later this year.

PRpalooza

[DJ @mktoperative]

@elonmusk @t_blom Reverse into the home spot for charging...the car shouldn't randomly decide to pull in fwd or reverse. I get the what side of street as it approaches the driveway but, this should be a feature to set for your home...?

[DJ @mktoperative]

$RWAY Downgraded to Underperform at Bofa

[DJ @mktoperative]

@IPODave @elonmusk What makes you say that...I am please thus far.

[DJ @mktoperative]

$WSM Buy at BofA w 250 pt

"A rare, quality compounder in consumer discretionary We are reinstating coverage with a Buy rating; we expect WSM will remain a structural share gainer"

[DJ @mktoperative]

@elonmusk When will we be able to designate backward parking in home driveway for charging...?

[DJ @mktoperative]

@UrbanKaoboy Not talking your book at all?

[DJ @mktoperative]

@OpenOutcrier Is this including or not including E's friends and family putting in orders through Etrade and Schwab?

[DJ @mktoperative]

$27.50 pricing on the common... my god. Yeah they got 39b in orders alright...

[DJ @mktoperative]

So $SMCI *SUPER MICRO RECEIVED $39B ORDERS FOR AI SERVERS IN RECENT WEEKS

1. Should we believe they are real and 2. if so you able to fill them this century?

Fool me once...fool me twice...

[DJ @mktoperative]

did @firstadopter write this for Merrill?

[DJ @mktoperative]

Massive CPU note from BOFA "Rise of the Agents: raising CPU TAM to $170bn"
"We view the emergence of agentic AI as a powerful demand accelerant that expands the CPU opportunity and lifts both x86incumbents and ARM challengers. Against this backdrop, we raise our AMD PO to $560 from $500 on higher CPU/GPU estimates, ARM to $335 from $245 on greater l-t chiplet potential; INTC is double-upgraded to Buy with a $135 PO (see our ), with higher estimates now reflecting both n-t CPU and l-t foundry upsides. NVDA remains our top sector pick on full-stack AI leadership, benefiting from tight CPU-GPU-networking integration, also poised to benefit from agentic CPU. QCOM is expected to announce new AI CPUs at its Jun-24 AI Day in NYC, but we maintain Underperform given tough competition and limited SAM"

oh man the sector be lit now...

[DJ @mktoperative]

"Agentic workloads shift complexity to CPUs from XPUs Agentic AI differs from traditional genAI by shifting from a single prompt-response workflow to a multi-step system that plans, reasons, retrieves info, uses tools, executes code simultaneously. While XPUs remain critical for inference, many orchestration and decision-making functions are latency-sensitive, sequential, and I/O-intensive—making them better suited for CPUs. Our new CPU model uniquely segments the $170bn TAM by application (1. standalone agentic CPU; 2. head/compute node CPU for AI clusters; 3. traditional/IaaS), as well as by vendor (AMD, INTC, NVDA, ARM merchant, ARM custom). We expect head/compute nodes in AI clusters to use higher frequency and stronger but fewer cores, while agentic and traditional applications will rely on higher core counts."

-BOFA joining the party...

[DJ @mktoperative]

$AMD Goes to Top CPU pick at BOFA along with the $INTC

[DJ @mktoperative]

$INTC Double upgrade at BOFA to BUY ant 135 pt

[DJ @mktoperative]

God does china names act terrible... @agnostoxxx please cue a meme to ease the pain.

$BABA $KWEB

[DJ @mktoperative]

Well we got the 1st one... KGI slaps a 227 price target on $SPCX giddy up @elonmusk

[DJ @mktoperative]

$SPCX whats the over under on whether a firm will come out with PT of $200 plus before thurs nite?

[DJ @mktoperative]

1st one up New Street with a $165 pt. Gotta stand out to be outstanding!

"In order to formulate our initial view on where we
see the SpaceX stock trading in a year from now,
we look at it from 3 different angles."

1 from land, 1 from the sea and 1 from... you guessed it, SPACE! 🤣 JK!

[DJ @mktoperative]

Back to 6 it goes????

[DJ @mktoperative]

$PCT can't trust em...

*PureCycle Announces Proposed Concurrent Public Offerings of Convertible Senior Notes, Common Stock