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Black Panther Capital @BlackPantherCap · May 18

🚨Leopolds 13F is out now:

It’s obvious that data centers, AI and energy is still the theme here.

With AI Datacenters as the core theme:

He added to $IREN $KEEL $CLSK $APLD $CRWV

Stay patience. Know what you hold.

-BP

Not financial advice.Wall St Engine: Leopold’s Situational Awareness 13F is out.

New positions include $TE, $HIVE, $SHAZ, $INTC, $AMD, $SMH, $TSM, $MU, $GLW, $ASML and $NVDA

Added to $KEEL, $CLSK, $RIOT, $IREN, $APLD, $BTDR, $CRWV and $SNDK.

Trimmed $SEI, $CORZ and $BE.

Exited $COHR, $LBRT, $TSEM, $HUT, $LITE,

$AMD $APLD $ASML $BE $BTDR $CLSK $COHR $CORZ $CRWV $GLW $HIVE $HUT $INTC $IREN $KEEL $LBRT $LITE $MU $NVDA $RIOT $SEI $SHAZ $SMH $SNDK $TE $TSEM $TSM

TacticzHazel @TacticzH · May 15

RT Investing visuals
The AI data center bottlenecks map & key players:

Demand:
• $MSFT
• $GOOGL
• $META
• $AMZN
• Leading LLM providers

Layer 1 - Systems & colocation:
• $DELL
• $HPQ
• $SMCI
• $EQIX
• $DLR

Layer 2A - Memory:
• $MU
• $HYNSE
• $SMSD

Layer 2B - Networking & optics:
• $AVGO
• $COHR
• $MRVL

Layer 2C - Power & cooling:
• $VRT
• $ETN
• $BE

Layer 3 - In-rack connectivity:
• $AVGO
• $ALAB
• $CRDO

Layer 4 - Foundry & packaging:
• $INTC
• $ASX
• $TSM
• $AMCR

Layer 5 - Semiconductor equipment:
• $ASML
• $AMAT
• $LRCX
• $KLAC

Note that this isn't an exhaustive list, but rather an overview of the most important businesses per segment.

I hope you found this breakdown insightful!

I've covered the supply chain in more detail in the article linked below.

Investing visuals: I just published my latest research article: The AI data center bottlenecks map, covering:

• The AI supply chain
• The key players at critical bottlenecks
• Where to look as constraints move down the supply chain

I loved diving into this over the past few weeks with the goal

$ALAB $AMAT $AMCR $AMZN $ASML $ASX $AVGO $BE $COHR $CRDO $DELL $DLR $EQIX $ETN $GOOGL $HPQ $HYNSE $INTC $KLAC $LRCX $META $MRVL $MSFT $MU $SMCI $SMSD $TSM $VRT

TraderGoku @tradergokux · May 14

$FCEL +58% in 4 sessions.

TraderGoku: $FCEL 放量突破进入Stage 2，mini $BE in the making?

$BE $FCEL

TraderGoku @tradergokux · May 12

$FCEL 旗形突破

TraderGoku: $FCEL 放量突破进入Stage 2，mini $BE in the making?

$BE $FCEL

TacticzHazel @TacticzH · May 12

RT Investing visuals
A breakdown of the photonics value chain and best positioned business:

Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS

Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE

• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH

Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS

Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV

Investing visuals: Photonics stocks are going parabolic:

• $LITE +1621%
• $AAOI +1434%
• $COHR +529%
• $CRDO +377%
• $VIAV +353%
• $FN +281%
• $MTSI +189%
• $MRVL +186%
• $IPGP +136%
• $POET +127%

$AAOI $AEHR $AIXA $AMS $ASM $ASML $AXTI $BESI $CAMT $COHR $CRDO $FN $FORM $GLW $IPGP $IQE $LASR $LITE $LPKF $LPTH $MKS $MRVL $MTSI $ONTO $POET $SIVE $VIAV

TraderGoku @tradergokux · May 11

$FCEL 日线旗形放量突破

TraderGoku: $FCEL 放量突破进入Stage 2，mini $BE in the making?

$BE $FCEL

RonnieV @TheRonnieVShow · May 8

Google bought $OSCR and $PATH ✍️

Evan: Google $GOOGL just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:

Arm Holdings $ARM - 1,960,784 shares
AST SpaceMobile $ASTS - 8,943,486
Autolus $AUTL - 698,262
$BEAM - 321,604
BridgeBio Oncology $BBIO - 2,823,126
CME Group $CME -

$ARM $ASTS $AUTL $BBIO $BEAM $CME $GOOGL $OSCR $PATH

TraderGoku @tradergokux · May 2

$FCEL 放量突破进入Stage 2，mini $BE in the making?

$BE $FCEL

amit @amitisinvesting · Apr 29

Ugly day for two big retail names, $SOFI & $HOOD.

Amazing day for the AI Infra plays that continue to crush earnings like $BE $STX $NXP.

I think the broader question here, at this stage of the rally from the lows, is do you think there is an opportunity cost at being in a loser and transitioning it for a winner.

The loser, if the company is doing well, usually gets the dip buy because the price is a better bargain.

This market is rewarding the winner, even if the earnings multiple is massive (like Intel) or there barely are any earnings (like Bloom) as long as the trajectory continues to show that they will keep winning.

So, would you sell all your $SOFI to buy a $SNDK or $MU here?

I’m not sure many would, but so far fintech and software have continued to dip even with good earnings as the market simply has rotated to companies that keep putting up strong numbers.

Just not sure many have the stomach to buy a chart up 3-4x YTD and sell their bags in fundamentally strong companies just to be in the current winning trade.

$BE $HOOD $MU $NXP $SNDK $SOFI $STX

華爾街分析猿 @WSTAnalystApe · Apr 29

去年低成本地撿到 LS電氣這個點子

當時本猿剛好跑去見它同業 HD現代電氣，看看 AI 資料中心搞「現場發電」，他們能受惠多少。

管理層很直白：
LS 會比較吃香，因為它做的是偏 low-end、分散式電力設備
HD 做的是高端，主要還是服務大型電網

直到現在本猿也不知道——
他們是在酸對手 low，還是誠實到可愛。

但反正本猿連謝謝也沒說
轉身就買了 LS 🤣

華爾街分析猿: @zephyr_z9 Love LS Electric. One of the best onsite power gen plays other than $BE

$BE

Ben Pouladian @benitoz · Apr 29

Said this 6 months ago

Tonight K.R. on the call

"Inference is going to be much bigger than training... at the edge, closer to highly dense populations"

You can't site a CCGT next to a city
You can't wait 3-4 years for a turbine
You can ship a Bloom server in 90 days

Math wins

Ben Pouladian: “You can’t magic up new gas turbines.” 🔥

Supply is locked for years.

Meanwhile Bloom Energy $BE drops 800-V Kyber racks that power AI data centers now, not in 2028.

The turbine shortage is Bloom’s tailwind.

$BE

Ben Pouladian @benitoz · Apr 28

Bloom Q1

Product rev +208% YoY
EPS $0.44 vs $0.13 (3.4x beat)
2026 EPS guide $1.85-$2.25 vs my Feb model ~$1.40

K.R. on the call:
"5GW capacity. We will never be the bottleneck to our customers"

The Guide Caught Up $BE

http://bepresearch.substack.com/p/what-wall-street-missed-in-blooms

$BE

Ben Pouladian @benitoz · Apr 28

Bloom Q1

Product rev +208% YoY
EPS $0.44 vs $0.13 (3.4x beat)

But the print isn’t the story

Two weeks ago I asked if mgmt would raise 2026 guide or hold

They raised every line

2026 EPS $1.85-$2.25 vs my Feb model of ~$1.40

The Guide Caught Up

$BE flash dropping for subs

$BE

Balder @Balder13946731 · Apr 28

Bloom Energy第一季度调整后每股收益$0.44超过$0.13预期，销售额$7.51054亿超出$5.51557亿预期 $BE

股票大涨 7%，不过他这个涨幅可能不能覆盖他这个200%+的IV

$BE

華爾街分析猿 @WSTAnalystApe · Apr 28

Bloom Energy 這一大單，不只是拿訂單。
是在改寫 AI 電力的遊戲規則。

過去資料中心的標準配置很簡單：
🔌電網供電 + 燃氣渦輪 + 柴油備援

但剛宣布的甲骨文 2.45GW AI 資料中心，直接開出新規則：
🔋 燃料電池 = 100% 取代

OpenAI 去年整體算力也才 ~1.9GW！

意思很清楚——
燃料電池，不再是備胎。
而是 AI 資料中心的「新標配電力架構」。

為什麼會這樣？

因為 AI 現在卡的，不是晶片，是電力：

電網擴建要幾年
許可審批拖到天荒地老
基礎建設完全跟不上 AI 需求

那 hyperscaler 的答案就變得很務實：

⚡️自己發電。
把資料中心，直接變成發電廠。

結果是什麼？

電力 onsite 自給
不用等電網
不怕限電
部署速度從「數年」→「數月」

而 Bloom Energy，正好卡在這個轉折點上。

不僅是受惠者，
是規則改寫者！

華爾街分析猿: 能讓你後悔沒買更多的，就是好股票

$BE 易懂、好賽道、絕對龍頭、還有爆發力

理應買更多，有點失策。

$BE

Ben Pouladian @benitoz · Apr 27

Oracle said it will now power its Project Jupiter campus in NM with up to 2.45 GW of Bloom Energy $BE fuel cells instead of gas turbines and diesel generators

The switch cuts NOx emissions by about 92% and keeps the AI data center on a single microgrid campus

Time is money anon

Ben Pouladian: This aged well

Time is money and tokens when you stand up a data center

$be Bloom delivers in 55 days 800vdc

https://open.substack.com/pub/bepresearch/p/bloom-energy-is-actually-getting

$BE

TraderGoku @tradergokux · Apr 23

$BE 关注跳开后不回补缺口的股票，大概率是强势股。

TraderGoku: $BE 盘前继续上涨, gap not filled = bullish

$BE

TraderGoku @tradergokux · Apr 22

$BE 盘前继续上涨, gap not filled = bullish

TraderGoku: $BE Darvas 箱体突破后进入Price Discovery Mode.

$BE

kayliat 凯利亚特 @kayliatyyy · Apr 18

Memory and optical are the two main sectors driving performance this year. The reason behind this is the AI bottleneck.

So what’s the next bottleneck?

Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87%
11. $INTC +86%
12. $CRML +81%
13. $DOCN +78%
14. $NVTS +73%
15. $AMKR +71%

$AAOI $AEHR $AMKR $BE $COHR $CRML $DOCN $INTC $LITE $NBIS $NVTS $PL $SNDK $TWST $WDC

TraderGoku @tradergokux · Apr 16

When random stocks start moving too, you know the market is hot.
$AMC $GME $SNAP $CAR $KODK

TraderGoku: 停止交易那些随机的股票，去坚持交易那些momentum leaders，你的交易结果就会改善。
$CRDO $CLS $CRWV $NBIS $SNDK $MU $BE

$AMC $BE $CAR $CLS $CRDO $CRWV $GME $KODK $MU $NBIS $SNAP $SNDK