Bloom Energy has become a top stock in the power game when it comes to AI data centers. Instead of burning fuel in a traditional turbine or generator, the “Bloom Energy Server” system converts natural gas, biogas, hydrogen or a fuel blend into electricity through an electrochemical process. And it generally produces fewer local pollutants than combustion based generation.Â
Alphabet Inc / Google (GOOGL) Earnings Overview When it comes to the internet economy, Alphabet has become entrenched in nearly every corner of our daily lives. Google controls how billions of people search for information, YouTube dominates online video, Android powers most of the world’s smartphones, and Google Cloud has become a major piece of the global AI infrastructure buildout. Even when consumers are not directly using a Google branded product, there is a good chance Alphabet’s advertising technology, cloud infrastructure, maps, or software is operating somewhere in the background. That level of dominance has made Alphabet one of the most profitable businesses in history, and markets have rewarded the company for its massive achievement. In the past 12 months,...
ServiceNow ($NOW) Pre-earnings Analysis It’s been a tough 12 months for ServiceNow investors as they see their investment get cut in half. The sell-off that engulfed the software industry swept names like ServiceNow, Intuit, Palantir, Salesforce…etc. lower, and for many SaaS stocks, there hasn’t been a clear “reversal” signal (apart from cybersecurity, which has been doing well). How the Software Sector can Bounce Back Earnings season is the most obvious and prominent catalyst that can bring eyes to software stocks. Many names are reporting in the coming weeks, some of the most notable names being: IBM, ServiceNow, F5…and MANY more (Look at $IGV for an ETF that covers and gives broad exposure to the software industry). Why ServiceNow Matters ServiceNow...
Iris Energy (IREN) Analysis Power is the ultimate bottleneck in modern AI. Iris Energy has secured 5.8 GW of grid connected power to establish themselves ahead of competition struggling to find power capacity. We first covered Iris Energy in November 2024…it rose as much as 750% since, but 2026 has been brutal to it and other small players in the AI buildout. In late 2024, when $IREN first surfaced on our watchlists, the AI boom was just starting to take hold. Investors were quick to buy any company slightly involved in AI, but the market dynamics have changed since. As stocks rallied, valuations fell under question, and the breaking headlines of “$100 billion AI CapEx” have slowed. Moreover, uncertainty from...
Tempus AI (TEM) Analysis Despite ongoing business improvements and product expansion, Tempus AI’s efforts are plagued by data privacy lawsuits, a short report from 2025, and a risk of client concentration. What does Tempus AI do? For those who’ve been with us for a while…we first initiated coverage on Tempus AI in late 2024, and it has since been on a wild ride. The “AI” in its name made it an obvious bet on the AI boom, and unlike other AI companies that are riding the waive without real fundamentals, Tempus AI is highly relevant in its industry. Tempus operates in fields such as healthcare, genetic testing, clinical data, and artificial intelligence. The company collects and organizes large amounts of...
