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Dolphin ResearchJul 20 at 05:23 AM
AI Power Crunch: Is BE the Answer?
How much upside is left for Bloom Energy? What is the room to run from here?
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Bloom EnergyDeep Research
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AI GossipJul 19 at 06:55 PM
TSMC and other high energy users may soon see costs rise: Taiwan lawmakers will on Wednesday (7/22) review a proposal to require major electricity consumers (TSMC is the biggest) to install their own power supply for 5MW or more power contracts, media report, noting around 400 companies in semiconductors, AI data centers, optoelectronics, and more will be affected. The idea is to avoid straining Taiwan’s power grid. $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) $Advanced Semiconductor Engineering(ASX.US) $Bloom Energy(BE.US) $GE Aerospace(GE.US) #semiconductors
Source: Dan Nystedt
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Hardik ShahJul 14 at 06:26 AM
$GE Aerospace(GE.US) | 𝐁𝐞𝐫𝐧𝐬𝐭𝐞𝐢𝐧 reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐆𝐄 𝐀𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, maintains 𝐏𝐓 𝐚𝐭 $𝟒𝟎𝟓
Analyst sees upside to GE's guidance as fuel price pressures from the Iran conflict appear to be moderating.
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Hardik ShahJul 2 at 07:15 AM
$GE Aerospace(GE.US) | Jefferies maintains 𝐁𝐮𝐲 on 𝐆𝐄 𝐀𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟓𝟓 𝐟𝐫𝐨𝐦 $𝟑𝟔𝟓
Analyst sees an upcoming 2026 guidance raise for GE, driven by strong Services growth and increased LEAP delivery expectations.
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Dolphin ResearchJun 17 at 08:35 AM
Enron redux! Muddy Waters for clicks, or is SOFI just bad?
In the prior piece, after reviewing $SoFi Tech(SOFI.US)'s core biz., we noted that current earnings are largely driven by expansion of the Lending Platform Business (LPB), with a smaller lift from the gradual comeback in student loans.
On Mar 23, Muddy Waters released a short report that squarely targeted these key segments.
In its view, SOFI's conduct is comparable to past cases like GE and Enron.
Market reaction was muted.
After the CEO swiftly stepped in with share purchases to back the stock, it fell just 2.6% the next day.
It even looked restrained vs. the typical impact of a short report...
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Hardik ShahJun 8 at 08:05 AM
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: GE Aerospace and Wolfspeed Partner on High-Voltage Silicon Carbide Solutions - $GE Aerospace(GE.US) $Wolfspeed(WOLF.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ GE Aerospace and Wolfspeed sign 𝐌𝐎𝐔 to accelerate high-voltage 𝐒𝐢𝐂 adoption.
➤ Partnership targets 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐚𝐥, 𝐚𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞, and 𝐝𝐞𝐟𝐞𝐧𝐬𝐞 applications.
➤ MOU includes supply of Wolfspeed’s 𝐰𝐨𝐫𝐥𝐝’𝐬 𝐟𝐢𝐫𝐬𝐭 𝟏𝟎 𝐤𝐕 𝐒𝐢𝐂 𝐌𝐎𝐒𝐅𝐄𝐓 die.
➤ Companies will develop standardized 𝐡𝐢𝐠𝐡-𝐯𝐨𝐥𝐭𝐚𝐠𝐞 power module formats.
➤ Technology supports 𝐀𝐈 infrastructure, solid-state transformers, and electrification.
➤ High-voltage SiC enables more compact, efficient, and reliable power systems.
➤ Collaboration strengthens 𝐔.𝐒. 𝐝𝐨𝐦𝐞𝐬𝐭𝐢𝐜 supply chains for critical technologies.
💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:
“Separately, our two companies have contributed to several industry-first technologies,” said Kris Shepherd, President of Electrical Power for GE Aerospace.
“Together, we’re ready to shape a robust value chain of high-power silicon carbide based on a mutual appreciation for achieving smaller, reliable and more efficient high-voltage end systems.”
“As AI, electrification, and defense platforms push power demands higher and timelines shorter, GE Aerospace and Wolfspeed are uniquely positioned to deliver the high-voltage silicon carbide building blocks the market needs,” said Robert Feurle, CEO of Wolfspeed.
“By securing domestic sourcing of high-power silicon carbide modules, the two companies are jointly committed to enabling systems that improve efficiency and lower time-to-power. High-voltage silicon carbide is finally production-ready exactly as the market confronts a power-delivery crunch legacy silicon cannot solve.”
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What TrendSpider SayMay 25 at 03:07 PM
$GE Aerospace(GE.US) rode VWAP into the wedge break
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Hardik ShahMay 21 at 09:37 AM
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: GE Aerospace Wins UK Apache Helicopter Engine Support Contract - $GE Aerospace(GE.US) $Boeing(BA.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ GE Aerospace secures 𝐭𝐡𝐫𝐞𝐞-𝐲𝐞𝐚𝐫 support contract from Boeing Defence UK.
➤ Agreement covers 𝐓𝟕𝟎𝟎-𝐆𝐄-𝐓𝟕𝟎𝟏𝐃 engines for UK Apache AH-64E fleet.
➤ Includes on-site 𝐅𝐢𝐞𝐥𝐝 𝐒𝐞𝐫𝐯𝐢𝐜𝐞 𝐑𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞 at Wattisham Flying Station.
➤ GE to provide logistics, 𝐭𝐞𝐜𝐡𝐧𝐢𝐜𝐚𝐥 𝐬𝐮𝐩𝐩𝐨𝐫𝐭, repairs, and maintenance services.
➤ StandardAero in Gosport will support 𝐫𝐞𝐩𝐚𝐢𝐫 and maintenance operations.
➤ 𝐓𝟕𝟎𝟎 engine family has surpassed 𝟏𝟎𝟎𝐌 flight hours globally.
➤ Contract strengthens readiness and availability for the 𝐁𝐫𝐢𝐭𝐢𝐬𝐡 𝐀𝐫𝐦𝐲 Apache fleet
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Hardik ShahMay 21 at 06:07 AM
$GE HealthCare Tech(GEHC.US) | 𝐆𝐄 𝐇𝐞𝐚𝐥𝐭𝐡𝐂𝐚𝐫𝐞: UBS 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, cuts 𝐏𝐓 𝐭𝐨 $𝟔𝟗
Analyst sees valuation now reflecting key risks after sharp selloff, though near-term catalysts remain limited.
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Hardik ShahMay 20 at 05:47 AM
$GE Aerospace(GE.US) | 𝐆𝐄 𝐀𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞: RBC reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟓𝟓
Analyst sees defense growth and margin tailwinds driving upside potential.
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Dolphin ResearchMay 6 at 03:11 AM
Sanhua Intelligent Controls: Auto parts back in the black; how long until the robot boom?
Q1 revenue returned to positive growth. Back in positive territory.
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SanhuaFinancial Analysis
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Dolphin ResearchMay 4 at 10:35 PM
PLTR (Trans): Bespoke enterprise solutions, truly autonomous execution; unlike legacy software and theoretical AI.
Below is Dolphin Research's Trans of PLTR FY2026 Q1 earnings call. For the earnings analysis, cf. 'Palantir：软件末日论汹涌，最牛信仰股也松动了？'.
Section I: Core highlights recap.
1) Guidance materially raised: FY2026 revenue midpoint lifted to $7.656bn (+71% YoY), up 10ppt vs. last quarter's guide, marking the largest full-year revenue guide raise in company history. Q2 revenue guide at $1.797–1.801bn...
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PalantirConference Minutes
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First FellowApr 27 at 08:37 PM
$GE Aerospace(GE.US) Is this a bear flag or a Head & Shoulders? It has got to be one of them. $RTX(RTX.US), $Northrop Grumman(NOC.US), $Lockheed Martin(LMT.US) all broken down nicely and this is the last man standing.
Source: First Fellow
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Marina BayTraded ValueApr 27 at 09:55 AM
$Alibaba(BABA.US) is integrating its Qwen AI into cars from partners including BYD, Geely, Li Auto, and the SAIC-Volkswagen joint venture. Debuted and highlighted at the Beijing Auto Show, the voice AI enables in-car capabilities like food ordering, hotel bookings, and payments.
@Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards!
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Hardik ShahApr 24 at 06:07 AM
$GE Vernova(GEV.US) | 𝐆𝐄 𝐕𝐞𝐫𝐧𝐨𝐯𝐚: Jefferies reiterates 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 $𝟏,𝟑𝟓𝟎
Analyst sees multi-year estimate revision cycle underway, with gas contracts strength and electrification upside driving earnings momentum.
Source: Hardik Shah
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Hardik ShahApr 22 at 05:27 AM
$GE Vernova(GEV.US) | GE Vernova Inc., Q1-2026 Earning Report
Source: Hardik Shah
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Hardik ShahApr 21 at 07:17 AM
🚨 Pre-market buzz!
$Beyond Meat(BYND.US) $Avis Budget(CAR.US) $Navitas Semiconductor(NVTS.US) $Unitedhealth(UNH.US) $Astera Labs(ALAB.US) $AST SpaceMobile(ASTS.US) $ImmunityBio(IBRX.US) $Marvell Tech(MRVL.US) $GE Aerospace(GE.US) $Unusual Machines(UMAC.US) $Amazon(AMZN.US) $RTX(RTX.US) $Bloom Energy(BE.US) $Danaher(DHR.US) $Intel(INTC.US) $Reddit(RDDT.US) $Apple(AAPL.US) $3M(MMM.US) $AXT(AXTI.US)
Source: Hardik Shah
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Hardik ShahApr 20 at 06:37 AM
$GE Aerospace(GE.US) | 𝐆𝐄 𝐀𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞: Bernstein reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟒𝟎𝟓
Analyst sees strong Q1 momentum but rising fuel prices creating uncertainty, with demand outlook tied closely to macro and fuel trends.
Source: Hardik Shah
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Gary Black TrackerMar 27 at 09:07 AM
I asked Grok to summarize my posts on a potential $Tesla(TSLA.US)/SpaceX merger over the past week, a prospect about which I remain deeply skeptical:
For $Tesla(TSLA.US) bulls hoping for a TSLA/SpaceX merger (in either direction), the math strongly suggests it would be highly dilutive and value-destructive for TSLA shareholders.
- A TSLA acquisition of SpaceX at similar $1.5T valuations would combine the companies at a blended ~100x EV/EBITDA multiple (the lower of the two). This creates an immediate ~20-25% reduction in TSLA value due to the classic “conglomerate discount,” where the market applies the lowest common multiple rather than a blended one. Financial history is full of examples (RJR/Nabisco, GE, Time Warner, Gulf & Western, Sara Lee, Fortune Brands, etc.) where unrelated businesses with different growth profiles and multiples trade lower post-merger.
- The reverse (SpaceX buying TSLA post-IPO) is equally unrealistic. SpaceX IPO buyers would be furious about massive near-term dilution to acquire TSLA, and institutional investors would likely avoid the IPO altogether if that was the plan. Recent precedent like Netflix’s failed Warner Bros. Discovery pursuit (stock dropped ~30%) shows how much shareholders dislike equity-funded acquisitions.
- In my 30 years as a professional investor I have rarely seen post-merger companies trade at “blended multiples” based on the weighted avg of the underlying companies’ respective multiples and growth prospects. With conglomerates, the lowest common multiple generally wins out.
Bottom line: A TSLA/SpaceX merger is a solution in search of a problem. It’s dilutive, would be unpopular with shareholders, and therefore unlikely to happen. The two companies are better off remaining separate and TSLA shareholders who want exposure to SpaceX should just sell a % of their TSLA shares to buy SpaceX shares.
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Nancy Pelosi TrackerMar 17 at 10:47 AM
This is why we uncover politician trades ✍️
Rep. Josh Gottheimer (D) loaded up on energy stocks in early February:
$GE Vernova(GEV.US) (GE Vernova) on Feb 5th. Up 11%.
$ExxonMobil(XOM.US) (ExxonMobil) on Feb 2nd. Up 15%.
He sits on the Defense Intelligence subcommittee, where he receives classified briefings on military infrastructure and national security threats.
GE Vernova builds nuclear reactors and power systems for the US military. ExxonMobil is the largest non-state oil producer in the world.
The DOD is the largest energy consumer on earth.