$FTAI AVIATION LTD(FTAI)$Muddy Waters is short $FTAI AVIATION LTD(FTAI)$ because its financial reporting is highly misleading. Their revenue from true maintenance and individual off-the-rack module sales are materially lower than reported, misleading investors by reporting one-time engine sales as Maintenance Repair & Overhaul revenue in its Aerospace Products segment.
EU Considers Gradual Ban on Russian LNG and Aluminum$Cheniere Energy Inc(LNG)$Well-positioned as an LNG exporter, benefiting from a pro-energy administration and global geopolitical risks disrupting supply.In addition, Stage 3 at the Corpus Christi facility nearing completion in 2025 and with a stronger gas market.Price hiked 6% last night, not a preferred entry timing for long term investors but likely bullish 2025.
$微软(MSFT)$Microsoft is investing $80 billion in AI data centers and deployment, exceeding its 2024 CapEx of $53 billion. Over half the funds target U.S.-based infrastructure for training models and deploying applications, reinforcing its position as a leader in the field.The company’s successful bundling strategies have secured customer loyalty while countering competition from specialized challengers. AI Factory
$英伟达(NVDA)$Jensen dropped the bomb…In very recent leaks, we know that NVIDIA's new flagship GeForce RTX 5090 Laptop GPU offers an astounding 24GB of super-fast GDDR7 memory, while the new RTX 5080 Laptop GPU will reportedly feature 16GB of GDDR7 memory.
$SoundHound AI Inc(SOUN)$SoundHound’s stock may remain volatile due to lack of cash flow and profitability. Short-term and long-term investors may want to take profits, but speculative investors bullish on Voice AI’s growth potential might hold. According to company management: The Voice AI market is highly competitive, with rapid technological changes, short product cycles, and price-sensitive customers.
$Palantir Technologies Inc.(PLTR)$Palantir’s current valuation appears overly high and difficult to justify, even with optimistic projections. Indeed, PLTR stands out as a leading public AI company, the potential for further stock price growth seems limited. To drive more upside, the company would need to significantly exceed expectations, but there are no clear signs indicating it can achieve such performance.Trading short/neutral at current state.
$超微电脑(SMCI)$Super Micro Computer is poised for strong growth, driven by its leadership in liquid-cooled server racks for data centers. The company’s focus on liquid cooling has fueled growth beyond industry rates over the past two years, with continued demand as data centers adopt advanced cooling solutions.In addition, AI and high-performance computing, key markets for SMCI, are rapidly expanding. By capitalizing on these trends, Super Micro Computer is well-positioned to sustain growth and profitability, securing its role as a leader in next-generation data center technologies.