To The Moon

Sell gold now. AI and data to drive new efficiencies and productivity for next 10 years. Like and follow

Switching to MU for more sane valuations and strong demand! Loading up MU! Like and follow

Markets see roughly a 40% probability of the Fed hiking rates at its December meeting, up sharply from just 3% at the June meeting according to CME FedWatch. (CBS News) Fed funds futures traders are pricing in zero rate cuts for the remainder of 2026. (CNBC) The Fed's April minutes revealed a central bank split on inflation, with a majority signaling a rate hike could be necessary if the Middle East conflict continues driving prices higher — despite holding rates steady at 3.50–3.75%. (U.S. News & World Report) Warsh complicates this further. He was widely expected to champion rate cuts, but instead faces pressure from oil above $100/barrel and shelter inflation that doubled in April — forcing markets to consider hike scenarios instead of easing.

Bloom Energy is flying on the AI data center narrative, with revenue doubling and profitability finally here. But honestly, the stock is currently trading around $280-$300, which is way above most analyst consensus targets of around $245–$260. Valuation-wise, it’s looking super stretched. With a forward P/E well into the triple digits, the market is pricing in perfection. If they miss even one delivery target or the AI hype cools, this one could correct hard—some analysts have even flagged it as significantly overvalued. My take? Don't FOMO at these levels. The upside is getting capped by the sheer hype, and the risk of a "price adjustment" is high. If you really want in, just DCA small amounts during the dips. Treat it like a high-stakes trade, not a long-term "set and forget" investment.

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