Time for the final trade. Dan Nathan. Yeah, you're going to be surprised.I like Karen's idea on the put calendar in Oracle. Makes her think twice, I think. Bono, speaking of Oracle, in light of those in light of those earnings, uh, I really think you look at AWS modestly cautious here.Karen, when I was putting it on, I thought, oh, Dan would definitely like this for sure. I really did think that. Um, OIH in the acronym.It's got a ton of upside hopefully cuz it's had a lot of downside so far this year. Of co ...

Core Viewpoint - Bloom Energy's shares surged by 18.5% following Oracle's significant guidance announcement, which is expected to positively impact Bloom due to their partnership [1][4]. Group 1: Partnership and Market Impact - Bloom Energy's partnership with Oracle, established in July, allows Bloom to supply energy servers for Oracle's data centers, marking its first direct agreement with a cloud hyperscaler [2][3][9]. - Oracle reported a remarkable 359% increase in remaining performance obligations in its cloud infrastructure business, which enhances the outlook for Bloom as it is likely to provide electricity to these data centers [4][5]. Group 2: Financial Metrics and Valuation - Following the recent stock rally, Bloom Energy is trading at 76.5 times next year's earnings estimates, indicating a high valuation for a low-margin hardware business [7]. - Despite the high valuation, the growth prospects related to artificial intelligence (AI) and Oracle's multiyear guidance suggest potential for Bloom's growth from 2027 to 2030 [7].

The German government is examining several options for both SEFE and Uniper , the energy firms Germany nationalised during Europe's energy crisis, including a separate sale or a possible listing, the ... ...

Group 1 - China Pacific Insurance (Group) Co. Ltd. is considering issuing up to $2 billion in convertible bonds to enhance financial flexibility, with proceeds likely allocated for debt repayment and general corporate purposes [2][7] - NIO Inc. plans to raise approximately $518 million through an upsized share offering of 136,800,000 Class A ordinary shares, with net proceeds aimed at R&D in smart EV technologies and strengthening its balance sheet [3][7] - The German Economy Ministry is exploring strategic options for the nationalized energy company Securing Energy for Europe GmbH (SEFE), including potential sale or merger with Uniper SE [4][7] Group 2 - Alphabet's health science subsidiary Verily is restructuring to focus on artificial intelligence and data, resulting in job cuts and the discontinuation of its medical devices program [5][7] - The U.S. is considering tight restrictions and potential tariffs on Chinese medicine imports, with concerns raised about supply chain disruptions and increased costs due to reliance on Chinese pharmaceutical products [8][9] - A new draft executive order from the U.S. administration indicates potential regulatory shifts, including mandates for federal agencies to submit draft regulations for White House review and changes in energy policy affecting renewable sources [9]

Core Insights - The individual has extensive experience in the energy industry, having worked for 22 years in various roles including engineering, planning, and financial analysis [1] - The investment strategy focuses on long-term holdings, aiming to match the S&P 500 returns with lower volatility and higher income [1] - The approach to investing is opportunistic, seeking undervalued assets regardless of asset class, market cap, sector, or yield [1] Investment Strategy - The individual has been managing their own portfolio since 1998, achieving a goal of matching S&P 500 returns over the long term [1] - Preference is given to maximizing total return over time by purchasing assets when their price is low relative to intrinsic value [1]

Geopolitical Strategy Shift - National Defense Strategy is reportedly pivoting away from China, focusing on homeland defense [1] - Troop reallocation suggests a strategic shift away from engagement with China [1] - MAGA's perceived abandonment of China reflects a significant geopolitical realignment [1] Potential Market Dominance - China-origin hospitality brands are predicted to dominate the market [1] - China-origin medical and longevity companies are predicted to dominate the market [1] - China-origin robotics companies are predicted to dominate the market [1] - China-origin energy companies are predicted to dominate the market [1]

The boss of Deep Fission hopes to build a reactor at the bottom of a mile-deep shaft drilled into Earth’s crust, and then fill the shaft with water. We explain why https://t.co/I847EhJ8dx ...

Core Insights - The energy sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] - The Relative Strength Index (RSI) is a key indicator for identifying oversold conditions, typically below 30 [1] Company Summaries - **Alliance Resource Partners LP (ARLP)**: Reported worse-than-expected Q2 results, cutting its dividend from $0.60 to $0.70 per share. The stock fell approximately 14% over the past month, with a 52-week low of $22.30. Current RSI is 22.3, and shares closed at $22.76, down 0.8% [7] - **PTL Ltd (PTLE)**: Received a non-compliance notice from Nasdaq, with the stock declining around 17% in the past month and a 52-week low of $0.15. Current RSI is 28.6, and shares closed at $0.16, up 0.6% [7] - **Stak Inc (STAK)**: Announced strong financial results for the first half of fiscal year 2025, with revenues of $17.0 million, a 24.44% year-over-year increase. However, the stock fell about 44% in the past five days, with a 52-week low of $0.76. Current RSI is 27.1, and shares closed at $0.82, down 2.2% [7]

Energy Storage - Tesla Energy achieved 1 million Powerwall installations worldwide [1]

Energy Storage - Tesla has installed 1 million Powerwalls worldwide [1] - Tesla released a new app experience to showcase new Powerwall installations and related statistics [1]