Stocks to watch – quick take
1. Worth noting today: $Bloom Energy Corp(BE)$ Bloom Energy jumped hard last week on the AI power bottleneck story. On-site fuel cells are getting real contracts because the grid is too slow. Microsoft also held up well after reports of major data center expansion plans. Yields still sitting above 5% but the Nasdaq has shown resilience so far.
2. Trading plan: Not chasing the big movers after sharp runs. Watching Bloom Energy for any clean pullback — the power shortage thesis is real but valuation is no longer cheap. Still holding core AI infrastructure names and keeping some cash ready. Selective, not aggressive.
What’s on your watchlist today?
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