Member Info for Seewhat

Bloom energy is $80billion market cap, CWR does not track bloom they are separate companies.

But who wants to bet Bloom and CWR both finish up 10%+ on Monday? Derampers in full force but CWR are in the best position they have ever been to power AI.

Ignore the noise.

Bloom energy is up 4000% and is $80billion market cap, even huge companies experience drawdowns before the next leg up.

Placing at 570p and you can buy at 450p, dont overthink it data centres need power and CWR solves that.

I think we see some big deals land shortly as there is no way someone gave CWR £100million without assurances.

Massive opportunity here?

Good luck and have a good weekend.

Markets pullback that is nothing new.

Read the RNS they raised cash to scale rapidly!! like hello it does not get more obvious than that. News soon.

Bed wetters will get shaken out but those who held Bloom energy experienced massive pullbacks aswell.

AI is the future.

Sellsellsell panicpanicpanic

Nope I dont care about this drop, if you think SOFC has no future for AI why are you even here?

Long and strong.

Oh yes Bloom energy being near $100billion valuation is very bad for CWR, I think Bloom dropping a few % means will hit 10p.

You see how dumb you sound 1863? Good to see derampers have appeared I think that is a positive.

Smart retail will be putting 2 and 2 together.

Richard Griffith will no longer sell shares but who has been buying the shares to keep price up without it dropping much? A large fund seems like the obvious answer and why not as IQE is the UKs only shot in the AI race and epiwafers

Market is currently giving no value to $TSEM news which is just stupid.

But I have to say IQE is looking strong compared to other names, probably because it has the lowest market cap out of the lot with no debt and growing revenues.

100p by year end in my opinion.

What I want to know is if he has been selling how has priced held up so well?

Who is the buyer soaking up all the stock? Must be a large fund stepping in?

Wool do you know how silly that sounds?

CWR have no debt and £170million in cash with very low costs for the sector

Now 20% below director buy in price.

So they landed a contract. Very good news no?

Seller now out is that not a huge win for IQE? Richard has been selling for months but looks like that has now come to an end and price can finally rerate

Great stuff.

Now 15% lower than where directors bought £180k shares.

As derampers come thick and fast Bloom energy hits all time highs again.

Once the placing overhang clears it climbs higher again. War chest of £170million.

Bloom is gapping up on Micron earnings.

Micron just announced blowout results from AI, we are in a AI revolution and they need power.

CWR will be over 1000p soon I think.

10-20% moves in photonic/AI names tomorrow?

MU with massive earning beats just announced to the world AI is here to stay and is only getting started.

Entire space sector will rebound hard soon and it will be glorious.

I am going to take a shot in the dark and say following TSEM news which was fantastic btw, we will shortly see more news with large $billion companies to secure supply.

With no debt they can ramp up significantly.

Given NVDA has been investing in LITE and other CPO package companies I asked Chat GPT what chance would you give IQE announcing a NVDA partnership/contract, and the answer was very good.

ChatGPT gives a 50% chance of NVDA news at some point, this is just a complete prediction from AI but interesting none the less.

Not investment advice but very bullish regardless. IQE is a very important company.

I wonder what is going to happen to uranium companies when AI data centers cannot get enough power from traditional means?

Nuclear the next super cycle?