u/Corpulos

Fellow Plug brothers, I know we have suffered long but I have a feeling our patience is about to be rewarded. Plug showed up on the whale alerts today for large sums of bullish calls ending 01/21/2028 (source: Benzinga). Is it possible someone knows something about the Gateway deal? Seeing the price action on Bloom and FuelCell, I have a feeling we could be at the cusp of a major breakout in the hydrogen sector. I know it's been a long journey (I just bought in yesterday) but we shall soon see the promised reward. This post is not financial advice.

An examination of EPA emission inventory for 2025 will reveal widespread increas in natural gas consumption at power plants, specifically in 2025. I interpret this as validation of the AI infrastructure play. However, the natural gas demand play seems to be flying under investor's radar.

​

VEnture Global presents a compelling growth narrative driven by massive operational scaling and an aggressive commercial footprint. The company recently posted an impressive 59% year-over-year revenue surge to $4.6 billion for Q1, powered by a 111% jump in volume sold. Financial health is heavily backed by robust forward momentum, with management raising full-year EBITDA guidance to a strong $8.2 to $8.5 billion range. Commercially, Venture Global has already locked in 84% of its available cargoes at a competitive rate. This near-term cash flow predictability is further bolstered by newly secured multi-year supply agreements with major global players. Forward PE is 10.8, compare with industry leader Cheniere at 13.1.

​

The only concern may be their high level of debt, while concerning, is certainly manageable if the AI driven increase in natural gas demand story holds up.

​

​

$VG

Current Price: $11.10

​

In this Wednesday's FOMC, it was indicated that the Fed commitee expects rate hikes later this year. However, the market seemed to hone in on some of Chair Fed Warsh's remarks that could implicate a change in policy. Specifically, he implicated a possible soft change in the target inflation rate, focusing on the left of the decimal for the 2.0% target. Many have also concluded that his 'task force' will reorchestrate how inflation is calculated--potentially causing a lower rate to be reported.

​

However, it doesn't seem that any hard evidence of a rate cut was given. The way I took it, he wants to do a through investigation and decide if changes should be made; I don't think he's necessarily committing to a rate cut.

Could the market be misinterpreting the chair's comments? With inflation above target for over 4 years, I think it would be hard to argue for a rate cut anytime soon, regardless of any fancy footwork made. When asked about the potential rate hikes, President Trump seemed to express a degree of tolerance.

​

What do you guys think?

IBM is a classic boring compounder that's quietly turning into a legitimate AI infrastructure play. Q1 2026 revenue came in at $15.9B, up 9.5% YoY, a combo of software, infrastructure and mainframe--enterprises are now running AI inferencing workloads directly on IBM hardware. Operating margins expanded 140 basis points and earnings are up nearly 20% YoY. The P/E sits at roughly 22.6, forward P/E of 17.3 (compare to 22 for microsoft and 23 for oracle. The bull case is straightforward: IBM's hybrid cloud + AI stack is sticky with large regulated enterprises — banks, governments, healthcare — that can't just shift to hyperscalers. The stock is down 16% YTD, creating a potential entry point. They were singled out as the primary recipient of the recent US federal government quantum award -- this is the main story: they've already been identified as the leader in quantum computing. Think about where AI was 6 years ago and what happened to Nvidia since that time. If you missed out on Nvidia, this could be your second chance.

$IBM

IBM is a classic boring compounder that's quietly turning into a legitimate AI infrastructure play. Q1 2026 revenue came in at $15.9B, up 9.5% YoY, a combo of software, infrastructure and mainframe--enterprises are now running AI inferencing workloads directly on IBM hardware. Operating margins expanded 140 basis points and earnings are up nearly 20% YoY. The P/E sits at roughly 22.6, forward P/E of 17.3 (compare to 22 for microsoft and 23 for oracle. The bull case is straightforward: IBM's hybrid cloud + AI stack is sticky with large regulated enterprises — banks, governments, healthcare — that can't just shift to hyperscalers. The stock is down 16% YTD, creating a potential entry point. They were singled out as the primary recipient of the recent US federal government quantum award -- this is the main story: they've already been identified as the leader in quantum computing. Think about where AI was 6 years ago and what happened to Nvidia since that time. If you missed out on Nvidia, this could be your second chance.

$IBM

Current share price: $249

A lot of you will dismiss HOVR since it doesn't it meet your ill conceived criteria of a value stock, i.e., low PE, price dip -- the very criteria that are causing you to underperform (remeber paypal). If you are willing to open your mind a bit, you could actually make money for a change. Forget about the PE for a minute and focus on what makes the business run--CASH. HOVR has zero long term debt and a bullet proof balance sheet. And there is a $25mil capital injection which is suppose to close tommorow, which makes tommorow an ideal time to buy. Remember BuffettS saying about buying a good company at a reasonable price rather than a garbage company at a cheap price. So keep an open mind and give HOVR some consideration. As always, this is not financial advice, do your own research.