∞ALPHA

May 13, 2026 Eos Energy (EOSE): A Zinc-Powered Pivot Toward Profitability? Massive Revenue Surge: Q1 revenue hit $57 million, a 445% year-over-year increase, driven by automation and scaling. Earnings Surprise: Reported a positive EPS of $0.12, crushing the consensus estimate of a $0.22 loss. Strategic Alliance: Announced the formation of Frontier Power USA with Cerberus Capital to accelerate project deployment and financing. Scaling Production: Reaffirmed full-year 2026 r

May 13, 2026 Benchmark raised TP to $42 from $38 Benchmark's Fawne Jiang is essentially signaling that the "investment phase" friction is finally giving way to operating leverage. By calling this a "clear earnings inflection point," the firm is betting that the worst of the margin dilution from JD's aggressive food delivery and international pushes is now in the rearview mirror. The upgrade to $42 places Benchmark on the higher end of the current Wall Street consensus, follo

Plug Power delivered a stronger-than-expected Q1 2026 report, signaling that its operational turnaround is gaining traction. Driven by higher sales and narrowing losses, the stock reacted with double-digit gains. The Numbers at a Glance Revenue: $163.5M (vs. $140M expected) – a 22% YoY increase. Operating Loss: Improved to $110M from $180M a year ago. Gross Margin: Jumped to (13%), a massive recovery from (55%) in Q1 2025. Path to EBITDA: Management reaffirmed a goal for posi

The era of "asset-light" tech is shifting toward massive physical infrastructure. According to the Financial Times, the AI arms race has triggered a historic spending spree that is shredding the free cash flow (FCF) of the world’s largest companies. The Numbers The Spend: Amazon, Alphabet, Microsoft, and Meta have poured a record $725 billion into AI. The Drop: Combined FCF for these "hyperscalers" is projected to plummet to $4 billion this quarter—a massive dive from the pos

Software is rebounding: IGV ETF up 14% in a month, ending a long slump. AI fears easing: Investors worried AI would kill SaaS, but momentum is improving. JPMorgan sees breakouts: Software now less correlated than semis; several names breaking out of multi‑week bases. Leaders: Oracle +35.5% past month Microsoft +12% past month Palo Alto Networks +10% this month CrowdStrike +13% this month Sector context: Still down 14% YTD, but technicals suggest a potential trend reversal. JP