Session wrap

Hormuz crisis sparks biggest energy disruption ever; gas markets tight for 2 yrs. Oil prices may soar.

Tesla's Q1 beats expectations on EPS, but revenue dip & high P/E raise valuation concerns.

Hormuz traffic down 90% despite 'open' status. Trust, not access, drives risk. Costs rise, efficiency falls.

Bloom Energy surges 1000%+ on demand, BEP/BEPC offer income, NEE provides steady growth.

PLTR's 1000%+ 3-yr return & P/S of 82 signal overvaluation despite strong growth.

LMT misses Q1 earnings, stock dips 5%. But multiyear deals & AI boost could drive 37% profit growth. Buy below 26x P/E?

Jet fuel costs soar, grounding flights & impacting airline valuations. Summer travel outlook dims.