Bloom Energy Corp Cl A (BE)

$302.49 -5.39 (-1.75%)
Market Cap 86.04B
Revenue (ttm) 2.02B
Net Income (ttm) -88.43M
EPS (ttm) N/A
PE Ratio 615.76
Forward PE 235.79
Profit Margin -4.37%
Debt to Equity Ratio 2.75
Volume 9,523,400
Avg Vol 10,429,826
Day's Range N/A - N/A
Shares Out 284.44M
Stochastic %K 75%
Beta 3.82
Analysts Sell
Price Target $250.27

Company Profile

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales...

Industry: Electrical Equipment & Parts
Sector: Industrials
Phone: 408 543 1500
Address:
4353 North First Street, San Jose, United States
Realtrader77
Realtrader77 May. 24 at 2:01 AM
$PENG this is big news. These are the DD you need do. They will steer the company in big positive way. I analyzed same for $BE at 45$ when Morgan Stanley executive was added to lead energy growth sector and there was no looking. $PENG is key for memory pooling for agentic Ai growth which is bottle neck and $PENG is leader in solving too much memory consumption. Trades cheap at less than 2x sales. Market cap 2.5b$ at ARR. 1.4b$ and will grow 8- 10b$ ARR. PT 150$. By 2027
0 · Reply
Wayshegoes1
Wayshegoes1 May. 23 at 11:41 PM
$BE https://www.nasdaq.com/articles/bloom-energy-stock-big-2026-there-still-time-get
0 · Reply
PrivateBrowsingMode
PrivateBrowsingMode May. 23 at 10:21 PM
$BE someone asked me where I pulled 320-325 from when we were at 280.. it wasn’t completely random. Just extended fib levels that either algos or other folks seeing the same thing as me putting orders there. Magnets .. also options chain. On another note, $HYLN is getting a re rating and it reminds me of a very early high risk bet that Bloom was before they really scaled and broke out
0 · Reply
MomentumTrader23
MomentumTrader23 May. 23 at 9:03 PM
$TE “Trump Announces Near ‘Finalization’ of Deal to End Iran War” per WSJ We might fly Tuesday. $TE $BE
0 · Reply
FibonacciTrader_
FibonacciTrader_ May. 23 at 6:33 PM
2026 momentum leaderboard continues to expand -2 The next wave of top performers confirms the market is rewarding AI infrastructure, compute, storage, cloud, and energy efficiency themes at scale. Biggest movers: $BE +248% (energy infrastructure + distributed power narrative accelerating) $DOCN +229% (cloud + developer infrastructure demand expansion) $INTC +225% (manufacturing turnaround + AI compute rerating) $WDC +181% (data storage cycle strengthening with AI demand) $ARM +180% (AI-native architecture premium continuing to expand) Leadership is broadening beyond pure AI software into the hardware, storage, cloud, and power layers supporting the entire ecosystem This tape continues rewarding infrastructure over hype
0 · Reply
Sigmanomics
Sigmanomics May. 23 at 5:29 PM
Forget Nuclear, Bloom Energy Has the AI Datacenter Energy Solution for Now https://sigmanomics.com/bloom-energy-has-the-ai-datacenter-energy-solution $ORCL $NDAQ $BE $AEP
0 · Reply
Blueville
Blueville May. 23 at 2:45 PM
$ARM $BE $TSLA The top performing options lottos of the week from May 18 - 22. #consistentprofits #bluevillecapital
0 · Reply
Brianum2011
Brianum2011 May. 23 at 2:11 PM
$AXTI Gonna bite the bullet and add here…have had on my watchlist for some time and it doesn’t stop going up, just hope I’m not buying the top $NBIS $BE $AAOI $SNDK
1 · Reply
Rvazstocksfl
Rvazstocksfl May. 23 at 1:49 PM
$BE why not green candles?
0 · Reply
AsymmetricInvesting
AsymmetricInvesting May. 23 at 1:36 PM
$BE $GOOG $NVDA $AMZN $CBRS Exponential growth in AI is great...until it isn't. https://asymmetric-investing.beehiiv.com/p/exponential-growth-squared
0 · Reply
Latest News on BE
Bloom Energy Stock (BE) Is Up 250% YTD; Why a New Street-High Target?

2026-05-22T23:00:27.000Z - 1 day ago

Bloom Energy Stock (BE) Is Up 250% YTD; Why a New Street-High Target?

NBIS ORCL

The Big 3: BE, APLD, AAPL

May 22, 2026, 1:00 PM EDT - 1 day ago

The Big 3: BE, APLD, AAPL

AAPL APLD

Plug Power stock gets a Bloom Energy boost: here's why it may double

May 22, 2026, 11:16 AM EDT - 1 day ago

Plug Power stock gets a Bloom Energy boost: here's why it may double

PLUG

Bloom Energy upgraded to Outperform from Hold at Daiwa

2026-05-22T08:45:21.000Z - 1 day ago

Bloom Energy upgraded to Outperform from Hold at Daiwa

Bloom Energy stock soars on AI deal: can the rally continue?

May 21, 2026, 3:16 PM EDT - 2 days ago

Bloom Energy stock soars on AI deal: can the rally continue?

Nebius Stock Is Rising. A Partnership With Bloom Energy Solves This AI Dilemma.

May 21, 2026, 8:43 AM EDT - 2 days ago

Nebius Stock Is Rising. A Partnership With Bloom Energy Solves This AI Dilemma.

NBIS

Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal

May 21, 2026, 8:32 AM EDT - 2 days ago

Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal

Nebius, Bloom Energy partner to power AI infrastructure build-out

2026-05-20T20:06:28.000Z - 3 days ago

Nebius, Bloom Energy partner to power AI infrastructure build-out

NBIS

Bloom Energy Stock (BE) Soars after Landing $2.6B Fuel Cell Deal with AI Firm Nebius

2026-05-20T18:20:17.000Z - 3 days ago

Bloom Energy Stock (BE) Soars after Landing $2.6B Fuel Cell Deal with AI Firm Nebius

NBIS

Option traders moderately bearish in Bloom Energy with shares up 8.61%

2026-05-20T17:30:11.000Z - 3 days ago

Option traders moderately bearish in Bloom Energy with shares up 8.61%

Nebius enters master fuel cell capacity agreement with Bloom Energy

2026-05-20T15:20:58.000Z - 3 days ago

Nebius enters master fuel cell capacity agreement with Bloom Energy

NBIS

Federal Pacific Awarded Bloom Energy Contract Supporting AI Data Center Infrastructure

May 13, 2026, 8:30 AM EDT - 10 days ago

Federal Pacific Awarded Bloom Energy Contract Supporting AI Data Center Infrastructure

Bloom Energy price target raised to $250 from $180 at Clear Street

2026-05-12T21:18:09.000Z - 11 days ago

Bloom Energy price target raised to $250 from $180 at Clear Street

Bloom Energy price target raised to $254 from $177 at Barclays

2026-05-12T10:00:53.000Z - 11 days ago

Bloom Energy price target raised to $254 from $177 at Barclays

Meet the Nvidias of power — 5 stocks winning Big Tech's $700 billion AI energy grab

May 11, 2026, 7:49 PM EDT - 12 days ago

Meet the Nvidias of power — 5 stocks winning Big Tech's $700 billion AI energy grab

ETN GEV NEE PWR TT

Bloom Energy price target raised to $254 from $177 at Barclays

2026-05-11T22:11:40.000Z - 12 days ago

Bloom Energy price target raised to $254 from $177 at Barclays

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

May 4, 2026, 2:10 PM EDT - 19 days ago

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

ACM GEV KGS NEE

Mixed options sentiment in Bloom Energy with shares up 2.5%

2026-05-01T20:31:06.000Z - 22 days ago

Mixed options sentiment in Bloom Energy with shares up 2.5%

Bloom Energy price target raised to $285 from $110 at Mizuho

2026-05-01T13:20:03.000Z - 22 days ago

Bloom Energy price target raised to $285 from $110 at Mizuho

Bloom Energy May Be Solving AI's Biggest Power Problem

May 1, 2026, 7:51 AM EDT - 22 days ago

Bloom Energy May Be Solving AI's Biggest Power Problem

Bloom Energy price target raised to $281 from $229 at Citi

2026-04-30T11:27:42.000Z - 23 days ago

Bloom Energy price target raised to $281 from $229 at Citi

Bloom Energy Slides: Investor presentation

Apr 30, 2026, 7:00 AM EDT - 23 days ago

Bloom Energy Slides: Investor presentation

Bloom Energy rises 21.9%

2026-04-29T16:26:11.000Z - 24 days ago

Bloom Energy rises 21.9%

Bloom Energy stock surges as Murrey Math Lines points to a rally to $300

Apr 29, 2026, 8:10 AM EDT - 24 days ago

Bloom Energy stock surges as Murrey Math Lines points to a rally to $300

Bloom Energy is riding the AI wave with a major lift from Oracle

Apr 28, 2026, 6:16 PM EDT - 25 days ago

Bloom Energy is riding the AI wave with a major lift from Oracle

ORCL

Bloom Energy Earnings Call Transcript: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 25 days ago

Bloom Energy Earnings Call Transcript: Q1 2026

Bloom Energy Earnings release: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 25 days ago

Bloom Energy Earnings release: Q1 2026

Bloom Energy Slides: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 25 days ago

Bloom Energy Slides: Q1 2026

Bloom Energy Quarterly report: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 25 days ago

Bloom Energy Quarterly report: Q1 2026

Bloom Energy Raises Full-Year Guidance as Profit Climbs on Digital Power Demand

Apr 28, 2026, 4:40 PM EDT - 25 days ago

Bloom Energy Raises Full-Year Guidance as Profit Climbs on Digital Power Demand

Bloom Energy Reports Record First Quarter 2026 Results and Raises Full Year 2026 Guidance

Apr 28, 2026, 4:05 PM EDT - 25 days ago

Bloom Energy Reports Record First Quarter 2026 Results and Raises Full Year 2026 Guidance

5 Stocks Positioned to Win the AI Data Center Buildout

Apr 20, 2026, 2:30 PM EDT - 4 weeks ago

5 Stocks Positioned to Win the AI Data Center Buildout

FIX NVDA NVT SMCI STX TSM

Bloom Energy to Announce First Quarter 2026 Financial Results on April 28, 2026

Apr 15, 2026, 9:00 AM EDT - 5 weeks ago

Bloom Energy to Announce First Quarter 2026 Financial Results on April 28, 2026

Bloom Energy stock's Oracle-driven surge is an 'overreaction': find out more

Apr 14, 2026, 2:23 PM EDT - 5 weeks ago

Bloom Energy stock's Oracle-driven surge is an 'overreaction': find out more

ORCL

Oracle expands Bloom Energy deal

Apr 14, 2026, 12:53 PM EDT - 5 weeks ago

Oracle expands Bloom Energy deal

ORCL

BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade

Apr 14, 2026, 12:30 PM EDT - 5 weeks ago

BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade

ORCL

Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal

Apr 14, 2026, 10:46 AM EDT - 5 weeks ago

Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal

ORCL

Tuesday's Morning Movers: ORCL & BE Extend Partnership, KMX & JNJ Earnings

Apr 14, 2026, 10:30 AM EDT - 5 weeks ago

Tuesday's Morning Movers: ORCL & BE Extend Partnership, KMX & JNJ Earnings

JNJ ORCL KMX

Bloom Energy stock warning: beware of Wyckoff and man reversion risks

Apr 14, 2026, 9:19 AM EDT - 5 weeks ago

Bloom Energy stock warning: beware of Wyckoff and man reversion risks

Oracle expands Bloom Energy deal days after receiving $400 million stock warrant

Apr 13, 2026, 6:32 PM EDT - 5 weeks ago

Oracle expands Bloom Energy deal days after receiving $400 million stock warrant

ORCL

Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal

Apr 13, 2026, 6:01 PM EDT - 5 weeks ago

Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal

ORCL

Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out

Apr 13, 2026, 5:03 PM EDT - 5 weeks ago

Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out

Bloom Energy Proxy statement: Proxy filing

Apr 8, 2026, 8:00 AM EDT - 6 weeks ago

Bloom Energy Proxy statement: Proxy filing

Bloom Energy Proxy statement: Proxy filing

Apr 8, 2026, 8:00 AM EDT - 6 weeks ago

Bloom Energy Proxy statement: Proxy filing

Bloom Energy Named to Newsweek's 2026 List of America's Most Trustworthy Companies

Apr 6, 2026, 11:00 AM EDT - 6 weeks ago

Bloom Energy Named to Newsweek's 2026 List of America's Most Trustworthy Companies

Bloom Energy Proxy statement: Proxy filing

Mar 27, 2026, 8:00 AM EDT - 2 months ago

Bloom Energy Proxy statement: Proxy filing

Bloom Energy Appoints Simon Edwards as Chief Financial Officer

Mar 26, 2026, 4:05 PM EDT - 2 months ago

Bloom Energy Appoints Simon Edwards as Chief Financial Officer

Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside

Mar 19, 2026, 5:06 PM EDT - 2 months ago

Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside

Can Bloom Energy Stock Recover From Massive Weekly Losses?

Mar 8, 2026, 8:05 PM EDT - 2 months ago

Can Bloom Energy Stock Recover From Massive Weekly Losses?

I/O Fund Proves Leadership in AI Stocks with 326% Cumulative Return and 29.2% Annualized Return

Feb 19, 2026, 11:03 AM EST - 3 months ago

I/O Fund Proves Leadership in AI Stocks with 326% Cumulative Return and 29.2% Annualized Return

AI Power Crunch: Why Bloom Energy Is the Hidden Winner

Feb 11, 2026, 10:15 AM EST - 3 months ago

AI Power Crunch: Why Bloom Energy Is the Hidden Winner

Tradr Unveils Short Leveraged ETFs on Bloom Energy and Nuscale Power

Feb 11, 2026, 6:46 AM EST - 3 months ago

Tradr Unveils Short Leveraged ETFs on Bloom Energy and Nuscale Power

SMR BEZ SMZ

Bloom Energy Blossoms on Rapidly Accelerating Outlook

Feb 7, 2026, 8:41 AM EST - 3 months ago

Bloom Energy Blossoms on Rapidly Accelerating Outlook

The Big 3: BE, WMT, XPO

Feb 6, 2026, 1:00 PM EST - 3 months ago

The Big 3: BE, WMT, XPO

WMT XPO

Bloom Energy Earnings Call Transcript: Q4 2025

Feb 5, 2026, 5:00 PM EST - 3 months ago

Bloom Energy Earnings Call Transcript: Q4 2025

Bloom Energy Annual report: Q4 2025

Feb 5, 2026, 5:00 PM EST - 3 months ago

Bloom Energy Annual report: Q4 2025

Bloom Energy Earnings release: Q4 2025

Feb 5, 2026, 5:00 PM EST - 3 months ago

Bloom Energy Earnings release: Q4 2025

Bloom Energy Slides: Q4 2025

Feb 5, 2026, 5:00 PM EST - 3 months ago

Bloom Energy Slides: Q4 2025

Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results with Record Full Year Revenues

Feb 5, 2026, 4:20 PM EST - 3 months ago

Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results with Record Full Year Revenues

5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet

Jan 29, 2026, 12:39 PM EST - 4 months ago

5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet

AMD AMPX APLD CRDO

Bloom Energy, Lumentum, and Other Hot Stocks Set up for Earnings Beats

Jan 25, 2026, 3:00 AM EST - 4 months ago

Bloom Energy, Lumentum, and Other Hot Stocks Set up for Earnings Beats

LITE

These 20 stocks are strong choices for momentum investors

Jan 22, 2026, 10:26 AM EST - 4 months ago

These 20 stocks are strong choices for momentum investors

CELC COGT FBYD FRGE INBX KOD LITE

Bloom Energy to Announce Fourth Quarter 2025 Financial Results on February 5, 2026

Jan 21, 2026, 9:00 AM EST - 4 months ago

Bloom Energy to Announce Fourth Quarter 2025 Financial Results on February 5, 2026

Battery stocks have more room to run despite recent rally, says Melius Research's James West

Jan 20, 2026, 3:09 PM EST - 4 months ago

Battery stocks have more room to run despite recent rally, says Melius Research's James West

EOSE FLNC

Data Centers Plan to Reduce Reliance on Grid Finds Bloom Energy's 2026 Power Report

Jan 20, 2026, 7:00 AM EST - 4 months ago

Data Centers Plan to Reduce Reliance on Grid Finds Bloom Energy's 2026 Power Report

How the AI data center bubble story is playing out inside one booming energy stock

Jan 11, 2026, 9:19 AM EST - 4 months ago

How the AI data center bubble story is playing out inside one booming energy stock

Bloom Energy Stock Jumps on $2.7 Billion Fuel Cell Deal. Why It Matters.

Jan 8, 2026, 11:15 AM EST - 4 months ago

Bloom Energy Stock Jumps on $2.7 Billion Fuel Cell Deal. Why It Matters.

Cramer's Mad Dash: Bloom Energy

Jan 8, 2026, 10:02 AM EST - 4 months ago

Cramer's Mad Dash: Bloom Energy

Why Smart Money Is Pouring Into Bloom Energy Stock?

Jan 5, 2026, 11:15 AM EST - 4 months ago

Why Smart Money Is Pouring Into Bloom Energy Stock?

This Tech Investor Likes Broadcom, Bloom Energy, and Other AI Bargains

Dec 24, 2025, 2:36 PM EST - 5 months ago

This Tech Investor Likes Broadcom, Bloom Energy, and Other AI Bargains

AVGO

Can Bloom Energy Drop More After The Recent 20%?

Dec 16, 2025, 8:25 AM EST - 5 months ago

Can Bloom Energy Drop More After The Recent 20%?

This tech maven bashes nuclear stocks and shares the real way to play AI's energy boom

Dec 3, 2025, 12:35 PM EST - 6 months ago

This tech maven bashes nuclear stocks and shares the real way to play AI's energy boom

CEG GEV OKLO SMR

The Big 3: DIS, CRM, BE

Nov 24, 2025, 1:31 PM EST - 6 months ago

The Big 3: DIS, CRM, BE

CRM DIS

These 15 stocks are still showing momentum — and a market-beating edge

Nov 20, 2025, 3:45 PM EST - 6 months ago

These 15 stocks are still showing momentum — and a market-beating edge

CIEN CRDO GH INSM LITE MP MU

Bloom Energy Stock To $140 Again?

Nov 17, 2025, 5:50 AM EST - 6 months ago

Bloom Energy Stock To $140 Again?

Realtrader77
Realtrader77 May. 24 at 2:01 AM
$PENG this is big news. These are the DD you need do. They will steer the company in big positive way. I analyzed same for $BE at 45$ when Morgan Stanley executive was added to lead energy growth sector and there was no looking. $PENG is key for memory pooling for agentic Ai growth which is bottle neck and $PENG is leader in solving too much memory consumption. Trades cheap at less than 2x sales. Market cap 2.5b$ at ARR. 1.4b$ and will grow 8- 10b$ ARR. PT 150$. By 2027
0 · Reply
Wayshegoes1
Wayshegoes1 May. 23 at 11:41 PM
$BE https://www.nasdaq.com/articles/bloom-energy-stock-big-2026-there-still-time-get
0 · Reply
PrivateBrowsingMode
PrivateBrowsingMode May. 23 at 10:21 PM
$BE someone asked me where I pulled 320-325 from when we were at 280.. it wasn’t completely random. Just extended fib levels that either algos or other folks seeing the same thing as me putting orders there. Magnets .. also options chain. On another note, $HYLN is getting a re rating and it reminds me of a very early high risk bet that Bloom was before they really scaled and broke out
0 · Reply
MomentumTrader23
MomentumTrader23 May. 23 at 9:03 PM
$TE “Trump Announces Near ‘Finalization’ of Deal to End Iran War” per WSJ We might fly Tuesday. $TE $BE
0 · Reply
FibonacciTrader_
FibonacciTrader_ May. 23 at 6:33 PM
2026 momentum leaderboard continues to expand -2 The next wave of top performers confirms the market is rewarding AI infrastructure, compute, storage, cloud, and energy efficiency themes at scale. Biggest movers: $BE +248% (energy infrastructure + distributed power narrative accelerating) $DOCN +229% (cloud + developer infrastructure demand expansion) $INTC +225% (manufacturing turnaround + AI compute rerating) $WDC +181% (data storage cycle strengthening with AI demand) $ARM +180% (AI-native architecture premium continuing to expand) Leadership is broadening beyond pure AI software into the hardware, storage, cloud, and power layers supporting the entire ecosystem This tape continues rewarding infrastructure over hype
0 · Reply
Sigmanomics
Sigmanomics May. 23 at 5:29 PM
Forget Nuclear, Bloom Energy Has the AI Datacenter Energy Solution for Now https://sigmanomics.com/bloom-energy-has-the-ai-datacenter-energy-solution $ORCL $NDAQ $BE $AEP
0 · Reply
Blueville
Blueville May. 23 at 2:45 PM
$ARM $BE $TSLA The top performing options lottos of the week from May 18 - 22. #consistentprofits #bluevillecapital
0 · Reply
Brianum2011
Brianum2011 May. 23 at 2:11 PM
$AXTI Gonna bite the bullet and add here…have had on my watchlist for some time and it doesn’t stop going up, just hope I’m not buying the top $NBIS $BE $AAOI $SNDK
1 · Reply
Rvazstocksfl
Rvazstocksfl May. 23 at 1:49 PM
$BE why not green candles?
0 · Reply
AsymmetricInvesting
AsymmetricInvesting May. 23 at 1:36 PM
$BE $GOOG $NVDA $AMZN $CBRS Exponential growth in AI is great...until it isn't. https://asymmetric-investing.beehiiv.com/p/exponential-growth-squared
0 · Reply
wBugs
wBugs May. 23 at 8:38 AM
$BMNR $BE $IONQ $BB $INFQ all you need for the next 5 years
0 · Reply
Girba
Girba May. 23 at 7:22 AM
$BE Very bullish 500$ soon
0 · Reply
CrabCakes
CrabCakes May. 23 at 4:03 AM
$BE https://www.yahoo.com/news/us/articles/residents-1-billion-power-line-202000725.html
0 · Reply
dmcinkyb
dmcinkyb May. 23 at 1:51 AM
$BE Bought and sold a 320P this am. Should’ve held cause sheesh it is still sliding. Have a 200P that I thought was lost but may get lucky here. See yah next week.
0 · Reply
MikeCaymanTrades
MikeCaymanTrades May. 23 at 1:02 AM
$BE - slides from 318.00 to 297.93 a big drop.
0 · Reply
Hammrrd
Hammrrd May. 23 at 12:50 AM
$BE grateful to still be holding 😎
1 · Reply
macrossluvsrobotech
macrossluvsrobotech May. 23 at 12:00 AM
$EOSE $BE $GSL $SBLK $SPY Check out my thesis on El Nino / heat and shipping: https://x.com/ravagelaserbeak/status/2057973002231484767?s=20
0 · Reply
Aj2121
Aj2121 May. 22 at 11:00 PM
$BE 280 up 380
0 · Reply
macrossluvsrobotech
macrossluvsrobotech May. 22 at 10:06 PM
$EOSE Hotter hotter, into summer, higher higher EOSE goes .... less and less power to go around.... AC air conditioner extravaganza..... more power is used during summer to keep cool then during winter to stay warm. $DUK $BE $LIT.X $GSL
0 · Reply
MorganHoratio
MorganHoratio May. 22 at 8:58 PM
The best positioned businesses across the AI-Infrastructure buildout stack. Layer 3: Energy - $OKLO - $FLNC - $EOSE Top pick: $BE AI Layer 3 Energy is the ultimate battleground of this tech cycle! The end game of compute is raw power—whoever controls the grid controls the future. Breaking down the power stack: The Top Pick: Betting heavily on $BE (Bloom Energy) is brilliant. Their massive 2.8 GW fuel cell partnership with Oracle lets data centers completely bypass utility grid delays, delivering unmatched near-term commercial alpha. The Nuclear & Storage Moats: Balanced by SMR nuclear pioneer $OKLO, alongside energy storage powerhouses $FLNC and $EOSE, this list locks down the entire power crunch thesis. Without juice, advanced AI clusters are just expensive paperweights. Are you chasing the immediate commercial execution of $BE or loading up on the long-term nuclear promise of $OKLO? Drop your high-conviction plays below!
1 · Reply
Sirbika
Sirbika May. 22 at 8:39 PM
$GEV $BE $ET $WMB $EQT
0 · Reply
MomentumTrader23
MomentumTrader23 May. 22 at 7:44 PM
$TE zoom out and look at the week. We returned over 40%. Very excited about this stock alongside my $BE position
0 · Reply