Aug. 17 at 12:21 PM
$BE the Vineland NJ vote on the expansion of the massive
$NBIS dayacente expansion is a real test of how switching to
$BE fuel cells can save a datacenter project.
$NBIS switching from gas turbines to
$BE fuel cells in response to community opposition is about the biggest vote of confidence any major center builder or Neocloud could’ve given to
$BE.
If the NBIS data center expansion passes the Vineland vote this should really turbocharge
$BE stock as it will be a playbook for responding to and accommodating community opposition - switch to
$BE fuel cells if you need to generate power behind the meter.
This is be a watershed moment for
$BE. A yes vote and the aftermath of even more business could send the stock to
$400-
$500.
Leopold was right in buying so much
$BE.