Aug. 25 at 5:57 AM
$BE — Re-entered another former favorite.
I exited June 12th after a 496.16% return since first buying on Aug. 28, 2025.
Why now?
I believe we’re still early in a multi-year AI infrastructure capex cycle that could last through 2030.
And increasingly, I believe power is becoming a critical bottleneck.
That’s where
$BE gets interesting.
BE is seeing extraordinary demand for its fuel cell systems for data centers.
The setup I want to own:
Demand isn’t the problem. Capacity is.
BE is aggressively expanding capacity while increasingly being viewed as a national security play.
I don’t view
$BE as simply another AI stock.
I view it as the best way to invest in the power layer underneath AI.
AI needs more compute.
More compute needs more bandwidth.
More bandwidth needs more optics.
All of it needs power.
And BE is positioning itself at a critical bottleneck in that chain.
That’s why I re-entered
$BE.
