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
MomentumTrader23
MomentumTrader23 May. 26 at 4:17 PM
$BE if you are in $BE and you’re looking for the next hot energy stock, check out $TE (T1 energy) Leopold invested in it and originally discovered BE.
0 · Reply
dbender603
dbender603 May. 26 at 3:13 PM
$HYLN this is a 400 Billion addressable market and it technology is better than $BE so it not a matter if but this projects to the hundreds. Think about it!
0 · Reply
ripster47
ripster47 May. 26 at 3:06 PM
$EOSE Finally on move $BE $FCEL $EOSE $FLNCE They AI Energy Storage Bottleneck Shared in depth Research article on these!
0 · Reply
HolyCanoly
HolyCanoly May. 26 at 2:51 PM
$PLUG Plug went from a wasteful company with 20-30 million shares that tried to subsidize hydrogen and products to a more focused company with going on 1.5 billion shares that is still reliant on government support for success. Then you got big oil supporting the politicians that help make the rules. Id rather be in a $BE or $FCEL with less shares and in control of their destiny selling natural gas fuel cells to data centers which can later switch over to using hydrogen when the inevitable happens. Hydrogen will take over and wastefulness matters.
1 · Reply
Girba
Girba May. 26 at 2:32 PM
$PLUG WALL-STREET LIKES $BLDP $FCEL and $BE Unfortunatelly WALL-STREET hates $PLUG $PLUG sucks all the time
0 · Reply
KryptonResearch
KryptonResearch May. 26 at 2:04 PM
Markets have been following a clear trajectory since the launch of ChatGPT and AI in late 2022, and that’s rotating themes. The Artificial Intelligence technological renaissance is the high level theme, driving a major bull market that likely lasts many more years. But within that, we have seen many sub themes come and go. We had NVDA lead the initial wave with compute and GPUs… obvious in hindsight that we needed immense amounts of compute to train these LLMs. Then came the power wave as we realized data centers needed immense electricity, names like $CEG and $VST soared, while spec names like $OKLO and now $BE $FCEL followed suit. Then came the massive memory crunch, Micron, Sandisk and more got bid to the moon and keep going higher. Photonics has been a major theme in recent months with the likes of AAOI and Lumentum. The next theme is bigger. Bringing AI to the physical world. 10 stocks for the robotics/automation trade: https://kryptonresearch.substack.com/p/the-iron-age
1 · Reply
TrumpTrainz2024
TrumpTrainz2024 May. 26 at 1:54 PM
$CELH added some more today but also bought the ai crazy $DELL $BE $MOD f it!
0 · Reply
StickBaron
StickBaron May. 26 at 1:48 PM
$BE come on now.
0 · Reply
GrandeBoschi
GrandeBoschi May. 26 at 1:20 PM
$BE The next one....$FNUC💎
0 · Reply
MudJazz
MudJazz May. 26 at 1:01 PM
$ZGBEF is the european $BE
1 · Reply
Latest News on BE
Bloom Energy put buyer realizes 69% same-day gains

2026-05-26T12:38:52.000Z - 3 hours ago

Bloom Energy put buyer realizes 69% same-day gains

Bloom Energy Stock (BE) Is Up 250% YTD; What’s Behind the New Street-High Price Target?

2026-05-22T23:00:27.000Z - 3 days ago

Bloom Energy Stock (BE) Is Up 250% YTD; What’s Behind the New Street-High Price Target?

NBIS ORCL

The Big 3: BE, APLD, AAPL

May 22, 2026, 1:00 PM EDT - 3 days 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 - 4 days 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 - 4 days 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 - 4 days ago

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

Bloom Energy Transcript: AGM 2026

May 21, 2026, 12:00 PM EDT - 5 days ago

Bloom Energy Transcript: AGM 2026

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

May 21, 2026, 8:43 AM EDT - 5 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 - 5 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 - 5 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 - 5 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 - 5 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 - 6 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 - 13 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 - 13 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 - 14 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 - 14 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 - 14 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 - 21 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 - 24 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 - 25 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 - 25 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 - 26 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 - 26 days ago

Bloom Energy Slides: Investor presentation

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

Apr 29, 2026, 8:10 AM EDT - 27 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 - 27 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 - 27 days ago

Bloom Energy Earnings Call Transcript: Q1 2026

Bloom Energy Earnings release: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 27 days ago

Bloom Energy Earnings release: Q1 2026

Bloom Energy Slides: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 27 days ago

Bloom Energy Slides: Q1 2026

Bloom Energy Quarterly report: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 27 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 - 27 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 - 27 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 - 5 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 - 6 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 - 6 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 - 6 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 - 6 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 - 6 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 - 6 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 - 7 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 - 5 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?

MomentumTrader23
MomentumTrader23 May. 26 at 4:17 PM
$BE if you are in $BE and you’re looking for the next hot energy stock, check out $TE (T1 energy) Leopold invested in it and originally discovered BE.
0 · Reply
dbender603
dbender603 May. 26 at 3:13 PM
$HYLN this is a 400 Billion addressable market and it technology is better than $BE so it not a matter if but this projects to the hundreds. Think about it!
0 · Reply
ripster47
ripster47 May. 26 at 3:06 PM
$EOSE Finally on move $BE $FCEL $EOSE $FLNCE They AI Energy Storage Bottleneck Shared in depth Research article on these!
0 · Reply
HolyCanoly
HolyCanoly May. 26 at 2:51 PM
$PLUG Plug went from a wasteful company with 20-30 million shares that tried to subsidize hydrogen and products to a more focused company with going on 1.5 billion shares that is still reliant on government support for success. Then you got big oil supporting the politicians that help make the rules. Id rather be in a $BE or $FCEL with less shares and in control of their destiny selling natural gas fuel cells to data centers which can later switch over to using hydrogen when the inevitable happens. Hydrogen will take over and wastefulness matters.
1 · Reply
Girba
Girba May. 26 at 2:32 PM
$PLUG WALL-STREET LIKES $BLDP $FCEL and $BE Unfortunatelly WALL-STREET hates $PLUG $PLUG sucks all the time
0 · Reply
KryptonResearch
KryptonResearch May. 26 at 2:04 PM
Markets have been following a clear trajectory since the launch of ChatGPT and AI in late 2022, and that’s rotating themes. The Artificial Intelligence technological renaissance is the high level theme, driving a major bull market that likely lasts many more years. But within that, we have seen many sub themes come and go. We had NVDA lead the initial wave with compute and GPUs… obvious in hindsight that we needed immense amounts of compute to train these LLMs. Then came the power wave as we realized data centers needed immense electricity, names like $CEG and $VST soared, while spec names like $OKLO and now $BE $FCEL followed suit. Then came the massive memory crunch, Micron, Sandisk and more got bid to the moon and keep going higher. Photonics has been a major theme in recent months with the likes of AAOI and Lumentum. The next theme is bigger. Bringing AI to the physical world. 10 stocks for the robotics/automation trade: https://kryptonresearch.substack.com/p/the-iron-age
1 · Reply
TrumpTrainz2024
TrumpTrainz2024 May. 26 at 1:54 PM
$CELH added some more today but also bought the ai crazy $DELL $BE $MOD f it!
0 · Reply
StickBaron
StickBaron May. 26 at 1:48 PM
$BE come on now.
0 · Reply
GrandeBoschi
GrandeBoschi May. 26 at 1:20 PM
$BE The next one....$FNUC💎
0 · Reply
MudJazz
MudJazz May. 26 at 1:01 PM
$ZGBEF is the european $BE
1 · Reply
TTCM
TTCM May. 26 at 11:28 AM
$BE $BE BE is a winner. This run is really great. I thought it would have pulled back over a week ago. Question, estimate when to stop buying. I’ve read here 305, 290 . Any thoughts on this
1 · Reply
wBugs
wBugs May. 26 at 10:32 AM
$BB $BE $BMNR $INFQ $IONQ
0 · Reply
CrabCakes
CrabCakes May. 26 at 10:22 AM
$BE https://www.fool.com/investing/2026/05/23/bloom-is-up-big-in-2026-is-there-still-time/
0 · Reply
CrabCakes
CrabCakes May. 26 at 9:41 AM
$BE https://www.benzinga.com/markets/tech/26/05/52766979/forget-nvidia-iren-ceo-says-a-new-ai-factory-built-today-may-not-go-live-until-2030
1 · Reply
TradeThePool
TradeThePool May. 26 at 5:08 AM
$NBIS is the cleanest pure-play in AI infrastructure right now. Q1 2026 numbers tell the story: Revenue $399M (+684% YoY) AI cloud rev $389.7M (+841% YoY) AI cloud adj. EBITDA margin doubled QoQ to 45% Net income $621.2M (incl. $780.6M equity revaluation gain) Cash & equivalents: $9.3B Q1 capex $2.47B funded by prepayments, not equity dilution The contract book: $27B Meta deal (5-yr, $12B firm + $15B contingent) $17.4B-$19.4B Microsoft through 2031 $2B NVIDIA strategic equity validation $2.6B 10-year Bloom Energy fuel cell partnership The buildout: 3.5 GW+ contracted power (target raised to 4 GW) 1.2 GW Pennsylvania AI factory Missouri ~400-acre AI fab campus 16 global sites across 7+ locations The vertical integration: $643M Eigen AI acquisition (model-level inference) Clarifai team + perpetual IP license (system-level orchestration) Token Factory = full-stack inference platform Citi PT $287. Northland $248. Consensus ~$256. Plays: $NBIS direct. Related: $NVDA $BE $META $MSFT
1 · Reply
Moamen22
Moamen22 May. 26 at 2:25 AM
$HYLN $BE https://finance.yahoo.com/markets/stocks/articles/three-stocks-may-trading-below-173803907.html
1 · Reply
TTCM
TTCM May. 26 at 2:18 AM
$BE Where are these stock prices from? Overseas?
0 · Reply
Srinivas111
Srinivas111 May. 26 at 1:10 AM
$MU $AMD $ALAB $BE $NVDA Everything is firing up with Iran deal
1 · Reply
MorganHoratio
MorganHoratio May. 26 at 12:29 AM
Here's Leopold Aschenbrenner's top holdings according to his latest 13-F: 1. Bloom Energy $BE: 23.7% 2. Sandisk $SNDK: 19.6% 3. CoreWeave $CRWV: 15% 4. IREN Limited $IREN: 10.8% 5. Core Scientific $CORZ: 10.5% Leopold Aschenbrenner’s 13-F is an absolute masterclass in trading physical AI infrastructure bottlenecks over hype! Smart money isn't just buying chips; they are cornering the grid and real assets. $BE at 23.7% directly front-runs server off-grid power scarcity. Meanwhile, $SNDK and GPU cloud titan $CRWV lock down high-performance enterprise storage and compute constraints. Strikingly, $IREN and $CORZ act as pure infrastructure proxies—leveraging pre-built substations for fast AI data-center retrofits. Is scaling into power, cloud, and storage the ultimate macro play as chip valuations cool? Which infrastructure runner carries your highest conviction for the next short squeeze?
0 · Reply
FibonacciTrader_
FibonacciTrader_ May. 26 at 12:26 AM
These are Leopold Aschenbrenner’s top 10 holdings. If you’re tracking where smart capital is going, this is a list worth paying attention to.-1 $BE — fuel cell + distributed energy systems tied to AI datacenter power demand (23.7%) $SNDK — NAND + storage cycle exposure driven by AI data growth (19.6%) $CRWV — AI compute leasing + hyperscaler GPU demand acceleration (15.0%) $IREN — energy-linked compute infrastructure + GPU hosting scale (10.8%) $CORZ — AI/HPC data center + high-density compute infrastructure (10.5%) $225M to $5.5B in less than a year. That’s not normal — that’s a generational move. The question is simple: are you positioned for the next one? Don’t miss out.
1 · Reply
ThisCrashIsInsane
ThisCrashIsInsane May. 26 at 12:25 AM
$BE $400 this week
0 · Reply
FibonacciTrader_
FibonacciTrader_ May. 25 at 10:17 PM
AI power and grid bottleneck expansion watch -2 Distributed power and infrastructure: $NEE ~90 regulated utility leader with scale advantage, pending major acquisition expansion $GEV ~1036 electrification + turbine demand surge tied to AI data center buildout $CAT ~880 industrial power + generator demand cycle accelerating with AI infrastructure capex $CMI ~640 backup generation + data center resilience demand tailwind $BE ~282 fuel cell + distributed energy systems benefiting from AI power density constraints This basket reflects the transition from compute scarcity to power scarcity, where energy infrastructure becomes the binding constraint on AI scaling velocity European buy consensus is in. A key player in data center PDUs and power distribution is still flying under the radar for most US investors. That gap may not last.
0 · Reply