Jul. 9 at 2:54 PM
$BE Since I entered BE, the stock would only drop on bullsht or macro, it never disappointed fundamentally, the opposite, it is why were are not in the teens anymore and it is why Larry Ellison/Oracle expanded their partnership with Bloom, coreweave and also Brookfield expanded it. Showing that multiple top-tier customers doubled down on Bloom. I feel we might soon take another step up to the 350-500 range.