Sep. 19 at 7:41 AM
$BE New portfolio addition. Spent the last couple days researching this company somewhat closely, and I’ve got to say I’m more impressed than I would have expected to be.
Stellar board of directors with connections across some of the most important names in energy and finance. The CEO reminds me of the Micron CEO background-wise, along with situationally speaking as well (a position I also wrote about months back prior to
$MU’s stock surging) - It needs to be underlined that many of BE’s current customers are of the most wealthy, valuable companies on the planet - companies that are willing to pay top dollar to help ensure their electricity-based needs are being met, especially in the midst of an AI race/boom with trillion dollar behemoths all vying to see whose model will come out on top long term.
The technology is more efficient than most competitors, quieter, and in many cases more environmentally friendly. Also, the recent
$SPY inclusion should not be overlooked.
