May. 15 at 12:54 PM
$BE has already exploded more than +1500% in 12 months, but Wall Street may still be missing the real bottleneck story behind the move.
Here’s what matters:
•
$BE just posted +130% YoY revenue growth as AI data center power demand goes vertical.
• Bloom Energy’s fuel cell expansion depends on critical materials, especially scandium.
• China tightening strategic mineral supply is changing the entire scandium market overnight.
•
$SREMF controls one of the highest-grade primary scandium assets outside China — and the market barely talks about it.
Everyone chased the AI power trade.
Few are watching the AI power supply chain.
$BE moved first.
$SREMF could be next.