Bloom has sold ~$900 million fuel cells through Brookfield since last October when the initial $5 billion framework was struck (you can see this in the 10-k/q). Idk how you canβt take Brookfield using 20% of their agreement in 6 months and then 5xβing it as anything other than extremely bullish
@OnodaCapital Bad take, the stock has a lot more price discovery to go.
Yandex cloud was legit, NBIS can build a 30%+ margin business with software and vertical power integration over the next few years.