I’ve been trading for 10+ years (in my early 30s)
6 years on a trading desk, 3 years of +7 figures pnl
Here’s the truth about trading
(Don’t read if sensitive)
Loading up a lot of $BE here
Had my eye on this stock for a while I like the RvR here currently 92.5
Think this has 3/5x potential
- AI data centers need massive, reliable power, and Bloom’s on-site fuel cells solve grid bottlenecks.
- Fuel cells provide always-on baseload power, unlike intermittent renewables.
- AI buildout is accelerating faster than utilities can expand, creating urgent demand for Bloom’s tech.
- Major partnerships (Oracle, Brookfield) validate real institutional demand, not hype.
- Modular deployment allows fast scaling, which hyperscalers value more than long-term grid projects.
- Hydrogen optionality gives long-term upside as clean energy infrastructure evolves.
- Revenue visibility is improving with large multi-year commercial contracts.
-The stock is misunderstood, still priced like an industrial name instead of AI infrastructure.
- AI power demand is structural, not cyclical, supporting long-duration growth.
- Market is starting to re-rate BE as an AI enabler, not an energy company
@HouseAppropsGOP@RepDaveJoyce Corrected-- Fortuitous timing and powerful effect: not long after my op-ed, the Full @HouseAppropsGOP
Committee adopted an amendment to FY27 FSGG Approps bill, according to @RepDaveJoyce, to "ensure the FCC does not reconfigure or repurpose the lower 900 MHz band."