buying $BE today. this is the AI power play most people still aren't pricing CORRECTLY hyperscalers can't get utility connections fast enough to build the data centers they need. waiting lists are years long in some grid regions. they need power now, not in 2030. bloom sells solid oxide fuel cells - behind the meter, off grid, megawatt scale. one of the few names in the world that can actually deliver this fast. AEP partnership signed. brookfield deal in motion. every major hyperscaler is either contracted or in conversations. the market still thinks of bloom as a 2021 green tech name. that's not what this is anymore. it's an AI infrastructure name dressed in fuel cell clothing. bought today on the pullback to the 50 day MA... upside runs as long as the AI power demand keeps accelera
在 X 查看 ↗