Who mentions $BE most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $BE most — 65 mentions in the past 12 months.

When was $BE first mentioned on Surfaced?

The earliest tracked mention of $BE in the Surfaced archive was on Sep 30, 2025.

How many voices track $BE?

45 FinTwit voices have mentioned $BE 586 times in the past 12 months.

What kind of voices mention $BE most?

$BE is mentioned most by Long Research voices on Surfaced.

$BE — FinTwit mentions on Surfaced

@thevalueistJul 10, 2026 · 4:28 AM

This is really a freaking good analysis of the $BE scandium situation. I’m not saying that simply because we created it. If you are invested in BE and not reading the full write-up you are doing yourself a disservice. —————- BOTTOM LINE Bloom’s scandium supply risk is substantive, underdisclosed and increasingly material as production scales. Hunterbrook’s exact 37 metric tons per GW and 220-metric-ton 2030 requirement should not be treated as proven facts, but they are credible high-end outcomes. A more balanced underwriting range of 15-40 metric tons per GW, with 20-30 metric tons central, still produces a severe physical challenge at 3-5 GW of annual output. Current global production of approximately 80 metric tons is sufficient for the present market but not for Bloom to add more than 100 metric tons of incremental demand without a fundamental supply response. Visible non-China operating supply is too small to support Bloom’s medium-term targets by itself. China remains the dominant source of installed production and purification, and evidence indicates that Chinese material or China-origin upstream inputs have historically entered Bloom’s supply chain through direct and indirect channels. Current pricing is not the principal threat. Bloom possesses extremely high willingness to pay because 1 metric ton of scandium can enable tens of millions of dollars of system revenue. The binding risks are qualification, export authorization, contractual allocation and project timing. Higher prices can stimulate Syerston and other Western projects, but supply response requires capital, construction, ramp and customer qualification. Bloom’s 25 GW supply-visibility claim requires either scandium intensity near 7-12 metric tons per GW, access to several hundred metric tons of annual qualified output, or a combination of both. Neither condition is publicly demonstrated. The statement should therefore receive limited valuation credit until quantitatively reconciled. An acute 2026 supply failure is not the base case. Procurement and pricing risk become meaningful during a 2-2.5 GW ramp. Scandium becomes a probable binding constraint during a 5 GW ramp unless Bloom materially reduces intensity, secures large Western projects and retains access to licensed Chinese supply. The scandium issue is therefore best modeled as a conditional ceiling on Bloom’s growth, margins and terminal value rather than as a deterministic near-term shutdown catalyst.

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