Bloom Energy. Every tracked FinTwit mention of $BE, newest first. 255 mentions since the first on Sep 30, 2025. See the price chart.
June 2026 · 13 mentions
Jun 5
Jason's Chips — Did you know this small company in Taiwan called Delta Electronics (a competitor to Vertiv and Eaton) actually makes SOFCs competing with $BE? https://t.co/wG2BmZTzsN↗
Jun 4
Jason's Chips — Which has certain implications for $BE if you think hard enough
(hint: what is the problem with a DC-only shell? how far can DC current travel across the data center? what happens…↗
Jun 4
TheValueist — $MRVL $BE $FLEX $ALAB The $26 Trillion Portfolio Manager That Everyone Calls Passive
Contributing Analysts Rob Du Boff (ESG)
(Bloomberg Intelligence) -- Passive investing has a di…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Midas — All of Leopold Aschenbrenners positions are already up 100% or more since he bought them.
For example $SNDK $NBIS $INTC $IREN $BE
But there are also some positions that still ha…↗
Jun 3
Midas — 3 Undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NBIS but the following stocks: https://…↗
Jun 2
Jason's Chips — No more hidin'
Now I'm shinin'
Like I'm born to $BE https://t.co/SIWgQdI3EX↗
Jun 2
Midas — 5 undervalued stocks Leopold Aschenbrenner is indirectly telling you to buy through his latest 13F reports.
However, it's not $MU, $BE, or $NVDA but the following stocks: https://…↗
Jun 2
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Jun 2
Shay Boloor — $BE CEO just said the company doesn’t need to issue shares to meet surging AI data center demand.
Bloom provides fast-to-deploy on-site power for data centers waiting on the grid…↗
Jun 2
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 1
Michael Sikand 🦑 — $BRUN is surging today.
I loaded this morning on my Asymmetrical Bets fund ($16M AUM following) on @joinautopilot with a 20% allocation at $34.50.
Shoutout @mkfilko for inspirin…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
May 2026 · 107 mentions
May 31
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 31
Midas — Leopold Aschenbrenner called $BE early and it’s already up 1600%.
Here's the next stock he's betting on: https://t.co/OzSjHoqz0H↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…
April 2026 · 71 mentions
Apr 30
TheValueist — So much chatter on $CGEH now as the next $BE . I want to spend more time looking into it. I might take a flyer to get started.
https://t.co/lRshZgZcOU https://t.co/o9d1lhlT0l↗
Apr 30
CK Capital — $BE just touched $300 yesterday and people are asking if the run is over.
It is not even close to over.
Q1 just dropped and it was one of the most dominant earnings prints in thi…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 28
Serenity — @Leaf0Q1 Sure, I have a lot of respect for the Aschenbrenner, vast majority of his longs like $BE and $LITE are stellar. I haven't really seen a fund like Situational Awareness in…↗
KaizenInvestor — @bennybigbull I did, and I love the product and company. I just feel that I missed the boat with $BE. Would have loved to buy the company a year ago and be a proud shareholder now.…↗
Feb 26
Raging Capital Ventures — You may have to hold your nose, but my bet is that a basket of current perceived AI losers such as $WDAY / $TOST / $BL / $HUBS nicely outperforms perceived AI winners such as $MU /…↗
Feb 25
JC Investing — Bloom Energy really has been the silent winner of this AI race
I wonder if it’ll continue on that way🤔
$BE https://t.co/sckDmnoEOo↗
Michael Sikand 🦑 — $BE got 50 MW of capacity for Oracle installed in 55 days
I found the exact site using public filings and the facts are clear
Engines/turbines will remain the status quo BUT per…↗
Jan 23
Michael Sikand 🦑 — My investing strategy is to buy small companies that scale exponentially because they're tied to the sleigh of unparalleled entities.
$KRKNF - Anduril
$SATS - SpaceX
$BE - Oracle…↗
Jan 23
Michael Sikand 🦑 — $BE will have approximately $2.2B in cash after their convertible note raise at 0% interest in October
Billions in cash is exactly what you want for companies FAR from profitabil…
December 2025 · 5 mentions
Dec 27
Jason's Chips — @RJCcapital Picking up $BE on the dips is a free lunch↗
Dec 24
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀
1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%…↗
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$BE - Bloom Energy
$FSLR - First Sola…
November 2025 · 2 mentions
Nov 21
Raging Capital Ventures — Market has been under distribution for weeks now and today they took shots at some of the generals $NVDA, $SNDK, $BE etc. Am curious how Friday plays out, but Thanksgiving week is…↗
Nov 1
Raging Capital Ventures — Who’s Fabulous in 2025? $CRWV $IREN $APLD $PLTR $RGTI $QBTS $BE $CRDO $MSTR $OPEN ??↗
October 2025 · 4 mentions
Oct 29
Leveraged Cat — have been adding PSIX this morning, i include it in my power gen basket with BKR, TE, and PSIX
been watching PSIX for a while now, almost pulled the trigger Dec 2024, but the char…↗
Oct 18
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Renewable Energy…↗
Oct 13
The Future Investors — $BAM $BE Brookfield will invest up to $5B in Bloom Energy’s fuel cells to power AI data centers, with global "AI factory" projects coming soon. 🌍 Bloom shares jumped 30% premarket…↗
Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher:
$BE was at $120 now $322
$ASTS was at $63 now $134
$IONQ was at $28 now $72
$IREN was at $30 now $70
W…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
amit — LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS LP, KNOWN FOR IT'S EARLY CALLS ON $BE, $SNDK, & $INTC DISCLOSES A 5.6% STAKE IN NEBIUS $NBIS.
Leopold has been a big believer in…↗
May 27
CK Capital — Seems like i’m getting a ton of hate today because of $ADTN which is deserved but people are now saying and acting like Ive done nothing in the last 6 months.
Let’s not forget i h…↗
May 26
Jason's Chips — $MU became a $1T company today.
$BE will eventually do the same.↗
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
May 25
mon — If you want to find the next x10 stocks, listen to the hyperscalers' earnings calls and pay attention to what the CEOs are complaining about.
That's exactly what Leopold Aschenbr…↗
May 24
Jason's Chips — $SIVE is on a speculative, unsustainable rally that is not backed by any fundamentals.
Healthy parabolic stocks like $LITE, $BE, $AXTI, $SNDK either pop and grind up following eac…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 24
AlmaCap — $HYLN is one of the few energy plays whose scaling limit is capital, and the AI labs and hyperscalers have capital - I am a big fan of this and have a position:
> New gas plants a…↗
May 23
Michael | Hypermarkets — 4 years ago, $NVDA was at $20 when everyone said its too high now, we missed it.
It's up 1000% now at $200+and probably another 100% from here.
This is exact same for:
• $MU
•…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
Jason's Chips — @moxnq100 was gunna do $INTC and $BE but thought this was funnier↗
May 23
rubicon59 — Note that $FCEL is working with at least three serious datacenter partners bidding on at least 1.2GW of datacebter business n Q1 alone, while $BE seems severely backlogged.↗
May 22
rubicon59 — I’ve seen the recent posts detailing all the shortcomings of $FCEL.
While technically correct, it is missing the forrest for the trees, IMHO.
$FCEL is $1.4b with a $1.5b pip…↗
May 22
Daniel Koss — $FCEL trades at only 9.1% of $BE Bloom Energy’s valuation per gigawatt of guided 2027 annualized capacity.
If FuelCell got Bloom’s multiple, it would be ~$15.3B, or an ~11x from t…↗
May 22
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $NVDA earnings & why Jensen’s AI factory thesis just got another major validation
•…↗
May 22
Midas — Leopold Aschenbrenner called $BE early and it’s already up 1600%.
He’s now in a new 10x stock.
Here it is:↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 21
Mike Investing — Leopold Aschenbrenner is literally telling you what stocks to buy before they squeeze.
He turned $225M into $5.5B in just 12 months.
In 2025 he called out:
$SNDK at $42 & is now…↗
Midas — Leopold Aschenbrenner called $BE early and it’s already up 1600%.
He’s now in a new 10x generational plays
Here it is:↗
May 21
Daniel Koss — $BE is up 1611% in 1 year!
Now if we believe $FCEL (stock) is truly the next $BE or even comparable, the hard part is obvious:
not selling...
I genuinely don't know how to appro…↗
May 21
Jason's Chips — Yesterday, $NBIS and $BE signed an agreement worth up to ~$2.6B.
Bloom will install, operate, and maintain fuel cell power supply systems for Nebius. The agreement is expected to…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
Ophir Gottlieb — $BE $NBIS
Nebius and Bloom Energy partner to power AI infrastructure build-out
https://t.co/ZWV6AccVYs↗
May 20
rubicon59 — $FCEL + 15% on $BE Nebius deal. They don’t even need any sales, LOL.↗
May 20
CK Capital — $FCEL is a baby $BE.
This just made that thesis a lot stronger.
Hidden in a Fairfax County government filing. T5 Data Centers, one of the largest data center operators in the wo…↗
May 20
Daniel Koss — @Doodushco I haven't finished my $BE model yet. Will write a similar update to my $OUST post today and make a proper price target.↗
May 20
CK Capital — Two of my favorite stocks just announced a $2.6 billion partnership and I genuinely could not have scripted this better.
$NBIS and $BE just signed an agreement for Bloom Energy to…↗
May 20
Daniel Koss — Let's goooo!!!
Bloom Energy x Nebius deal done! Worth up to $2.6B
Freaking huge for Bloom $BE
Bloom’s 2026 revenue guidance is $3.1B to $3.3B
This one single Nebius deal is wort…↗
May 20
Shay Boloor — $NBIS and $BE signed an agreement worth up to ~$2.6B for Bloom to install, operate and maintain fuel cell power systems for Nebius.
The deal is expected to provide ~250MW of guara…↗
May 20
Daniel Koss — $NVDA what's the chance today Jensen won't talk about agents agents agents meaning we need compute compute compute but there's a bottleneck called power power power.
I know I'm in…↗
May 19
Daniel Koss — $BE is still the only proper solution that ticks ALL boxes.
This company should become a monster by 2030.
No air permits ✅
Fast ✅
Low water usage ✅
Not sold out until 2030 ✅…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 18
Michael | Hypermarkets — There's a stock under $20 that will explode 2000% exactly $BE did.
We're really early. Leopold Aschenbrenner bought it in his 13F.
Let me explain what $CLSK does first.
AI re…↗
May 18
Dillon Valdez — @Beth_Kindig This is the $BE point in cleaner form: as AI campuses compete on time-to-power, behind-the-meter fuel cells can become deployment infrastructure, not just backup power…↗
May 18
Jason's Chips — Leopold Update.
Now that I thought about it more, I actually think that this 13F may be a bit misleading. Puts reflect the market value of the shares controlled and not the market…↗
May 18
Jason Luongo — 8. $BE - Bloom Energy
Fuel cell technology purpose-built for on-site data center power. Q1 revenue $751M, up 130%. Product revenue surged 208% to $653M. Raised full-year guidance…↗
May 18
Michael | Hypermarkets — 🟡 TRIMMED (taking some profit):
$BE fuel cell power, up 1,000%+ from his entry
$SEI Solaris Energy, profit-taking
$CORZ Core Scientific, still holds but smaller
$INTC sold sha…↗
May 18
Daniel Koss — Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
InvestmentGuru — Former OpenAI researcher Leopold Aschenbrenner’s AGI fund is making one massive bet:
The AI bottleneck isn’t software anymore.
It’s Power + Compute + Infrastructure.
Top holdings…↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 17
Shay Boloor — What $10K became in three years:
• $AAOI ~$1,105,000
• $SNDK ~$386,610
• $QBTS ~$362,050
• $RGTI ~$335,400
• $RKLB ~$275,600
• $VRT ~$237,600
• $LITE ~$209,310
• $BE ~$201,060
• $…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 17
CK Capital — My 2030 price targets. These are mine. Not financial advice. DYOR.
$ASTS — $77 today. Every US carrier now on board. 3.3 billion addressable subscribers. 60% of consumers willing…↗
May 16
Michael | Hypermarkets — CEO $NVDA says to buy sustainable energy stocks.
$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.
Right now, these 16 stocks have the exac…↗
May 16
InvestmentGuru — One AI Supercycle -
10 Layers. 10 Tickers.
Layer 1 — Power | $BE
A single AI data center can consume 100–500MW. The US grid wasn’t built for this. Bloom Energy sits at the inter…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
Black Panther Capital — 4/6. What I think he trimmed:
$BE — up 191% YTD. He’s disciplined about not holding consensus positions. partial trim is probable.
$SNDK — up 816% 1Y. Some profit-taking after th…↗
May 16
Black Panther Capital — 2/6. Why Bloom over Vistra?
Look at his 13F history quarter by quarter.
Q4 2024: $254M. 6 names. All power infrastructure. Vistra, Constellation, Vertiv. zero chip names.
Q1 202…↗
May 16
Black Panther Capital — 1/6. The playbook in one sentence:
Find the physical constraint that capital cannot route around. buy the company that controls it. ignore everything else.
Here’s what most peopl…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 15
KawzInvests 🦑 — Leopold’s Q1 13F missed today’s 5:30 PM ET deadline. No filling as of now.
EDGAR froze at 5:31 PM. Anything filed between 5:30 and 10:00 PM tonight won’t appear publicly until Mon…↗
May 15
KawzInvests 🦑 — Leopold Aschenbrenner's Q1 13F drops today.
His last disclosed holdings vs. current prices:
$BE avg cost $96 → $290 (+202%)
$LITE avg cost $232 → $1,002 (+331%)
$SNDK avg cost $…↗
May 15
mon — Today, Leopold Aschenbrenner's Situational Awareness 13F drops.
The 24 year old former OpenAI researcher turned a viral AGI manifesto into a multi-billion dollar hedge fund.
His…↗
May 15
rubicon59 — That hands down beats $BE’s +2.2x over the same 40 day period.↗
May 14
Jason's Chips — Happy $300 to all $BE investors!
If you're new to this name, my very incredibly long but free thesis on Bloom Energy is one of the best places to start. https://t.co/INXTtanfVf↗
May 14
Jason's Chips — $CBRS fully diluted valuation is over $100 billion.
This is larger than $LITE, $COHR, $BE, $CIEN, $SNPS, $CRWV
Would you take Cerebras over them? https://t.co/2RliMRms01↗
May 14
Daniel Koss — I sold $CGEH
I wanted to be 100% in $NBIS into earnings. But now after earnings, I will still not buy $CGEH back.
Here's why & what I found while researching them.
I want to be…↗
May 14
Jason's Chips — The next $BE is always just $BE. There can only be one "best" solution after all.↗
May 14
Jason Luongo — 10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI…↗
May 14
Daniel Koss — @DeepValueBagger compare it to $BE founder & ceo↗
May 14
Daniel Koss — @DeepValueBagger Many smart people seem to love that name, but I hate hate hate such corporate 0 soul in the game execs. The entire structure, ownership, management, I dislike all…↗
May 14
Daniel Koss — I'm still desperately looking for the next Bloom $BE.
Can you guys help me out?
I cannot find a single public company that truly ticks ALL the boxes for the AI data center power…↗
May 13
Michael Sikand 🦑 — I need to talk about $KRKNF.
The small cap underwater drone stock supplying Anduril that launched my name on FinX is down 20% in a month.
From its ATH of $7.56 it's now down 30%.…↗
May 13
InvestmentGuru — Battery and energy storage could become one of the next big themes in the market as AI infrastructure, data centers and grid demand continue growing rapidly. The market is startin…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 11
Mike Investing — Many are going to miss the largest infrastructure buildout in modern day history…
It’s not chips.
It’s not Models.
Nor it is Applications.
The Energy layer is the next to boom.…↗
May 11
Jason's Chips — I love it when a stock goes up 10% on open on a Monday on no news bc that means that people were busy doing dd over the weekend and came to the same conclusion as you.
$BE https://…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 9
Michael | Hypermarkets — NEXT WEEK,
24 year-old who turned $254M → $5.52B in 12 months is going to tell us what his NEW positions are:
Here's every stock Leopold Aschenbrenner owns right now:
1/ $BE Bl…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 8
Jason's Chips — I spent the last 2 weeks covering $INTC $BE $AIXA $LITE $ARM $CRWV earnings instead of studying for my finals and now I might be cooked for my exam (it is 3pm today and I haven't s…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
mon — > Hanta Virus
> Iran has rejected the US peace deal
What a disaster.
$HIMS -5%
$NUAI -6%
$IREN -7%
$SATL -8%
$BE -9%
$IBRX -10%
$VELO -11%
$UAMY -12%
$MRLN -13%
$AAOI -14%…↗
May 7
Wayne Liang — Talking about bottlenecks a bit more...
This whole thesis is pretty straight forward. GPUs are available. Power to run them isn't. Data center occupancy rates should exceed ~95% b…↗
May 5
CK Capital — @DeepValueBagger it happens. i trimmed my $BE position at $90 thinking the run was over. Still got some and added it back at a higher price↗
May 5
CK Capital — March 30th really gave us some generation dip opportunities.
$BE was $120 and is now $300
$CIFR was $12 and is now $22
$NBIS was $70 and is mow $175
$CRWV was $70 and is mow $130…↗
May 4
Jason's Chips — @crux_capital_ At first my intuition says that it's pretty unlikely. I think the names where the share price move is sustainable are the ones where the fundamentals are changing, l…↗
May 4
Jason's Chips — $SIVE looks like a meme stock to me lmao
Although I probably just don't know that much about the company and people say the same about my favs $LITE and $BE which also have ridicu…↗
May 4
Daniel Koss — @Longviewres Yes I will! I think anything below 10x is insanely low. Market is absolutely desperate for exposure like this that hasn't ran like $Be yet↗
May 4
Daniel Koss — @WAGParcal behind the meter energy. next $BE↗
May 4
Jason's Chips — The most common question I've gotten on $BE is about their scalability. Can they actually make the boxes in their backlog? I've been asked this over ten times and the answer is tha…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Jason's Chips — Bloom Energy $BE is the world's best AI energy solution and one of my favorite companies ever. That's why I decided to write one of the most comprehensive Bloom theses out there (s…↗
InvestmentGuru — 5 stocks that are buying opportunities on pullback: $CRDO $MRVL $GFS $ANET $BE
$CRDO — Credo Technology
The AEC king just hit 201% YoY revenue growth in Q3, and the stock has pul…↗
May 2
CK Capital — Just 1 year ago:
$ASTS was $18
$NBIS was $20
$BE was $18
$KRKNF was $2.50
$EOS.AX was $1.20
$AAOI was $10
$COHR was $55
$NOK was $4
What stock is next?↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 1
Jason's Chips — Bitcoin miners are the most notoriously misunderstood AI Infra play. $CORZ $IREN $APLD $CIFR $WULF $RIOT
There are six levels of understanding of the miner thesis.
Level 1: they…↗
May 1
Daave “3 and 30” Tepper — trading more than should but mostly proactive / not reactive. def destroyed value. sold $be too soon.
lots of changes.
cut $stx in half after monster run. cut most of $cenx tho l…↗
— $BE impressive run so far https://t.co/Afwhs6nBUQ
CK Capital — If you are building a long term portfolio today here is exactly how I would allocate it across the most important themes of the next decade.
This is not trading. This is building.…↗
Apr 29
TheValueist — $BE CEO KR Sridhar is a beast. Never quit.
https://t.co/YnQm9GZdn2 https://t.co/AbqXpwnt0F↗
Apr 29
JC Investing — Gm FinX ☀️
The account is looking strong today on $BE earnings last night
What are we buying today? https://t.co/engSwHn5BN↗
Apr 29
TheValueist — $BE KEY READ-THROUGHS FROM BLOOM ENERGY Q1 2026 EARNINGS CALL
Bloom Energy’s Q1 2026 call was a high-signal event for AI infrastructure, distributed power, utilities, power equipm…↗
Apr 29
Michael Sikand 🦑 — Buy stocks run by RELENTLESS people.
Just meet K.R. Sridhar from $BE.
After record Q1 earnings today, $BE is up 1100% in the past year.
Sridhar's "overnight success story" was 2…↗
Apr 29
InvestmentGuru — Overnight movers are setting the tone for tomorrow’s market.
Storage names are leading after strong earnings:
$STX +18%
$WDC +10%
$SNDK +5%
$MU +3%
Semis and tech also showing st…↗
Apr 29
Michael Sikand 🦑 — $BE surged 12% after hours on record breaking Q1.
Now up 129% YTD.
Anyone following my AB portfolio on @joinautopilot is eating steak tonight.↗
Apr 28
InvestmentGuru — $BE just dropped a monster Q1: revenue of $751M, up 130% YoY, beating estimates by 42%, with adjusted EPS of $0.44 vs. $0.13 expected  — and raised full-year guidance to $3.6B a…↗
Apr 28
JC Investing — First nice gain from a beat earnings this week
Hopefully Wednesday gives us some more 🤞🏻
$BE https://t.co/zeT9K5Xj0C↗
Apr 28
Jason Luongo — If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB…↗
Apr 28
KaizenInvestor — @thealexlovell Don’t think we will see $80 again. Every time there is a market sell off, I check $BE but they always seem to do ok on those days.↗
Apr 28
Jason's Chips — $BE Q1 2026 MIC DROP MOMENT
Revenue: 751M vs. 552M est (+36%) - WHAT
Gross Margin: 30%
Operating Margin: 9.6% vs. 6.4% est EPS: $0.23
Full year 2026 revenue guidance midpoint rais…↗
Apr 28
KaizenInvestor — What is the one stock you wish you bought but you didn’t?
For me it’s definitely $BE. Didn’t pull the trigger when they were at $80. What a stock and crazy earnings.
Key Figure…↗
Apr 28
TheValueist — $BE (Bloomberg) -- Bloom Energy boosted its revenue guidance for the full year; the guidance beat the average analyst estimate.
YEAR FORECAST
•Sees revenue $3.4 billion to $3.8 bil…↗
Apr 28
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
JC Investing — @BlackMambaMilli Full port $BE in my robhinhood sadly it’s less than 1% of my port tho lol↗
Apr 26
InvestmentGuru — $BE incredible returns and earnings coming. https://t.co/g8rvSYQ7hy↗
Apr 26
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
Apr 26
KaizenInvestor — @zuazopfingsten Yes, love $BE as a company as well. Don’t have them as I did not find an entry but great company overall.↗
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 21
Vulture trades 🦅 — $BE up 240% at 3.30 from 1.04 were so paid https://t.co/uAdi4pVIGo↗
Apr 20
Michael Sikand 🦑 — I just put 20% of my $6,200,000 @joinautopilot fund in one stock.
$AVEX is a newly IPO'd drone stock with a vast battle tested portfolio, a vertically integrated software platform…↗
Michael Sikand 🦑 — Retail traders miss so much money because of this.
When I drop a thesis I see comments "Bad idea. It's already up X%".
But the chart says NOTHING about a stock's value.
Here's…↗
Michael Sikand 🦑 — $KRKNF Q4 earnings update: Anduril ramping, C$222M in orders, Iran catalyst, and uplisting.
Today's earnings call was full of easter eggs, so here are the top takeaways for asymme…↗
Vulture trades 🦅 — $BE 26x at 26.20 from 1.05 🤯
Two days —> 2600% gains https://t.co/DosW8ownHS↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 15
unusual_whales — Look at this.
A mysterious $BE 200c weekly trade that hit 20 bagger status overnight with the contracts opened at ~1.10 and trading as high as 21.50 today
Huge afterhours run t…↗
Apr 14
Vulture trades 🦅 — Our $100 —> 10,000 challenge is 70% completed.
I’m about to beat my record in just one day wow
All it takes is one trade like $BE from today, +1700% in gains.
If you want to…↗
Apr 14
Michael Sikand 🦑 — 62.64% year to date.
No options. No shitty illiquid ADRs or Taiwanese nonsense.
Just a port of a couple U.S. listed stocks anyone can follow.
https://t.co/TNP8O7OWvQ
$BE $FLY $…↗
Apr 14
Michael Sikand 🦑 — I'm cleaning out this fucking Casino.
My top 3 highest conviction longs all more than doubled this year?
While most FinX accounts still got you a baggie on $PLTR $TSLA $HOOD $RKL…↗
Apr 14
Vulture trades 🦅 — $BE $ARM $ANET $ON and many many more
Make sure to have notifications on↗
Apr 14
Vulture trades 🦅 — $STM & $ON are the next $BE
Heard it here first↗
Vulture trades 🦅 — $BE 1500% Gainer at 17.00 from 1.05
Insanity. https://t.co/Vl6XEKxGaf↗
Apr 14
Vulture trades 🦅 — $BE 1300% BANGER OVERNIGHT 🤯
1.05 —> 13.00
I GAVE THIS TO YOU FOR FREE https://t.co/MiKGho0mGp↗
Apr 14
The Future Investors — $ORCL $BE Bloom Energy and Oracle expand partnership to power AI infrastructure 🤝
- Up to 2.8 GW of fuel cell capacity planned ⚡
- 1.2 GW already underway across U.S. projects 🇺…↗
Apr 14
Michael Sikand 🦑 — $BE is up 15% after hours.
It's 22% of my $5M Asymmetric Bets @joinautopilot fund that 413 investors were following.
That makes it my second 2x this year out of the 5 stocks it…↗
Apr 14
InvestmentGuru — $BE this can be 10X in a year tomorrow https://t.co/SBI7DatmFf↗
Apr 13
TheValueist — $BE $ORCL (Bloomberg) -- Oracle Corp. agreed to purchase as much as 2.8 gigawatts of fuel-cell power from Bloom Energy Corp. to supply data centers for artificial intelligence work…↗
Apr 13
InvestmentGuru — $BE
Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out↗
Apr 13
Vulture trades 🦅 — I just gave you a 13%+ after hours parabolic trade for free
$BE calls can go 1000% at open
Who’s listening? https://t.co/19ARS94cbV↗
Apr 13
Vulture trades 🦅 — $BE UP 10% AFTER HOURS 🤯
PARTNERS WITH $ORCL
OUR 200 CALLS ARE GOING TO PRINT
I TOLD YOU. https://t.co/AUkQODMIhr↗
Apr 13
Vulture trades 🦅 — $BE 25% at 1.35 from 1.05 LFG https://t.co/k3uqfcuYhP↗
Apr 13
Vulture trades 🦅 — $BE 1.20 from 1.05 here 🔥 https://t.co/SR00dYWlul↗
Jason's Chips — $BE might not be the TCO or superior tech play anymore, it might be the scarcity play.
We are going to be so compute constrained that every turbine is sold out, every grid connect…↗
Apr 8
Jason Luongo — 3. $BE at $146 - On-Site Power Generation
Every AI data center needs reliable, 24/7 power. Bloom Energy's solid oxide fuel cells generate electricity on-site without depending on…↗
Apr 7
Michael Sikand 🦑 — Proud to be the YTD performance leader on @joinautopilot.
My high risk, high reward "asymmetric bets" portfolio just crossed $3M AUM.
$AAOI +116%
$BE +42%
$ASTS +36.8%
$MU +0%
$S…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
Apr 2
Michael Sikand 🦑 — Someone put a gun to my head.
They said "make me $1M from $100K with 10 stocks".
This answer saved my life.
1) $KRKNF - This subsea drone component monopoly is on the verge of r…↗
JC Investing — $BE really is the un known protagonist of this AI landscape
Such a strong thematic play on AI right now
It’s solid oxide fuel cells provide reliable, on site power for data cent…↗
JC Investing — @3KComeback If you want some high risk growth action take a look into $BE bloom energy, I haven’t started a position in it however if I was getting paid by x that “free money” woul…↗
— Best 5 stock portfolio of AI CAPEX beneficiaries?
I'll go first
$BE - 800volt BTM power
$NBIS - Moar inference
$ACMR - China WFE onshoring + internationalization + arb
$STX - HD…
Michael Sikand 🦑 — $BE is up 7%. We are at $170 nearing ATHs of 176.
This move makes complete sense when you understand the business.
Fund JV revenue went from $288M in Q3 to $574M in Q4, reaching…↗
Feb 23
KawzInvests 🦑 — @michaelsikand $AEP committed $2.65B to $BE for 900 MW because even they can't build grid infrastructure fast enough for their own datacenter customers. That could power 9 100 MW d…↗
Feb 23
Michael Sikand 🦑 — $BE's backlog just hit $20 billion.
It grew $6 billion in a single quarter.
That's not momentum. That's a queue of the world's biggest companies waiting to solve their power prob…↗
Feb 23
Michael Sikand 🦑 — This Ex-OpenAI researcher turned $3B fund manager went 22% port $BE and 12% port $LITE in Q4.
$LITE is up 459% while $BE is up 200% in last 6 months with insane YTD too.
What a…↗
Feb 18
Michael Sikand 🦑 — Druckenmiller AND Gerstner Added $BE In Q4 ⚡️
Bloom Energy is the highest upside trade on the AI power demand gap for this decade.
Nuclear is 5-10 years out with no revenue in si…↗
Feb 6
Daave “3 and 30” Tepper — just gunna leave this here
from ubs analyst on kyber 800 volt architecture
@SemiAnalysis_ , skate to where the puck is going
$be https://t.co/lswyVQKCli↗
Feb 6
Daave “3 and 30” Tepper — We’re gunna need more clean, nat gas powered, behind the meter power plants $be↗
Feb 5
Daave “3 and 30” Tepper — Bloom at a major max gladwell Tipping point
Growing fast
Margin expanding
Expanding capacity
Diversifying customers and end user markets
you may have seen some hyperscalers incre…↗
Feb 5
Michael Sikand 🦑 — $BE Bloom Energy currently generates $2B a year at a 30% gross margin by producing around 500 MW of capacity.
I find it hard to believe Bloom will not be a 10 GW company by 2030.↗
Feb 5
Michael Sikand 🦑 — My girlfriend says I hate shopping.
But I hit the mall today.
These were my favorite deals.
$BE -15%
$KRKNF -7%
$ASTS -10%
Hbu?↗
Feb 3
Daave “3 and 30” Tepper — More port change in Jan than I should, but had runners in $be, $acmr, $stx and $cenx and had to cut some and rebalance
2/2 +21% YTD
rolls royce $rycey (ai power, nuclear, smr) an…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
Michael Sikand 🦑 — Excited to cross $1M AUM on @joinautopilot!
Everyone's a genius in a bull market but cool to be able to showcase my high conviction trading style.
Few of my winning picks in the…↗
Jan 21
Michael Sikand 🦑 — This energy stock could solve AI's $1T power problem.
Don't believe me?
$BE is now a #1 position for @ChrisCamillo AND @iamtomnash 🤯
Despite a 3x surge, the company is still he…↗
Jan 20
Daave “3 and 30” Tepper — cut risk this morning, now 30% cash. $be ran hard ytd up 50%+ took tax free gains, and sold the non-taxable trading portion of nebius $nbis
it's hard to sell winners, but when mark…↗
Jan 13
Michael Sikand 🦑 — I'm making my next video on $BE and after a week or so of research I couldn't help but start out a position at $120 avg. cost.
Despite the huge run up, Wall St is still skeptical…↗
Daave “3 and 30” Tepper — @ShanuMathew93 Bloom def talking their book. If believe more power demand for XPUs, what will the source be?
can rationalize a div port of
- BTM
- Indep/Integrated
- Time to Conne…↗
Jan 2
Daave “3 and 30” Tepper — Bloom may have a “Tesla late-2019-like” tipping point this year. Going to 2GW annual capacity with the demand side picking up steam. All the pieces are set. $be↗
Jan 2
Daave “3 and 30” Tepper — Agree on both counts
1. SoftBank completion of 40bn OAI inv plus acq of datacen PE firm DigitalBridge raises probability OAI doesn’t have a funding problem in 2026
2. Nuclear and…↗
The Future Investors — $BE Bloom Energy is the best-performing stock of 2025.
If you had invested $10,000 in Bloom Energy at the start of this year, it would be worth $53,170 today 🤑
Which stock could…↗
— The party feels like it is getting a little long in the tooth, was busy shorting $BE, $QS, $PL, $IREN, $INTC, $QBTS, and $RGTI today. High octane. Wish me luck.