$BE
Trump declares national emergency banning foreign equipment providing power to our electric grid. This is bullish for Bloom and Trump even pushes for BTM energy, Bloom is so perfectly positioned for this AI buildout it’s insane.
$BE
Bloom energy has so many near term catalysts it’s insane.
1. Sp500 Index inclusion (highest chance on polymarket currently)
2. Nscale deal in talks + other contract expansions with current customers
3. Capex increase.
4. Earnings crush momentum.
The list goes on…