@Shyon:
From my perspective, $Bloom Energy Corp(BE)$ recent rally reflects a re-rating of reliable on-site power as AI & data center demand accelerates. BE’s solid-oxide fuel cell technology has a clear moat—modular, off-grid, fuel-flexible & quick to deploy. With grid constraints becoming a bottleneck, this value proposition is compelling, and the Brookfield partnership further validates the model. What stands out to me is improving financial discipline. After years of losses, BE is nearing net-income breakeven, with positive operating cash flow and early FCF generation. The asset-light shift via Brookfield lowers capital intensity and improves cash-flow visibility, reducing execution risk. That said, I remain cautious at current prices. Valuatio