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. Valuation already reflects high expectations, while profitability is still fragile. For me, Bloom Energy is a solid long-term thematic name, but I would rather wait for a pullback than chase it here.
@Tiger_comments @TigerStars @TigerClub @TigerPicks
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