πππFor the past 2 years, the investing world acted like the AI revolution began and ended with high powered microchips. We fell all over ourselves to buy the shovels - the silicon, the fabricators, the packaging plants.
But nobody stopped to ask a basic question: How are we going to plug these monsters in?
Enter $Bloom Energy Corp(BE)$ with its huge 8.27% surge. Selling the electricity has officially become sexier than selling the hardware.
There is no denying that Bloom's eye watering vertical climb has priced in a lot of perfection. But don't lose sight of the reality. This isn't a speculative software. Bloom's immediate onsite power generation is being deployed by hyper scalers like Oracle & Intel who cannot afford to wait on the sluggish municipal grid.
I would treat any pullback in Bloom as a rare window to buy the dips on the physical cells powering the future of AI.
Bloom will bloom as its growth is durable.
@TigerStars @Tiger_comments @Tiger_SG
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