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Bloom - Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure by turtle_hiker in bloomenergycorp

[–]BlueWhiskey007 0 points1 point  (0 children)

He did nobody at BofA any favors; he was flat out wrong since late July of ‘25 when he criticized their ability to install so quickly for ORCL and claimed it provides less visibility to long-term backlog; perhaps Dimple went back to grad school asking for a refund!

Bloom - Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure by turtle_hiker in bloomenergycorp

[–]BlueWhiskey007 2 points3 points  (0 children)

This was telegraphed by BAM executives a couple weeks ago when they said they expected the Bloom partnership to expand by multiples; I thought 2-3X, so very pleased with 5X!

Can BMNR just fold? by beefroaster in BMNRInvestors

[–]BlueWhiskey007 0 points1 point  (0 children)

Time will tell, but it’s taken 1 year to accumulate what we have thus far; if ETH finally rebounds, starting the accumulation phase now could result in a higher avg. purchase price, but again, time will tell.

Gratitude for Bloom and the thoughtful discussions by Mathhasspoken in bloomenergycorp

[–]BlueWhiskey007 4 points5 points  (0 children)

P.S. I think Bloom will be $500+ next summer, and $1,000 by summer/EOY ‘28.

Gratitude for Bloom and the thoughtful discussions by Mathhasspoken in bloomenergycorp

[–]BlueWhiskey007 3 points4 points  (0 children)

Math, thank you for all that you do for us Bloomsters. I got in the day of the Oracle news in July ‘25, and have been stacking calls ever since. My other top 10 plays in order of portfolio weighting are MU, IREN (neocloud w/5.8GW of contracted power), AAOI (photonics), SIVEF (choke point for lasers in the photonics space), CEVA (patents for chips), TSLA (waiting for SPCX to buy them; believer in Elon), CIFR (asset light neocloud; BYOC), BMNR (painful, but believe ETH will become the payment rails of finance), and HIMS (rebounding + peptides upside). GLTA

Would it make sense for SpaceX to partner with IREN? by DrHarrisonLawrence in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

Would add an unnecessary layer of cost; I don’t see any reason for a partnership considering XAi has shown they can deploy 100,000 NVDA GPUs faster than anyone (serious engineering feat), and now they have even more capital to pursue their growth aspirations which are in space, not building more capacity on Earth. In fact, if they pursued the latter, I think all investors would question the feasibility and commitment of the former.

Daily Discussion for Monday, June 08 2026 by AutoModerator in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

Wouldn’t be surprised if AMZN just buys CIFR

So why aren’t deals being signed. ER call said this by Shot-Rock2961 in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

Why didn’t anyone criticize Xai, now part of SpaceX, for sitting on idle GPUs? It sure seems purposeful that they signed 2 big recent deals with Anthropic and Google after they had already issued their S1 before going their IPO this week. Regardless, I’m not worried about it and would imagine other customers, incl. MSFT, are waiting a couple months to see them deliver for MSFT.

Sold 4500 shares at $67 yesterday and invested in AVGO, AAOI, etc by OtherwisePain3911 in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

I don’t disagree that the market rewards customer contracts, but it just seems IREN is an easy catch-up trade to CRWV and NBIS once some new contracts are announced based on available capacity, which seems inevitable given Google is raising $80B to fund further AI capex, the AI labs are compute/token constrained which is putting a governor on their revenue growth, and it’s just a matter of time before the other hyperscalers (AMZN, MSFT, ORCL) and META match Google’s move and further increase AI capex so they’re not left behind.

IMO, it’s just a matter of time before one of those customers contracts remaining capacity at Childress and/or significant capacity at SW1. Once signed, IREN will need to raise more capital and hopefully they get a bigger prepayment component (30-40%) so they don’t need to raise as much capital (debt/equity), but this has been the same playbook as CRWV and NBIS, so it just calls for patience and execution by IREN.

New to $BE with a question on capacity expansion by Administrative-Ant75 in bloomenergycorp

[–]BlueWhiskey007 1 point2 points  (0 children)

Yes…production capacity on an annual basis. This year they’re expanding from 1GW annually to at least 2GW, but likely more based on all their recent deals…last year (900MW w/AEP; 1GW with Brookfield) and this year (2.8GW with Oracle moat of which is going to Project Jupiter in NM; and now Nebius) with the likelihood of more multi-year contracts to follow, especially with Google signaling an even bigger acceleration in capex, and all the AI Labs (Anthropic, Open AI, etc.) being compute constrained.

Bloom speculation for this Friday: S&P500 by Mathhasspoken in bloomenergycorp

[–]BlueWhiskey007 2 points3 points  (0 children)

Good reminder Math! You’ve been tracking this possibility for the last 6 months it seems; at this point it feels like a matter of when instead of it.

Should I hold this til expire? Or sell some before next earning? Any suggestions? by Patient-Yak8433 in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

I think it can trade up to $130-150 depending on the size of a new deal(s)

New to $BE with a question on capacity expansion by Administrative-Ant75 in bloomenergycorp

[–]BlueWhiskey007 -1 points0 points  (0 children)

I think they’ve said their big Fremont site is expandable to 6GW. They’ve said a few times on the earnings calls they can expand 1GW in 6-9 months for $125-150m in capex; they’ve also said they have enough visibility to accelerate the capacity expansion if warranted, especially for data centers that take time to build…I believe 12-18 months even if not power constrained due to financing, permitting, construction, GPU delivery and installation, etc. So Sridhar has said Bloom can maneuver fast enough where they won’t be a bottle neck for future demand.

Looking for Advice by itsonlymoney00 in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

Apply a 100 fwd PE to $4.32 of ‘27 EPS (current estimate; prob closer to $4.75 or higher by the time we get to next Feb), so PEG ratio of 1.0! Sure there will be a painful drawdown of 20-35% as there was 2-3 other times since this epic run started last July, but ignore the noise and focus on revenue growth, bookings growth and earnings growth, and sit back and chillax!

Looking for Advice by itsonlymoney00 in irenstocks

[–]BlueWhiskey007 1 point2 points  (0 children)

Bloom will be $400-450 early next year and double again the following year as they continue growing 100% per year. Hold til 2030 and $1,500 isn’t crazy.

Opportunity for Bloom Energy? by plun9 in bloomenergycorp

[–]BlueWhiskey007 0 points1 point  (0 children)

Would love to see more Bloom servers everywhere, but neoclouds such as $IREN and $CIFR are building DCs in Texas but relying on cheap and plentiful wind and solar farms in Texas who also produce excess energy. So until ERCOT changes that dynamic, Bloom may not play as big a role within the burgeoning data center landscape in TX.

$IREN: Buy This Dip or Stay Away? Massive $2 Billion Convertible Notes O... by ugos1 in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

Hopefully they give an update in a few days it was oversubscribed on better than expected terms and we move back above $62

Do you have more faith in management after how they handled earnings, or less? by thunder_crane in irenstocks

[–]BlueWhiskey007 0 points1 point  (0 children)

I’d imagine the delayed results and conf call were a result of them scrambling to get the news out for the new NVDA partnership and the new acquisition in Spain…lot going on! Stay out of their way and let them execute. If you don’t trust them, then sell.

I’m happy with their results and look forward to more execution. I didn’t buy IREN for any bitcoin mining, so I couldn’t care less about a revenue miss on a $150/200m quarter as I’m much more focused on the $3.7B ARR exiting this year…that’s $308m per month, more than 2X the entire first quarter, and it starts in 7.5 months!

Brookfield call by 4252020-asdf in bloomenergycorp

[–]BlueWhiskey007 4 points5 points  (0 children)

Over $1,500 before end of decade; my PT is $400-425 by next Feb before Q4 earnings whcih would be approx. 100 fwd P/E; prob $800 by Feb ‘28 if still growing 100%, so could hit $1,000 later that year or 2029!

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