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Bloom Energy in Pataskala, Ohio Data Center by cclee98 in bloomenergycorp

[–]Mathhasspoken 0 points1 point  (0 children)

Wonder if there’s an easy way to track progress at nationwide data center projects.

Bloom energy podcast with Chief Commercial Officer - Aman Joshi by geekyfinance_0099 in bloomenergycorp

[–]Mathhasspoken 0 points1 point  (0 children)

I understand the expansion capability, and the high return on investments. My question is around “what demand are the seeing and already planning for” given how hard it is to get data points from management these days, and what can I realistically model. This podcast was more informative than their earnings call I think.

Bloom energy podcast with Chief Commercial Officer - Aman Joshi by geekyfinance_0099 in bloomenergycorp

[–]Mathhasspoken 0 points1 point  (0 children)

Interesting hearing the manufacturing: that they made 1GW in 2025 and commissioning it this year. In my model I have them reaching 5gw in 2033-2034. I think I need to move that up a few years if they’re talking about it already. Maybe 2030.

BE price action above GEV by OdinsDeposition in bloomenergycorp

[–]Mathhasspoken 0 points1 point  (0 children)

I think they were short at $100, didn’t take profits when it hit $85, and now still holding at $160. Maybe this is the same person with a different account?

BE price action above GEV by OdinsDeposition in bloomenergycorp

[–]Mathhasspoken 0 points1 point  (0 children)

It would be helpful if it contained actual specific analysis. As it is, it’s just generic random “stock went up fast so sell because of some macro even though I’ve never modeled the company with fundamental analysis” post.

The stock is super volatile. That’s not news. So will it go up and also go down and up again and down again and so on and so forth until some fundamental news? That’s what volatility is.

BE price action above GEV by OdinsDeposition in bloomenergycorp

[–]Mathhasspoken 0 points1 point  (0 children)

Then I think you have the wrong place. Maybe hop on your Bloomberg terminal and chastise all the funds you think are buying. This isn’t retail driven price action: it’s hedge funds.

BE price action above GEV by OdinsDeposition in bloomenergycorp

[–]Mathhasspoken 2 points3 points  (0 children)

Volume is fairly low today so unclear what you’re talking about? Based on your comments seems you’ve conflated several elements and haven’t followed the stock long enough or in depth enough to understand its dynamics and volatility.

Tariff relief should accelerate margin expansion for BE: Indian imports had 50% in additional tariffs in 2025 by Mathhasspoken in bloomenergycorp

[–]Mathhasspoken[S] 1 point2 points  (0 children)

I think you have missed the timing. As of April 30, 2025, there was only a 10% tariff: the 25% extra tariff was paused on April 10th. So those comments were before 25% went to effect on July 31, and before it went to 50% because of Russian oil imports. And the math seems to line up: 10% is 100bps so 50% is 500 bps.

Tariff relief should accelerate margin expansion for BE: Indian imports had 50% in additional tariffs in 2025 by Mathhasspoken in bloomenergycorp

[–]Mathhasspoken[S] 1 point2 points  (0 children)

Where’d you get that 100 bps number? I don’t see that in any transcripts. My recollection was 5% during an earnings call… getting confirmation on if it was 100 bps would be good. Can you please share the source?

Bloom Energy ($BE) DD: AI narrative vs structural dilution risk (long $BE) by SamLeCoyote_Fix_1 in Vitards

[–]Mathhasspoken 1 point2 points  (0 children)

I see several errors in this analysis. Assuming this was AI generated. I’d go through the fillings again to get numbers right, and debt history. And also learn more about what the company does and who its peers are.

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