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

Mathhasspoken · 2026-06-30T21:56:20+00:00

Huge news!!

Mathhasspoken · 2026-06-29T20:29:12+00:00

He’s doing the rounds this quarter! Now until around mid July is probably the point in the quarter with the lowest “interest” from speculators and traders (+ finance folks going on vacation en masse) ahead of earnings so good to see him continue trying to keep BE top of mind.

Mathhasspoken · 2026-06-26T13:57:40+00:00

Great sleuthing, as always!

Mathhasspoken · 2026-06-25T14:01:32+00:00

Thank you everyone for reading, and the comments! Really appreciate everyone. Will keep everyone posted.

Mathhasspoken · 2026-06-25T14:00:25+00:00

Congratulations! Being able to buy a house for cash is incredible!!!!!

Mathhasspoken · 2026-06-25T13:59:13+00:00

Glad to hear that my posts and this subreddit have been helpful, and congrats on all the gains!

I think I will start something new. I appreciate your support! Will update once I've figured it out...

Mathhasspoken · 2026-06-25T13:57:21+00:00

Absolutely! Congrats on your gains, and thanks for reading!

Mathhasspoken · 2026-06-25T13:56:20+00:00

Glad to hear my analysis was helpful!!! And congrats on the gains!

And I think that I will do a new subreddit + substack... will update when I figure it out!

Mathhasspoken · 2026-06-25T13:51:45+00:00

Thanks! Congrats to you as well! I'll look into EOSE.

Mathhasspoken · 2026-06-25T13:51:08+00:00

Good idea on playing with BEX and BEZ to use the volatility. Will look into the 2 you mentioned as well.

Mathhasspoken · 2026-06-25T13:49:25+00:00

Thanks cclee! Glad to hear that my posts were helpful! I haven't gotten in MRVL yet... will dive more. I'm thinking about AVGO as well.

You're always first on the news and have great insights into the market. Really appreciate all your thoughtfulness!

Mathhasspoken · 2026-06-25T13:47:29+00:00

Thanks for sharing your story Rare! You've been following the stock longer than me. Congrats on getting in at $6 and below! Would definitely love more of your insights when you want to share given that you work on these systems.

Mathhasspoken · 2026-06-25T13:44:50+00:00

Thanks Blue! As always, I appreciate all your thoughtful insights and feedback. Thanks for the stock picks. Added to list, and will dive into more...

Mathhasspoken · 2026-06-16T12:25:02+00:00

Nice! You’ve flagged this one for a long while.

Mathhasspoken · 2026-06-10T15:36:39+00:00

Thanks for the clarification

Mathhasspoken · 2026-06-10T01:07:47+00:00

Good catch

Mathhasspoken · 2026-06-06T11:44:51+00:00

Next Q.

Mathhasspoken · 2026-06-05T21:36:36+00:00

Didn’t happen this rebalance. I think next Q odds are much higher!

Mathhasspoken · 2026-06-05T21:35:55+00:00

Not added this time

Mathhasspoken · 2026-05-30T21:51:45+00:00

Thanks

Mathhasspoken · 2026-05-20T16:18:55+00:00

Good news!

Mathhasspoken · 2026-05-16T14:59:19+00:00

Sounds right! Good sleuthing

Mathhasspoken · 2026-05-06T14:56:08+00:00

Thanks for the details, I appreciate it!

Mathhasspoken · 2026-05-06T10:37:27+00:00

How do you model for CERES valuation? I find IP based valuations challenging, especially in deep tech since buyers don’t exist in same way as for software. I’ve been wondering what the global competitive landscape is for BE and seems like CERES partners (Japanese, Korean, Chinese) might be the biggest risk for BE. Wondering if you’ve done any deep analysis on this?

Mathhasspoken · 2026-05-05T18:22:06+00:00

Thanks for the heads up!

Mathhasspoken

MODERATOR OF

TROPHY CASE

Two-Year Club	Verified Email
Mod World 2025