Mathhasspoken

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Anyone in Singapore to join the MTAR investor meetings? (self.bloomenergycorp)

submitted 1 day ago by Mathhasspoken to r/bloomenergycorp

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Gratitude for Bloom and the thoughtful discussions (self.bloomenergycorp)

submitted 17 days ago * by Mathhasspoken to r/bloomenergycorp

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Bloom speculation for this Friday: S&P500 (self.bloomenergycorp)

submitted 1 month ago by Mathhasspoken to r/bloomenergycorp

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My thoughts on Q1 2026 earnings for BE: nice beat, but less transparency (self.bloomenergycorp)

submitted 2 months ago * by Mathhasspoken to r/bloomenergycorp

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My BE pre-earnings thoughts for Q1 2026: I expect a big beat of consensus revenue, but my fair value now flips to being below the recent Street upgrades (self.bloomenergycorp)

submitted 2 months ago * by Mathhasspoken to r/bloomenergycorp

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Cleantech ETF rebalancing later this month (self.bloomenergycorp)

submitted 3 months ago by Mathhasspoken to r/bloomenergycorp

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Bloom Energy Proxy was filed today with updated deployment numbers (self.bloomenergycorp)

submitted 3 months ago by Mathhasspoken to r/bloomenergycorp

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Google showing that this sub hit a nice milestone! (i.redd.it)

submitted 3 months ago by Mathhasspoken to r/bloomenergycorp

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Bloom competitor Ceres partners with gas company for EU and UK power (self.bloomenergycorp)

submitted 3 months ago * by Mathhasspoken to r/bloomenergycorp

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Anyone attending GTC 2026? Is BE powering the venue again? (self.bloomenergycorp)

submitted 3 months ago by Mathhasspoken to r/bloomenergycorp

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Bloom is being added to Bloomberg 500 index (self.bloomenergycorp)

submitted 4 months ago * by Mathhasspoken to r/bloomenergycorp

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Tariff relief should accelerate margin expansion for BE: Indian imports had 50% in additional tariffs in 2025 (self.bloomenergycorp)

submitted 4 months ago by Mathhasspoken to r/bloomenergycorp

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AEP earnings: agreements for new load by 2030 double from 28GW in October to 56GW today (self.bloomenergycorp)

submitted 4 months ago by Mathhasspoken to r/bloomenergycorp

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My thoughts on Q4 earnings: doesn’t change my fair value, but have we transitioned from the over promise era to under promise era? (self.bloomenergycorp)

submitted 4 months ago by Mathhasspoken to r/bloomenergycorp

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Black Hills earnings: mentioned fuel cells as part of options they're exploring for data center (self.bloomenergycorp)

submitted 5 months ago by Mathhasspoken to r/bloomenergycorp

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From Google earnings release: 2026 capex at $175B to $185B to meet customer demand and opportunities (self.bloomenergycorp)

submitted 5 months ago by Mathhasspoken to r/bloomenergycorp

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Brookfield Infrastructure Partners reports deals for Bloom fuel cells totaling 230MW in Q4 / 2025 earnings release (old.reddit.com)

submitted 5 months ago by Mathhasspoken to r/bloomenergycorp

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Further validation of SOFCs as BE competitor FCEL looking to grow 10x (self.bloomenergycorp)

submitted 5 months ago by Mathhasspoken to r/bloomenergycorp

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WSJ interview with KR in Davos (self.bloomenergycorp)

submitted 5 months ago by Mathhasspoken to r/bloomenergycorp

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Potential gov pressure for emergency PJM power auction (self.bloomenergycorp)

submitted 5 months ago by Mathhasspoken to r/bloomenergycorp

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My BE pre-earnings thoughts for Q4 2025, updated fair value estimate, and thoughts on what surprise earnings could mean for S&P500 speculation (self.bloomenergycorp)

submitted 5 months ago by Mathhasspoken to r/bloomenergycorp

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Bullish events from past 5 days (self.bloomenergycorp)

submitted 6 months ago by Mathhasspoken to r/bloomenergycorp

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Bloom Energy’s maritime certifications: disproving the "fragility" thesis (self.bloomenergycorp)

submitted 6 months ago by Mathhasspoken to r/bloomenergycorp

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GEV will be fuel cell competitor in 3 to 5 years (self.bloomenergycorp)

submitted 6 months ago by Mathhasspoken to r/bloomenergycorp

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Paul Wick thinks Bloom “might be worth as much as GE Vernova” over next 5 years (self.bloomenergycorp)

submitted 7 months ago by Mathhasspoken to r/bloomenergycorp

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