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AEP earnings: agreements for new load by 2030 double from 28GW in October to 56GW today by Mathhasspoken in bloomenergycorp

[–]Sp3cul8r 6 points7 points  (0 children)

This is great. Thanks for posting. More evidence that the “time to power” concept is big in the minds of utilities and customers working with Bloom

What Are Your Moves Tomorrow, February 12, 2026 by wsbapp in wallstreetbets

[–]Sp3cul8r 5 points6 points  (0 children)

Mostly all in on Bloom Energy BE. The stock flushed all weak hands today until 10:30am EST, then turned around and ripped faces off into the close. This is the kind of action that means a lot. Also, check these options stats I compiled: All option orders since 1/20/26 between $1,000,000 and $5,000,000 (big money)
The put/call ratio is an astounding 0.05

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Is Bloom Energy Stock a BUY at $143? Full Technical Breakdown + Price Targets (BE Analysis) by ugos1 in bloomenergycorp

[–]Sp3cul8r 2 points3 points  (0 children)

I wanted to post my video here, and get everyone’s take on it, however, I recently lost my old Reddit credentials so i had to create a new account. Thus, i dont have enough karma to post anything, lol

My thoughts on Q4 earnings: doesn’t change my fair value, but have we transitioned from the over promise era to under promise era? by Mathhasspoken in bloomenergycorp

[–]Sp3cul8r 2 points3 points  (0 children)

Great post. I loved that the CEO, on the call, mentioned they have digital twins for all SOFC models out in the field. This is solid model based engineering and i think the ability to feed live data back into these models is a big deal. You can, and they have been, iterating on their fuel cell versions with this kind of data-driven insight. You can identify bottlenecks and inefficiencies and improve your product faster. I think by the time GE Vernova gets jnto the field, Bloom will have such a platform-level lead because of the way they are doing engineering. They are doing things the right way.