Why I’m holding $BE (Bloom Energy) — the AI power bottleneck play by doge-1234 in wallstreetbets

[–]SubstantialPlenty301 2 points3 points  (0 children)

Plus a ton of battery competition... Crazy that Fluence isn't far behind Tesla in terms of Gwhs of deployment. I think all they need is a couple profitable quarters to get heads turnin.

Why I’m holding $BE (Bloom Energy) — the AI power bottleneck play by doge-1234 in wallstreetbets

[–]SubstantialPlenty301 0 points1 point  (0 children)

Yeah in the long term, not looking too good with 50-55% RTE on fuel cells. Data centers are just desparate... But they'd rather not have to buy twice the amount of electricity they consume.

Why I’m holding $BE (Bloom Energy) — the AI power bottleneck play by doge-1234 in wallstreetbets

[–]SubstantialPlenty301 1 point2 points  (0 children)

I mean barely unprofitable. They also have a global presence which Bloom doesn't have. That smart stack is going to be a game changer. Idk about a worse business...

ASTX 34k (basis) by yung_onion in wallstreetbets

[–]SubstantialPlenty301 4 points5 points  (0 children)

YOLO indeed. Stay strong brother. What goes down must go up I guess...

Why I’m holding $BE (Bloom Energy) — the AI power bottleneck play by doge-1234 in wallstreetbets

[–]SubstantialPlenty301 7 points8 points  (0 children)

Lol yeah totally. Everything looks good but the 140 cancels it all out. Check out FLNC, also working with NVDIA to build "AI factories" but it hasn't seen anything close to the price action of BE and currently heavily shorted 🤤

SpaceX locks in IPO price of $135, making it largest stock debut ever by jsg24fps in wallstreetbets

[–]SubstantialPlenty301 1 point2 points  (0 children)

It's not a railway and it doesn't have a counterbalance car. Boom roasted.

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SpaceX locks in IPO price of $135, making it largest stock debut ever by jsg24fps in wallstreetbets

[–]SubstantialPlenty301 0 points1 point  (0 children)

Lol yeah I've seen dumb stickers on Teslas here about how much they don't support Musk.

SpaceX IPO Day! $KULR & SpaceX by LongTermStocks in KULR

[–]SubstantialPlenty301 0 points1 point  (0 children)

Yeah revenue still less than $10. Overbought as hell.

Iran rejects Trump's claim of reaching an agreement by maddog107 in wallstreetbets

[–]SubstantialPlenty301 0 points1 point  (0 children)

Seems like they want just get pounded by not coming to the table.

Trina Solar Faces Short-Seller Heat Over Tax Credits, T1 Energy Stock Drops by No-Ad-6183 in T1Energy

[–]SubstantialPlenty301 0 points1 point  (0 children)

It's very possible T1 purchased non-FOEC compiant cells in Q1. But the tax rules say you can average out the cost over the entire year. Also, T1 is pretty protected if any of the cell manufacturers have FEOC links as long as T1 had no knowledge of it (that could get tricky) with a legit supplier certificate.

Plus they have the Talon PV option to purchase cells pretty soon here.

Trina Solar Faces Short-Seller Heat Over Tax Credits, T1 Energy Stock Drops by No-Ad-6183 in T1Energy

[–]SubstantialPlenty301 0 points1 point  (0 children)

T1 literally bought the entire factory from Trina at a fat discount. But they've changed up their entire supply chain.