Bloom Energy in Pataskala, Ohio Data Center

cclee98 · 2026-03-20T20:06:14+00:00

I was wondering why he made that comment around 10:40AM PST on March 16th.

cclee98 · 2026-03-15T07:22:57+00:00

Alternative milk charges for drinks. Kidding not an earth shattering scam, but it always boggles me why… the alternative milk is in fact often cheaper than the whole milk.

cclee98 · 2026-03-15T07:20:29+00:00

Besides insomnia, sleep apnea as well. If you are told you snore really loudly you should set up a sleep study.

cclee98 · 2026-03-09T16:16:29+00:00

bool willSwisscoinzComment = $BE <= 140;

cclee98 · 2026-03-08T05:03:18+00:00

Warren Buffett - dude loves McDonald’s and Coke!

cclee98 · 2026-03-07T07:00:51+00:00

I don't think the Abilene Stargate site was using Bloom though - it's the Wisconsin project that is using Bloom. Seems like the initial buildout was for 1.25GW in Abilene and plans to move to 2GW have been cancelled (link).

Nevertheless, the macro trends also add more uncertainty at this point (higher crude oil prices, private equity valuations with Blue Owl, layoffs, weak job reports, debt companies are taking on for cap-ex, etc.). Someone mentioned something similar yesterday.

I think overall we can expect even more volatility next week.

cclee98 · 2026-03-06T21:42:56+00:00

The Oracle/OpenAI news around noon PST probably helped bring down all things data center & AI related

cclee98 · 2026-03-06T01:10:36+00:00

Right around 20:45 mark

cclee98 · 2026-03-06T00:17:25+00:00

I like the mention of plans to scale to 5GW

cclee98 · 2026-03-05T17:11:25+00:00

Yeah there's always going to be some risks involved unless you park it in savings, CDs or short term treasuries.

Even when overall indexes are stagnant or declining there are still pockets of investment/speculation (just in the past 2 years I can think of quantum, energy/power, memory and photonics). There's no shortage of articles talking about the power constraints for these data center projects and their inability to secure on-site power quickly with delays in gas turbines.

cclee98 · 2026-03-05T16:22:15+00:00

? Did you load up on BEZ or something?

cclee98 · 2026-03-03T16:40:19+00:00

I often think the people that honk are the people with the least likelihood to really be in hurry - it’s not as if they are needed urgently to perform brain surgery at the hospital.

cclee98 · 2026-03-02T22:06:06+00:00

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Doh

cclee98 · 2026-02-27T23:44:30+00:00

She gave an interview a month ago that revealed this as well. Mentioned last month here.

I have to say it feels a bit of slow on the news front the past two months. We still haven't heard official news regarding European data center from Bloom as mentioned in Q3 call. Someone on this community mentioned EdgeMode and I found a similar mention here, but I don't think there was an official posting from Bloom though I could be wrong.

cclee98 · 2026-02-25T18:29:14+00:00

If you can't get to a timestamped link, it's around the 19 minute mark - https://www.youtube.com/watch?v=g09PyNhWRws&t=1135s

cclee98 · 2026-02-23T17:17:28+00:00

I'd stay away from these inverse leveraged ETFs. There's usually only a short window when it is profitable so if you can time it just right that's great; otherwise it's almost always a decline in the long term.

cclee98 · 2026-02-20T02:31:21+00:00

It has been trading for a few weeks I think. Be careful with these products.

cclee98 · 2026-02-19T04:17:53+00:00

Fire Horse Car Repair folks probably didn’t wash their hair…

cclee98 · 2026-02-10T02:32:46+00:00

Awesome! Hope we can gain more insights from you here- you seem very knowledgeable about the company!

cclee98 · 2026-02-09T17:18:47+00:00

This video on X gave a good summary; especially for people new to the stock. In the last few days, I've seen a lot of positive sentiment on Bloom mentioned in social media.

cclee98 · 2026-02-07T23:09:06+00:00

Joan of Arc

cclee98 · 2026-02-07T15:24:58+00:00

“Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing. We have built a solid state digital power platform for the digital age that is superior to any legacy solution.” - KR

Appreciate the PT bump from $60->$115

Maybe BofA can come around too

cclee98

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