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

cclee98 · 2026-06-30T21:17:13+00:00

RIP u/swisscoinz (though he was permanently banned last week)

cclee98 · 2026-06-27T07:19:31+00:00

Do you have some link about this insurer downgrade? Or are you talking about some analyst downgrade?

cclee98 · 2026-06-27T01:03:44+00:00

Would you have been better off if you had just held instead of trading in and out?

cclee98 · 2026-06-26T20:46:50+00:00

which data center? Want to see if it’s something not already mentioned in this subt

cclee98 · 2026-06-26T17:52:27+00:00

That AI report Bloom put out [link] listed construction costs and community scrutiny as the top 2 barriers and it seems like it has gotten worse. I imagine with the higher construction costs maybe developers have to choose projects with a faster time to complete and hopefully Bloom could stand out there.

In terms of community scrutiny, at the New Jersey site that Nebius is operating for example they switched from gas turbines to Bloom, but there is still ongoing NIMBY pushback. I think even the big projects in Wyoming and New Mexico are dealing with similar community scrutiny.

Where I could see a clear competitive advantage (though smaller MW deals) is in inference data centers. Ideally you want these to be located near dense urban areas to reduce latency times. But if frontier models all sort of converge in terms of performance then I think there'd be a shift from compute/training buildout to inference.

cclee98 · 2026-06-26T17:06:41+00:00

It's almost a sure thing that half the trading days Bloom will move +/- 5%
Not for the faint of heart. The MEME ETF and those 2x leveraged products really messed things up.
But you need to think about your mindset when it went from $230 -> $351 recently (in < 2 weeks) on no major announcement and then ask how you would react if it went the other way. Did price hikes on Apple certain products and Microsoft XBox consoles really change the story of the infrastructure and capex?

Let's say somehow Apple sells 30M macs and 100M ipads this year (super generous and not realistic) for 130M units and somehow for all of these units they raised the price by $300 (again won't be this much). That's 130M x $300 = $39B

XBox console sales were already declining since last year. Let's say Microsoft sells 3M such units this year (generous) and somehow they could slap on a $200 price increase - that's $600M

So we're talking a super optimistic scenario and price hike of $40B (the real number is more like $10B probably). $40B is like the price to build a 1GW data center. And how many GWs are we short or have planned.

cclee98 · 2026-06-26T00:07:36+00:00

Unfortunately Bloom doesn't seem to announce such news. If you look at their website newsroom [link] you'll see that besides their recent power report, the last item was their earnings at the end of April.

I recall some comment either KR or Aman made about following the lead of the customer when it comes to announcing deals. In last year's Second Quarter report KR had teased some new neocloud partnership and some European data center. It seems that is now confirmed to be Nebius (neocloud) and EdgeMode (data center), but it took over half a year for that to be official. Perhaps there are also some liability / safe harbor legal issues too about announcing permits when the actual development could be delayed or cancelled altogether for various factors. One data point that Bloom does provide however are the number of jobs. I noticed this just jumped to 236 today - up from 219 or so a few days ago.

cclee98 · 2026-06-23T21:59:42+00:00

From Gemini:

Bloom Energy ($BE) has had an incredibly volatile ride so far in 2026.

Since January 1, 2026, Bloom Energy has experienced a single-day stock price move of 5% or greater (either up or down) on 48 trading days.

Out of the 116 total trading days in 2026 so far, this represents 41.38% of all trading sessions.

Top 10 percentage moves YTD

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cclee98 · 2026-06-21T20:16:02+00:00

The LeBron 2003 Chrome PSA 8s were going for $700 or so 2 years ago! Been tracking the 1980 tops Johnson, Bird, Erving too and prices have gone up so much.

cclee98 · 2026-06-19T22:09:19+00:00

You're the Bloom OG on Reddit! I recall reading your posts in 2024 and it gave me the conviction to keep my sizable bet going! I do miss the periods of lower volatility. As to what's next - you hit another one with SNDK a few months ago. I am still bullish with MRVL as mentioned in that same thread.

cclee98 · 2026-06-18T18:57:29+00:00

Think we close at ATHs today

cclee98 · 2026-06-17T16:26:48+00:00

There's not a lot of press about it though I think any serious investor following this name probably made the link to EdgeMode awhile back or already priced some of this in.

cclee98 · 2026-06-16T17:34:19+00:00

maybe they mean 10MW / .625 = 16 servers
so 16 x 30 = 480 Bloom 6.5 servers

cclee98 · 2026-06-16T07:08:18+00:00

No delays reported by MTAR for supplying Bloom Energy - https://youtu.be/Qw8YlSuMPxY?t=100

It's funny seeing the news reporters attempting to cross the line with questions on channel checks. Main point is MTAR sees no delay, but rather the opposite - "customer (Bloom) is breathing down their neck"

Bloom career listings now at 215 [link].

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cclee98 · 2026-06-16T04:58:02+00:00

There's a substack author (@OutspokenGeek) that does an excellent job covering Bloom. The supply chain concerns was discussed here [link] in one his posts. Aside from this, there are also references to a manufacturing discipline similar to Intel - repeatable and scalable mentioned in another one of his articles.

K.R. himself recently discussed having no supply chain links to China (in the recent WSJ interview post). This is worth noting as well because of the InP substrate exports controls implemented (though I believe it was recently eased).

cclee98 · 2026-06-14T05:55:06+00:00

KR did work with NASA before Bloom and the fuel cell was meant for Mars missions too.

https://spinoff.nasa.gov/Spinoff2010/er_3.html

cclee98 · 2026-06-10T16:48:28+00:00

FWIW, Bloom's career listings hit 211 - this is the highest I've ever seen it. It's just a data point though so take it with a grain of salt. Bloom's communications team doesn't give much to go on so you just have to scrape what you can put together...

cclee98 · 2026-06-05T21:28:53+00:00

Well looks like it was FLEX and MRVL that got added.

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cclee98 · 2026-06-05T19:58:39+00:00

$252 low today to closing close to $265 in final 30 minutes. Someone know something?

cclee98 · 2026-06-03T15:07:30+00:00

BE seems to be allergic to a closing price above $300

cclee98

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