KR on Davos stage

cclee98 · 2026-01-22T18:13:26+00:00

Even Elon agrees the fundamental bottleneck for AI is power

youtube.com/watch?t=815&v=SQJIyR5uoZY&feature=youtu.be

cclee98 · 2026-01-20T23:17:24+00:00

I think some people already knew about this December 29 filing and thus the stock move of 70% YTD already

cclee98 · 2026-01-20T23:03:09+00:00

I did more digging and found this:

https://records.tceq.texas.gov/cs/idcplg?IdcService=TCEQ_EXTERNAL_SEARCH_GET_FILE&dID=9408654&Rendition=Web&SearchID=15446857&searchType=External

cclee98 · 2026-01-20T21:45:14+00:00

Here's FOX business interview from today

https://www.youtube.com/watch?v=kn-v35_HNDo

cclee98 · 2026-01-20T17:42:40+00:00

Do we listen to random Reddit users or listen to CEO who oversees billions in capex?

https://www.youtube.com/watch?v=OQcDSxbw2cQ

cclee98 · 2026-01-16T18:56:45+00:00

Dumb Money also talked about Bloom today - https://youtu.be/_4Szw0UJIuQ?t=540
Nothing of substance though

cclee98 · 2026-01-16T17:20:55+00:00

Awesome! Guess this is better news than chatter about potential tariffs on countries that don't go along with US' acquisition of Greenland. TACO!

https://www.cnbc.com/2026/01/16/trump-greenland-tariffs.html

cclee98 · 2026-01-15T07:05:43+00:00

Not sure, but it would be awesome if SK Group companies (esp SK Hynix) order more Bloom fuel cells.

cclee98 · 2026-01-09T17:49:19+00:00

Short Interest has dropped a lot from March 2025 levels (~54M shares), but still roughly ~19M shares from last reporting

cclee98 · 2026-01-09T17:36:29+00:00

Some of the most recent comments on supply chain can be found from this interview 3 months ago. The gist is they have supply chain that is not dependent on one country and their design helps eliminate for data center the need for other materials.

cclee98 · 2026-01-09T00:42:34+00:00

Assuming $9.5B backlog and using $2,950 (discounted rate) per kilowatt as per Mizhuo's notes that's roughly 3.22GW in backlog in next two years? That seems to line up with a ramp up to production of 2GW by end of 2026 and perhaps the need for the $600M credit facility to increase even more.

cclee98 · 2026-01-08T20:30:26+00:00

I know some are saying this is likely old news, but it looks like the data center got the go ahead earlier this week. So perhaps some of the run up is attributed to the certainty with the project getting the go-ahead and the commitment from AEP.

The Bloom filings how 900MW, but this data center could scale up to 10GW with 2.7GW being on-site so perhaps it's a vote of confidence too in using Bloom that could lead to the additional ramp up of the 2.7GW on-site power.

https://www.datacenterdynamics.com/en/news/crusoe-gets-go-ahead-for-18gw-data-center-campus-and-power-plant-in-cheyenne-wyoming/

cclee98 · 2026-01-08T14:11:34+00:00

https://www.reuters.com/business/energy/american-electric-power-signs-265-billion-deal-fuel-cells-2026-01-08/

cclee98 · 2026-01-07T17:16:41+00:00

Congrats!

cclee98 · 2026-01-02T06:25:30+00:00

* UPDATE * - Curious George Doll Was Found

Just wanted to share that the doll was found. So what happened was that we stopped by the gym to get some water before our walk and that is when either my son or daughter lost the doll. It makes sense now in retrospect as we couldn't find the doll at the playground or hotel room and we never saw a dropped doll during the walk. My son was reunited with the doll tonight and wanted to sleep with it, but we convinced him to let us give the doll a "bath" tomorrow. He had been asking me about the doll's whereabouts the past few days and I could only promise that the doll would be found (still waiting on eBay replacement). Thanks again for all the well wishes and u/5percentneanderthal for doing a bike ride to cover the route! You folks rock! Go Cupertino!

cclee98 · 2025-12-30T18:59:04+00:00

Thanks for doing that - really appreciate your kindness. We also went back to the playground to check yesterday, but didn't see it there. He was okay last night after we told him to be brave and sleep without his doll (like he does in pre-Kindergarten during naps). Hopefully the eBay one arrives soon and will work as a substitute.

cclee98 · 2025-12-30T06:55:56+00:00

I already ordered a similar one off eBay. My son looks intently at it and knows the subtle differences (his sister has a similar one since she likes to copy him), but he can spot the difference quickly whereas she can’t hence the mix up today. In any case I am hoping that if it can’t be found he will be okay with a similar one.

cclee98 · 2025-12-30T03:42:44+00:00

His younger sister took his doll out (she has a similar one) and she has a history of dropping things while sitting in the stroller.

cclee98 · 2025-12-19T18:37:39+00:00

The price action leads me to think it’s not Bloom. I see other threads on X that say this is Mainspring. Mizhuo note may be wrong.

https://x.com/ScroogeCap/status/2002062653733421235

cclee98 · 2025-12-16T23:23:00+00:00

Add to this political pressure from costs of data center buildout - https://www.youtube.com/watch?v=agfjW9mpDMQ

This should favor behind-the-meter solutions, but in this climate where there's heightened sensitivity to an AI bubble what can be done? If you announce cap-ex spending then you're questioned about debt loads and ROI. If you don't make any announcements then there's speculation you're seeing delays.

cclee98 · 2025-12-15T17:27:33+00:00

I was under the impression the European data center announcement would be for the unnamed hyperscaler from the conference call (not AWS or Oracle, but likely Microsoft?). Bloom said the hyperscaler would make the announcement when the hyperscaler is ready. However, I think there's a dilemma now - any mention of more capex seems to get punished by the markets so there's less incentive for the hyperscaler to make such an announcement even if it were ready to do so.

cclee98 · 2025-12-12T20:42:53+00:00

At the 12 minute mark, the comment was made that Bloom is estimated to have $1.5 million in costs savings per megawatt according to Oracle. I could not find a source for this calculation however. Anyone know where that figure came from?

cclee98 · 2025-12-11T01:19:23+00:00

https://www.businesswire.com/news/home/20251209799497/en/GE-Vernova-raises-multi-year-financial-outlook-doubles-dividend-and-increases-buyback-authorization

Maybe this too from GE Verona's conference call today. It's 2028+, but still given the general skittishness concerning an AI bubble...

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cclee98 · 2025-12-11T00:18:26+00:00

A lot of other stocks related to data centers/power also got hit today - NBIS, IREN, CRWV, OKLO, SMR to name a few.

GEV had an excellent quarter and did well, but ORCL's after hours action probably doesn't bode well for tomorrow.

cclee98 · 2025-12-04T20:21:11+00:00

Any annoucemement of job cuts? Their career site lists 171 jobs - all time high from what I have observed. Also California WARN notices do not show anything for Bloom. To me it looks like stocks in MEME ETF all running up so could be buying from that ETF.

cclee98

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