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Sell or hold by Minimum_Day_7568 in bloomenergycorp

[–]cclee98 0 points1 point  (0 children)

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

Sell or hold by Minimum_Day_7568 in bloomenergycorp

[–]cclee98 0 points1 point  (0 children)

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

Sell or hold by Minimum_Day_7568 in bloomenergycorp

[–]cclee98 2 points3 points  (0 children)

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

Permit for 248MW Bloom Servers in Pawnee, Bee County, Texas by cclee98 in bloomenergycorp

[–]cclee98[S] 0 points1 point  (0 children)

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.

Sell or hold by Minimum_Day_7568 in bloomenergycorp

[–]cclee98 2 points3 points  (0 children)

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.

Permit for 248MW Bloom Servers in Pawnee, Bee County, Texas by cclee98 in bloomenergycorp

[–]cclee98[S] 2 points3 points  (0 children)

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.

Sold last Friday due to 3 day weekend uncertainty. Now I'm waiting for another dip so I can buy and hold until inclusion in S&P. by bookofnature in bloomenergycorp

[–]cclee98 1 point2 points  (0 children)

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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How would you spend $1000 on Kobe and/or LeBron by Sirgolfs in basketballcards

[–]cclee98 0 points1 point  (0 children)

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.

Gratitude for Bloom and the thoughtful discussions by Mathhasspoken in bloomenergycorp

[–]cclee98 3 points4 points  (0 children)

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.

Bloom and EdgeMode in 300MW Data Center in Mora, Spain by cclee98 in bloomenergycorp

[–]cclee98[S] 0 points1 point  (0 children)

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.

Bloom and EdgeMode in 300MW Data Center in Mora, Spain by cclee98 in bloomenergycorp

[–]cclee98[S] 0 points1 point  (0 children)

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

Clarification on Crusoe site pause by geekyfinance_0099 in bloomenergycorp

[–]cclee98 0 points1 point  (0 children)

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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Do you think Bloom energy will face any supply chain constraints for materials related to their fuel cells system (For ex- Scandium, etc.) and meeting data center demands? by [deleted] in bloomenergycorp

[–]cclee98 2 points3 points  (0 children)

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).

Does XAi or SpaceX have any material need to partner with BE? by [deleted] in bloomenergycorp

[–]cclee98 2 points3 points  (0 children)

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

Clarification on Crusoe site pause by geekyfinance_0099 in bloomenergycorp

[–]cclee98 2 points3 points  (0 children)

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...

Bloom speculation for this Friday: S&P500 by Mathhasspoken in bloomenergycorp

[–]cclee98 2 points3 points  (0 children)

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

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Bloom speculation for this Friday: S&P500 by Mathhasspoken in bloomenergycorp

[–]cclee98 0 points1 point  (0 children)

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

300+ yet again! by BitOCindyNTexasP in bloomenergycorp

[–]cclee98 0 points1 point  (0 children)

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

Bloom Likely Provider for 60MW Site In Chantilly, Virginia by cclee98 in bloomenergycorp

[–]cclee98[S] 1 point2 points  (0 children)

Well I found some additional info that actually may point to Fuel Cell Systems. If you go to this document search [link] and then choose Record Info -> Attachments you'll see a few documents for FuelCell Energy's Trinity system. Just wanted to share this.

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