Tom Nash on $BE (Oct 29, 2026)
Bloom Energy is the best on-site energy provider for data centers, solving AI's biggest bottleneck—power—with nothing better available. Despite a 70% gain over the past year and no collapse, it remains objectively inexpensive with enormous figures.
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Now, one more. This stock has already gone up, okay? It has increased by 70% over the past year. I understand that. It did not collapse, but it remains objectively inexpensive with enormous figures.
So, this is Bloom Energy, and its symbol is BE. This is on-site energy provision for data centers. There is nothing better on the market right now. This is the biggest and most insane bottleneck in artificial intelligence.
Energy is the problem. Literally, we have politicians saying, " Hey, if you want to set up a data center in our jurisdiction , you have to power it somehow, because there's no way the network can handle it." Bloom Energy does this
We have these people who provide energy on site. It's not Bloom, but Amazon is huge , and Google is huge, but that does n't matter.
At some point, the next Palantir is just Palantir, Bloom , Amazon, Google, and so on.