BE 全部观点

Nancy Pelosi's periodic transaction report, which is a fancy way of saying she bought the dip and it was probably her husband, but it doesn't matter because dang, they just spent millions of dollars buying Bloom Energy and Intel.

I see at least $15,000 worth of share purchases. I see call options that were purchased with a strike price of $100, so well in the money for a year out. They made these purchases on July 24th, so as usual, it's been 2 months.

Oh, actually no, it's been exactly 30 days. It's been exactly 30 days since the transaction, so of course we get the news late, but if you keep in mind what was going on a month ago, you'll remember that that was exactly when Leopold was getting Leo folded.

Who knows what kind of insider informa- info Nancy Pelosi had, but that's okay because on the 24th, the stock traded between $183 and a high of $218. That's literally in the strike range for where Bloom Energy is trading now at $205.

People have also been very very excited about Bloom Energy. This one has really been retracing down a lot and they have very large turbines. I'm just kidding. They don't have turbines.

Uh they're a um they're actually a fuel cell play and they they have pretty good pricing power on those fuel cells because you can set them up in like three to four months substantially faster than you can set up natural gas turbines.

And I don't really understand fully how it works, but I think it's very fascinating that you could basically chemically turn natural gas into energy uh without just lighting it on fire.

Uh which is that's seems kind of cool. Anyway, that's uh that's been a big uh data center uh component because hey, I could stand up a data center way faster. You know, it takes years to build uh like a you know, your your very own natural gas facility, let alone to get the the permitting for it. It's crazy. So, uh we'll see.