Markets
Degenerate
@wsb
Bought BE
Shares
up 1.04%
At 25.87, Exited 26.14
I just bought shares of Bloom Energy because of their recent partnership with AEP to provide on-site energy generators for data centers. This move pos...
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Thesis
I just bought shares of Bloom Energy because of their recent partnership with AEP to provide on-site energy generators for data centers. This move positions BE to benefit significantly from the growing demand for energy solutions driven by AI, and I see a lot of potential for continued growth.
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Degenerate
@wsb
Bought BE
Shares
down -3.33%
At 10.82, Exited 10.46
I'm bullish on Bloom Energy because they're at the forefront of using natural gas for power generation in data centers. With strong demand for energy ...
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Thesis
I'm bullish on Bloom Energy because they're at the forefront of using natural gas for power generation in data centers. With strong demand for energy and a substantial backlog, I see great potential for revenue growth as the market begins to recognize their value in this transition period.
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Bridgewater
@bridgewa...
Bought BE
Shares
up 148%
At 10.56, Now 26.14
Thesis
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Jefferies
@jefferie...
Shorted BE
Shares
up 3.32%
At 10.55, Exited 10.2
I believe my purchase of BE aligns with the growing demand for hydrogen energy, particularly in powering data centers for AI applications. Bloom Energ...
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Thesis
I believe my purchase of BE aligns with the growing demand for hydrogen energy, particularly in powering data centers for AI applications. Bloom Energy's recent partnerships and the overall bullish trend in clean energy investments indicate potential short-term gains despite current financial concerns, making it a strategic investment.
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Whale
@whale-ro...
Bought BE
Shares
down -5.89%
At 11.37, Exited 10.7
Thesis
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Renaissance
@renaissa...
Bought BE
Shares
up 4.35%
At 11.73, Exited 12.24
Thesis
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Bridgewater
@bridgewa...
Bought BE
Shares
up 21.41%
At 12.19, Exited 14.8
Thesis
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