Bloom Energy is a decent long-term play on AI data center power demand, despite high valuation and legal risks.

What are we talking about? Bloom Energy. Bloom Energy here, guys. I think I skipped right over that. Bloom Energy closed at 218.21.

Bloom Energy has a two a 64.27 billion market cap. 29 analysts rated a buy with a $275 target.

Yeah, Bloom Energy. That's one I've I've always kept my eye on. I'm definitely going to be looking into that more, which we can do right now. Let's Let's pull up the chart on Bloom Energy.

I want to see the weeklies on these, not the dailies. So, let's go into the weekly on the ones that she's buying. And what do you notice? Uh it's probably that she bought back in What did I say?

July right here? Look what happened after they found out she Well, they just found out she was buying. Went all the way down, found out she was buying, it pushed back up.

Now, interesting price. I said it's at roughly 218 at the time of making this video and they have a price target on this thing. What I say, 270 something? Which is not bad, 275. So, a nice chance there and it's a decent play.

She bought the two worst days of the month. I wonder how she knows these things. Seriously. Bloom Energy closed at 184 down 14.9% that day. She bought 10,000 shares and 100 call options.

This now up way up past that. It's back over 200. The stock fell nearly 15% on the day it was bought. She crushed it. She crushed it. Crushed the timing. Couldn't get better.

July 28th, it closed Well, I guess it could got a little better, right here. 166 4 day later, it dropped again. She added 500 shares plus 100 more calls. I guess she likes Bloom Energy. And now I like Bloom Energy.

For one, I'm looking for energy stocks to begin with. Uh and when you have people who are connected with DC pumping mega bucks into it, you got to it has to put up a green flag.

Not a red flag. A red flag is when you're like, "Oh, they're selling. I'm getting out, too." Green flag. Hey, this is a this is interesting.

Today it closed at 218. Uh we'll see where it goes. We'll see where it Buying weakness is the pattern, not the exception. Benzinga counts roughly 50 transactions worth more than 40 million across 3 years.

Adding in the red day shows up again and again and again. It's a bet on powering AI.

But, Bloom Energy is a kind of play I like. It builds solid oxide fuel cells for on-site power generation. Uh they're increasingly their customers AI data centers. That's what you're looking for for the long term.

The consumption from these AI data AI data centers are unstoppable. Trailing revenue up 91% year-over-year is swung to profit with net income. You guys can see it. It just launched Power Connect cutting on-site install time by 40 freaking percent. That is unbelievable.

P ratio so high. Uh enormous amount of growth already priced in. Multiple class action lawsuits have been filed against the company. And they got that lead deadline of September 28th to 2026. And that's why you had a lot of problems.

Uh AI needs power. Bloom sells power on-site. The price you pay for the thesis is the argument. So, keep that in mind. She's buying knowing about these legal things. I don't know. Does she know something we don't know?

Where every disclosed position stands now, you guys can see it. Percent upside to target, Uber, Intel, and Bloom Energy. There's your three big ones. You guys can decide if you like them, if you think they're the best stocks to buy now.