Bloom Energy is fundamentally sound and positioned well for near-term data center demand, but its rich valuation and high beta warrant cautious position sizing.

So, Bloom is fine. Uh, no problem at all. They've been under a fairly, you know, decent correction here as of late. uh they provide energy power um to data centers and that's certainly one of those

Bloom is fine. Uh, no problem at all. They've been under a fairly, you know, decent correction here as of late. uh they provide energy power um to data centers and that's certainly one of those and and again you know GEV is the generation side.

Uh but yeah so Bloom Energy is fine again it's been under a fairly let me see if I can pull up a see if my whisbang computer over here will actually cooperate with me this morning.

So yeah, here's Bloom Energy as an example. um been under a decent correction. It's been consolidating here for the last You're going to zoom in a little bit um Brent or zoom out a little bit.

Yeah. Out because you don't have the tail on it. Um yeah, there you go. Thank you. So, you can see we've been in this this kind of consolidation pattern as of really over the last month or so after it had a decent it had a big runup and then had a a pretty decent decline.

Gave up a bunch of those previous games kind of where the speculation came into the into the markets. um kind of along with the whole unwind of the semiconductor sector that this looks very similar to it but it's been consolidating here decently over the last you know kind of month or so getting decently oversold

again I I like the I like the position you know the company it's fine um it's a little bit richly valued so you've got to be a little bit there there's this is a lot of moment momentum chase and kind of a bet on the future for the company um so the valuations are pretty rich here so this is a particular company where it's got a high beta and it's got a fairly rich valuation.

So, if you wanted to take a position in this, I'd probably just be a little bit cautious about how big that position would actually be in the portfolio.

But, I like all three of these companies. I think they're in the right space for the data center construction for the next year or two. uh and then that will change and then we'll want to move out of these stocks and move into the um into the revenue generation side of the data center space.