“9-2-26 Q&A Wednesday: What Are Markets Waiting For?”
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.