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Bloom Energy 是唯一可行的 AI 能源股，竞争对手并不可信。
在我看来，唯一真正说得通的 AI 能源标的只有 Bloom。其他一切都是假的，燃料电池技术，所有这些东西。
The only real AI energy play that makes sense is Bloom in my opinion. Everything else is fugazi, fuel cell technologies, all this stuff.
Bloom 是全年唯一真正说得通的能源标的，除了像石油和天然气公司之外。
Bloom's the only real energy name that's made sense all year outside of like oil and gas company.