$BE

Beth Kindig: BE stands out in the sector by solving the major energy bottleneck facing AI data centers with solid oxide fuel cells that operate off-grid. The rising power needs of Nvidia’s next-gen GPUs and the inadequacy of the existing electric grid have made access to power the most critical constraint for tech giants. The company gives customers the ability to reach power quickly without waiting in grid interconnection queues, which provides a major advantage versus competitors. The U.S.’s rich natural gas resources secure Bloom’s fuel supply, while the system’s ability to run on biogas and hydrogen also offers meaningful flexibility. Industry reports project that AI-driven data center power demand will increase massively by 2030 and that current infrastructure will struggle to keep up. Bloom Energy has proven its product-market fit through large-scale deals with major players like Oracle, Quanta Computer, and American Electric Power. A strategic partnership with Brookfield and a potential $5B investment strengthen the company’s position as a preferred power provider for AI infrastructure projects. The company’s latest financial results show that margins have turned positive thanks to record revenue growth and improving operating efficiency. ..
Technical analysis
It did a retest into the BoS zone and didn’t lose it. That’s good.