BE Bloom Energy Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
09:54
02 сен
02 сен
Watch BE as Leopold energy holding
Watch BE; listed only as a Leopold 13F energy/power adjacent holding, not an author-owned call.
Сред.
17:38
01 сен
01 сен
Watch BE on power bottleneck thesis
Watch BE as a bottleneck beneficiary of hyperscaler capex growth, with power infrastructure demand accelerating into 2027; author does not state an ownership position.
Сред.
22:46
31 авг
31 авг
The author says they need to look into BE, acknowledging it trades at a similar price to VST.
The author says they need to look into BE, acknowledging it trades at a similar price to VST, but expresses no directional position or forward call.
Низ.
21:22
31 авг
31 авг
Bloom Energy Brookfield EaaS flywheel is goldmine
Buy Bloom Energy because its Brookfield Energy-as-a-Service flywheel has Brookfield funding upfront customer capex, creating a scalable model the author views as a goldmine.
Сред.
20:24
31 авг
31 авг
Long BE as held AI data-center power hedge.
Author explicitly holds a position in BE and frames it as a counterbalance to data-center holdings like NBIS because Bloom can benefit from AI/data-center power constraints.
Сред.
18:58
31 авг
31 авг
Bloom onsite power bypasses grid delays.
Buy/overweight BE because onsite fuel-cell generation can decouple AI data center construction from multi-year grid interconnection timelines; Bloom's first Oracle deployment completed in just 55 days supports the scalability of this infrastructure layer.
Сред.
12:39
31 авг
31 авг
Fuel cells monetize grid delays; BE demand converting
Fuel cells solve AI data-center time-to-power constraints as grid interconnection delays exceed five years. Bloom converts demand into revenue, posting 165.5% YoY growth and margin expansion, with contracted Oracle capacity and Brookfield financing supporting further growth.
Сред.
18:30
30 авг
30 авг
Author agrees with the parent's bullish view on VIST and adds his own long conviction on VST.
Author agrees with the parent's bullish view on VIST and adds his own long conviction on VST, VRT, and BE as favored names.
18:07
30 авг
30 авг
Author agrees with a parent's bullish energy thesis but provides no explicit position.
Author agrees with a parent's bullish energy thesis but provides no explicit position or forward call, so the tickers are indexed as watch.
16:43
30 авг
30 авг
Buy BE on speed and raised guidance
Buy BE for its 90-day modular fuel cell deployment versus multi-year grid alternatives, with raised revenue and earnings guidance and first-time service margins above 20% validating the model.
Выс.
13:58
30 авг
30 авг
Signed capacity converts to deployment revenue
The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.
Низ.
00:05
30 авг
30 авг
BE server needs transformers amid supply constraints
Notes $BE Server requires transformers between the server and electrical distribution amid datacenter supply constraints; no directional view.
Низ.
22:38
29 авг
29 авг
Author discloses large existing positions in Rocket Lab and PL.
Author discloses large existing positions in Rocket Lab and PL, adds 15% to both while holding long-term, and details average costs and price targets for Marvell, BE, and OUST, expressing continued conviction despite potential drawdowns.
Сред.
13:12
29 авг
29 авг
Author disclosed an active/recent position in a self-quoted portfolio update.
Author self-quotes a portfolio update showing this ticker as a new buy, add, top holding, or current position; under strict routing semantics explicit ownership/buy/add is a LONG idea.
09:09
29 авг
29 авг
BE and FCEL favored fuel-cell plays
Go long BE and FCEL as favored BTM fuel-cell energy plays; no detailed catalyst provided.
Сред.
17:44
28 авг
28 авг
BE lagging despite NVDA catalyst, stance unclear
Notes BE trading below pre-earnings levels, observes dislocation without explicit directional commitment.
Низ.
20:43
27 авг
27 авг
Author explicitly states he does not hold NVDA and only made trades today.
Author explicitly states he does not hold NVDA and only made trades today, framing the earnings implications for his invested names as research takeaways rather than current positions.
Низ.
20:27
27 авг
27 авг
"Nvidia power buying is key for BE"
"BE is named among BTM energy providers; author sees Nvidia's power/land procurement disclosure as highly valuable for power generation and grid holders."
Сред.
20:15
27 авг
27 авг
Bloom Energy flagged amid AI power demand
Bloom Energy ($BE) is mentioned alongside a quoted projection that AI compute buildout drives behind-the-meter power demand; the author gives no explicit directional view.
Низ.
17:08
27 авг
27 авг
Monitoring BE webinar for AI insights
Speaker is monitoring an upcoming Bloom Energy webinar on AI power scaling for potential insights, no directional commitment or position stated.
Низ.
10:39
27 авг
27 авг
Buy BE/FCEL on scarcity-driven AI power shift
Buy BE and FCEL as anti-data-center rhetoric shifts winners toward these names, with even lower supply and increased scarcity driving higher ROI despite slower growth.
Сред.
10:00
27 авг
27 авг
A highly upvoted comment flags the “is it too late to buy” crowd for NVDA, MU, NBIS, BE and other “AI trade stocks.” Late-stage FOMO interest in these AI proxies makes chasing risky, but momentum can persist before any reversal. Watch MU, NBIS, and BE for continuation or a blow-off top; avoid blindly adding after the run. No explicit bearish thesis in the thread; these names are still lumped into the AI trade that NVDA is leading.
Низ.
04:18
27 авг
27 авг
Buy AI infrastructure names on Nvidia buildout
Buy AI infrastructure names NVDA, NBIS, MU, SNDK, LITE, BE; Nvidia's data center revenue, rising per-megawatt economics, and $279B supply commitments signal broad AI buildout demand across compute, memory, interconnect and adjacent layers.
Сред.
02:14
27 авг
27 авг
BE flagged as AI power beneficiary after Nvidia earnings.
Author lists BE as a power beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
Сред.
22:47
26 авг
26 авг
Author reports a price gain in BE as of August 26.
Author reports a price gain in BE as of August 26, referencing a prior position disclosure but providing no current forward-looking view or trade action.
Низ.
22:46
26 авг
26 авг
New longs in BE, INTC, AEHR
Own BE, INTC, and AEHR as new long positions; the author discloses opening these three names a few days ago, signaling bullish exposure, though no catalyst is restated.
Сред.
22:19
26 авг
26 авг
Author promotes a Discord community and notes most swings are green.
Author promotes a Discord community and notes most swings are green, but provides no explicit forward-looking positions or trade calls on any ticker.
Низ.
19:07
26 авг
26 авг
Author provides a full portfolio update confirming new and added long positions in GILT, PL.
Author provides a full portfolio update confirming new and added long positions in GILT, PL, RKLB, MRVL, PLTR, and OUST, while noting a prior closed GOOGL position after a 161% gain.
Низ.
03:16
26 авг
26 авг
Funds buy energy stocks for AI power.
Both hedge funds and mutual funds are buying energy and power-related stocks, such as Bloom Energy and transformer companies, to address the massive electricity needs of AI data centers.
Выс.
01:17
26 авг
26 авг
Data center power needs drive SOFC stocks.
The surge in Bloom Energy highlights the data center power shortage issue, benefiting SOFC (Solid Oxide Fuel Cell) related stocks like Doosan Fuel Cell and Sebang Battery, which can provide rapid energy supply solutions.
Сред.
Об аналитическом покрытии BE
Buzzberg отслеживает BE (Bloom Energy Corporation) в 92 источниках. Бычьих сигналов: 163, медвежьих: 2, от 110 аналитиков. Сентимент преимущественно бычий (33%). Всего отслеживается 488 торговых идей. За последние 7 дней: бычьих: 9, наблюдение: 15. Последние спикеры: aleabitoreddit, ParadisLabs, endicottinvests.