Calls
2
KR Sridhar
Founder and CEO, Bloom Energy
Win Rate
100.0%
return
+71.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 08
$121.67
+119.4%
Bloom is the best choice for on-site power with a technology moat, firm/reliable/clean/cost-effective power, and unmatched time-to-power. It has announced its first Oracle data center installation and reiterates it will deliver capacity within 90 days of signing. It is deliberately expanding capacity from 1GW to 2GW by end-2026 when demand and pipeline justify, with potential to 5GW. Its fuel cells provide 75% more power than a 50MW turbine from the same gas due to higher efficiency, positioning Bloom as the right solution at the right time.
Clean Energy
Long
Jan 08
$52.06
+23.2%
AI-related spending and infrastructure buildout are secular and will last a long time. Hyperscaler investments in the U.S. are running at roughly $2 billion of capex per day in 2025, so the demand for supporting infrastructure and power is durable rather than a short-term cycle.
Thematic ETFs
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
KR Sridhar has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: BE, AIQ, ON-SITE POWER FOR DATA CENTERS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
