BE Bloom Energy Corp - Ordinary Shares - Class A

$BE tried to tell people to load up on Friday. Not sure how many listened. We all know it’s going back to 300

$BE it’s funny listening to people two weeks ago. The stock was almost $300. In the meantime we had an amazing earnings. It beat estimates for 8 straight quarters and all of a sudden people are saying $210 next week $230 the following week. what are you talking about? This is a low float stock. It has an incredible backlog of future work . The technology here can be used in so many applications. This isn’t just #DATA centers . You can put one of these units in the basement of every skyscraper school hospital . This is kind of technology that can actually help save our planet. If three months ago, you liked his stock at $300. How on earth can you justify being 200 now . The price action here is 100% manipulation if you don’t believe in the stock get out I guess.  I have 6000 shares and they ain’t going anywhere. 

$BE Just a heads up: two days after the last earnings report, BE's stock price increased by 23.36%. Not saying it will happen today but ... it's looking good!

$BE been Hawking this for a year and I loaded today. Impressive company and earnings aside from the fraud selling thus will spring back and glad I’m in for the run and the future of energy. Every house let alone data centers will have this for clean power ! 💪

$BE bloom has been knocked down before and always found a way back stronger. With fundamentals improving, I believe this time is no different. Could it drop more? Sure. But I believe the comeback is coming. The thesis is simple: #1 in clean, fast, reliable power in a world where energy demand is exploding. Patience is key!

$BE They dropped it on good earnings on a Thursday. Kept it down all day on the following Friday so that call options would expire worthless. Then they pumped it early Monday morning before you could buy a call. And if you had bought calls on Friday you would have theta burn over the weekend. Am I missing something?

$BE July 28th after earnings BEAT the stock dropped 15% only to SURGE within 2 days. This time around, the only thing that changed is Bloom spent money to expand their business due to massive increase in demand for their product

$BE This market has turned into a volatility milking machine joke, professional funds milking all the retail or young professionals such as Leopold Ashenbrenner that hope for fast-money with their leverage and options.

$BE No attempt to bomb Iran and possible peace talks between Ukraine and Russia; if we get a good overnight market, it's the perfect setup for shorts to cover as well as bulls to buy the dip on Monday 🤝

$BE I bought big at 190. Been waiting to get back in here since the last sub 200 dip and rip

$BE My thinking is this should recover by at least 10% today from Fridays drop. I get the sector hit from high borrowing costs, but the earnings report was too good to allow the drop that happened on Friday. Loaded up.

$BE back to 200+ tomorrow Now WS is somehow obsessed with “negative cash flow” which actually should be good from growing business. if you want to invest in positive cash flow companies, go buy walmart, verizon, at&t etc.

$BE I know this is tough. I’ve been through worse, and guess what? Things eventually worked out just fine. If you need the cash or see better opportunities elsewhere, do what’s right for you. But if you still believe in the company, sometimes you just need to be patient. I’ve seen companies that weren’t doing very well recover nicely. No one knows the future, but I wouldn’t panic just because things look rough right now. Hang in there!

$BE Not what I expected, but still optimistic for a good recovery next week. The past 24 hours were a clear overreaction after you digest their ER. $210 next week and $230 is still my short-term PT. Have a great weekend folks 🤝

$BE 55 years of stock investing. Always amazed why people won’t buy a company that just reported record earnings at $200 but will wait for it to hit $300 to buy🙃

$BE hold tight take the cheap shares be patient this is not just tied to data centers

$BE $QQQ $SPY everything related to ai will probably double over the next month leading to anthropic ipo. After ipo it might be like space stocks where spacex sucked the life out of them. Hopefully not but we will see

$BE AI trade still has 1 or 2 more runs through 2027. It is not going away. The most beaten down with the most potential will appreciate the most. $CRWV

$BE The combination of contracted demand, improving profitability and a lower price supports taking some exposure before every uncertainty clears. Bloom could grow strongly even if overall AI investment grows more slowly than the most optimistic forecasts. Fuel cells can capture a greater share of the power supplied to projects that proceed. The investment thesis therefore depends on enough funded projects needing power urgently, alongside Bloom's ability to deliver profitably. Bloom is also showing that increased sales translate into operating profits. A recent Reuters article mentions the high demand for fuel cells for AI data centers. This reference should be given more weight with regard to future prospects and a potential rapid stock recovery. At the very least, it suggests a substantial business opportunity and possibly a worthwhile entry point into Bloom Energy, given the general AI concerns, which I consider temporary.

$BE I've been waiting for this move because it really sets up longs. You have to admit it was looking pretty extended there. After hours retest of the lows defended 190 and now begins the uptrend.