Sector: energygrid
Conviction from: CitriniSerenity
Tradable on: Bitget →
Bloom Energy makes solid-oxide fuel-cell systems (Energy Servers) that generate on-site electricity from natural gas, biogas, or hydrogen, and also develops electrolyzers for hydrogen production.
4 tracked filer(s) hold this · 2 opened, 0 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 61 — mean of 4 scored holder(s) · buyers (new/add) avg 49. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
2 disclosed trade(s) by 1 filer(s).
2 disclosed trade(s) by 1 filer(s).
Bullish · 3 mention(s), 1 personal-position post(s) · first 2026-02-21 · last 2026-07-01
“few things:
1. behind the meter seems like a bandaid for the massive GW power required by AI DCs.
2. grid needing massive upgrades isn't a bear case? probably gives them even more pricing power
3. soec and smr are probably later on past 2029, this is a 2year trade.
$XLU is an ETF so I don't need to pick individual winners like $BE. I'm long power/grid as a sector rather than getting the in…” post →
All 3 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-01T04:40:02 | Just some of the more interesting news I came across recently:
1. MS: Revised China humanoid shipments to reach 50,000 in 2026 from 14,000u and 28,000u earlier this year.
2. MS: Probe cards and test sockets likely to be priced hike (precious metal hikes + severe shortage of test pin capacity)
3. … → · 1020 likes · 588,409 views |
| 2026-07-01 | @AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst.
Feels like $OUST, $AEVA and other names were pretty flat until the announcement.
As for energy like $FCEL, $BE, seems pretty fundamental with new upsized contracts → · 162 likes · 45,333 views |
| 2026-02-21 | few things:
1. behind the meter seems like a bandaid for the massive GW power required by AI DCs.
2. grid needing massive upgrades isn't a bear case? probably gives them even more pricing power
3. soec and smr are probably later on past 2029, this is a 2year trade.
$XLU is an ETF so I don't … → · 39 likes · 9,684 views |
| Report | Date | Stance |
|---|
| #114 — Macro Memo: Running Hot | 2026-01-14 | WATCH |
| #109 — Power Struggle: Natural Gas | 2025-10-17 | LONG |