@AlexWalker 3 weeks ago
Is Bloom Energy still worth buying?
Is Bloom Energy still worth buying?
is getting more attention as investors look at the growing demand for reliable power from AI data centers.
Bloom Energy's fuel-cell technology could benefit from the massive push to expand energy infrastructure, especially as data centers need more power and traditional grid capacity can take years to build.
The opportunity is interesting, but the stock has already attracted a lot of excitement, so valuation and execution matter from here.
Do you think still has plenty of upside, or has the AI power trade gotten too crowded?
@BrianHoward 3 weeks ago
honestly the energy demand for ai is huge so Bloom Energy seems like a good play. do you think they can actually scale fast enough to meet the demand?
