Ticker archive
What was said about Bloom Energy
This is the TubeRank file on BE. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
BEBloom Energy
$276.53as of 10h ago
The record, in brief
3 calls from 2 channels are on file for BE. None have resolved yet, so there is no hit rate to report. 1 is still pending. The record leans bullish: 2 bullish and 1 bearish.
- On file
- 3
- Hit rate
- —
- Pending
- 1
- Channels
- 2
recorded calls
nothing resolved yet
awaiting a result
2 bullish · 1 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Stock Moe2 callsStrongly BullishThe host highlights that Nancy Pelosi's spouse made large, profitable trades in Bloom Energy, buying dips and holding deep-in-the-money calls, and frames the stock as a key beneficiary of the AI/data-center electricity demand theme. He also notes the stock's upcoming S&P 500 inclusion will force index funds to buy shares, adding a fresh catalyst for upward pressure.
The host highlights that Nancy Pelosi's spouse made large, profitable trades in Bloom Energy, buying dips and holding deep-in-the-money calls, and frames the stock as a key beneficiary of the AI/data-center electricity demand theme. He also notes the stock's upcoming S&P 500 inclusion will force index funds to buy shares, adding a fresh catalyst for upward pressure.
Earlier thesis (1)
Stock Moe highlights Bloom Energy as an AI-power infrastructure play, noting Pelosi's repeated buying on red days and strong fundamentals like 91% revenue growth. He says he likes the stock as a way to play rising AI data center power demand, while acknowledging valuation and legal risks.
Meet Kevin1 callMixedKevin sees genuine business improvement at Bloom Energy—rapid revenue growth, expanding gross margins, and fast fuel-cell deployment times versus traditional natural gas facilities—driven by the AI data center boom. However, he flags heavy customer concentration in Oracle (44% of last quarter's revenue, 73% over six months, plus a related-party AI fund) as a serious risk, and believes the stock's current price already reflects an aggressive growth scenario that may not be sustainable.
Kevin sees genuine business improvement at Bloom Energy—rapid revenue growth, expanding gross margins, and fast fuel-cell deployment times versus traditional natural gas facilities—driven by the AI data center boom. However, he flags heavy customer concentration in Oracle (44% of last quarter's revenue, 73% over six months, plus a related-party AI fund) as a serious risk, and believes the stock's current price already reflects an aggressive growth scenario that may not be sustainable.