Nicolas

I just published my deep dive on $BE Bloom Energy. AI data centers need power now, but grid connections can take 5 years and Bloom is one of the few companies that can get reliable on site power running in months Q3 revenue grew 138% YoY and $BE is scaling manufacturing capacity toward 5 GW. I went deep into the industry, TAM, business model, competitive advantages, financials, cash flow, valuation scenarios and risks Cheap or expensive at $173? Link in the comment

Jensen and the boys heading to the Bunny Ranch after the divorce

Big earnings week ahead for my portfolio Monday, November 9 - $RKLB - $HIMS - $ABCL - $ASTS Tuesday, November 10 - $LPTH Thursday, November 12 - $NBIS Going to be a busy week! Which earnings are you most looking forward to?

Revenue growth of $BE is very impressive In just the first 9 months of 2026: > Revenue reached $3.05B, already 51% higher than ALL of 2025. > GAAP gross margin climbed to 32.7%, up from just 12.3% in 2022. Revenue is exploding, and margins are improving at the same time But how much is already priced in?

$BE bulls, genuine question. At $173, $BE is trading at: > Market cap: $51B > Enterprise value: $54B > 2026 revenue guidance: $4.4 - 4.6B > Q3 revenue growth: +138% > EV/2026 sales: 12x > EV/2026 adj. EBITDA: 51x > YTD free cash flow: $42M Im genuinely curious what $BE bulls think Do you consider the stock cheap at $173?