{"version":"market-claims.v1","asset":{"symbol":"BE","name":"BE","assetClass":"EQUITY"},"claims":[{"id":"mcl_dc68ba30a755dbf0a5","url":"/trace/claims/mcl_dc68ba30a755dbf0a5","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bloom Energy powers the AI/chip buildout; a monster chart riding the energy-bottleneck narrative.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2758570970?t=1449s","sourceUrl":"https://twitch.tv/videos/2758570970","timecode":"24:09","startMs":1449000,"endMs":null,"excerpt":"His second favorite stock other than Amazon, which we should add to this list actually, is Bloom Energy Corporation, which is just a motherfucking monster, brother."},"performance":{"entryPrice":234.7700042725,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_019cbaf99428767996","url":"/trace/claims/mcl_019cbaf99428767996","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"AI data center infra names like Bloom and Seagate get rewarded with high multiples for being in the right category.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2759336391?t=1513s","sourceUrl":"https://twitch.tv/videos/2759336391","timecode":"25:13","startMs":1513000,"endMs":null,"excerpt":"I think this might be similar to Micron where the beat was so big that people wanted to hear a little bit more. Bloom. This is a mid, the stock sort of waited. Wow, this is nuts. This is one of Chris Camillo's biggest, uh, dude, Bloom is, is gonna run."},"performance":{"entryPrice":226.7299957275,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_46738b6f85f6cf06e9","url":"/trace/claims/mcl_46738b6f85f6cf06e9","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Camillo describes doubling down on Bloom Energy when nobody believed and the selloff made no sense to him, a conviction long he frames as vindicated and aligned with his contrarian method.","confidence":0.72,"expert":{"slug":"chriscamillo","displayName":"Chris Camillo","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/4fc71201-1","url":"/trace/experts/chriscamillo","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2771197785?t=5128s","sourceUrl":"https://twitch.tv/videos/2771197785","timecode":"85:28","startMs":5128000,"endMs":null,"excerpt":"Bloom Energy shit the bed. It was down to $80. Bloom Energy came out to $70. I think it came out to $77. I'm doubling down. I don't care. The reason why it's down makes no sense to me. Therefore, I'm doubling down."},"performance":{"entryPrice":289.7699890137,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_cfc4861730f39f8217","url":"/trace/claims/mcl_cfc4861730f39f8217","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gas turbines are sold out and data centers are desperate for power, so on-site fuel cell makers are booming as the next-best way to make electricity.","confidence":0.72,"expert":{"slug":"doombergt","displayName":"Doomberg","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/c1bc48db-6","url":"/trace/experts/doombergt","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=-XroYgyoNuU&t=3085s","sourceUrl":"https://youtube.com/watch?v=-XroYgyoNuU","timecode":"51:25","startMs":3085000,"endMs":null,"excerpt":"That's gas turbines sold out. So then, okay, can I make electricity with anything other than a gas turbine? All right, well, solid oxide fuel cells by Bloom Energy, their stock is booming."},"performance":{"entryPrice":276.5010070801,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_c8d29fecaba2e9459c","url":"/trace/claims/mcl_c8d29fecaba2e9459c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"On-site power explodes because turbines are sold out for years, and fuel cells can ramp production fast with a quick payback, so the orders flood in.","confidence":0.72,"expert":{"slug":"dwarkesh-sp","displayName":"Dwarkesh Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/c3263695-7","url":"/trace/experts/dwarkesh-sp","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=mDG_Hx3BSUE&t=6344s","sourceUrl":"https://youtube.com/watch?v=mDG_Hx3BSUE","timecode":"105:44","startMs":6344000,"endMs":null,"excerpt":"Bloom Energy's doing fuel cells. We've been like very positive on them for like a year and a half now because they have like such a capability to increase their production and their payback period for production increase is like very fast"},"performance":{"entryPrice":154.5099945068,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_2dd55cf6eeca770d5c","url":"/trace/claims/mcl_2dd55cf6eeca770d5c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"On-site nat gas power lets data centers skip multi-year grid waits and get fast clean-air permits","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"BE","name":"BE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=SFdqX7IY7RY&t=2367s","sourceUrl":"https://youtube.com/watch?v=SFdqX7IY7RY","timecode":"39:27","startMs":2367000,"endMs":null,"excerpt":"if you look at companies like Bloom Energy, it has gone absolutely straight up vertical nuclear. And the reason is because Bloom has a solution that allows you to use nat gas that allows you to do something on site and critically allows you to get your clean air permits very quickly"},"performance":{"entryPrice":207.8600006104,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}