tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

BE

BE - equity - source-backed public claims only.

6published claims

6 longbullish claims

0 shortbearish claims

Asset timeline

Notthreadguyother/ Apr 27

person

BEBloom Energy powers the AI/chip buildout; a monster chart riding the energy-bottleneck narrative.

directional thesisLONGpublishedothernot a verified trade

BBEBELONG

Bloom Energy powers the AI/chip buildout; a monster chart riding the energy-bottleneck narrative.

$234.77

— pending

SourceNvidia ATH! Stocks are SOARING.. USA vs Iran Stalemate

“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.”

evidence attachedpaste author pricesource span24:09

Notthreadguyother/ Apr 28

person

BEAI data center infra names like Bloom and Seagate get rewarded with high multiples for being in the right category.

directional thesisLONGpublishedothernot a verified trade

BBEBELONG

AI data center infra names like Bloom and Seagate get rewarded with high multiples for being in the right category.

$226.73

— pending

SourceBubble Boi INTERVIEW (5PM EST)! Stock Market DOWN… Sam Altman vs Elon?! OpenAI in Trouble?

“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.”

evidence attachedpaste author pricesource span25:13

Chris Camilloother/ May 13

person

BECamillo 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.

directional thesisLONGpublishedothernot a verified trade

BBEBELONG

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.

$289.77

— pending

SourceTrump Is In CHINA?! Stocks ALL TIME HIGH, BTC looks BAD! + Chris Camillo TODAY

“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.”

evidence attachedpaste author pricesource span85:28

Doombergyoutube/ May 12

person

BEGas 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.

directional thesisLONGpublishedyoutubenot a verified trade

BBEBELONG

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.

$276.50

— pending

SourceTrial Update, AI SPVs, Interaction Models, eBay Rejects, BuzzFeed Sold

“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.”

evidence attachedpaste author pricesource span51:25

Dwarkesh Podcastyoutube/ Mar 13

person

BEOn-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.

directional thesisLONGpublishedyoutubenot a verified trade

BBEBELONG

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.

$154.51

— pending

SourceDylan Patel — The single biggest bottleneck to scaling AI compute

“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”

evidence attachedpaste author pricesource span105:44

All-In Podcastyoutube/ Apr 17

person

BEOn-site nat gas power lets data centers skip multi-year grid waits and get fast clean-air permits

directional thesisLONGpublishedyoutubenot a verified trade

BBEBELONG

On-site nat gas power lets data centers skip multi-year grid waits and get fast clean-air permits

$207.86

— pending

SourceOpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

“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”

evidence attachedpaste author pricesource span39:27

JSON

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.