BE directional thesis
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.
“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.”85:28claim_id
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