Meet Kevin 对 $BE 的判断变化

《Nancy Pelosi Reveals MASSIVE 7-figure AI Stock Purchase》

Bloom Energy拥有强大的技术和改善的利润率，但对Oracle的严重依赖和其他集中风险使其成为短期交易而非长期基本面买入。

南希·佩洛西的定期交易报告，这是一种花哨的说法，说她逢低买入，可能是她丈夫，但这不重要，因为他们刚刚花费了数百万美元购买Bloom Energy和Intel。

Nancy Pelosi's periodic transaction report, which is a fancy way of saying she bought the dip and it was probably her husband, but it doesn't matter because dang, they just spent millions of dollars buying Bloom Energy and Intel.

我看到至少价值15,000美元的股票购买。我看到行权价为100美元的看涨期权，所以一年后到期时是深度实值。他们在7月24日进行了这些购买，所以像往常一样，已经过去了2个月。哦，实际上不是，正好30天。

距离交易正好30天，所以我们当然晚收到消息，但如果你记住一个月前发生了什么，你会记得那正是Leopold被Leo折叠的时候。谁知道南希·佩洛西有什么内幕信息，但这没关系，因为在24日，股票交易价格在183美元到218美元的高点之间。

这正好在Bloom Energy目前交易价格205美元的行权范围内。

I see at least $15,000 worth of share purchases. I see call options that were purchased with a strike price of $100, so well in the money for a year out. They made these purchases on July 24th, so as usual, it's been 2 months.

Oh, actually no, it's been exactly 30 days. It's been exactly 30 days since the transaction, so of course we get the news late, but if you keep in mind what was going on a month ago, you'll remember that that was exactly when Leopold was getting Leo folded.

Who knows what kind of insider informa- info Nancy Pelosi had, but that's okay because on the 24th, the stock traded between $183 and a high of $218. That's literally in the strike range for where Bloom Energy is trading now at $205.

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