BE 全部观点

BE 这一页 20 条观点条目,其中 1 条方向发生变化。

在本页筛选
Invest with Henry发布 2026-09-24
《The Only 2 Indicators I Use to Make $60,673/month Options Trading》
$BE看跌
Bloom Energy 被归类为风险过高且估值过贵。

这是 Bloom Energy,一只非常热门的股票,它之所以出名是因为 Nancy Pelosi。嗯,这是部分原因。Bloom Energy 本身也有很有意思的业务,但来看看这里的技术分析。

Here's Bloom Energy, a very popular stock that gained its fame because of Nancy Pelosi. Well, that's part of the reason. Bloom Energy also has an interesting business, but take a look at the technical analysis here.

你看,当 Bloom Energy 在某个区间内横盘整理时,布林带相当窄。它稍微小一点,并不很宽。然后,当 Bloom Energy 经历大量波动、开始向下交易并面临大量负面动能时,布林带就显著扩大了。

它在下跌期间会明显变宽。这是因为波动越大,意味着该股未来有更多可能进一步移动,无论是向下还是向上。

See, when Bloom Energy was moving sideways within a certain range, the Bollinger Band was fairly narrow. It was a little smaller and not very wide . Then, when Bloom Energy experienced a lot of volatility and started trading downwards and facing a lot of negative momentum, that's when the Bollinger Band widened significantly .

It widens noticeably during downturns. That's because more volatility means there are more possibilities for the stock to move further in the future, either downwards or upwards.

更早的记录
Schwab Network发布 2026-09-21
《Options Corner: BE Joining SPX, Strong Technical Trends Power Stock》
$BE看涨
BE 展现出强劲的技术趋势与出色表现;尽管近期有所降温,其在替代能源基础设施领域依然表现突出,关键支撑位在纳入指数前保持完好。

是的,Bloom 在这里的表现异常强劲而出色。我们还可以看到,即便在替代能源基础设施公司之中,它也是一家出类拔萃的公司。

Yes, there is an exceptionally strong and outstanding performance from Bloom here. We can also see that it is a standout company even among alternative energy infrastructure companies here.

但近期我们看到的是价格走势出现了一定程度的缓和。过去十二周里我们记录到一个高点 351.28,此后便一直向下运行。不过我们突破了蓝色的下降趋势线。蓝色的长期上升趋势线仍然有效,但已被一条更陡峭的、指向上的白色趋势线所取代。

所以,目前我们在 280 附近触及了一个高点。周五看起来我们可能会跌破下降趋势线,但今天的盘前活动很可能已把我们强劲地推回该水平之上。

But what we have seen recently has been a kind of moderation in price movement. We recorded a peak at 351.28 during the past twelve weeks, and since then we have been trending downwards.

But we broke through the downtrend line in blue. The long-term upward trend line in blue is still in place , but it has been replaced by a sharper white trend line pointing upwards.

So, for now, we have reached a high point around 280 . Friday looked like we might break the downtrend line, but today's pre-market activity has likely pushed us back strongly above that level.

他说在等
价格走势相对于295成交量分布上沿与265下沿的表现
突破295上方或跌破265下方
近期图表分析
突破295上方支持上行动能延续;跌破265下方则削弱看涨的技术结构
更早的记录
Benzinga发布 2026-09-17
《Stocks Shrug Off A Hawkish Fed? | PreMarket Playbook + All Access | September 17, 2026》
$BE看涨
Bloom Energy 正突破一个技术形态,具备进一步上行的条件,下一阻力位在 300。

Bloom Energy。我也看到越来越多 Bloom Energy 的广告。13。我很想听听你对这一只的看法。今天我们正在突破这个形态。我认为这一只实际上有点准备好在这里走高。

我看到另一个重要阻力位在 318。我们大概在 300 这个整数关口也会遇到一个。但你怎么看这里的这个形态?我们基本上已经两次测试了 200,从那里开始往上推,重新收复了其他一些移动平均线,我们在 100 上方完成了整理,而今天看起来我们正试图向上突破这个结构。

Bloom Energy. I'm also seeing more and more advertisements for Bloom Energy. 13. I would love to hear what you think on this one. Um today we are breaking out of this formation.

I think this is actually kind of set up to move higher here. I see another significant resistance level at 318. We probably get one also at 300 for the round number. But what do you think about this formation here?

We, you know, we've basically tested the 200 twice, started to push up from that, recaptured some other moving averages, we've consolidated above the 100, and now today it looks like we're trying to break the structure to the upside.

更早的记录
Jose Najarro Stocks发布 2026-09-16
《AI Stocks Go Crazy with FOMC RATE HIKE!!》
$BE看涨
Bloom Energy 是唯一可行的 AI 能源股,竞争对手并不可信。

在我看来,唯一真正说得通的 AI 能源标的只有 Bloom。其他一切都是假的,燃料电池技术,所有这些东西。

The only real AI energy play that makes sense is Bloom in my opinion. Everything else is fugazi, fuel cell technologies, all this stuff.

Bloom 是全年唯一真正说得通的能源标的,除了像石油和天然气公司之外。

Bloom's the only real energy name that's made sense all year outside of like oil and gas company.

Benzinga发布 2026-09-11
《Can A Hot CPI Force a Fed Rate Hike? | PreMarket Playbook | September 11, 2026》
$BE看涨
BE 的技术形态显示可能突破280并升向300。

没关系。它来到 65 EMA 并看起来要反弹。这在盘前其实有一个还不错的形态。这里有一条趋势线,也许代表一个目标。我们拭目以待。这东西看起来正在蓄势。

It's okay. Be came into the 65 EMA and looked like it was going to bounce. This actually had an all right setup here in the pre-market. Uh here is a trend line that maybe represents a target.

We'll see. This thing looks like it's setting up.

这看起来像是 Bloom Energy 正试图蓄势突破 280。几天,你知道,其实就是这周,周二和周三。两天都在试图突破那里,在那之后耗尽动能,这东西昨天又回来了,几乎向下回补了缺口。

所以,我认为这就是 Bloom Energy 这里要关注的水平,就是突破 280。看起来如果我们突破它,我们可能到达下一个阻力区,看起来是 300。

this looks like it's trying to uh Bloom Energy is trying to set up to make a break over 280. Uh couple of days, you know, uh this is uh actually this week, Tuesday and Wednesday.

Uh both days trying to push through that uh after that ran out of gas, this thing came back in u yesterday, almost filled the gap to the downside. So, I think that's I think that's the level to watch for here with Bloom Energy is a break through uh 280.

Uh looks like if we get that, we could uh come up with the next resistance area, which looks to be 300.

他说在等
价格突破280
高于280
短期行情图表
确认看涨形态并指向300;若失败则削弱即时突破的逻辑
更早的记录
《Oil at $100: What the Iranian Tanker Strike Means for Your Money》
$BE看涨
BE 是一项有利的持仓,理由包括技术面强劲(位于 50 日均线上方)、AI 能源需求带来的主题顺风以及高收益率。

我喜欢 Bloom Energy。但这并不意味着你也必须喜欢它。意思是,如果你看好这只股票,可以开始研究它,不过我喜欢它站上 50 日移动均线,现在它开始向上走,而且已经有几天的良好成交量在帮它一把。

Well, I like Bloom Energy. Doesn't mean you need to like it. It means to mean if you like this one you could start researching it, but I like it over the 50-day moving average and it's now starting to move up and it's got a couple of days of good volume on it to kind of help it out.

The Motley Fool发布 2026-09-10
《4 Energy Stocks NVIDIA Can't Survive Without》
$BE未站边
Bloom Energy 快速的数据中心供电能力推动增长,但高估值指标意味着投资需谨慎。

Bloom Energy 之所以在过去一两年里成为投资者眼中的大赢家,是因为它能够极其迅速地让这些数据中心通电。

The reason that Bloom Energy has become the huge winner that it's been over the past year or two for investors is because they can power up these data centers extremely quickly.

而讽刺之处在于,Bloom Energy 向投资者宣传的核心卖点,即便在疫情期间也是:这将是一家绿色能源公司。我们将能够通过电解制造氢气。我们将能够借助 Bloom Energy 燃料电池,非常轻松且低成本地把氢气转化为电力。

如今这一切基本都被搁置了,我们又回到了 Bloom Energy 一直以来的运作方式,也就是实际上以天然气作为燃料来源。

And the irony here is Bloom Energy's basically pitch to investors even during the pandemic was this was going to be a green energy company. We were going to be able to make hydrogen through electrolysis.

We were going to be able to turn that hydrogen into power very easily and cost effectively with Bloom Energy fuel cells. Now that's all kind of off the table and we're going back to the way that Bloom Energy has always run and that was actually operating with natural gas as the fuel source.

Invest with Henry发布 2026-09-08
《IREN Wheel Strategy Options Explained | How I'll Make $5K In Premium This Week!》
$BE看涨
说话者对BE持乐观态度,并以近期的大额盈利作为背景。

最近我讨论过的股票之一是 Bloom Energy,我们从中获得了巨额利润,真的是巨额利润,部分原因是——我不想居功——因为它涨了这么多,我甚至都没预料到,但这是成为这个社区一员的好处之一。

Now, one of the stocks I've discussed recently was Bloom Energy, and we've made huge profits, literally huge profits from Bloom Energy, and part of that—I don't want to take too much credit—is because it's gone up so much, I did n't even expect it, but that's one of the perks of being part of this community.

这就是我对 Bloom Energy 感到乐观的原因。

That's why I'm optimistic about Bloom Energy.

更早的记录
Schwab Network发布 2026-09-08
《Bloom Energy Joining SPX: What AI Growth Means for BE Earnings》
$BE看跌
BE在标普500指数纳入消息后已超买,预计回调/阻力位在300附近,因为指数纳入带来的涨幅通常会消退。

让我们来看看 Bloom Energy。我们有去年的数据。哇,那是一只波动性很大的股票。该股波动显著,更像是对人工智能基础设施的押注。

Let's take a look at " Bloom Energy". We have last year's data. Wow, that was a really volatile stock . The stock has moved significantly, and it's more like a bet on the AI infrastructure.

它受到了7月份大量抛售的影响,股价从350跌至160左右。波动巨大,但自7月29日收于最低点163.75以来,该股已上涨66.5%。自7月29日以来仅上涨。因此,对于Bloom Energy的股票来说,这确实是一次令人印象深刻的复苏。还有很多新闻,或者说是大新闻,我们需要讨论。

It was affected by the heavy selling in July, with the stock dropping from 350 to around 160. Huge fluctuations, but since July 29, when it closed at its lowest point at 163.75, the stock has risen by 66.5%.

Just a rise since July 29th. So, it's a truly impressive recovery for Bloom Energy shares. There is also a lot of news, or rather big news, that we need to discuss.

更早的记录
Benzinga发布 2026-09-08
《Oil Tops $99! Iran, CPI Fears Hit Stocks | PreMarket Playbook + T3 Live | September 8, 2026》
$BE看涨
BE 因标普500消息而突破,$300 是关键阻力位,若突破则下一目标为 $350。

此外,显示收藏和交易者收藏的Bloom Energy也将加入。这最近绝对是一个怪物。即使在回撤到200之后,它实际上提供了一些相当好的动作。这看起来像是试图突破。

Also, show favorite and trader favorite Bloom Energy also set to join. This has been an absolute monster recently. Uh even after its pullback to the 200 here, it actually provides some pretty good action. This looks like it's trying to break out.

是的,这一直是经典的逢低买入,每次你都能在Bloom Energy这样做。而且特别是来自加密货币方面的友好环境。所以,是的。

Yeah, th this has been a classic buy buy the dip every time that you can in Bloom Energy. It it um and especially with with uh a friendly environment from the crypto side. So, yes.

他说在等
价格相对于300美元阻力的走势
突破300美元
近期图表
支持向350美元移动;未能守住则表明过度延伸
Schwab Network发布 2026-09-08
《Tuesday's First Moves: BE Joining SPX, AMGN & NVS Fall, PANW Downgrade》UBS
$BE看涨
BE股票因被纳入标普500指数而上涨,瑞银将其目标价上调至325美元,并认为有超过20%的上涨空间。

我们来谈谈“Bloom Energy”,这个名字被我们的许多嘉宾选中,现在关于它有大新闻。是的,Bloom Energy有大新闻。其股价今早大涨。该股目前上涨超过7%,或接近8%,原因是它将加入标普500指数的消息。

它将于9月21日加入这个覆盖最广泛的美国股票基准指数。

Let's talk about "Bloom Energy," a name chosen by many of our guests, and now there's big news about it. Yes, big news for Bloom Energy. Its shares are booming this morning. The stock is currently up more than 7 %, or nearly 8% , on the back of news that it will be added to the S&P 500 index.

It will join the broadest benchmark of US stocks on September 21 .

Invest with Henry发布 2026-09-05
《Bloom Energy Just Got HUGE News — Here’s What I’m Doing (BE)》
$BE看涨
Bloom Energy 股价将很快升至约每股 300 美元,受 AI 电力需求、电网限制以及纳入标普 500 指数带来的指数基金强制买入推动。

我对 Bloom Energy 有巨大的兴趣。看看那个箭头。四天前,当股价为 215 美元时,我谈到了 Bloom Energy。现在,该股表现惊人。五天后,它上涨了 20%。目前股价为 266 美元。

I have a huge incentive for Bloom Energy. Take a look at the arrow. Four days ago, I talked about Bloom Energy when the stock price was $215. And now, the stock took off spectacularly.

After five days, it rose by 20%. The stock price is now $266.

未来 Bloom Energy 最大的催化剂之一是其被纳入标普 500 指数。Bloom Energy 将在 9 月 21 日交易开始前正式进入标普 500 指数。

One of the biggest catalysts that will happen to Bloom Energy in the future is its inclusion in the S&P 500 index. Bloom Energy will officially enter the S &P 500 index before trading begins on September 21.

他说在等
9月21日纳入标普500指数后的股价走势
持续上行动能,向300美元迈进
短期(9月21日之后)市场价格走势
若动能持续则支持看涨论点;若投资者热情消退导致下跌则削弱论点
更早的记录
InvestAnswers发布 2026-09-02
《Don't Trade September Until You See THESE Charts 📉🔥》
$BE看跌
应避免BE,因其估值极高(市盈率281)、收入增长放缓且利润增长不稳定。

哦,Jason持有“Bloom Energy”。Bloom Energy是Nancy Pelosi的最爱股票。她非常喜欢它。我很早就介入了,它是去年的最爱股票。我想它是“B”,对吧?

好的。哦,它已经在我的列表上了。那么,“Bloom Energy”在哪里?你在哪里?那里应该有一对。好的。那么,这个也是。疯狂增长。它的表现非常好。趋势仍然向下。它在212水平附近波动,即第四级。

我会等到它的走势改变。嗯,让我们再看看财务数据。让我们看看他们有什么。市盈率是281。非常昂贵。好的。现在,如果他们即将制造自动驾驶汽车和人形机器人,我不会对此有异议。但这种情况,我有异议。

它极其昂贵。收入增长似乎在放缓,利润增长波动且不稳定。我知道他们在建设人工智能和天然气方面需求很高,但我会接近它吗?不。两者都不会。嗯,我认为有更安全的选择。

Oh , Jason owns "Bloom Energy". Bloom Energy is a favorite stock of Nancy Pelosi. She loves him very much. I got in early and it was the favorite stock last year. I think it's "B" , right?

Okay. Oh, it's already on my list . So, where is " Bloom Energy"? Where are you ? There should be a pair there. Good. So, this too. Crazy growth. His performance is very good. The trend is still downward.

It is fluctuating here at the 212 level, the fourth level. I will wait until his course changes. Um, let's take another look at the financial data. Let 's see what they have. The price-to-earnings ratio is 281.

Very expensive. Good. Now , if they were on the verge of creating self-driving cars and humanoid robots, I wouldn't have a problem with that. But this situation, I have a problem with it.

It is extremely expensive. Revenue growth appears to be slowing, and profit growth is fluctuating and unstable. I know they are in high demand for building artificial intelligence and natural gas, but would I get close to it ? no. both. Um, I think there are safer options.

Meet Kevin发布 2026-09-02
《Stock Recovery? Dell SKYROCKETS, Yields/Oil Drop》
$BE未站边
BE目前处于停滞状态;若在30天内突破6.55-6.66的阻力位,目标价为8.26(历史高点)。

我要没钱了。哦,是的。我们也看看Bloom Energy。所以让我们把Bloom加进来。Bloom Energy。是的。即使Bloom不断有这些疯狂的盈利和信息出来,老兄,他们被困住了。

天哪。好吧。我认为这真的只是开始。它必须……我真的希望看到它突破这个通道,这条线。所以,比如说,如果你在接下来的30天内突破,你实际上需要突破655到666。如果你能突破那个,你就能很快达到8.26。

我们只需要突破那里的那个障碍。826,然后那将是历史新高。

I'm going to run out of money. Oh yeah. Let's look at Bloom Energy as well. So let's throw Bloom in here. Bloom Energy. Yeah. Even though you've got these crazy earnings and and information that keeps coming out on Bloom, man, they are stuck.

Dang. All right. I think uh this is really just a start from that. Uh it's got to it it really I want to see it break through this channel right here, this line. this. So, you know, say you break through in the next 30 days, you're really looking at you need to break through 655 to 666.

If you could break through that, you could get to 8.26 really fast. We just got to get through that crap right there. 826 and then that'll be alltime high.

他说在等
价格相对于技术阻力的走势
突破6.66
未来30天市场价格数据
支持向8.26移动;未能突破则使其保持“卡住”状态
更早的记录
《9-2-26 Q&A Wednesday: What Are Markets Waiting For?》
$BE未站边
Bloom Energy基本面稳健,且能很好地把握近期数据中心需求,但其估值偏高、贝塔值较高,因此建仓时需谨慎控制仓位。

所以,Bloom没问题,完全没问题。他们最近经历了一次相当明显的回调。他们为数据中心提供能源电力,这当然是其中之一。

So, Bloom is fine. Uh, no problem at all. They've been under a fairly, you know, decent correction here as of late. uh they provide energy power um to data centers and that's certainly one of those

Bloom没问题,完全没问题。他们最近经历了一次相当明显的回调。他们为数据中心提供能源电力,这当然是其中之一。再说一次,GEV是发电侧。但是的,Bloom Energy没问题,它最近经历了一次相当明显的回调,让我看看能不能调出图表,看看我这台电脑今天早上是否配合。

Bloom is fine. Uh, no problem at all. They've been under a fairly, you know, decent correction here as of late. uh they provide energy power um to data centers and that's certainly one of those and and again you know GEV is the generation side.

Uh but yeah so Bloom Energy is fine again it's been under a fairly let me see if I can pull up a see if my whisbang computer over here will actually cooperate with me this morning.

Invest with Henry发布 2026-09-01
《Bloom Energy Stock Could EXPLODE — Here’s My Strategy (BE)》
$BE看涨
看好BE,因为Power Connect将安装时间缩短超过40%,且AI需求强劲;预计价格将在20天内达到240美元。

各位,我们得谈谈 Bloom Energy。这只股票隐含波动率很高,这也是我今天视频的重点。我想给你们分析一下 Bloom Energy。

Guys, we got to talk about Bloom Energy. This stock has a lot of implied volatility, which is the focus of my video today. I want to give you analysis on Bloom Energy.

8月19日,Bloom 推出了 Power Connect。过去两周,我的社区一直在问我很多关于这只股票的问题,我也在我的频道上报道过几次。这非常有趣。但现在我认为这是投资者运行一个期权策略的绝佳机会,我稍后会讨论。

但首先,我想给你们一个技术分析的分解,以及我认为 Bloom Energy 接下来会发生什么。

So on August 19th, Bloom introduced Power Connect. And for the past two weeks, my community has been asking me a lot about this stock and I've covered it a couple times on my channel.

It's been very interesting. But now I think this is a perfect opportunity for investors to run an option strategy that I'll discuss later. But first I want to give you a breakdown of the technical analysis and what I think is going to happen with Bloom Energy next.

Stock Moe发布 2026-08-28
《URGENT! 🚨 NANCY PELOSI 🚨 Just Bought WHAT!!! 3 Best Stocks To Buy NOW!》
$BE看涨
尽管存在高估值和法律风险,Bloom Energy仍是押注AI数据中心电力需求的不错长期标的。

我们要讨论的是 Bloom Energy。此前可能略过了这只股票的数据。Bloom Energy 的收盘价为 218.21 美元。

What are we talking about? Bloom Energy. Bloom Energy here, guys. I think I skipped right over that. Bloom Energy closed at 218.21.

Bloom Energy 的市值约为 642.7 亿美元。共有 29 位分析师给予买入评级,目标价为 275 美元。

Bloom Energy has a two a 64.27 billion market cap. 29 analysts rated a buy with a $275 target.

Bloom Energy 是我一直密切关注的标的之一。接下来我将对其进行更深入的研究,现在我们就调出它的走势图进行分析。

Yeah, Bloom Energy. That's one I've I've always kept my eye on. I'm definitely going to be looking into that more, which we can do right now. Let's Let's pull up the chart on Bloom Energy.

Verified Investing发布 2026-08-25
《Yields Drop Ahead Of PCE And NVDA Earnings Tomorrow》Nancy Pelosi
$BE看涨
BE看涨;Pelosi的买入和图表位置暗示上行空间,日收盘价高于趋势线将增加触及240.97美元的可能性。

接下来是BE。BE今天出现在新闻中,因为消息称南希·佩洛西宣布她购买了一些BE的看涨期权,这些期权在明年夏天到期。目前尚不清楚她何时购买这些期权,但你可以看到股票今天上涨了6.58%。

她还购买了个股,据我所读。然而,将其放在你的雷达上,她的交易记录相当不错。想知道为什么?然而,这告诉我BE的下一个目的地是图表上的上涨。正如你在这里清楚看到的,这条黄色水平趋势线,我们在最近的交易行动中被卡在那里。

这是要突破的线,要日线收盘高于它,这将增加我们移动到下一个水平的概率。所以,第一个要担心的是240.97美元。

Uh next up on BE, guys. BE is in the news today because news broke that Nancy Pelosi did announce that she did pick up some BE calls that do expire in the summer of next year. Now, it wasn't clear when she did purchase those calls, but you can see here from the stock we did all also reach up 6.58% today.

She also did buy individual shares from what I have read. However, putting this on your radar, she's got a pretty good trading track record. Wonder why? However, that tells me the next destination for BE is up on the charts.

As you can see here clearly this yellow horizontal trend line we have been jammed up there on the most recent trading action. That's the line to beat, the line to put a daily close above that will increase probabilities for us to move up to the next level.

So, the first one to worry about right here, $240.97.

Meet Kevin发布 2026-08-24
《Nancy Pelosi Reveals MASSIVE 7-figure AI Stock Purchase》
$BE未站边
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.

更早的记录
Meet Kevin发布 2026-08-24
《Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate》
$BE未站边
Bloom Energy是关键的AI硬件投资标的,增长强劲且利润率改善,但客户高度集中于Oracle以及利润率上行空间有限,使其更像短期动量交易而非基本面买入;公允价值在90至178美元之间,股票AI目标价为124美元。

人们也对Bloom Energy感到非常非常兴奋。这家公司确实已经回落了很多,而且他们有非常大的涡轮机。我开玩笑的。他们没有涡轮机。呃,他们是一家燃料电池公司,而且他们在那些燃料电池上有相当不错的定价权,因为你可以在大约三到四个月内安装好它们,比安装天然气涡轮机快得多。

而且我并不完全理解它是如何工作的,但我认为你可以基本上通过化学方式将天然气转化为能源,而不只是点燃它,这非常吸引人。呃,这看起来有点酷。总之,那一直是数据中心的一个重要组成部分,因为嘿,我可以更快地建立数据中心。

你知道,建造你自己的天然气设施需要数年时间,更不用说获得许可了。这太疯狂了。所以,呃,我们拭目以待。

People have also been very very excited about Bloom Energy. This one has really been retracing down a lot and they have very large turbines. I'm just kidding. They don't have turbines.

Uh they're a um they're actually a fuel cell play and they they have pretty good pricing power on those fuel cells because you can set them up in like three to four months substantially faster than you can set up natural gas turbines.

And I don't really understand fully how it works, but I think it's very fascinating that you could basically chemically turn natural gas into energy uh without just lighting it on fire.

Uh which is that's seems kind of cool. Anyway, that's uh that's been a big uh data center uh component because hey, I could stand up a data center way faster. You know, it takes years to build uh like a you know, your your very own natural gas facility, let alone to get the the permitting for it. It's crazy. So, uh we'll see.

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