Power

BLOOM ENERGYBE.US

Maker of solid-oxide fuel cells that turn natural gas or hydrogen into electricity on-site. It's drawing attention as a shortcut for power-hungry AI datacenters that can't wait for new power plants. Founded in 2001 by KR Sridhar, a veteran of NASA's Mars program.

CEO KR Sridhar · Founded 2001 · Listed 2018.7 · HQ San Jose, USA · Exchange NYSE · Website bloomenergy.com

Bull 1Watch 1

Predictions & track record (1)

Awaiting grading Two earnings reports landed on the day chip stocks crashed together, revenue up 165% and 104%Score at Teradyne's third-quarter report on whether it actually delivers the $1.2 billion to $1.3 billion of revenue it guided to.

Notable investors holding this stock 2 investors

Based on Q1 2026 filing

Latest SEC 13F filing · U.S. long equity positions

Leopold AschenbrennerSituational Awareness LPQ1 2026 filing · 6.4% of portfolio · Trimmed
Stanley DruckenmillerDuquesne Family OfficeQ1 2026 filing · 0.5% of portfolio · Trimmed

3 related posts

Watch It was not the AI call that broke the fund Aswath Damodaran (Musings on Markets) · 2026-08-11
Bull Two earnings reports landed on the day chip stocks crashed together, revenue up 165% and 104% Serenity (@aleabitoreddit) · 2026-07-28
The scandium problem: a short seller calls Bloom Energy's China bluff Doomberg · 2026-07-14