Bloom Energy
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-14 · ✍️ RoboterminalKorea Let 20 Humanoids Work Without a Fence. The Safety Standard for Them Isn't Written Yet.
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
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Timeline
What changed, and what is the evidence.
Oct 20, 2026 · Post · posted
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This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into bad news, into uncertainty, not to… |
Earnings season is back ‼️ Many AI names are reporting this week. Tuesday: $SPCX Wednesday: $META $LRCX $TXN Thursday: $NOK $BE $MXL $WDC |
A good read going into the different layers of the AI supply chain. Do check it out! https://t.co/CWnAbgqtDj https://t.co/Ar3ZkRav0g |
UBS: "As a reminder, for C2027 we anticipate ~50GW of compute shipments (requiring ~57GW of powered data center including PUE factor) against current visibility for ~38GW of powered shell when excluding early-stage power plant projects. In… |
THIS IS HUGE NEWS FOR BOTH $AAOI and $BE Bloom is supplying fuel cells for an expansion project at AOI's Taiwan subsidiary, through its local partner Leadray Energy. So AOI is bringing its own power on-site instead of just plugging into… |
Breaking: Leopold Aschenbrenner's fund is buying back into its former positions Situational Awareness placed options bets on: • AMD $AMD • Bloom Energy $BE • CoreWeave $CRWV • SK Hynix $SKHY • SanDisk $SNDK • Roundhill Memory ETF $DRAM… |
AI is about to become the biggest fossil fuel customer on earth (Save this). BloombergNEF's data shows incremental generation needed for data centers climbing from a rounding error in 2025 to roughly 1,350 TWh by 2035 and the two largest… |