$BE Bloom Tape Reports
Per Ticker.id: $BE Bloom Tape Reports — 23 podcast mentions across 10 podcasts (30 days), latest 2026-08-25 21:26 UTC.
Okay, if you look at high beta software from around September 2025 to around April 2026, if you own very high growth, not very profitable software companies, there's a good chance you were down 50%, 60%, 70%, maybe more for some names. And so people have this embedded fear, either they lived it themselves or they've been taught about it, this dot-com collapse, this nuclear winter. But it happens from time to time in all sectors, and it will come to semiconductors as well. It just hasn't happened yet. My own view is we're probably in the final innings of a big run-up in semiconductor bull markets. I think that the June high was an artificial high induced by sucking people into those situational awareness names. The end of July low was a wrecking ball, very skillfully swung by Citadel. Again, situational awareness on one hand and Jane Street on the other. And then the run-up you're seeing now, just maybe the start of a run to new highs before a correction, is a result of some actual price discovery returning to the market. Nvidia, their guide for this quarter is strong. I'll be very surprised if they didn't hit or beat their numbers. So I don't think there's any question about whether that company is continuing to do well. The price reaction, as you say, will determine a lot things across the market, not just the Nvidia stock price, but all of your applied opticals and Marvells and even Bloom Energy's data center derivative stocks like that. So to your point, Nvidia earnings is probably more important than Jackson Hole, I would have thought.
Alex King — Investing Experts · Don't sleep on software · 2026-08-25And you'll see this in our Seeking Alpha where we cover about, I think, 80, 80 single stock names and ETFs now, all US companies and stocks. We've recently added two verticals. So we've always been strong in tech, defense, and space, We've added two fantastic industry experienced analysts, one in biotech, one in energy. And what we found in our business is the analysts who work at Cestrian, myself included, don't come up through a standard Wall Street background. My background was leveraged buyouts, and before that, venture capital in technology. And I had to learn public markets from scratch, but I knew the ins and outs of those markets and the companies and the technologies pretty well. And we found that bringing people in that aren't financial analysts by background, but they do know their domains has worked great for us. So we have a terrific biotech analyst, Nathan Brinkman, comes from a manufacturing engineering background in biotech. So his previous jobs were essentially, here is a molecule and your job is help to turn it into a finished drug. And obviously that's a colossal exercise, but his engineering responsibility, expand that journey within pharmaceutical companies. And it gives him wonderful insight into the companies he covers. He's learned also to become a terrific fundamental and technical analyst. And we've had some really big successes from Nathan's work, multiple very successful calls on Moderna, on BioNTech, on Incyte, and many other names. We also are really delighted to have Preston Schultz. Preston is an energy sector engineer by background, involved mostly in alternative sources, so solar and one or two other things, and brings, you know, real genuine expertise into things like, you know, data center power supplies, your Bloom Energy to the world. And coverage from Preston and from Nathan are live now in Growth Investor Pro. And I'm delighted they've chose to join us and they've done great work so far. And I'm confident they'll continue to do so.
Alex King — Investing Experts · Don't sleep on software · 2026-08-25For data center developers, power availability is the defining challenge, but it's not the only one. Today, growth also hinges on earning a community's trust. Bloom Energy solves for both. Bloom's fuel cell platform delivers onsite power for the digital age, sustainable, reliable, and scalable from tens to hundreds of megawatts. Bloom generates electricity without combustion, meaning lower emissions, minimal water use, and quieter operation than conventional solutions. That's why developers and utilities turn to Bloom to power their operations. And you can learn more at bloomenergy.com. Catalyst is brought to you by Engie. Your business has enough challenges. Energy shouldn't be one of them. That's why Engie builds tailored energy solutions around real business needs to support growth, strengthen predictability, and move businesses forward. Because real power comes from shared expertise and relationships that outlast the paperwork. Learn more at ngresources.com. That's E-N-G-I-E, ngresources.com.
Speaker C — Catalyst with Shayle Kann · Can AI revolutionize grid operations? · 2026-08-20When building a data center, the two hardest problems aren't technical. They're speed to power and earning community support. And that's where Bloom Energy comes in. Bloom's fuel cell platforms deliver fast, reliable electricity without combustion. For local communities, installing a Bloom system means lower emissions, minimal water use, and quieter operations compared to conventional solutions. The track record backs it up. For over 25 years, hospitals, universities, and utilities have trusted Bloom Energy to power communities where safety is top of mind. If you are building infrastructure where delays are not an option and community support is key, your power choices matter. Visit bloomenergy.com to learn more or the link in the show notes. When it comes to energy, the best solutions don't start with a product. They start with understanding your business. Engie works with customers to understand their goals, operations, and challenges before building solutions to their energy needs. Because while Engie knows energy, No one knows your business like you. And because the work doesn't stop once the paperwork is signed, NG helps turn energy plans into outcomes. Learn more at ngresources.com. That's E-N-G-I-E, ngresources.com, or click the link in the show notes.
Speaker C — Catalyst with Shayle Kann · Can AI revolutionize grid operations? · 2026-08-20Um, there's money coming back into small cap ETFs, but I just get the sense that people are like, uh, yeah, we're dabbling back in after 3 years of being out. I think there's a lot of reluctance I think, I think though, following this Russell reconstitution, the next 6 to 12 months will be interesting for small caps because they had Bloom Energy, which was a $100 billion market cap. That's never happened in the Russell 2000 before, right?
Josh Brown — The Compound and Friends · It's a bull market and nobody drinks anymore. · 2026-08-14For data center developers, power availability is the defining challenge, but it's not the only one. Today, growth also hinges on earning a community's trust. Bloom Energy solves for both. Bloom's fuel cell platform delivers on-site power for the digital age—sustainable, reliable, and scalable from tens to hundreds of megawatts. Bloom generates electricity without combustion, meaning lower emissions, minimal water use, and quieter operation than conventional solutions. That's why developers and utilities turn to Bloom to power their operations, and you can learn more at bloomenergy.com. Catalyst is brought to you by Engie. Your business has enough challenges. Energy shouldn't be one of them. That's why Engie builds tailored energy solutions around real business needs to support growth, strengthen predictability, and move businesses forward. Because real power comes from shared expertise and relationships that outlast the paperwork. Learn more at ngresources.com. That's E-N-G-I-E, ngresources.com.
Steven Lacy — Catalyst with Shayle Kann · Is now the time for DERs to scale? · 2026-08-13When building a data center, the two hardest problems aren't technical. They're speed to power and earning community support. And that's where Bloom Energy comes in. Bloom's fuel cell platforms deliver fast, reliable electricity without combustion. For local communities, installing a Bloom system means lower emissions, minimal water use, and quieter operations compared to conventional solutions. The track record backs it up. For over 25 years, hospitals, universities, and utilities have trusted Bloom Energy to power communities where safety is top of mind. If you're building infrastructure where delays are not an option and community support is key, your power choices matter. Visit bloomenergy.com to learn more or the link in the show notes. When it comes to energy, the best solutions don't start with a product. They start with understanding your business. Engie works with customers to understand their goals, operations, and challenges before building solutions to their energy needs. Because while Engie knows energy, No one knows your business like you. And because the work doesn't stop once the paperwork is signed, Engie helps turn energy plans into outcomes. Learn more at engieresources.com. That's E-N-G-I-E, engieresources.com, or click the link in the show notes.
Steven Lacy — Catalyst with Shayle Kann · Is now the time for DERs to scale? · 2026-08-13