Skip to content
PLTR▲ 366.5%GOOGL▲ 81.4%GLD▲ 48.8%IPO▲ 18.9%AAPL▲ 5.0%URA▲ 28.4%CPER▲ 3.0%MAGS▲ 19.4%AMZN▼ 0.5%DBC▲ 20.6%TSLA▼ 0.8%LNG▼ 12.9%KWEB▼ 7.4%IBIT▼ 4.7%NFLX▼ 24.5%
All holdings

Bloom Energy

BECommentary

Manufactures solid oxide fuel cell systems that generate electricity on-site for commercial and industrial users.Yahoo Finance ↗bloomenergy.com ↗

1 take · first discussed Apr 17, 2026

Where they land
Commentary
Who's weighed in
Chamath
Takes
1
First discussed
Apr 17, 2026

Commentary only — they've discussed this name but haven't made a call on it, so we don't attribute any call return to it. The stock's price chart and the takes are below.

How the stock has moved

The price since they started discussing it. Click a mention to see where it stood — these are comments, not calls.

prices through Jul 13, 2026
0%$345.85$207.86Chamath on BE · commentary Apr 17, 2026+17.7%Apr 17, 2026Jul 10, 2026
click a chip for the quote + move since comment

Where they stand now

ChamathChamath
Commentary

Chamath highlights Bloom Energy as a key beneficiary of data center compute constraints, noting it has gone 'absolutely straight up vertical' because its on-site nat gas power solution with low emissions lets data centers bypass years-long grid interconnection queues.

E269 · Apr 17, 20261 call ↓

The discussion

Among the hosts, only Chamath has weighed in on Bloom Energy, expressing medium conviction bullishness as of April 2026. He argues the company is a direct beneficiary of the AI data center buildout, citing its on-site natural gas power solution as a fast, practical alternative to grid-dependent infrastructure. The key differentiator he points to is permitting speed — Bloom's ability to secure clean air permits quickly gives it a meaningful edge in serving urgent AI compute demand. No other hosts have offered a view, so there is neither consensus nor disagreement to note at this time.

How they got there

ChamathChamath1 mention since Apr 17, 2026
NeutralE269Apr 17, 2026⚑

Chamath highlights Bloom Energy as a key beneficiary of data center compute constraints, noting it has gone 'absolutely straight up vertical' because its on-site nat gas power solution with low emissions lets data centers bypass years-long grid interconnection queues.

If you look at companies like Bloom Energy, it has gone absolutely straight up vertical nuclear. And the reason is because Bloom has a solution that allows you to use nat gas, that allows you to do something onsite, and critically allows”40:04
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.