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Bloom Energy and Fuel Cell
Investor summaryBullish
Author considers YOLO into BEX (2x Bloom) and FCEL calls, citing strong energy demand and noting BE/FCEL have revenue unlike crushed OKLO.
Bull points
- Massive energy demand persists despite pushback on data centers
- BE and FCEL have actual revenue, unlike pre-revenue peers like OKLO
Bear points
- Recent sharp price destruction in Bloom Energy and OKLO signals sector weakness
Post body
Seeing the recent destruction of bloom energy stonk on Friday, I wonder: Is it time to yolo it in BEX (2x Bloom) and FCEL calls? I have 1000 BEX shares already and just bought this FCEL call option for $16: FCEL 1/21/28 Call (12)
There is so much energy demand. I don’t see it stopping despite the pushback on data centers. Further, OKLO getting crushed, but at least these companies have revenue.
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