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Bloom Energy continues to bloom with a 40% revenue beat and 12% higher guidance for the full year. It has a huge moat of readily available power for datacenters that can be deployed independent of the grid in less than 3 months.
19.23
Bought
10
148.25
Bought
5
410.5
Bought
Initial purchase, will add more on declines.
109.8
Bought
Initial purchase, likely to add more