Buy BE by Oct 27, 2026.

https://preview.redd.it/fwhnt3amy2gh1.png?width=988&format=png&auto=webp&s=accfa784fda86657b0151d3fcf10bbd797dce2ce Been sitting in $BE for a while now, and the data center power story is starting to do the heavy lifting. Bloom Energy's fuel cell angle on AI infrastructure demand isn't new intel at this point, but the market is catching up slower than the fundamentals suggest. The bear case keeps circling back to margins and execution risk. Fair, but the capacity deals keep landing. Ngl, trimmed a bit too early before the last leg, kinda watching that decision …