so been looking into BE. really like the company and CEO. CEO said they dont need to do dilution. I know its overvalued, but i dont care about the numbers more about its potential and its backlog despite it running so much already
Its takes years to connect data centre to local grid infrastructure and there is also backlash form local communites. Bloom provides on site solutions which are lot more environmental frendly and are lot quicker. And i think more companies willl use BE for onsite solutions.
Already have deals with nebius and oracle and i expect more deals this year