$BE position update, the power demand thesis is finally getting priced in

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 play out now.

Noticed the moo.moo community was split hard on this name, some calling it overextended, others adding on dips. Both camps have a point depending on your time horizon.

The real question is whether the power supply crunch narrative sustains long enough to re-rate the stock further, or if a macro pullback resets everything before the next catalyst. Anyone still holding a full position here, or has everyone been scaling out?