Bloom 🌺 > Doom 🌋 Sometimes I catch myself thinking that AI is destroying the software industry. But what I should be thinking about is, AI enables me to make something 100x bigger than what I could do before. This is a once in a lifetime turning point.

Bloom can keep prices high and earn much fatter margins by 2030. AI data centers need power fast, turbines are slow to build, and Bloom’s boxes are easier to permit. NJ isn’t dead, the project actually got approved, and $BE may not even need a long air‑permit fight. NM/Jupiter is just timing, and Bloom has plenty of other projects in the pipeline. Every 100 MW sold also creates a big long‑term service stream. That’s the real money. BTW, I tried @gloom_sh Cool looking interface, download it and try it yourselves!

Bloom Energy $BE price target raised to $351 from $242 at Mizuho Mizuho raised the firm's price target on Bloom Energy to $351 from $242 and keeps an Outperform rating on the shares. The firm says stronger pricing and demand signals support higher long-term selling prices and EBITDA margins for Bloom. It also sees improving visibility into the company's second half of 2026 and 2027 deliveries despite ongoing permitting uncertainty.