Buy stocks run by RELENTLESS people. Just meet K.R. Sridhar from $BE. After record Q1 earnings today, $BE is up 1100% in the past year. Sridhar's "overnight success story" was 25 years of pain and suffering before he was proven right, much like Jensen Huang. > He started as a NASA rocket scientist devising life support gear for a colony on Mars. The Mars mission got cancelled in 2001. > So Sridhar took the tech, ran it in reverse, and built a fuel cell that could power buildings on earth with minimal emissions. Spends half a decade in stealth. > At first he was hailed a genius with a product that could solve climate change with clean energy. But demand just wasn't there. Cash burn. Mockery. Investor anger. The stock fell ~85% from its 2018 IPO at one point. > Then AI happened. Hyperscalers needed reliable power yesterday. Bloom's solid oxide fuel cells drop on-site, run on natural gas, and turn on in months. > The product no one wanted became the only thing that can keep AI data centers from going dark. Backlog sits near $20B. Brookfield backing $5B for AI infrastructure. $ORCL signed up for 2.8 GW of fuel cells. 130% year over year revenue growth. EPS growing, profitability. Buy stocks run by RELENTLESS people.