I think $BE is one of the best ways to invest in the AI infra build out right now As I've said before, POWER is the biggest bottleneck in AI Bloom Energy is one of the few companies that can provide power to almost any data centre in the country It's down 42% from ATHs, just bounced off its bull market trend line and had an absolute stellar Q2 earnings Even if we overbuild chips and can't energize them, while most of the AI infra stocks will get crushed, Bloom Energy SHOULD continue to perform well as its product becomes even more in-demand I believe Bloom will be able to hold or grow margins for multiple years out as the USA will not be fixing its power issue anytime soon due to politics and regulatory concerns... not to mention its not an easy thing to fix and takes many years to build solutions In the interim, Bloom will be the solution for many data centers The main thing in question is can Bloom scale its operations enough to meet the growing demand for its product. If they can, I think Bloom can go much higher from here Milk Road PRO members received a signal to buy $BE earlier this year, before its big run up. They are up 100s of % on that trade. If you want more trades like this, you can join Milk Road PRO and track 5 top-tier analysts real-time portfolios. The price of PRO is going up on Aug 26, but if you join now, you can lock in current prices for life. Learn more here: Don't forget to give me a follow @kylereidhead for more insights on AI and markets