Milk Road Stocks(@MilkRoadStocks):$BE's pricing power is so underrated. Energy is only 5-10% of total data center cost. So when Bloom raises prices, it barely moves the needle for operators. "They have a lot of flexibility in terms of increasing prices and therefore increasing margins." Bloom's Q2 earnings showed massive growth in operating margins because of this.

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가입 June 2023

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Milk Road Stocks@MilkRoadStocks

2026.08.19 19:19

$BE's pricing power is so underrated. Energy is only 5-10% of total data center cost. So when Bloom raises prices, it barely moves the needle for operators. "They have a lot of flexibility in terms of increasing prices and therefore increasing margins." Bloom's Q2 earnings showed massive growth in operating margins because of this.