Data-center backup-power Winner BE is up 258 % YTD and I sold way too early.
Money kept floating in front of me, but I still missed the 258 % mega-winner $Bloom Energy Corp(BE)$ ; I dumped my last shares in early August [Facepalm][Cry]
Which means it rose another 119% in just 1.5 month.
Overnight the AI-data-center backup-power theme exploded:
$Plug Power(PLUG)$ +19 %
$FuelCell(FCEL)$ +10 %
2025 YTD performance (Tiger Brokers / TradingView):
BE +258 % / +240 % — the clear champ
PLUG –14 %
FCEL –26 %
Quick fundamental check (orders → profit → cash flow)
Company | Tech | AI-order visibility | Gross margin | Cash flow | Notes |
|---|---|---|---|---|---|
Nat-gas / H₂ solid-oxide fuel cells | Oracle, Equinix, CoreWeave booked thru 2026+; AI > 1/3 of backlog | 28 % (non-GAAP) | Positive | Capacity roadmap 1 → 2 → 4 GW | |
Liquid H₂ + electrolyzers + fuel cells | MSFT, WMT repeat buys, but big deals stuck at MOU | High-single digit | Negative | Lives on $1.6 B DoE loan; heavy dilution | |
Carbonate fuel cell + carbon capture | Mainly $300 M DoE demo; almost zero AI data-center orders | ~10 % | Negative | Classic dilute-then-dump pattern |
Take-away: BE’s surge is backed by a revenue-margin-cash virtuous cycle, while PLUG & FCEL are still in “story-telling & fund-raising” mode.
Wall Street’s latest expectations (public data, FYI)
BE: MS raised target to $85; bull case $185.
Every extra 50 MW recurring demand ≈ +$5 to share price. AI power gap = 40 GW vs. BE’s 1 GW annual capacity — huge runway.PLUG: Consensus target ~$5 — premium comes from H₂ policy, not profits; DoE loan OK but utilization low.
FCEL: Analysts $2–3; basically a government-subsidy tracker.
Bottom line: If you can own only one hydrogen name, $Bloom Energy Corp(BE)$ is still the only game in town. PLUG & FCEL are just waiting for the next gust of wind.
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- Venus Reade·09-19TOPThis stock could triple by next year ...oracle has signed hundreds of billions in data center deals starved for power..1Report
- Maurice Bertie·09-19BE’s cash flow is key,should we ignore PLUG/FCEL even for short trades?1Report
- Enid Bertha·09-19Nvidia and Intel just announced a partnership. Intel is a sizable customer of Bloom. The move up may because of just this. Intel is up 26% already this morning1Report
- littlesweetie·09-18Wow, what a phenomenal insight! [Wow]1Report
- 闪电侠08·09-18Okkk1Report