Creator sentiment
3 creators · 3 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Secured a partnership with Cal State; energy is increasingly important for data centers.
- +Double bottom at July lows with an 11.9% bounce; targets $220 then the 50-day at $245.
- +The prototypical AI power stock, up 400% over the last few years and now down 41% last month, creating a buying opportunity.
- +AI power generation is the biggest bottleneck and will be even more important as data centers need to colocate their own power.
- +Investing in the energy layer via Bloom Energy as on-site power demand could see an S-curve.
- +Grid supply constraints and regulation may force data centers to bring their own power.
The bear case
Nothing notable in the past 7 days.
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Secured a partnership with Cal State; energy is increasingly important for data centers. · Double bottom at July lows with an 11.9% bounce; targets $220 then the 50-day at $245.
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Investing in the energy layer via Bloom Energy as on-site power demand could see an S-curve. · Grid supply constraints and regulation may force data centers to bring their own power.