My best AI investment wasn’t an AI stock. It was an energy company. I bought $BE at an average price of $21.78. Today, I’m up over 1,200%, turning an initial ~$3,000 investment into over $40,000 🤯 But the funny thing is, I didn’t originally buy Bloom because of AI. I invested because I found Bloom Energy’s approach to power really interesting. Then the AI boom took off, and something became increasingly obvious: AI has a massive energy problem. Everyone talks about $NVDA and GPUs. But those GPUs have to sit inside data centres consuming enormous amounts of electricity. And getting enough power to those data centres is becoming a bottleneck. That’s where Bloom became really interesting. Bloom’s fuel cells can generate electricity onsite, giving data centres another way to secure power without relying entirely on waiting for additional grid capacity. As AI infrastructure spending exploded, Bloom increasingly became part of that buildout. And watching the thesis evolve taught me one of my favourite investing lessons: Don’t just ask who wins a trend. Ask what every winner needs. AI needs chips. Chips need data centres. Data centres need power. Sometimes the most interesting opportunity isn’t the company everyone is talking about. It’s the company one layer underneath it. Obviously, being up 1,200% doesn’t mean $BE will keep going up. Having a position appreciate this much creates a whole new set of decisions around valuation, concentration, and when to trim. But regardless of where $BE goes from here, this investment changed one of the biggest questions I ask when looking at a trend: What does every winner need?
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23 Comments
Blossom
@blossom · 1d
Matt @tissuet · 1d
Winner winner chicken dinner, thats what happens when you invest in individual names ;)
Eric Pan
@ericnomics · 6h
nice one
Jesse Franklin@pinnaclewealth · 8h
Love $BE it has done well the last couple of years
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