Don’t be like me. Bought in two batches in early 2024. My cost basis was $8.95…. Started selling 20% at a time at $50 and sold my last 20% when it hit $90… I figured it had run up too fast and was due for a correction…. biggest mistake of my life. Thankfully we aren’t talking about millions, but still life changing money for me. The worse part is I sold to buy something else that turned out to be a complete bust… erased most of my BE gains I did lock in…. Long story short, don’t be like me and congrats to the ones who held on!

A recent article from Northern Virginia website (link) mentions a proposal for a 60MW site. If you click into the letter (link) from The Land Lawyers, you'll see more specific specs that would seem to indicate Bloom is the provider.

Specifically some points in the letter mention using little to no water as well as a low sound profile. There's also mention that the carbon dioxide produced is 37% less than the energy equivalent from an electrical grid which matches literature from Bloom pointing to 20-50% less carbon emissions.

Another data point that may provide more clues that this Virginia site will use Bloom is the recent contract (link) that Bloom awarded to Federal Pacific whose headquarters are also in Virginia. The contract appears to be for switchgear and engineering services.

Finally, the specifications for the land to house the fuel cells make Bloom the most likely candidate. From the letter, "The fuel cells will be less than 29 feet height... the fuel cells will occupy an approximately 290-foot by 285-foot area comprising 82,650 square foot area"

From Gemini:

These dimensions match the exact zoning and land-use exemption criteria recently filed for the proposed T5 Data Centers project in Chantilly (Fairfax County), Virginia. The project applicant is seeking permission to build a 312,000-square-foot facility powered by a 60 MW behind-the-meter fuel cell yard that utilizes natural gas to manage local Dominion Energy grid constraints.

The technical specifications point directly to Bloom Energy over FuelCell Energy for several distinct reasons:

1. The Power Density Matches Bloom's Packaging

A 60 MW deployment requires incredible compact power density.

• Bloom Energy: A 60 MW Bloom deployment utilizing their modern modular Energy Server blocks fits cleanly into an 82,650-square-foot footprint (290 x 285 feet). Bloom installs at a density of roughly 30 to 35 MW per acre when grouped in a tight multi-cabinet layout, meaning 60 MW fits almost perfectly inside a ~1.9-acre (82,650 sq ft) yard while leaving adequate room for clearances, code-mandated perimeter fire/screening walls, and access lanes.
• FuelCell Energy (Ruled Out): FuelCell Energy’s multi-megawatt industrial molten carbonate blocks scale up to max out at roughly 33 MW per acre. To achieve 60 MW, their hardware footprint alone would require nearly double the 1.9 acres specified in this zoning document.

2. Height Restrictions

The specification states the fuel cells will be "less than 29 feet in height."

• Bloom Energy's servers stand roughly 7 feet tall, meaning they sit comfortably well below this restriction—even if elevated on structural steel framing or concrete pads for flood/environmental mitigation, or surrounded by a standard sound/screening wall.
• In contrast, FuelCell Energy's heavy industrial blocks start at 20 feet tall before factoring in necessary vertical exhaust stacks or secondary heat recovery piping, pushing them right up against municipal height limits.