I put 1.4k into bloom energy today and tomorrow I plan on putting another 4k into it. Super excited . First time ever owning bloom energy. Sold off all my NBIS last week for a beautiful 30% return . Anyone else loading up on bloom energy?
Agenda attached for the Vineland, NJ planning board meeting tonight, regarding Nebius’ planned DC using Bloom Fuel Cells. There will likely be a vote tonight on whether or not to approve Nebius’ modified site plan, which swaps previously planned generators for Bloom’s fuel cells. Expect massive movement in both stocks tomorrow depending on how the vote goes tonight
(Apologies for the AI slop)
I hadn't seen this discussed much, but Bloom's Korean automation supplier Koses may be giving us one of the best external breadcrumbs yet on how aggressively Bloom is preparing to scale manufacturing.
The order progression alone caught my attention:
So the latest order is roughly 8x the size of the first one.
But the much more interesting information came out of Korean reporting around those orders.
Koses says the latest equipment is destined for a 4 GW-scale mass-production line following an earlier pilot-line phase.
Separately, Koses says it has built the capability to manufacture automation equipment sufficient to support as much as 8 GW of production-capacity additions per year.
Important distinction: that does not mean Bloom currently has 8 GW of manufacturing capacity. It means one of Bloom's key manufacturing-equipment suppliers is preparing itself for a world in which its customer could be adding multiple gigawatts of capacity annually.
Then there's SK Securities, which follows Koses and models Bloom's manufacturing capacity at:
2027: 5 GW
2028: 8 GW
2029: 11 GW
2030: 15 GW
Those are analyst estimates, not Bloom guidance, so I wouldn't plug 15 GW into a Bloom valuation model as a committed outcome.
But as a window into what the supply chain may be preparing for? That's pretty interesting.
It also makes Bloom's older Fremont manufacturing video look different in hindsight.
Bloom's core cell-production process looks much more like electronics or solar manufacturing than conventional power-generation manufacturing: ceramic substrates move through automated screen printing, inspection, drying, high-temperature firing, robotic stack assembly and sintering.
At one point Bloom's manufacturing director describes the printing equipment as modular and says that if more capacity is needed, the tool can be split and another printhead inserted.
That's the key idea.
Bloom doesn't necessarily need to construct an entirely new factory every time it wants another chunk of capacity. It can add printheads, kilns, sintering capacity and automated assembly equipment, replicate lines, and eventually replicate facilities.
There are obviously still bottlenecks — ceramics, specialty materials, kilns, manufacturing yield, hotboxes, heat exchangers and the rest of the supply chain all matter.
But the manufacturing architecture itself looks unusually scalable.
Turbine makers scale by forging more complex machinery. Bloom scales by replicating manufacturing equipment.
And that's why the Koses disclosure matters to me.
This is increasingly not just Bloom management saying, “we can scale.”
We now have a third-party supplier receiving progressively larger purchase orders, talking about equipment for a 4 GW mass-production line, and preparing its own manufacturing infrastructure to support as much as 8 GW per year of equipment demand.
That's a much harder breadcrumb.
And if the AI power shortage really is becoming a time-to-power problem, Bloom's ability to manufacture not just power plants, but effectively manufacture more manufacturing capacity, could be a very important part of the advantage.
Sources: Koses Korean regulatory disclosures and press coverage, SK Securities' July 2026 Koses research, and Bloom's Fremont manufacturing tour.
US DOD announced $400M loan to fund 60 tonne of scandium production to the company. This will be 75% of global Scandium capacity. I know KR on stage mentioned a month ago about potential partnership with DOD. Wondering if there is a connection.
An excellent must-read (and watch) article released today by outspokengeek - there's a lot here to unpack and it provides some insights into the scaling/scandium questions that have been raised in this subreddit.
The scandium short thesis had me nervous when it came out; appreciate the discussions about it on this subreddit. I didn’t see a technical analysis on here, so wanted to share this post from Fuel Cell Works explaining the reasons why scandium is most likely a non-issue (looks like Bloom might have much newer manufacturing tech based on newer patents…). https://fuelcellsworks.com/2026/07/28/clean-energy/opinion-is-bloom-energy-running-out-of-scandium-why-the-short-thesis-misses-the-engineering-reality
Long time holder. Obviously an incredibly volatile stock but having trouble understanding what’s driving the intraday movement today. Jumped up to $250 at the open and into midday, immediately tanked from there and probably going to close around $225. No recent news driving it as far as I can tell.
Nebius switched the power source for its Vineland, New Jersey data center site from its originally approved plan to Bloom Energy fuel cells. This required an amendment to the site's approved layout plan, which triggered a public hearing that adjourned without a vote (the subject of an analyst question from Morgan Stanley's Ryan Lantz).
Management's characterization of the switch:
Tom said the switch to Bloom "significantly enhances the project, including from a community perspective," describing it as "an on-site power solution, delivering reliable power quietly and ultra-low emissions." He noted the layout is believed to comply with all applicable local, state, and federal laws, and expressed optimism that once public comment concludes, approval will move quickly.
Andrey (on construction/build-out) confirmed all required contract tranches have been delivered on schedule, that building construction finished earlier in the summer, and engineering fit-out is progressing well. He said "Bloom fuel cells deployment should be fast" and called the switch to Bloom "a valuable and a good pivot for the project," adding there's no significant impact expected on the project timeline.
Later, when discussing capacity ramp more broadly, Andrey also said Nebius is "excited about our partnership with Bloom, which allows us to unlock and expedite a lot of our sites" — suggesting Bloom is being used (or considered) beyond just the Vineland site as part of Nebius's broader power strategy (mix of grid power and behind-the-meter generation).
Summary: Bloom Energy is Nebius's on-site fuel cell power partner, most notably at the Vineland, NJ site, and management frames the partnership positively — as a way to deliver low-emission, quiet, on-site power and to accelerate capacity deployment across multiple sites, with no expected delay to timelines despite the pending regulatory approval process
Credit : Claude AI ( I loaded NBIS earning transcript)
I have a question hope it's fine I ask it here.
I bought Bloom Energy (BE) around 6 weeks ago, and unfortunately I bought pretty close to the top. Since then it dropped quite a lot and I’m down significantly on the investment.
I’ve noticed it has started recovering a bit recently, but I’m unsure what to do from here. I don’t urgently need the money, so I can afford to hold for a while.
For those who follow BE, what’s your outlook for the next few months? Do you think the recent recovery has room to continue, or would you be looking to exit?
At this point I’m mainly wondering whether it makes sense to just hold and wait for it to hopefully get closer to my entry price, or whether I’m falling into the trap of holding just because I don’t want to realize the loss.
Would appreciate opinions from people who have followed Bloom for longer than I have.
I know I’m late to the Hunterbrook report, and yes, this is a shallow critique, but come on. I went to their website and immediately got fraternity run hedge fund vibes. Then I watched the guy delivering the thesis in a snapback with literal spit flying out of his mouth. Maybe the research is brilliant, but aesthetically this is not exactly Goldman Sachs equity research. I felt like I was being pitched a short idea between rounds of beer pong.
Was there actually new news today?
Or was this just profit-taking, technical selling, options, institutions unloading, etc.?
Genuinely asking because I feel like I’m missing a piece of the puzzle. All I saw the last couple of days was positive news
Looks like Bloom is trying to put out press releases to perhaps do what investors are hoping: have better Public relations.
Saw this yesterday, but looks like the 13G filing was on Aug 4th. Another big name that owns Bloom Energy stock:
https://d18rn0p25nwr6d.cloudfront.net/CIK-0001664703/17f630e9-7273-4fad-81b8-4712ed6141d9.pdf
Fintel has an easier way to see it:
https://fintel.io/so/us/be/jane-street-group-llc
And the fuller picture of institutional owners: