Conviction over time

Sentiment weighted by conviction, oldest to newest — above the line is bullish

Trades

What he actually did, newest first

• 08 Aug 26

  Recently bought Bloom Energy, the only change to an otherwise 4-month-static portfolio.

  buy post →
• 31 Jul 26

  added two days ago

  add post →
• 31 Jul 26

  looking to add more, planned

  add post →
• 31 Jul 26

  looking to add more, planned

  add post →
• 30 Jul 26

  Confirms he bought BE

  buy post →
• 29 Jul 26

  Initiated a new position today

  open post →
• 29 Jul 26

  First-time buy, did not previously hold BE

  buy post →
• 29 Jul 26

  First buy since March

  buy @ 176.0 post →
• 28 Jul 26

  Chose not to buy ahead of earnings due to his rule of never buying right before an earnings report

  none post →
• 28 Jul 26

  Wants to buy before earnings but sticks to his principle of not buying right before an earnings report

  none post →

Reasoning trail

Every post mentioning BE, newest first — the thesis as it was built and revised

• 08 Aug 26

  States his portfolio has been unchanged for over 4 months apart from buying Bloom Energy; explains he owns 15 stocks (hence discussing many tickers) and is a low-turnover, long-term investor who is transparent when he does trade.

  bullish medium post →
• 01 Aug 26

  Replies hoping for a V-shape recovery scenario for stocks like $BE that have round-tripped, in response to another trader's chart observation.

  bullish low post →
• 31 Jul 26

  Clarifies he is not selling; says he added $BE two days ago and is looking to add more to Filtronic and Planet Labs.

  bullish medium post →
• 30 Jul 26

  Confirms he bought $BE, unlike the user replying that they missed it

  bullish medium post →
• 30 Jul 26

  Notes $BE is up 21% today, attributing the move to earnings landing late

  bullish medium post →
• 29 Jul 26

  Notes he initiated a new $BE position today, seeing others do the same

  bullish medium post →
• 29 Jul 26

  Clarifies this was his first BE buy (he didn't previously hold it), and that he stays prepared for opportunities, having found none since March

  bullish medium post →
• 29 Jul 26

  Announces he just bought Bloom Energy at $176, his first buy since March.

  bullish high post →
• 29 Jul 26

  Says Bloom Energy management addressed the scandium supply concern from the short report, quoting them as saying they have enough to power the whole planet.

  bullish low post →
• 29 Jul 26

  Recaps the Bloom Energy earnings call: contracts have strong protections against project delays, guidance not tied to one project, all major hyperscalers involved, no capacity bottleneck expected, Brookfield expansion is a flexible financial shelf, FY26 revenue guidance raised to $3.9-4.2B, but scandium shortage claims were not addressed.

  bullish medium post →
• 28 Jul 26

  Says Bloom Energy's next-day open depends heavily on how well management addresses unanswered questions on the earnings call; will listen the next morning and post his take, since he cannot trade after-hours.

  mixed medium post →
• 28 Jul 26

  Confirms he did not buy Bloom Energy, citing his personal rule against buying right before earnings; will decide after listening to the call.

  neutral medium post →
• 28 Jul 26

  Agrees Bloom Energy's earnings numbers look spectacular.

  bullish medium post →
• 28 Jul 26

  Bloom Energy up 7% after crushing earnings (EPS +680% YoY, revenue +166% YoY); FY26 revenue guidance raised to $3.9-4.2B and hyperscalers validated onsite power, but the release didn't address the Oracle Project Jupiter delay, Hunterbrook scandium claims, or the Nebius buildout timeline — expects more clarity on the call.

  bullish high post →
• 28 Jul 26

  Thanks a user for doing a technical analysis on Bloom Energy ahead of earnings, calling it always interesting.

  neutral low post →
• 28 Jul 26

  Bloom Energy down 13% ahead of earnings; lays out reasonable expectations (EPS 0.41, ~10% revenue growth) and the three things to watch — the Oracle Project Jupiter permit delay, Hunterbrook's scandium sourcing claims, and the Nebius deployment timeline — and says he's sticking to his rule of not buying right before earnings even though he might regret it.

  mixed medium post →
• 27 Jul 26

  Agrees buying before earnings isn't ideal, jokes about not having inside information, in a reply about $BE.

  neutral low post →
• 27 Jul 26

  With $BE earnings tomorrow, says it might be time to finally add the stock to his portfolio; shares its 1-day chart.

  bullish medium post →
• 03 May 26

  Names $BE as a company he likes but doesn't own, answering a prompt asking for such a stock.

  bullish low post →
• 29 Apr 26

  Encourages a follower who just bought BE (Bloom Energy), saying it's probably not a bad idea.

  bullish low post →
• 28 Apr 26

  Notes he follows BE's figures and that its tech delivers on promises with exceptional earnings; asks the parent author if they regret not holding BE.

  bullish medium post →
• 28 Apr 26

  Says he doesn't think BE will see $80 again, noting that BE tends to hold up well during broader market sell-offs, which he checks for on those days.

  bullish medium post →
• 28 Apr 26

  Names Bloom Energy as the stock he regrets not buying at $80, detailing exceptional Q1 2026 results: revenue up 130.4% YoY to $751.1M, GAAP net income of $70.7M, adjusted EBITDA of $143.0M, positive operating cash flow, and a major FY2026 guidance hike (revenue growth raised to ~80% YoY). Frames it as an AI/data-center power tailwind story with improving operating leverage.

  bullish high post →
• 26 Apr 26

  Says he likes Bloom Energy ($BE) as a company but does not currently own it because he hasn't found a good entry point.

  bullish medium post →
• 07 Apr 26

  Index post for his Q4 energy-transition thread, listing the 7 waves he tracks (Wind, Green Hydrogen, Solar, Energy Storage, Nuclear, LNG, Mixed companies) and their constituent companies.

  neutral low post →