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THEMIS SNIPE

Signal Detected

$86.27

Sep 22, 2025

2 sources converged

Bowtie Nation · Jordi Visser

Current Price

$154.51

live

Since Snipe

+79.1%

Buy Range

$131.33 – $146.78

WAIT

Based on: SMA200 at $86.97 provides support · SMA50 ($145.86) - 5% buffer · 52W low ($15.15) + 10% buffer

THEMIS SCORE

74Moderate Signal
Convergence (40%)82
Fundamentals (30%)60
Technicals (30%)87

CONVERGENCE BREAKDOWN

Sources40/40
Media Mix12/20
Quality10/20
Freshness20/20

GURU SCORE

3/10

MIXED

●○ENGINE
ROIC 3%, Rev growth 37%
○○SAFETY
Weak: D/E 3.89, Altman Z 6.1
○○MOAT
Weak margins: Gross 31%
○○REALITY
Weak: Piotroski 4/9, IQ -1.34x
●●TREND
Above both SMAs, RSI 51

MARKET DATA

live

$154.51

-1.69%

Bloom Energy Corporation

Industrials · Electrical Equipment & Parts

Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. The company offers Bloom Energy Server, a power generation platform that converts fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through an electrochemical process without combustion. It serves data centers, hospitals, healthcare manufacturing facilities, biotechnology facilities, grocery stores, hardware stores, banks, telecom facilities and other critical infrastructure applications. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in September 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

Mkt Cap: $36.5B

TECHNICALS

RSI (14)50.8(Neutral)
SMA StatusAbove both
52W Range$15 — $181

FUNDAMENTALS

P/E-460.65
P/S18.06
P/B53.00
FCF Yield0.2%
D/E3.89

CONVERGENCE INTELLIGENCE

18 sources · 62 mentions · 27% direct

TOP THEMES

AI-Data-Center Power Infrastructure

2 sources2x

Bowtie Nation, Dumb Money Live

AI Data Center Power Utilities

1 source1x

AdamKhoo

AI-Linked Energy Generation & Backup Power

1 source1x

Dumb Money Live

AI Infrastructure Buildout

1 source1x

Bowtie Nation

AI-Powered Electricity Infrastructure

1 source1x

The Compound

AI-Data-Center Power Supply

1 source1x

Dumb Money Live

AI Data-Center Power-Infrastructure

1 source1x

Jordi Visser

AI-Optimized Data Center Power & Grid Solutions

1 source1x

peterdiamandis

SOURCE TIMELINE

30 entries · 90d

Mar 11, 2026

peterdiamandisYTinferred
Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238

Theme: Gigawatt AI Compute & Green Power Infrastructure

Mar 10, 2026

RaoulPalYTinferred
Peter Zeihan: Global Demographics Will Change Everything | The Best of Raoul Pal The Journey Man

Theme: Electrified Manufacturing & Industrial Decarbonisation Funds

Mar 7, 2026

Construction PhysicsSubinferred

Reading List 03/07/2026

Theme: Data Center Demand-Response & Storage

Mar 6, 2026

The Great SimplificationYTinferred
Desperately Seeking Agency | Frankly 129

Theme: Diversified Energy Resilience

Mar 5, 2026

peterdiamandisYTinferred
Amazon's $35B AGI Ultimatum to OpenAI & Anthropic Drops AI Safety | EP #235

Theme: Gigawatt-Scale Compute Energy Infrastructure

Mar 4, 2026

Bowtie NationYTinferred
BUY HEAVY! The US Iran Conflict is Testing Investors

Theme: AI Data Center Power & Energy

The Innermost LoopSubmentioned

Welcome to March 4, 2026

Theme: Low-Power AI Compute & Sustainable Data Centers

[Leopold Aschenbrenner's latest 13F for Situational Awareness](https://x.com/limitlessft/status/2028914349407125841) shows a $5.52 billion portfolio led by an $876 million stake in Bloom Energy, a fue...

Feb 17, 2026

ARK InvestYTinferred
Big Ideas 2026: Our Key Takeaways

Theme: Distributed Renewable Power & Storage for AI Data Centers

Feb 11, 2026

The Great SimplificationYTinferred
The Science Behind Earth’s Most Controversial Molecule with Peter Brannen | TGS 210

Theme: Bio-Inspired Electron Transport Catalysts for Grid-Scale Storage

The Great SimplificationYTinferred
The Science Behind Earth’s Most Controversial Molecule with Peter Brannen | TGS 210

Theme: Mitochondrial-Mimetic Bio-Battery Platforms

Dumb Money LiveYTmentioned
Everyone’s Watching Claude — But This Stock Wins

Theme: AI-Data-Center Power Supply

also some of the primary beneficiaries that are more widely traded, you know, the the Bloom Energy.

Feb 9, 2026

Dumb Money LiveYTmentioned
Our 2026 Portfolio Updates

Theme: AI-Data-Center Power Infrastructure

And you know who is Bloom Energy's biggest customer, first customer, first hyperscale or Oracle. So Bloom dropped from like I don't know $140ish to $77 a share.

Feb 6, 2026

Dumb Money LiveYTmentioned
Our Worst Market Week Ever — How We Make It Back x2

Theme: Bloom Energy Contrarian Clean Power Infrastructure

In this case for me it's Bloom Energy, it's Nvidia, it's Robin Hood and it's obviously Amazon.

Dumb Money LiveYTmentioned
Our Worst Market Week Ever — How We Make It Back x2

Theme: Fuel-Cell-Powered Data-Center Microgrids

Bloom Energy just dropped a bombshell on their Q4 call. Their fuel cells now power absorption chillers using waste heat, cutting data center electricity usage by 20% plus. All is 800 VDC, no grid, no ...

Dumb Money LiveYTmentioned
Our Worst Market Week Ever — How We Make It Back x2

Theme: Energy-Efficient Data-Center Cooling & Power

Their fuel cells now power absorption chillers using waste heat, cutting data center electricity usage by 20% plus.