Uploaded July 2026 | Updated September 2026, 1 week ago

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Bloom Energy is back in the spotlight after a new short report reignited old concerns about scandium supply and the company's long-term outlook. In this video, we break down the bear case, Bloom's response, and why we're not changing our thesis despite the recent selloff. We also discuss the role of Oracle, Brookfield, and the broader AI infrastructure buildout, and explain why understanding both sides of the trade is essential before making any investment decision.

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Our videos contain personal views and opinions and are intended strictly for information, education & entertainment purposes. We do not provide investment advice or investment strategy.


#investing #trading #bloomenergy #ai #artificialintelligence