TMB

@daniel_koss Congrats to $BE Holders. Amazing. Well Done, You were bullish all along! I will look for entry points in the coming days/weeks!

Let's goooo!!! Bloom Energy x Nebius deal done! Worth up to $2.6B Freaking huge for Bloom $BE Bloom’s 2026 revenue guidance is $3.1B to $3.3B This one single Nebius deal is worth roughly 79% to 84% of Bloom’s entire expected 2026 revenue😂 Nebius will pay monthly service fees over 10 years, while Bloom installs, operates, and maintains the systems. 250MW to 328MW -> I think the Vineland NJ data center is roughly ~300MW, coincidence? I noticed during the $NBIS earnings call that the team kinda avoided the Vineland question. They only said the tranches so far were delivered on schedule, but I don't think they ever confirmed it's on target for end of 2026? This is a major milestone to unblock the biggest bottleneck and social pushback - the air permits and social pushback! Funniest part is, DataOne CEO CAB had this in his bio the ENTIRE TIME😆

@ayanjainhere @daniel_koss Yes, Vineland has already Bergen Gas Engines as BTM power source, which have been a recurrent source for headaches re. Air Permits from NJ EPA... looks like Bloom will power Alabama?

@daniel_koss But they already have Bergen Gensets there, isn’t it? Can’t this be one of the smaller sites in US?

@daniel_koss Another line of investigation: Companies that repurpose/regenerate Fuell Cells or Turbines(Yes, here we have air permit design constraints)

I'm still desperately looking for the next Bloom $BE. Can you guys help me out? I cannot find a single public company that truly ticks ALL the boxes for the AI data center power bottleneck. Must have: - on-site power generation, no grid connection needed - modular system, fast deployment - no air permit needed - no or very low water usage - 24/7 baseload power - scalable enough to power 100MW, 300MW or even 1GW data centers - available capacity, not sold out until 2030 - proven technology, not science project Nice to have: - real data center customers, ideally hyperscalers - confirmed orders or deployments today - founder-led or highly aligned management - CEO makes most of his money from equity, not salary I have looked at hundreds of stocks, but every single time there is a catch. If you truly know a ticker that meets ALL criteria, please write it in the comments or send it via DM. P.S. no, not $CGEH. I have already shared with subscribers why. I don't want to talk bad about them, but please suggest other tickers.

@daniel_koss Other Fuel Cell Companies are great alternatived but have already run a lot YTD, like $FCEL, $CWR, Doosan (336260.KRX)... We rule out Gas Engines (air permit), SMRs(Lead Time), Micro Reactors (Experimental)... Will keep looking

@daniel_koss 🤣🤣🤣

@daniel_koss No one can complain. If you held &OUST --> +25% if instead you traded $NBIS into earnings --> +17%. Legendary. Guys, these earnings are twice what VOO averages yearly...

Btw didn't give $OUST enough love today. Who held or even bought the post earnings dip and already made a nice fat gain on this one? 😉

@daniel_koss Wow Daniel, das isch echt mega inspirierend und berüehrend. 🙏🏼🙏🏼🙏🏼

I started my first business at 18. I funded it with my own money that I made as a gaming YouTuber from 13 to 18. For the first 3 years it only lost money and I had no savings left. I was 21 and realized that I quit high school and my YouTube channel with half a million subscribers to follow my passion and then put all my money into this business. If it would go bankrupt I would be left with nothing. A 21 year old with no high school degree, a failed business and no money. It was incredibly humbling, I was deeply depressed and I often considered committing suicide. Eventually, I decided that since I have no Plan B, I need to save the business. Somehow it barely survived and become profitable in year 4. Then insanely profitable in year 5 and 6. I went from basically no money in the bank to financial freedom in 3 years. Today I made more money from $NBIS than I made from putting my own money, blood, sweat, and tears for six years into my company. I feel incredibly grateful, yet it's an absurd, totally surreal feeling that you can make so much more money from being an investor than from actually doing the work for 6 years.

@michaelsikand Congrats! What an amazing run 💪🏼

Hat trick.

@daniel_koss Credit where it is due. Daniel called it, he nailed it. Bravo.

Did you listen anon? 😄 Told Subscribers I'm 100% all-in $NBIS into earnings. Numbers so far confirm all of predictions. Now freaking pumped for the earnings call. Do we get 1) New customers? 2) Some unit economics? 🥹 I want to get net $ retention and some cohort data! 3) More capacity than expected? 4) More details on how they productize agentic workloads?