Chirs Carnllo
54 posts


Is it theoretically possible that $BE is lying about scandium and that Brookfield, Oracle and Nebius all failed to uncover a fatal supply constraint before committing to multibillion dollar projects? Yes. It’s also extraordinarily unlikely.
Bloom has now stated in an SEC filing that it has sufficient non-China scandium supply for its current demand and backlog, with visibility to support 25 GW of annual production. Brookfield just expanded its partnership to $25B. Nebius committed up to $2.6B. Oracle contracted an initial 1.2 GW under an agreement covering up to 2.8 GW.
Outside scandium estimates are not precision exercises. Bloom’s material intensity, manufacturing yields, inventory, supplier contracts and future efficiency gains are not publicly known.
Read the short report. Read Bloom’s response. Use AI. Do your own work. Make your own decision.
I’m not selling.


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@ChrisCamillo Details of my stock holdings
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@ChrisCamillo Details of my stock holdings
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Turn old mason jars into stylish desk organizers—perfect for holding pens, makeup brushes or tiny plants! #CraftDIY

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Teamwork makes the dream work! Collaborating on our latest project with amazing colleagues, turning ideas into reality together. #Teamwork #ProjectSuccess,
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Pulling a late shift at the desk, coffee’s gone cold but the to-do list’s almost checked. #WorkLifeBalance #OfficeDays

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[Locked in a dim escape room: decode cryptic clues, solve puzzles, and race against the clock—will you make it out in 60 mins #EscapeRoomAdventure],

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