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/biz/ - Business Inquiries

Freak the fuck out and panic sell everything right now IT'S FUCKING OVER
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 â„–17555[Quote]

Alright this is what I was trying to tell them and wouldnt let me post. I am SOUNanon I pretty much posted about SOUN and 4chan biz hates me because a lot of them bought in the 10s/20s meanwhile my position I got in the single digits lmao. I don't know why its not letting me post on the /smg/ thread but It's the dude who was talking about SOUN a year or two ago, this is not financial advice because I am not a financial advisor obviously. You guys are honestly dense for not talking about $BE they provide solid oxide fuel cells to AMZN, Oracle, Meta. 800 VDC stocks are like shovels during gold rush its nvidia all over again. Earnings are tomorrow I don't understand why the /smg/ thread isnt talking about it when look at the chart it looks like Palantir/Nvidia. SOUN was a good play and still may be with its patents honestly I don't look at it much after I got my bags from it. I was just silly not knowing when to exit, well I obviously made profit not sure about you guys. LMAO. I'm not a financial advisor none of this is financial advice but bloom is a great company its unironically like 80% of my asset allocation right now and I'm up 500% on some shares. Bloom I think is the biggest company in the Russell 2000 at this point. https://www.briefs.co/news/oracle-just-tripled-its-power-deal-with-bloom-energy-to-skip-the-grid/
https://247wallst.com/investing/2026/04/21/ubs-hikes-bloom-energys-price-target-from-170-to-251-on-the-800-vdc-data-center-revolution/

 â„–17556[Quote]

I was talking about 4chan biz btw I dont get how they have active generals without pointing out bloom energy. <3 to da sharty hope you enjoy this gem I was trying to tell this to 4chan and I think I got shadow banned it will show "posted" then not redirect to the thread I try to start then it's not on the catalog.

 â„–17557[Quote]

>>17556
https://finabase.io/news/52055631

 â„–17559[Quote]

>>17555 (OP)
>>17557
- keep in mind, projections for 2027 are "HIGH" 7.5 bil revs/$4.56 EPS and "Average" 5.2 bil revs/$3.10 EPS …. with that said, if this stays on its path, it'll have a massive run with a couple splits … BE is probably one of the top 5 picks in the jungle for the next 5 years … Again, that's if it stays on its path which I think it will, management is doing a great job and demand is through the roof … Cheers

 â„–17562[Quote]

>>17555 (OP) (OP)
This is awesome actually, thank you for posting.
<
I don't really use 4chan's biz board because they don't seem to take things that seriously over there.
Why would anyone ignore this?
<
I get the use case RIGHT NOW, it's bullish in the short term because of the ever expanding power demand for datacenters, but what would happen if we get fusion in the next year or some major black swan event occurs?
Onsite power production seems like a cool idea but It's also going to be obliterated the second a larger, more practical solution appears.
I'm only being a devils advocate here, I like the tech but the bearcase is real.

 â„–17566[Quote]

>>17562
It still has usecase because old data centers used 12 volt but with AI it needs 800 VDC because it allows more electricity and less material use. They are still viable because its off power grid power for AI data centers if we got fusion they would still probably use solid oxide fuel cells while they invested in it also a lot of the green case is hydrogen they go from natural gas to hydrogen. Its low emissions fuel to electricity pruoduction on site. They say so it stays up during blackout which is true its datacenter independence from the grid which can have a blackout due to how its liquid energy and data centers like that hypothetically could have weeks worth of natural gas or propane. Also Strait of Hormuz closed = less natural gas, natural gas in situations like this are reserved for ENERGY. Pretty much yeah something or another could happen but this is a rather Iran war resistant AI play due to the sunlight splitting water into hydrogen and oxygen and it being hydrogen gas I mean really only reason it isnt liquid is they don't make it chilled enough to go liquid but it could become a future commodity like natural gas where its main use case its a gas but it gets hauled around in its super chilled liquid state.

 â„–17567[Quote]

>>17566
I pretty much think off site power/247 datacenters without blackout is codeword for they know poor people would riot if their electric bill went up 40% from them using the local power grid so they can indirectly raise their other bills in a way they won't notice and blame on the war = the gas bill. Its logical for the price of gas to go up during such a thing they are too stupid to realize that if their electric bill goes down and their gas bill goes up it isn't from AI datacenters being banned and natural gas going up from the Iran war, atleat not solely. A lot of the natural gas is going to go to energy needs while before when we had oil out the wazoo natural gas was a secondary product that could cheaply be bought for PLASTICS PRODUCTION which increases the price of PACKAGING OF CONSUMER PRODUCTS. I hope you see how the price of natural gas is indirect price hikes that makes people riot less about AI because it comes off more like normal inflation instead "holy fuck carol the electric bill is up 40% in a year and theres data centers everywhere" right wrong or indifferent their opinions having solid oxide fuel cells it would ease the strain of the middle and lower class in the shift towards AI

 â„–17568[Quote]

>>17567
Did you know before solar H2O splitting all hydrogen production was grey at best and was a derivative of hydrocarbon production like natural gas?

 â„–17569[Quote]

>>17562
I pretty much think yeah maybe in like 2040 when fusion is 100% solid and we have all the energy we need but its still useful in the transition. I agree theres always capability of some other AI model coming up and dethroning palantir but at the same time patents. speaking of that lets pull up the patents. https://patents.justia.com/assignee/bloom-energy-corporation dude they have 299 patents I am up 500+ percent right now this is another Palantir like company I think

 â„–17570[Quote]

>>17569
https://www.stocktitan.net/news/ORCL/oracle-border-plex-and-bloom-energy-to-power-project-jupiter-with-jaellmfvc9rn.html
New news

 â„–17571[Quote]

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$ORCL
ORCL logo
ORCL
Oracle Corp.

60,585
$172.38
$0.90
(0.52%)

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Watch
/ $BE — this is a meaningful infrastructure shift, not just an energy headline.
Oracle’s Project Jupiter data center in New Mexico reportedly moving toward up to 2.5 GW of fuel cells instead of traditional gas turbines/diesel backup signals a real rethink of AI power architecture.
The key point isn’t just emissions (~92% NOx reduction) — it’s the idea of running a massive AI campus on a unified microgrid with distributed fuel cell power. That improves reliability, scalability, and energy independence at hyperscale.
As AI workloads scale, power becomes the bottleneck — and this is one of the ways that constraint is being engineered around.

 â„–17572[Quote]

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>>17571

 â„–17574[Quote]

OUR FIRST 4CUCK IMMIGRANT

 â„–17575[Quote]

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Its going to the moon 251 is a conservative estimate from UBS
https://finance.yahoo.com/markets/stocks/articles/ubs-hikes-bloom-energy-price-144255901.html
>>17574
Lmao I've been using this site since first half of the 2020s this board is just dead at times tbh.

 â„–17576[Quote]

>>17575
This margin expansion highlights the significant operating leverage in the model as revenue growth continues to outpace cost growth. Non-GAAP fully diluted EPS for the quarter was $0.44 versus $0.03 a year ago. While we will continue to invest to support the growth ahead of us, I am impressed so far with Bloom's ability to deliver at an increasing scale while managing costs through both operational efficiency and gaining leverage through technology adoption. As KR mentioned earlier, we are rapidly expanding capacity through our innovative manufacturing model, which allows us to scale in months, not years. That growth requires upfront working capital to support higher production and deliveries. Even with those investments, cash flow from operating activities was an inflow of $73.6 million, positive for the first time in a first quarter of the year, which is typically a seasonally weaker period.

 â„–17579[Quote]

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>>17566
Anon please tell me you didn't miss out on over a years worth of S&P 500 gains within the span of this thread to earnings report coming out… right?

 â„–17580[Quote]

https://www.msn.com/en-us/money/top-stocks/be-stock-saw-a-barrage-of-price-target-hikes-today-following-stellar-q1-one-analyst-raised-it-by-a-whopping-134/ar-AA220cFH

 â„–17582[Quote]

amazing call anon
how much did you make off this?

 â„–17586[Quote]

>>17582
My initial shares I am up 500%+ I put some money into $XE since its ran by "Clay Sell" and he was in the Bush admin related to energy and X energy/Triso X got DOD grant of 53 million(impossible to fuck up a company if you have over 5~ million dollars) in 2016 and a DOE grant in 2019 for NUCLEAR REACTORS AT FOREIGN MILITARY OUTPOSTS

 â„–17587[Quote]

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https://art.inl.gov/Meetings/ART%20GCR%20June%202019/Presentations/June%2018-19%20Fuel%20Presentations/17_Brown_XE-Fuel_Development_Capabilites_v5.pdf
Yeah their name is in .gov shit I think they are the next bloom energy, bloom is good too but this is literally nuclear with Triso-X fuel.
In October 2020, when the U.S. Department of Energy (DOE) announced it chose TerraPower and X-energy to each receive $80 million in initial federal funding under the agency’s Advanced Reactor Demonstration Program (ARDP) to build their two distinct advanced nuclear reactors and begin operating them within seven years, the advanced reactor community was abuzz about the agency’s larger scope for X-energy. Under the award, Rockville, Maryland–based X-energy will deliver a commercial four-unit power plant (likely in Washington state) based on its Xe-100 reactor design—an 80-MWe/200-MWth pebble-bed high-temperature gas-cooled reactor (HTGR). But X-energy will also leverage the award to deliver a commercial-scale fuel fabrication facility for its proprietary TRISO-X TRi-structural ISOtropic (TRISO) particle fuel, technology it developed under the 2015 DOE Advanced Gas Reactor (AGR) Fuel Qualification Program. As some industry observers noted, the award re-establishes a longstanding commitment by the DOE to render the U.S. into a technology purveyor of the specialized nuclear fuel form that is expected to quickly gain traction around the world as new advanced reactor designs emerge on the global power scene.
TRISO Is Complex, but Not Complicated
As the DOE explained to POWER in February, TRISO is essentially a “robust, microencapsulated fuel form” developed originally for use in HTGRs in the 1950s. Modern “particles”—which can be “about the size of a poppy seed”—typically consist of a spherical fissile “kernel” sheathed by several layers of pyrocarbon (PyC) and a silicon carbide (SiC) layer. These particles can then be packed together into different forms, most prominently cylindrical pellets or billiard ball–sized spherical fuel forms, called “pebbles,” using a resinated graphite matrix material (Figure 1).
1. This U.S. Department of Energy (DOE) graphic shows different TRi-structural ISOtropic (TRISO) particle fuel forms. On the right is a micrograph of a coated particle with exposed kernel and coating layers. Also shown are examples of spherical (pebble) and cylindrical (compact) fuel forms, and prismatic graphite blocks. Source: DOE

 â„–17588[Quote]

>>17582
like 11-16k depending on share price fluctuation

 â„–17589[Quote]

>>17587
https://www.world-nuclear-news.org/articles/us-companies-selected-for-advanced-fuel-production related links X energy, Triso-X is owned by X energy
Key manufacturers of TRISO fuel in the United States include X-Energy, BWXT, Standard Nuclear, and Framatome, all of which are involved in advanced nuclear fuel technologies.
List of TRISO Fuel Manufacturers
X-Energy: Specializes in advanced small modular reactors and proprietary fuel technologies, including TRISO fuel for high-temperature gas-cooled reactors (HTGRs).
2
BWXT: Operates a Specialty Fuel Facility in Lynchburg, Virginia, where they manufacture TRISO fuel, including irradiation-tested uranium oxycarbide TRISO fuel. They are involved in various projects, including the Department of Defense's microreactor initiatives.
2
Standard Nuclear: Focuses on the large-scale production of advanced TRISO nuclear fuel and supplies it to advanced nuclear reactors for both terrestrial and space applications.
1
Framatome: Engaged in scaling up TRISO fuel production lines in the U.S. to meet the anticipated demand from demonstration projects and future commercial reactors.
1

These companies are at the forefront of TRISO fuel development, contributing to the advancement of nuclear energy technologies in the United States. Their efforts are crucial for the commercialization of TRISO fuel, which is known for its safety and efficiency in high-temperature reactors.

 â„–17590[Quote]

can anybaldi tell me how to start with this shit? how do i make an account and start investing in this?

 â„–17591[Quote]

>>17590
Verdict or eToro are available in UAE look up a tutorial of how to set it up, then transfer money in. Individual brokerage accounts act like bank accounts you can even do bill pay from them. Its a transfer from bank account to brokerage, I think brokerages make a bigger effort to protect money than banks they always do 2FA. Nothing in this thread is financial advice I am not a financial advisor

 â„–17592[Quote]

>>17590
i use hyperliquid xyz

 â„–17593[Quote]

>>17592
>crypto leverage gambling
just die bro

 â„–17594[Quote]

>can anybaldi tell me how to start with this shit? how do i make an account and start investing in this?

A lot of people from the UAE are rich immigrants, is this your situation? A lot of people use AI like best friend or therapist this is not right you should use it like how Joe Rogan uses Jamie to pull stuff up

 â„–17598[Quote]

>>17593
nobodo gambles with leverage


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