$Bloom Energy(BE.US)'s earnings report yesterday was a blowout, causing the stock to jump 24% directly.
Bloom Energy makes fuel cells and has caught the tailwind of powering AI data centers.
The stock price has risen 20-fold in the past year.
And that genius teenager Leopold Aschenbrenner, who was kicked out by OpenAI, runs a hedge fund, and grew it from $225 million to $5.5 billion in a year,
had heavily invested in this stock early in 2025 and now has a paper profit of $2 billion.
He also holds large positions in the following: $Core Scientific, Inc.(CORZ.US) $IREN(IREN.US) $Sandisk(SNDK.US) $Applied Digital(APLD.US) $Coreweave(CRWV.US) $Cipher Digital(CIFR.US) $Tower Semicon(TSEM.US)
After all, coming from OpenAI, no one understands AI infrastructure better than him.