---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42826025.md"
description: "$Bloom Energy(BE.US) dropped by over eight points today. A report from TD Cowen brought the delays of two flagship projects to light: the air permit for Oracle's 2.45 GW campus hasn't even been approved yet, and the timeline for the Wyoming project has been pushed back by two years within a 90-day window; on top of that, there are concerns about scandium raw materials being choked off by export controls.$QuantumScape(QS.US) has been flat. The timeline for solid-state batteries is inherently distant, so there's not much room to fall.The $25 billion AI power order from early in the month still hangs over $Bloom Energy(BE.US). The gap between the order story and delivery capability is the source of current volatility. With both large orders and delays existing simultaneously, which side do you believe? I believe the middle ground—the orders are real, and the slow delivery pace is also real. Position sizing should be based on 'half-realization'."
datetime: "2026-07-21T10:44:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42826025.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42826025.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42826025.md)
author: "[见过大风大浪](https://longbridge.com/en/profiles/27162611.md)"
---

# $Bloom Energy(BE.US) dropped by over eight points …


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