The AI Power Crisis Is Creating a Huge Opportunity

I think it's a really attractive opportunity to to [music] establish a position here. >> What's up everybody? It's LGD said here and welcome to Milk AI, the daily AI show that gets more bullish every time the market gets bearish. Even though I'm all out of cash and I refuse to ask my in-laws for more money to invest again. Today's July 24th, 2026. Recording on July 23rd. Man, it's getting really hard to build data centers these days. Not only does the public resent AI, it's also really difficult to secure the energy needed to power them, it takes an average of 5 to 7 years to get that energy approved, which is a really long time in this market. But Vincent, our AI analyst and researcher, has a company that has found a way to circumvent these issues and can actually supply power to a data center within 60 days of demand. He's been calling for Bloom Energy since December and has posted it many times in Milk Road Pro as it's run from $70 all the way to 300 plus and now sits in kind of a juicy pullback position. Today, he's going to walk us through how the company works and why they are well positioned in the buildout that's yet to come. And if you want to see his position in Bloom and all his other calls that have run or about to, it's only a dollar to sign up for Milk Road Pro at the link below. And a reminder before we start that our podcast today is free and it wouldn't be possible without our partners at securitize the regulated rails for tokenization and bitcget stocks 2.0 with real liquidity and real dividends keep an air out later in the show for a message about them. >> Vincent I always learn a lot on these shows and you always bring so much opportunity. So tell me about the one that you have today. >> Yeah thank you LG. Nice to be back. Today we're uh talking about actually one of my main assets that I hold since end of last year. It's an asset that is down about 35%. So it's on a bargain. That's why we thought uh we should cover it. It's Bloom Energy. Bloom Energy is the company that will be or how I envision Bloom Energy, it will be the the core power platform in the AI buildout because what it does it it it brings power fast and secure and with low emissions to wherever the data centers are going to be built and that is the core teases on the name. >> Wow. Wow. Okay. Okay. Well, I'm sure a lot of people maybe know it or they don't know it, but let's start with a quick little company snapshot just to understand a little bit more about it. >> Absolutely. So, Bloom Energy is a a fuel cell company. They're producing the boxes that you can see on on on the picture here that you can put wherever you need energy, right? Obviously data center is the big story now but uh they also have hospitals, schools, uh I think one of the big I think it's a a football stadium in the US as well. So basically onsite energy or you can also call it behind the meter energy. So basically energy coming from a source that is not the grid. um and and how they're producing the energies. It's basically with fuel cells and fuel cells is basically an through an electrochemical process. You have an input material most in in most of the cases it's actually natural gas and you put it through those boxes and then you get energy. Basically that's the really simple non- tech uh explanation of of of what is happening here. And obviously now during the the the AI data center craze around the world, but especially in the US, the demand for those boxes just exploded because um and I have a lot of details on that. But it it just takes years for a data center to connect to with the grid and so you need to look for alternative sources. Now there are other sources as well like gas turbines for instance but bloom is a really viable option and you see from the financial data on the right hand side that as we as we went through the buildout the AI data center buildout uh over those last two years their earnings just exploded. Also the valuation exploded. It's it's definitely not a cheap company. Um but since it's down about 35% from its high I think it's a great time to to talk about it again. So, do they I I right off the bat I have a question for you. Data centers that can't get access to power, do they what do they do with these these fuel cell boxes? Do they order like a hundred of them? Because from what I understand, like a data center probably needs a lot more power than like a small regional hospital. A hospital needs a lot need a lot of power, but modern data centers I feel like need a lot more power than most other facilities. >> Yeah, absolutely. They need more power and more constant power, right? and and they also have those those spikes in energy use as well. So they have a high constant load with on a high basis spikes right. So, so yeah, it's it's it's basically because of data centers, this this uh company, the story of this company is now uh in the mouth of all the the energy analysts. Um because before that, you you're completely right LG, a hospital, a school, um a soccer stadium, they don't need that much energy, right? um they they used the Bloom Energy boxes as kind of a a fallback option, a safety option when something with the grid was was was not wrong or was wrong, right? Um but now with data centers, the the use case that the the TAM they could address. So the total addressable market for Bloom just exploded. Um and and and that's why also the stock performed so good over the last couple of months, >> right? So these guys have been in business for a long time but now that solution is high is in high need because of data centers but for a long time just to give like the practical use like you're saying a hospital that relies on hydro power or some other kind of grid power. Power goes out for 4 hours they're doing operations and it kicks into a backup generator that is a bloom fuel cell box that's powered by natural gas because the natural gas lines are intact. Uh hopefully hopefully the grid's not down because of an earthquake but you know what I mean. It's just it's an alternative source of energy that they've been able to provide typically it sounds like in in in various use cases but now the demand is enormous because the major bottle one of the major bottlenecks for AI is energy right so that's where these guys come in >> exactly and I mean yeah you see the charts here right especially the left one it's the numbers are crazy and I mean it's 2026 now the demand for energy is just starting to kick off, right? And these are analysis from different sources. Yes, they vary in in in in kind of the end number, but the the core conclusion is that the number is up and in the right. Right? So the energy demand in the US for data science is around about 2xing by 2030. Now the core message is that a lot of the power that we need is not yet contracted. So and and and and and you can also connect that back to what what JP Morgan was saying a couple of weeks ago that uh the data centers for 2027 only about 40 or or 50% or so that somewhere there was the number actually kicked off um um constructions. The others are still not um uh they do not have contracted energy, right? And you see that on the right chart here, a massive amount of energy for the data centers until 2030. We do not know where it's coming from, right? Because the sources of energy are just so exploited and so scarce especially the grid, right? The grid in data center dense region in the US is already overloaded, right? We we we see the news every day on on on on on somewhere a local town is pushing back on data center build out because the the electricity bill is going up, right? And this is the core structural demand driver for solutions that are behind the meter, right? So it's it's not only Bloom Energy B. It's it's it's a seaman's energy that is producing gas turbines. It's um it's it's gas engines that are everything that is not connected to the grid or batteries, right? Also a massive demand driver. Everything that's not connected to the grid is is is massive in demand because of that uh data center buildout. Just going to pause there for a second to point out that the market is showing signs of something kind of different happening and our analysts at Milkro Pro are all over it. They spent the last couple weeks making a lot of trades, getting out of some positions and then getting into a lot of new ones, getting ready for the next wave of robotics space or even kind of picking some different AI winners. If you want to see what they have in their portfolios, what positions they're opening, it's just a dollar in Milkroad Pro at the link below. >> Right. Naturally. Yeah, of course. Yeah, cuz there's just there the need is just so insane and so little of it has been contracted like you're saying and the need is only going to grow that it naturally paints a beautiful bullc case for a company like this alternative power right like just a different source especially and and I think you know the argument you were making on our rollup episode the other day as well and you guys were talking about is that I was asking you guys about policy right and that especially in the US it's like that's where the US is falling behind they just can't can't with China it's like it's not it's not there's way less red tape to go and build a bunch of power facilities and to connect everything and you know it's [snorts] it's way more unified whereas in the US you have so many different laws. Elon has built a data center on on on a state line so he can get power in one state and run the data center in the other and basically it's a it's a huge issue and that's where Bloom comes in as a a potential strong player where they have a solution that requires way less uh at least one less element of the the political um posturing or or or positioning let's say to to make these things happen. >> Exactly. And what is the thing that data center operators do not have? >> It's time. >> Yeah, >> they they they need to build the data centers as fast as they can. They need to energize the GPUs that they're buying up front for trillions, right? If you if you accumulate the capex now, it's trillions. They need to have the data centers as fast as possible on time. And if you look at the chart, in the most data center dense region in the US, it takes about 7 years to connect the data center with the grid. So you build it and then you need to wait seven years until you get the energy. >> Yeah, >> that's a pretty long time. And in seven years from now, we're envisioning a an AI native society, right, with humanoids with patient. [laughter] >> From what I understand from you guys, in seven years, like we won't even we won't even be having this podcast. It's going to be robots talking on our behalf. [laughter] >> I guess I'll never I'll make my last meal and I got to have robots doing it for me and feeding me in my robot chair or something like that. Anyways, seven years is a seven years in in by today's standards feels like a really long time compared to the the speed at which even the models are are you know the the the frontier and also the Chinese models are moving. >> Exactly. And one of the strongest arguments of Bloom Energy is that they can bring energy to whatever site also a data center within 60 to 90 days and they've proven it. They uh they signed a deal with Oracle. It's one of the largest customers and there they brought energy online in round about 60 days. So there 60 days versus 7 years. Uh it's pretty pretty strong argument for Bloom Energy, right? So time to power is one of their their biggest USPS. [laughter] >> Oh my god, man. Yeah, that's a that's an that's an 98% time save, right, of of how long it would take for the other ones. So, can they So, my question for you at this point and and I feel like this will lead into your next slide is it's kind of what I asked earlier is is can Bloom provide the same amount of power that's needed as being connected to the grid, right? Because it's like it just it sounds like what they make is small compared to being connected to the grid, but maybe that's not true. >> Yeah. The the the cool thing with the boxes is they're modular. So they can bring as much power to a certain site as you actually need. So when you need more energy, they just bring more of their of their boxes to your site. So it's completely it doesn't matter how much energy you need on a site, you can they can fulfill the the the demand basically. >> Okay. Okay. So they can they can fulfill it. can scale that up and they don't they have I feel you're going to tell us about materials a little bit later but they they can just they just deliver as many fuel cells as they need to for the power needs of the facility. So it's not it's not an issue they can they can scale it basically is what I was asking. >> Exactly. Yeah. Yeah. Exactly. And and and and and later we will also talk about their manufacturing capacity. Right. You probably have in your head now okay are they able to to produce that many boxes? >> That's right. >> The answer is yes. >> Right. Okay. Okay. We'll talk we'll talk about that in a bit. I don't want to take you off from what you were you you you your flow. Um I think what we want to learn about next too is is basically like what makes them um what are they building next? Because I think one thing that you have you've done really good on on the episodes that we've done with you is you're with a lot of these companies is you're always painting a picture for us of like what what they are adapting to what their nextgen model is or what their nextgen component is. And that's something that I think between you and Melvin, we've learned a lot about about like what's in the rack, what's out of the rack, and how the the industry leaders are still evolving in terms of their efficiencies and and and how they're building stuff. >> Yeah. So, we had the the energy demand, we had time to power, and the third argument speaking for them is the the rack design who we are moving into and that's 800 volt DC. And I talked about 800 volt DC a lot, right? I covered it for the the materials podcast where I covered it for the Infinian podcast and also Bloom Energy is a name that is benefiting from 800 volt DC. As a reminder, what is 800 volt DC? is basically higher power density in the racks where where the chips are sitting inside a data center and and and you see it here and the the future Nvidia racks where Reuben and and and and the Kyber Rex that they're coming out uh latest somewhere next year maybe even end of this year they will have 800 volt DC architecture so they will require that type of energy flowing into the rags. Now, what did Bloom Energy announce this February? Hey, our our boxes are providing natively 800 volt DC uh type of energy. Now, obviously that is really bullish for or or really interesting for an for a data center operator because then you need much le much much less conversion. You have much less heat. It's just way more efficient if you get in that type of energy. When you connect the data center to the grid, for instance, you do not get that type of energy, right? So, it's just also from a a total cost perspective really interesting for you to use those bloom boxes because they provide that form of energy natively. >> Okay, that makes a lot of sense. So, can you just you've thrown this number 800 VDC around a lot. Can you just just explain to me again what that is? is I know you just said it but I think it's just it's something we see all the time when your presentations so just just so I have it on the tip of my tongue. >> Yeah. So it's basically two things. One it's much more power density within the rack >> and two we are switching from alternating current to direct current. It's different form of energy. >> It's a different form of energy that is way more efficient. basically >> way more efficient and and basically much more energy inside the wreck. >> Got it. Okay. So, it can power them in a much stronger way. Okay. Okay. Okay. And and this is and this is their their proprietary design, right? Like nobody else makes this >> that I'm not 100% sure of if no one else makes it, but they certainly do. Um and that's a core argument for them. Also, if you look at the chart on the slide, you see that by 2030 around 36% of the and and and that's from a a bloom energy analysis actually 3 weeks ago only. So it's really uh up-to-ate data around around 36% of the data centers in 2030 will have that uh form of of of of energy whereas almost zero of data centers today have uh direct current 800 volt DC uh in there because it's just not a a standard as of yet. >> Uh okay. Okay. and they and and and it's becoming a standard because it has so much more power and Bloom Energy is kind of at the at the the head of the sector in terms of implementing this for people's data centers for company data centers. >> It's it's becoming a standard because Nvidia's new wreck architecture which is still the number one chip the number one rack that is deployed in most of the data centers is demanding that form of energy and everybody else. So what basically Nvidia is the king and they're telling us or they're telling the entire industry on what to deliver and the rest of that. >> Okay. So a lot of new data centers that are being built between now and 2030 are going to be using 800 VDC design because because that's what Nvidia is requiring them to do basically. >> Exactly. >> Okay. Okay sense. So the st so Nvidia is setting the standard and Bloom Energy is is one of the only companies that can make this that is that is making this specific type of um battery or what is it? What what is the 800 VDC? What what is it the architecture? What is the architecture? What's the format of the architecture like the cell the fuel cell? What is it? >> The fuel cell that Bloom Energy is producing. >> Yeah. or or or deploying on site is producing 800 volt DC type of energy that is flowing into the the future Nvidia racks. >> Got it. Okay. So they can match the 800vt DC need from the Nvidia racks. Hence why they are well positioned to to basically profit or to to do well as >> to be the future energy to be the future of off-grid or behind the meter preferred energy supplier of data centers that have those Nvidia chips deployed. >> Exactly. And right now zero there's 0% of data centers that are using that architecture and by 2030 it'll be 36%. So they're about to be a huge part of the provider of these new data centers that are using Nvidia racks basically. Got it. Okay. This I think I I think I think this makes a lot of sense. >> Exactly. Yeah. It's a really bullish argument for them in the future to to work with any Neocloud that Melvin was covering, right? with any hyperscalers with anyone that is building a data center that wants to deploy that future architecture of Nvidia to say hey the chips or the racks you're deploying are requiring this uh form of energy and we are providing that to you off the grid in in kind of so a sovereign low lowcost way that's their sales pitch in the future >> got it that makes a lot of sense can can you remind me again like um I think and I think this is the next part of your presentation too is is back to the p actual power discussion, right? And we've talked a lot about the red tape. Natural gas is, I guess, a pretty good form of energy. It's something that a lot of countries have, especially like Canada. We have some and and it's been a high topic of discussion, especially with the conflict in Iran. Why why do they use natural gas? Why is that more efficient or better than say other types of of energy? So first off it's not only natural gas that you can use but also other forms of of gases essentially right natural gas just one you can also use hydrogen you can also use bio gas for instance that that that that you you that you use that goes into those boxes and through an electrochemical process not combustion right so you're not producing that many CO2 emissions uh also with those boxes uh you you you you're producing the energy. Now, it's not the the most efficient form of energy production, right? There are a lot of forms of how you can produce energy, right? You have solar, you have wind, you have oil, you have gas, then you have the the the gas turbines, everything that you can see on the slide, it's it's it's not the most efficient one. The most efficient one is definitely solar, right? What Bloom is, it's a it's a behind the meter solution. That's their efficiency argument. You're not dependent on the grid and the grid is the core constraint that you as a data center operator want to avoid at the moment, right? Because again, you need to wait for seven years until you get energy. So you get bloom energy for an a less efficient form than solar or wind is but a more efficient form than what other off the grid behind the meter solutions are that on that are on the slides right and this is basically the peer slide where I wanted to show hey there are other options for offthegrid energy sources like the gas turbines like the gas engines as well and there when you take it together um in terms of availability, in terms of efficiency, in terms of CO2, fuel cell boxes are the most efficient form when it comes to behind the meter uh energy. >> Got it. Okay. Who um let's let's go back to just talking specifically about Bloom. Who who what kind of deals do they have? Um because we're talking about Nvidia racks, but who who is actually who's actually using who's actually ordering Bloom fuel cells? Yeah, that's really important because last year when I [clears throat] started talking about this name uh in the Milkro Pro reports for instance, right, I was talking about this name really early and and I bought it myself end of last year. Everybody was saying or or criticizing that hey they do not have deals in the AI space and now they have massive deals. They signed a 2.8 8 gawatt uh framework with Oracle uh point 0.3 gawatt with Nebas up to 1. Gawatt with American electric car. So it's proven that the the the the largest AI data center operators are using fuel cell boxes from Bloom Energy. So this was a the last couple of months were a major validation signal for Bloom that their technology is is is not only working but is reliable is holding up under those really um yeah harsh and environments that that they are running through right because again data center AI data center demand for energy is really high is really constant and and has those certain spikes in it. So, um, yeah, that's that's that's that's that was really important for the name. >> Real world assets like funds, treasuries, and private credit are still running on rails built decades ago. Gated, paperwork heavy, slow to settle. Everyone's talking about tokenizing them, but far fewer can actually do it and do it without cutting regulatory corners. Securitize can. It's the SEC regulated infrastructure bringing real world assets on chain. Nine years in native tokenization not wrapped backed by Black Rockck, Morgan Stanley and Kathy Woods Arch Invest and chosen by the New York Stock Exchange Vanby and Apollo to do it at scale. It's the regulated bridge between traditional finance and crypto. Tokenized the world at milkroad.com/securitize. Everyone's tokenizing stocks these days, but almost nobody's doing it right. Thin liquidity, prices that drift from the real thing, dividends that just vanish. Bit stocks 2.0 is different. real NASDAQ and New York Stock Exchange depth through licensed brokers. Prices mapped one:1. Dividends paid to your account in real time. Plus, you get the lowest fees in the market at just 0.04%. And you can trade them like any other crypto. Has margin in earning in grid trading. Tokenized stocks finally done right. Head to milkroad.com/bitgget to get started. Right. And this is something and just for people to know and and I'm going to mention this in the intro as well um that I record usually after these jokes after we do our recording um is that Vincent was on this a long time ago like when you started Milk Road in December like I think right away one of the first things you told people about was Bloom Energy and when we launched our portfolios in in February I think your first purchase was Bloom Energy. So you were you were just to back that up is like you were saying this you were presenting that counterargument um for a long time now you know and this pre-runup this is pre-runup to to to when they Bloom went from like this is like Bloom was at $100 and it went to like 250 in that time. >> Yeah. Yeah. The first buy I had it was was at 70 but that doesn't even matter if you if you if you [laughter] >> by the way it was actually it was 70 not 100. If you if you go to my X page, you see the pin post was from I think the the 30th of December. >> That's right. >> Um and it's it's a pitch on Bloom. Uh it has really low views actually because at the time no one really cared, right? Uh now all the the the posts I do on X perform really well because all all of a sudden people are interested in the name. But then again, the stock is now down 35%. Again, it's it's higher to where I bought it first. But if you have no position in it yet, I think it's a really attractive opportunity to to establish a position here because we showed you the charts. We showed you the the advantages on the name. So, it's Yeah, it's I think it's a great time to do another show on the name. >> Absolutely. Let's talk materials while we still have some time. Um because I know you wanted to talk about that and I know that that's also kind of like the end argument that you have is is you always paint some good risks for us to give the counterargument. So I I want to save that for you but I think you want to talk a little bit manufacturing first. >> Yeah. So this uh I alluded to that earlier. Right. This is um yes demand is massive but can they supply enough boxes to meet that demand and and and the massive backlog that they that they have? Right. What management is saying is that they have one gigawatt production capacity per year as of now. They're moving that up to 2 GW of production capacity per year by end of this year. And they have the flexibility because the size of their their their manufacturing plant is so big um that they can um increase that up to 5 gawatt of production capacity per year. Um and and you see the numbers. It's actually not that expand. I was really surprised by those numbers when I researched them because I didn't know them myself. This really low capbacks that they actually need to scale um up from one to two to three to 4 GZ and then eventually 5 GZ, right? So they have because of their uh kind of model production way, they have the flexibility to meet customer demand and they have the supply chain relationships in place to get in the machines to build out the the the production plant between six to nine months to scale up another gigawatt. And that's really important uh because obviously Bloom Energy now is uh it's it's it's an execution story, right? It's about them being able to meet demand and with with that I think that risk is kind of taken away. >> What's the other major risk Vincent? >> There wasn't really a risk in my in my view. There was I think still a kind of bullish argument for them because uh yeah again they have the flexibility to scale production in in a market that where where demand is increasing structurally. Right. So what I'm saying is they're able to meet growing demand. I think that's that's kind of the bullish argument. But if we if we if you want to talk about the risks there there are two core risks, right? Um one of them is the scandium topic and I think I have that on my final page. Scandium is something that has been highlighted a year ago already on the name. There was a short report on the name saying, "Hey, Scandium is an issue on the name." And I think last week or two weeks ago, there was again uh a short report from a from a media outlet that by the way has also had also a short position open at that time. So there was some conflicting interest in that of course, but hey um they were saying and you see it on the chart here. It's a chart from from them. By 2027, there is not enough scandium. That's a rare earth that they need for that they that bloom energy needs for the production of their fuel. So, it's not enough available in the market uh to meet the backlog. So, actually so, so essentially what they're saying is they cannot produce enough boxes because they're the the scandium is not available, not in enough quantity available. Right. [snorts] To me, I see that risk. And what I have to admit is that Bloom Energy did not come out yet showing us, hey, this is the supply chain. These are our partners, these are the numbers. Um, so they they did not do that. My argument against this is they are working with Oracle, with a with NeAs with with and and their banks Morgan Stanley, JP Morgan that are financing those deals right in the background. They're all doing commercial due diligence before giving a lot of money away and they are aware of that risk and they obviously under NDA agreements uh have access in in in data rooms to that information and I'm pretty sure they got it covered because if not then you would have to question the people at Chippy Morgan and Morgan Stanley that are doing those deals, right? So to me, yes, I see the risk. Um, but it has not impacted the business in any material way yet and I don't think it's an issue because I trust the due diligence capabilities of those organizations. [snorts] >> How do they solve it? >> They solve it by mainly their design of the boxes. basically by the quantity of scandium that they need in the um in the boxes, but then by also recycling the raw the the the raw material for end of life products, right? And also of course make sure that they have enough allocation from global markets which is the biggest argument right um that they do not have apparently according to the to the short report. So those those are the three options that they have in terms of solving this. >> Got it. Got it. Okay. Um let's wrap this up. Vincent Bloom is reporting their earnings I think next Tuesday on the 28th. Um this has not been a podcast about their earnings report. So that I feel like that's a separate piece of information that maybe you'll write about next week when that comes out. But I'm I'm assuming that a lot of like a lot of these similar uh companies that are part of these bottlenecks that their earnings this quarter and in subsequent quarters coming up are expected to be pretty positive, right? Like that these are companies that are signing deals, making money or at least should be. >> Yeah, definitely. So they had the major breakout quarter Q1 this year that was like really really good. Growth was really uh was exceptional there. Now it's about execution. What makes me bullish is that every other second or third week you go on X and you see Bloom Energy has signed a new deal, right? The most recent one of Navas I think last week, right? And this is obviously the the biggest validation signal uh that I was describing already earlier that the earnings will be good. Now, of course, it's all about execution and and you also saw earlier the the the pipeline risks topic, right? So last week there there was uh for project Jupiter that's a massive data center that Oracle builds and they wanted to use the the bloom boxes but the the state I don't know which state it was uh actually rejected the permit for the natural gas pipeline that was actually bringing the natural gas to the data center that those boxes need. Right. Uh so that's that's another risk that you that you need to keep in mind but then again you can just reroute the pipeline. It takes a couple of more months. Um but data center demand in the US is so big that that they will find solutions for that as well. So it's an execution story. We but I'm really bullish on the name. I would buy dips um aggressively, especially around 35 40% um and especially if you do not have a position in the name yet because this to me is is not kind of a cyclical story. It's a it's a long-term structural buildout where we need much more onsite energy. And as long as we're not solving the the energy grid problem in the US, we're not bringing the length of the queue from seven years down to a year or so, then um I remain bullish on the name. >> And where where does this sit in your portfolio Vincent? >> Number one. >> Number one. [laughter] >> That's number one. That's number one. This is number one position because it's it's it's it's it's >> I invested the most money in this name. Uh and it's up the most. That's obviously good. But >> it has become it has become your number one position as well. Not only did you buy a lot, but it also it also grew so much that it's done that. >> Yeah. And and and in myro portfolio, which remember we launched that in LG? When did we launch it? >> February. Your first buys were February 17th. And you made you made six purchases. Uh uh one of them was Bloom. >> Exactly. Uh and it's up what now? >> Since then you bought it then it was 144 at the time but you had written to your credit like you said prior to when you were writing pro reports you had written about it in December uh when it was around you 70 or something like that and then you yeah so you've been buying some more now and I don't know what that's a good question. What is the current price as we're recording this? We're recording this on a Thursday about midday. It's at 222 now. So, even just from that first call, uh, still up a decent chunk. >> Yeah. And it's down and it's down 30 35% from its alltime high. Right. >> From its all-time high, which came just about a month ago. >> Exactly. So, um, a great company, great CEO. There's a great interview of him on the 20 we see pot um, where you get to know him really well. His story also on why he launched Bloom Energy. He's Indian, he's well, he's really thoughtful. uh great interview if you need more conviction uh that you can look at. >> Excellent. Well, if you guys want to see the rest of Vincent's portfolio uh and also see what his position is in is in bloom. And also Vincent, if who knows what's going to happen with earnings next week, maybe you'll add maybe if there's a dip similar to these other companies uh already today and this week where even if some of the earnings are positive or the numbers are positive or negative, we're seeing some sell-offs. Maybe there'll be more deals on Bloom next week. So, if you guys want to follow that, uh you have to check out Milk Road Pro. It's just a dollar and test it out. So, you can just pay a dollar and see all of Vincent's portfolio and you think it's crap, you can leave. Uh, or you can stay and you can stay and you can hang out and and um, you know, get more of Vincent as you as you go and the rest of our analysts who have been on top of this entire buildout. Man, you guys have made amazing calls and this is one of them. So, thank you Vincent. Uh, thank you for another great episode. Uh, and I'll see you next week on on our on our rollup. >> Thank you, LG. Want to stay ahead of the biggest technological [music] shift in history? Subscribe now to get insight straight from the sharpest minds in tech finance. Quick leg, you'll note this show is for educational purposes only. Nothing here is financial advice. Investing always carries risk. Never invest more than you can afford to lose. [music] Thanks for tuning in. See you in the next one.