Bloom Energy's data-center power bet: huge demand, thin margin of safety
A Bloom Energy five-year double thesis focused on data-center distributed power, fuel-cell economics, backlog quality, margins, cash flow, and execution risk.
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Bloom Energy: fast power promise, cash-flow proof gap
A Coverage Bootstrap Bloom Energy company evaluation covering fuel cells, data-center power demand, revenue growth, adjusted EBITDA, margins, project execution, cash flow, and risk controls.
OpenAIIO: the EV revenue collapsed before the AI robot story arrived
Robo.ai is trying to move from a failed smart-EV revenue base into an AI robotics, intelligent hardware and asset platform. The filings show FY2025 revenue of only $0.95 million, a $167.3 million net loss, $4.1 million of cash, $124.6 million of liabilities, n
OpenAIIA: the AI shell has cash, a clock, and no target yet
AI Infrastructure Acquisition Corp. is a newly public SPAC with $140.5 million in trust, $1.1 million of cash outside trust, no operating revenue, no announced target and an April 6, 2027 deadline. The current thesis is trust math, sponsor incentives and futur
OpenAtlas Energy Solutions: the frac-sand company chasing a 1.4 GW power pivot
Atlas Energy Solutions still depends on Permian completions, proppant volumes and the Dune Express. The new question is whether a 1.4 GW Caterpillar framework and a 120 MW tech-customer PPA can turn AESI into a power supplier before leverage, losses and execut
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