Bullish Commentary on Midstream and Data Center Enablers via Bloom Energy

about 1 month ago

Duneberg

"Yeah, I'm still very bullish on the prospects for, you know, midstream operators. Anybody who is enabling the data center constructions to go faster. You saw, you know, Bloom Energy stock just skyrocket because its solution seems to be validated. Not a recommendation to get long a stock that's already had an icorous print like this, but that's just an example of things you should be looking for. Beyond energy, but to the derivatives of energy, anything that China supplies to the US military industrial complex today is going to see a wave of investment."

Duneberg highlights opportunities in the midstream and energy derivative space, using Bloom Energy as an example. He notes that Bloom Energy's solution has been validated with its recent stock surge, which serves as a signal for investors to watch similar companies enabling faster data center construction and benefiting from broader energy trends.

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