Kcler
10-23 22:25

Market draw down are days where you can add to your current positions or build up new stock postion or selling cash secured puts on stock that you might want to hold for long term. AI will business will still have energy bottleneck problem. So we might want to add to these postion slow DCA. Bloom energy is one of the biggest renewal energy supplier. I believe they will become a major player in next few decades.  

Bloom's Revenue Doubles—Why Is Free Cash Flow Still Negative?
Bloom Energy fell 8.70% ahead of earnings and stayed under pressure despite revenue of $1.24B, up 138%, and non-GAAP EPS of $0.94 beating estimates. Management raised full-year revenue guidance to $4.4B–$4.6B and gross-margin guidance to 34.5%, but did not detail contracted orders or customer contributions. Bulls cite AI data center power demand; bears flag $181M in negative free cash flow and ongoing expansion costs. What would show margin gains are becoming sustainable cash generation?
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