$Bloom Energy Corp(BE)$ I'm bullish on AI data center energy providers. EROC has large deals with both Anthropic and Meta, along with ongoing clients that include grocery store chain HEB, Walmart, and even car manufacturer Hyundai.
$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ Nvidia is putting $3B and AMD is putting $1B into Meta's equity raise. Chip suppliers are now also becoming equity partners in the biggest AI spenders. Is this just smart alignment, or does it make the whole CapEx loop even tighter?
$Meta Platforms, Inc.(META)$ It sounds like a big dilution, but it really isn't when you compare it to how much revenue and profit they generate on a yearly basis. Both are going to keep growing as well.