Lark Davis|May 11, 2026 23:31
We were looking for the next 10x meme coin when a fuel cell company did +125% in a single month.
BE in case you missed it:
- AI data centers need power now, grid takes years, Bloom deploys in months
- Oracle signed them for 2.8 GW
- Q1: revenue +130% YoY, flipped to $70M profit, sitting on $20B backlog
Was a ~$20 flatline for years. then AI power demand hit and it had a moment.
Who caught this?(Lark Davis)
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