Lark Davis
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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