SpaceX Earnings: Bloom Energy and Nebius Emerge as Top Beneficiaries of Elon’s Comments
Hello everyone! Today i want to share some trading ideas with you!
Hopefully everyone is using a bit more logic now after $SpaceX(SPCX)$ earnings.
Two biggest beneficiaries for me from Elon's comments are $Bloom Energy Corp(BE)$ and $NEBIUS(NBIS)$.
1. Bloom Energy | $Bloom Energy Corp(BE)$: Turbine suppliers told $SpaceX(SPCX)$ that blades and vanes run 12-18 months behind the rest of the turbine and this is only getting worse.
This is one of Bloom's competitive advantage. Fuel cells have no turbine blades and can be deployed far faster.
Speed is worth almost any price right now.
2. Nebius | $NEBIUS(NBIS)$: Elon said hyperscalers need more than $SpaceX(SPCX)$ can actually supply.
He also confirmed what we already know about new deployments rising above the $30-50 per watt range and that short term contracts are renewing at even higher prices.
Personally bought more $Bloom Energy Corp(BE)$ yesterday.
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