$Bloom Energy Corp(BE)$ If anything, GOOGL is going to spend even more on AI infrastructure, which works in our favor. This volatility doesn't seem driven by any major change in Bloom's fundamentals. Honestly, this market is pure sentiment-driven, moving on algos and positioning. One day everything looks terrible, the next day everything looks great. If you're long, forget you own the shares and let the business do its thing. If you like swinging, this is your kind of market.
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