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Odd Lots · Sep 12, 08:00 AM UTC

Robert Friedland on the World's Monumental Shortage of Copper

xyz:BEBUYMEDIUM confidenceUpdated Sep 12, 08:09 AM UTC

Historical operation · Retained

“gas power plant, ergo bloom energy. Their stock has gone”

Quoted source · Speaker 4 · 49:36–49:48 · 3 source segments

  • [1] 49:36–49:39
  • [2] 49:39–49:43
  • [3] 49:43–49:48
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Model assessment

Segment 13 states 'ergo bloom energy. Their stock has gone up because they have solid oxide fuel cells as an alternative to generate electrical energy for a data center.' This is a direct positive catalyst for Bloom Energy.

3 exact transcript citations

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