Bloom Energy: Bubble Or Breakthrough?
13:09–13:55 · 46s
Lou warns Bloom’s surge hinges on Oracle data center deals and a sky-high multiple, concluding there’s a good company—and a bubble—coexisting.
13:09–13:55 · 46s
Lou warns Bloom’s surge hinges on Oracle data center deals and a sky-high multiple, concluding there’s a good company—and a bubble—coexisting.
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