OutspokenGeek
Just an outspoken geek in one of the largest organizations, with a side interest in finance, investing and semiconductors.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | 2 years ago | Last Issue | 17 days ago |
| Active | |||||
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outspokengeek.substack.comLatest Issues
Bloom Energy: Turbine makers forge power plants; Bloom prints them
“Even viewed from more than five centuries later, Gutenberg’s press represented a quantum leap in the ability of humankind to communicate, on a par with the invention of writing …and later the development of the telegraph, radio, televisi...
Bloom Energy Q2 2026 earnings
“The true contrarian is not the investor who takes the opposite side of a popular hot issue (i.e. shorting a stock that everyone else is buying). The true contrarian waits for things to cool down and buys stocks… Stand by your stocks as lon...
Quick Note | Bloom Energy: Questions for the upcoming Q2-2026 earnings
“… increased scarcity causes the development of its own remedy. This has been the key process in the supply of natural resources throughout history.”
— Julian Simon | The Ultimate Resource 2
This post is later than I would have liked due...
Nukes in neglect
“When the facts change, I change my mind. What do you do, sir?”
— John Maynard Keynes
Utilities are regulated, highly leveraged, capital intensive and rate-base driven, so various investing metrics do not map cleanly to the same in other...
Bloom Energy Q1 2026 earnings
“Most great stocks of every era are top dogs and first-movers in important, emerging industries.”
— David Gardner | Rule Breaker Investing
A utility scale installation | Bloom Energy
Breakout Quarter
It was both qualitatively and q...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Just an outspoken geek, with a side interest in finance, investing and semiconductors. One of the longest-running independent observers of Bloom Energy. Public notes and analysis since November. Not advice.
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