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OutspokenGeek

Just an outspoken geek in one of the largest organizations, with a side interest in finance, investing and semiconductors.

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Substack
PricingOnly free issuesPublishesWeekly
Issues14Founded2 years agoLast Issue15 days ago
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Latest Issues

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...

15 days ago
11

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...

a month ago
20
11

Quick Note | Bloom Energy: What I'm looking for in the upcoming Q1-2026 earnings

“We need multiple versions of the conceivable futures stretching from the scarcely imaginable best case to the end of the turkey’s life… it’s imperative to push the boundaries of the extreme cases much further than analytical caution usuall...

a month ago
10

Quick Note | Bloom Energy: How much of what it set out to has Bloom achieved?

“The future is already here, it’s just not evenly distributed.” — William Gibson

Seminal moment?

Yesterday’s 2.8 GW deployment announcement with Oracle certainly feels like a seminal moment in Bloom’s history with analyst price target...

2 months ago
13

Quick Note | Bloom Energy: New CFO, Comparison to Nuclear/SMR and Flexibility

“A great CFO is the financial conscience of the company so the CEO can be the leader of the company.”

— JLM | Comment on Fred Wilson’s avc.com blog

CFO appointment

Bloom Energy has had a bit of a revolving door when it comes to CFOs...

2 months ago
8

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  • OutspokenGeek

    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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