I have a massive catalyst for Bloom

Energy. Check out the stock. Four days

ago, I talked about Bloom Energy when it

was $215

per share. And now, the stock has

absolutely catapulted. 5 days later, 20%

higher. The stock's at 266. And one of

the biggest catalysts that is going to

happen to Bloom Energy going forward is

that they will be joining the S&P 500.

I'm going to be updating you on this

stock and giving you a new price target

as well as some news that I see

happening for Bloom Energy right now.

So, Bloom Energy will officially enter

the S&P 500 before trading begins on

September 21st. And that matters really

for two main reasons. If you didn't

know, whenever a stock enters the S&P

500, things go absolutely parabolic.

Okay, the first is it validates just how

dramatically the company has changed.

This isn't some small speculative fuel

cell stock investors. Remember, that was

several years ago. Second, the index

funds and ETFs tracking the S&P 500 will

need exposure into BE or Bloom Energy

and they are going to have to buy up the

stock. It's pretty much mandatory since

it's going to be a component of the S&P

500. So, essentially, there's going to

be mechanical source of demand around

the inclusion date. But as you can see,

Bloom Energy is going to open up at $266

per share. So, the natural question is,

can this stock go any higher? If you saw

my first video when I mentioned this

stock, man, have you raked in some of

that dough. You rad in some cash. And I

hope that I flooded your pockets with

money. So, if you're subscribed,

congratulations. I actually think the

more interesting question is whether

Wall Street is still underestimating how

big the AI electricity problem still is.

Does Wall Street still see more room for

upside? Because clearly a lot of retail

investors just rad in a ton of money. So

because Nvidia can sell all the GPUs it

want once, Oracle, Microsoft Med, and

the hyperscalers can build enormous data

centers, but none of those GPUs work

without electricity. I think BE is still

going to be in very high demand. And

Bloom Energy may have one of the fastest

ways to bring that electricity directly

to the data center. And that is my whole

thesis. That's why I made a video on

Bloom Energy is because I still think

this thesis is intact. S&P 500 inclusion

isn't my reason for owning DE, though.

It's the gasoline on top of the whole

fundamental story. Obviously, just a few

days ago when I made a video on Bloom

Energy, I didn't even know that this was

going to happen. I didn't know the stock

was going to catapult that much in such

a short amount of time. It just shows

you how interesting it is to be ahead of

the curve and doing research on the

market on a continual basis because the

more research you do sometimes you get

lucky and to be honest I don't want to

say it was all skill because I caught be

before a 20% move in like less than a

week not purely based off skill I think

because I've been investing for over a

decade and have been coaching for six

plus years sometimes luck is on my side

20% move is absolutely enormous and we

have definitely ly rad in. So, what I

like about Bloom is it isn't only

growing revenue. The economics of the

business are getting dramatically better

at the same time. And since my last

video 3 days ago, there's been a lot of

fast money made by investors. And I hope

that you really enjoyed the Uncle Henry

special. I'm not going to mention that

anymore. Now, let's just say my

portfolio is blooming. All right. I

don't know if you got that joke or not,

but yeah, let's discuss the 25 billion

Brookfield relationship, which was the

my next point in the video. So Bloom

Energy and Brookfield originally

announced a framework involving 5

billion of financing for AI power

infrastructure. Now that was a big deal

but what has changed is actually in June

they expanded and that expansion went to

$25 billion. That is a 5x increase in

the framework. So Brookfield can finance

projects using Bloom technology to

provide power for AI infrastructure.

Guys follow the infrastructure money.

I'm telling you, just see where the

money is pouring and then get behind the

trend. It's as simple as that. If you

want to build your portfolio and make

money, Brookfield didn't increase their

commitment five-fold because AI powered

demand is slowing down. In August,

Nvidia AI infrastructure company Nebas

disclosed plans to use Bloom Fuel cells

for its 300 megawatt New Jersey AI data

center. So, you see what's going on

right now is that it's pretty obvious

that Bloom Energy is in high demand.

They have more partnerships. that have

increases in companies that want to work

with them. And that also means that

they're going to make a heck of a lot

more money. I want to go through five

quick images. The first one is AI power

demand continues to explode. More AI

compute equals more electricity. Higher

compute, higher power demand. And this

is all flowing into BE. The next one is

grid bottlenecks. They're not really

disappearing quickly. And this is what

makes it such an opportunity for Bloom

Energy because they are filling a gap

that has very high demand because right

now there's longer interconnection

timelines, limited grid capacity, rising

demand outpacing supply, and on-site

power solutions become more valuable

when the grid can't keep up. And the

truth is, it's not even close to keeping

up. So what's happening right now is

again Bloom is filling this demand gap

and they're making money literally hand

over fist, bicep over tricep money right

now. Okay, the next thing is Bloom is

proving demand with actual projects.

It's not like hey we investors know

there's a lot of demand. No, it's

literally like the 300 megawatt Nebius

project is a good recent example of how

much high demand Bloom Energy has. So

Nebius, you know, all these companies

are actually doing business with each

other. So, I actually like it as a

entire portfolio play, but be energy

right now at 215 is when I caught it.

I'm very very bullish that we can get to

like $300 per share actually in a pretty

short amount of time. And one of them is

that the financials are really

inflecting right now. So, 166% revenue

growth alongside substantial higher

margins is very different from simply

selling investors a future story.

They're actually backing up the story

with real facts. And you can see how a

one-year over-year change of 166% in

revenue. Amazing. And even more on top

of that, right? It's not that impressive

to just grow revenue if you grow your

costs more than revenue, right? What's

more interesting is they're not just

growing revenue, they're also growing

their gross margin. So there's a huge

and massive increase from 12% to 27%. So

not just higher revenue, but higher

margins, a stronger and more profitable

Bloom Energy. And then of course the S&P

500 inclusion. I am super bullish on

that because there's going to be greater

institutional visibility um index fund

demand, a larger shareholder base and

validation of the fundamental story. Now

I want to go back here into Nebius and

the 300 megawatt power project because

this is important because it illustrates

exactly what Bloom is selling. It's not

buyer fuel cells because you know we

have cool technology. Instead, it's

really like you need 300 megawatts of

power for your AI infrastructure. we

know you need that and we can help and

solve that problem for you. So there is

just so much value that they are

proposing for you know end customers.

Now I want to go back to the stock right

now because over the last 1 month this

stock has had a really huge rise and

really this is what's called momentum.

When more investors get behind a story

momentum can continue for actually

significant amount of time and right now

the catalyst is the S&P 500 inclusion.

So I actually think Bloom Energy can run

more. Now, I am a little bit cautious

because again, something that I am well

verssed in and what I do in my

one-on-one coaching and what I have

personal experience in is risk

management. And when a stock goes up a

tremendous amount like Bloom Energy,

there can be a higher risk that the

stock can pull back. So, I do think that

the stock can pull back if investor

enthusiasm cools, and that is a risk.

However, I'm pretty confident that

there's way more enthusiasm right now

and there's more steam to come due to

the high demand. And honestly, the

market cap of $74 billion to me is just

not that expensive. Now, I want to wrap

things up with talking about option

strategy because I'm an option expert

who has been trading for 12 years and my

plan is to use the poor man's covered

call strategy. Now, if you're not

familiar with the strategy, what I plan

to do is instead of buying Bloom Energy

and buying shares of Bloom Energy, which

I already have, to be transparent with

you, I want to have more Bloom Energy

without having to commit that much

capital because I really don't want to

put that much more capital in Bloom

Energy. This is a more speculative play.

So, instead, what I'm going to do is I'm

going to replace the need for having a

100 shares and, you know, doing regular

covered calls with a poor man's covered

call. And there's actually a group that

I launched which is around the poor

man's covered call strategy and all of

the plays that I'm doing today. I am

making a trade on Bloom Energy using a

poor man's covered call strategy. By the

time this video is uploaded, that trade

is already going to be posted in my

Telegram channel and students are

already going to be making money on that

play. This group was actually closed on

July 31st. But for this video, this

video specifically only, I am opening up

the group and I'm going to share this

link in the description. What this group

is going to have is a full training on

poor man's covered call as well as a

weekly trade on a poor man's covered

call using different stocks. Last week I

did a meta trade. This week I am doing a

Bloom Energy trade. And the beauty about

a poor man's covered call is even if you

have a small portfolio, you can put up a

couple thousand dollar and essentially

look like a covered call but with way

less capital. And oftent times in my

experience, even a few thousand, say

$3,000, I'm able to grow to something

like $4,000 or $5,000 in a matter of

weeks because this is a smaller account

strategy which does have kind of more

risk if you don't know how to manage it.

But if you know how to manage it, it's

literally the ultimate growth strategy

that I have used in my own experience.

And so many of my students actually love

this strategy right now, whether they

have a small portfolio or a bigger

portfolio because a poor man's covered

call works like a normal covered call

without having to buy 100 shares. So you

are utilizing a LEAP option and then

you're selling shorterdated calls

against it to collect the premium. So

you can see here a little bit more about

this program by clicking the link in the

description. Again, this program is

closed. I am not selling it since July

31st, but because I have killed it with

Bloom Energy, you guys saw 3 days ago

how successful I was with it, I think

this specific trade can literally change

lives because Bloom Energy has a lot of

implied volatility and I see a really

cool short-term opportunity that I would

like to share with people. So, if you've

already seen this page and you didn't

sign up, this could be a really

interesting opportunity for you to still

get into this closed group. After this

video is live, after 48 hours, I'm going

to take this group down again because I

don't want this group to be too big as I

want to have a personal relationship

with these group members and I don't

want to get these small account trades

too crowded. Thanks for watching and

I'll see you in the next one.