Along with @ChrisCamillo, our analyst is buying the dip in $BE. Bloom Energy is down about 8% today after New Mexico regulators rejected, for a second time, the gas pipeline permit tied to Oracle's Project Jupiter data center. That project leans on up to 2.5 gigawatts of Bloom fuel cells. We think this dip is a buying opportunity, not a warning sign. Data centers are finally proving out what Bloom has been selling for decades. The Bloom Box is a self contained fuel cell that runs on its own waste heat for cooling with no outside power connection needed. The math behind the opportunity is worth sitting with. Electricity is a $5.5 trillion global market and Bloom did $2.02 billion in revenue last year. That gap is the entire story. Milk Road PRO members already have our full breakdown on $BE. Join for $1 and see why it's in the portfolio. Link in first comment below.