Posted: 5/14/2026 3:10:36 PM EDT
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I missed out on the BE spike. But now looking at XE but cannot find much about them. Anyone else done some research and bought? I can see that insiders are buying and a number of ETF own them. ETFs holding this company CBLS$33.112.43% CBSE$50.222.37% ARKQ$137.391.29% ARKK$78.381.28% ARKX$35.201.23% Insiders: Ghaffarian, Kamal Seyed, DIR Bought 04/28 6,522? 0.00 Direct, Non Open Market 0.53 1,240,543 Ginther, Christopher, DIR Bought 04/28 6,522? 0.00 Direct, Non Open Market 5.25 124,162 Goff, Gregory James, DIR Bought 04/28 6,522? 0.00 Direct, Non Open Market 5.25 124,162 Hyle, Kathleen W., DIR Bought 04/28 6,522? 0.00 Direct, Non Open Market 4.86 134,162 Sonnenschein, Edward, DIR Bought 04/28 6,522? 0.00 Direct, Non Open Market 0.80 820,114 Wallace, Michael J Wallace, DIR Bought 04/28 6,522? 0.00 Direct, Non Open Market 8.40 77,683 Duling, Joel W., OFF Bought 04/27 100? 23.00 Direct, Private 0.02 552,699 Garcia, Laura, CAO Bought 04/27 1,200? 23.00 Direct, Private 0.61 196,822 Hyle, Kathleen W., DIR Bought 04/27 10,000? 23.00 Direct, Private 7.83 127,640 Wallace, Michael J Wallace, DIR Bought 04/27 1,000? 23.00 Direct, Private 1.41 71,161 |
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Not in either but companies are different enough that I wouldn’t apply a Bloom Energy bull thesis to XE. Companies are centered around different fuels; natural gas fuel cells vs nuclear. BE also has had the Dumb Money Podcast making videos about it for the last year pumping retail interest while XE hasn’t even been public a month. There might be something to it down the road but with a $8B market cap I suspect if it was there now Amazon would have just bought them out instead of making a deal with them. |