Bloom Energy (BE) makes solid oxide fuel cells for on-site electricity generation in data centers, and BE stock has delivered explosive growth over the past year. Governments worldwide want artificial intelligence (AI) companies to generate their own power without tapping into the grid. Bloom Energy is among the few companies in the tech sector that can help enable that.
However, Hunterbrook recently published a short report on the company. Called “Bloom's Big Lie,” the report alleges that Bloom Energy secretly depends on Chinese scandium, and that its scandium supply math can't support its growth targets, with the revenue coming from circular financing.
