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“Five consecutive quarters of double-digit service margin, alongside management’s belief that the underlying level can remain above 20%, suggests the installed base is finally becoming an asset rather ”
@JP Insights
Bloom Energy transformed its maintenance headache into a cash engine by hitting a 22% service margin and securing $25 billion in infrastructure financing.
BELONG@ $168.83
$205.35+21.63%
since call Jul 29
peak +34.0%
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“The company is trying to move further inside the system, supplying passive photonics around co-packaged and near-package optical engines... I like the direction more than I like the precision of the 2”
@JP Insights
Corning is locking down up to $6 billion in hyperscaler deals to push its fiber deeper into AI data centers and capture massive new hardware spending.
GLWLONG@ $126.30
$139.95+10.81%
since call Jul 29
peak +13.5%
TIMESTAMPS
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