#$BE is an active hashtag on Bluesky. In the last 30 days, 23 people shared 56 posts with it — around 2 a day. Activity is down 41% versus the previous week, peaking on Sep 8 with 11 posts.

Posts with #$BE

George Pearkes

@peark.es

3 months ago

Short reports are admittedly funny reading. $BE hntrbrk.com/investigatio...

That growth story rests on a supply chain claim that Bloom's CEO has made at least five times since February 2025, on earnings calls, to Semafor, on a podcast — and onstage with The Wall Street Journal last month. The promise: Bloom has "no China supply chain" and is "not dependent on China for scandium," the rare earth at the core of each Bloom fuel cell. Bloom’s claim matters because Beijing now requires an export license for every shipment of scandium leaving China. If Bloom depends on Chinese scandium, China holds an off-switch on Bloom — and on the American data centers that may one day use its power.

The problem: Bloom is, in fact, reliant on C5 Chinese scandium, according to global trade data, Chinese corporate filings, satellite imagery, and Hunterbrook's messages with Bloom's suppliers in China. Hunterbrook traced four separate China-linked routes into Bloom's supply chain — scandium oxide shipped directly to its Delaware plant, plus scandium-bearing ceramics and powders flowing through intermediaries in Thailand, Japan, and South Korea. A sales representative of Hunan Oriental Scandium — which claims over 50% of the global market for fuel-cell-grade scandium oxide — told Hunterbrook: "We are also BE's largest supplier of scandium." Asked how the material reaches U.S. customers under Beijing's controls: "Not exported directly." Hunan Oriental was featured at Bloom’s May supplier conference as one of three Chinese scandium-linked suppliers. One received Bloom’s “Impact Supplier Award.”

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Quantian

@quantian.bsky.social

3 months ago

The $BE short report is extremely good (despite being obviously drafted by Claude) but it makes you wonder how longs pumped this to $75 billion given it takes five minutes of due diligence to notice that they require 100% of world scandium production to hit their numbers and 90% of that is in China.

George Pearkes @peark.es

Short reports are admittedly funny reading. $BE hntrbrk.com/investigatio...

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Nicholas Brown

@nicholasabrown.bsky.social

about 2 months ago

Since the LEO bottom - five days ago, these are the gains on Leo's stocks that he sold to Citadel. $TE 51% $NBIS 51% $CRWV 51% $BE 39% $SNDK 40% $SHAZ 38% $IREN 39% $CORZ 25% $SKHY 21%

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George Pearkes

@peark.es

about 2 months ago

Today a very useful earnings day for "how's that AI hype treatin' yah champ" stocks $GLW $STX $KLAC $F $BE

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