Pelosi Bought Bloom Before S&P 500 Did | Where I'd Start | Market Prep Sunday

The Pelosi household bought Bloom Energy in July, and on Friday the S&P 500 added it.That purchase sat in the same filing as the Intel buy I covered last week — and Intel is a Bloom data center customer. One thesis, expressed twice. The argument runs like this: everyone spent 2026 calling AI a chip trade, but data centers are waiting years for grid connections, and Bloom's fuel cells deliver on-site power without the wait. Second-quarter revenue hit a record $1.07 billion, up 166 percent, with agreements signed with Oracle, Brookfield and AEP. I'd be a buyer, and I give you the price I'd actually pay. Also: who else joined and dropped out of the index, the 337 times earnings multiple and the short report against it, Trump's ultimatum to the Fed, and Uber's robotaxi launch in London.📅 New episodes every Wednesday 9PM ET & Sunday 7PM ET.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.