Back
“On-site power explodes because turbines are sold out for years, and fuel cells can ramp production fast with a quick payback, so the orders flood in.”
Source
Dwarkesh PodcastYouTube“Dylan Patel — The single biggest bottleneck to s…”105:44
“Bloom Energy's doing fuel cells. We've been like very positive on them for like a year and a half now because they have like such a capability to increase their production and their payback period for production increase is like very fast”
Performance
Entry$154.51
Current$270.89
Since call+75.32%
Confidence72%
How this was scored
Entry$154.51Mar 13, 2026 · 16:26 UTC · paste.trade
Resolution$270.89Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:33 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.