Tyler Crowe

That same idea,

fuel cells are going to be part of the backup, spare power, not quite base load, a little bit of a similar vein of an electric battery in terms of storage and on-demand power for

data centers.

When it comes to data centers, you need 100% uptime.

There's a lot going on in the background to make that happen.

Bloom Energy just happens to be one of the ones that can effectively deploy things relatively quickly, which is actually getting harder and harder when it comes to building out these facilities.

The best part about it is, over the past 12 months, it's actually profitable on a gap basis.

It's actually earning earnings per share.

I think of all these, it is the most profitable, at least compared to what else is on the list.

So, yeah, valuation is way out of hand here with the meme stock rally carrying it.

But this is a real business, and it's actually growing in a pretty good way.

After the break, we're going to wrap up with stocks on our radar that are a little less meme-y and a little bit more business.

That was our Thursday tradition.

We're going to be doing stocks on our radar.

I know we just talked about meme stocks, but we're going to try to get a little bit more down into the business of things, probably stick to our knitting, I guess, if you will.

Matt, why don't we start with you, and then we'll go around the horn.

I went with First Solar.

This is going to sound a little unconventional, considering the current environment and the ending of tax credits for renewable energy and things like that.

But here is why I think this is going to be more important than people think.

Again, going back to that AI needs electrons sort of thesis, if you look out, there are a couple of things that are fast to deploy.