Tyler Crowe

Let's set aside valuation and market hype and all this stuff, and let's just look at the core businesses themselves.

On that list, I told you to pick one and make the best business case for them.

John, let's start with you.

The one that I actually found the most interesting, at least from a business perspective, in that similar vein on the power growth, demand for electrons, especially with AI and everything that we've been talking about over the past couple of shows, I went with Bloom Energy.

It's a hydrogen fuel cell manufacturer.

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.