_{A message from our friends at Stansberry Research (sponsor)}

A ‘Gas Panic’ Is Coming

Important: Gas prices are already soaring across America. But one of the most respected forecasters in our country just warned we’re about to be hit by a nightmare scenario that’ll push gas past $10 and bring chaos to America. You don’t have long to prepare. 

Dear Reader, 

For months, I’ve been studying a strange set of official documents. 

And what I’ve uncovered is so disturbing that every American needs to know what’s inside.

It points to a major crisis headed for our country, which could see mass shortages of fuel and energy… as gas prices spike to $10 and beyond. 

Think back to the pandemic in 2020… or the banking collapse 2008… 

Because what’s headed for our country next could be every bit as devastating. 

Like 9/11 or the Covid pandemic, it’ll catch millions of Americans by surprise. 

But virtually overnight, we could soon see the gas price surge to $10 and beyond… shortages of food and fuel… and a massive National Guard deployment. 

Not because of anything happening in the Middle East… 

But because of an unstoppable crisis coming to America very soon – what one Berkeley insider calls a “cascading failure” that could soon change everything about your way of life.

It doesn’t involve a banking collapse or a virus. 

But it could change your life just as radically. 

You still have time to prepare. In fact, there are several steps I recommend you take today to prepare your money and put yourself ahead of millions of other Americans. But you don’t have long. 

So please – before it’s too late – get the full story here.

Regards, 

Dan Ferris
Editor, The Ferris Report

BONUS ARTICLE

Why Bloom Energy is moving today

It didn’t take long for the market to notice this one.

Bloom Energy is up hard, and at first glance it looks like just another “AI trade spillover.” Oracle signs a deal, infrastructure gets mentioned, and anything remotely tied to power or compute gets pulled higher. 

That’s the surface-level read. 

But here’s the thing — Bloom isn’t a GPU company. It’s not even really a traditional AI name. 

It’s power. 

And that’s where this gets interesting. 

Because the real constraint in AI right now isn’t chips. It’s electricity. 

What Oracle is doing here matters more than the headline suggests. 

Large-scale AI data centers are becoming energy problems before they become compute problems. Training clusters, inference loads, always-on uptime — they require consistent, high-density power. Not theoretical capacity. Real, on-demand power. 

Bloom’s solid oxide fuel cells sit right in that gap. 

• Systems designed for on-site generation
• High reliability vs grid dependency 
• Already deployed in data center environments 

This isn’t a concept product. Bloom generated roughly $1.3–1.5 billion in annual revenue run-rate, with a growing portion tied to energy infrastructure deployments. 

That’s a real business. 

Slight tangent, but it matters. 

Everyone is still thinking about AI like it’s a software cycle. 

It’s not. 

It’s starting to look a lot more like an industrial buildout. 

And industrial buildouts don’t bottleneck on code. They bottleneck on physical systems — power, cooling, land, permitting. 

That’s the layer Bloom plays in. 

Back to the stock. 

Bloom Energy has been a frustrating name for a while. 

• Margins inconsistent 
• Profitability not fully there 
• Heavy capex perception 

So the market never really gave it a premium multiple. 

Even now, it trades more like a transitional infrastructure company than a high-growth AI beneficiary. 

That’s why today’s move matters. 

Not because of the percentage gain — but because the narrative shifted. 

What matters is whether this Oracle partnership changes how investors classify the business. 

If Bloom is seen as: 

• just another alternative energy play → limited upside 
• critical AI infrastructure → very different valuation framework 

That’s the re-rating path. 

Now, is it cheap? 

Not in a clean, traditional sense. 

But relative to what it could become, it’s still early. 

You’re looking at a company with: 

• multi-billion revenue base 
• direct exposure to one of the fastest-growing infrastructure demands 
• and a market that hasn’t fully decided what to do with it yet 

That combination tends to create opportunity. 

Messy opportunity, but still opportunity. 

What I’m watching from here is simple. 

Does this turn into: 

• one-off partnership headline 

or 

• repeatable demand from hyperscalers and enterprise data center operators 

Because if it’s the second one, this move probably isn’t the end of it. 

The part people skip is this: 

AI doesn’t scale without power. 

And power isn’t scaling fast enough yet. 

Bloom is one of the few public names sitting directly in that gap. 

Worth a closer look. 

_{Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investing involves risk, including the potential loss of principal. Always do your own research before making investment decisions.}

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