Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 5 Stocks

Page 5 of 5

1. Bloom Energy Corporation (NYSE:BE)

Number of Hedge Fund Holdings in Q4 2025: 88

Bloom Energy Corporation (NYSE:BE) develops fuel cell technology to convert fuels such as natural gas into energy without combustion. The shares are up by a whopping 1,470% over the past year and by 214% year-to-date. Daiwa made a major upgrade to Bloom Energy Corporation (NYSE:BE)’s shares on May 22nd as it bumped the rating to Outperform from Hold and a $324 share price target. The financial firm discussed the energy company’s orders, capacity and margins as it remarked that it was seeing an inflection across these metrics. Cramer commented on Bloom Energy Corporation (NYSE:BE) after data center firm Nebius announced a deal with the firm:

“Very important, and Nebius remember, is a partner with Jensen. Bloom is so good, that’s great, clean energy. Really love those guys.”

Polen 5Perspectives Small Growth Strategy discussed Bloom Energy Corporation (NYSE:BE) in its Q1 2026 investor letter:

“Bloom Energy Corporation (NYSE:BE) is a provider of solid oxide fuel cells that play a critical role in delivering clean, reliable, “always on” power at scale. AI data centers require an enormous amount of power and one of the key challenges to date has been the inability of power grids to supply the necessary electricity to meet the constant and growing demands from AI workloads. Bloom’s “Energy Server” fuel cells help address this issue, generating cost-efficient, reliable power onsite, converting fuels like natural gas, biogas and hydrogen into electricity without combustion. With the high demand for always on, decentralized power solutions, Bloom stands to potentially benefit from both capacity expansions and new project wins tied to hyperscaler and industrial customers.”

While we acknowledge the potential of BE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BE and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 5 of 5
1281292 - 11759070 - 1