Leopold Aschenbrenner’s Portfolio: 5 Best Stocks to Buy

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1. Bloom Energy Corporation (NYSE:BE)

Market value of shares owned: $878.7 Million

% of portfolio: 6.42%

Bloom Energy Corporation (NYSE:BE) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio.

Bloom Energy Corporation (NYSE:BE) and Nebius (NBIS) announced a partnership on May 20, 2026, that involves deploying clean fuel cell technology for a major AI infrastructure build-out. Nebius (NBIS) is an AI cloud company that builds full-stack platforms for developers and companies. Under the agreement, Bloom Energy Corporation (NYSE:BE) will provide 328 MW of behind-the-meter electricity planned to be operational this year. In addition to being highly efficient, the company’s modular fuel cells reduce emissions and water usage, aligning with Nebius’s strategy to scale AI infrastructure with a lower environmental footprint. Aman Joshi, Chief Commercial Officer, Bloom Energy Corporation (NYSE:BE) made the following statement:

Our partnership with AI cloud leader Nebius brings together Bloom’s clean fuel cell technology and AI-native infrastructure, and helps deliver a community-friendly, high-performance solution at scale.

Separately, on May 13, 2026, Bloom Energy Corporation (NYSE:BE) saw its price target adjusted by Clear Street. While maintaining a Hold rating on the stock, the firm raised its price target from $180 to $250. Clear Street shifted its price target based on its 2028 valuation and additionally cited limited upside for the Hold rating.

Founded in 2001, Bloom Energy Corporation (NYSE:BE) is an electrical equipment & parts company that specializes in solid oxide fuel cell systems for on-site power generation. The California-based company also provides Bloom Energy Servers to convert fuel into electricity.

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.

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