They Said Buy
The quote trail

Tom Nash on BE

Tom Nash on Bloom Energy (BE): the quotes, dated.

5 dated quotes about Bloom Energy stock (BE), selected from all 71 Tom Nash videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with BE’s close that day and what the stock did since.

Every quote is reproduced word for word from the video and linked to the second it was said.

BE close, 2026-10-19
$226.22
Price since the first forecast, Jul 10, 2026
-7.5%
S&P 500 (SPY), same period
+1.5%
vs the S&P 500
-9.0 pp
Latest stance, Jul 31, 2026
Risk acknowledged
Mentions found
25 in 12 of 71 videos

The short version

In January 2026 Tom Nash said Bloom Energy held the best solution for data center power and was the only game in town, while acknowledging media claims that its technology was unproven and risky, which they said may be true. In April 2026 Tom Nash pointed to having covered Bloom Energy a few months earlier and to the company's six-month performance. In July 2026 they named Bloom Energy alongside Constellation Energy, saying on-site energy was going to be critical. In late July 2026 they described the stock as very volatile, noting it had risen 20% in a single day and could drop 30% in one day.

Summary of the quotes on this page. Updated .

What Tom Nash said last · Jul 31, 2026

Risk acknowledged

“It just went up by 20% in a single day. It could drop 30% in a single day.”

Watch on YouTube · at 19:59History is About to Be Made... It's Worse Than You ThinkSee it in the timelineReport an issue

Price went down

BE -7.5%

Since Tom Nash’s first forecast

Bullish call · Price fell

The price fell since the first bullish quote.

BE from to . Price movement, not the creator’s realized return.

BE-7.5%
S&P 500 · SPY+1.5%
← decline 0 growth →

Price up since 4 of 5 quotes · Stock ahead of SPY: 3 of 5

Leaderboard result: In progress, matures about . How it is scored

Price and the calls

Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.

BE daily close, split-adjusted, with numbered markers at each quoted video$100$200$300SepOctNovDecJan 2026FebMarAprMayJunJulAugSepOctfirst forecast$2261–2345
Numbered dots are the quotes — click or tap one to jump to it.
BE · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
Month endClose
2025-09-30$84.57
2025-10-31$132
2025-11-28$109
2025-12-31$86.89
2026-01-30$151
2026-02-27$156
2026-03-31$135
2026-04-30$283
2026-05-29$285
2026-06-30$303
2026-07-31$206
2026-08-31$206
2026-09-30$277
2026-10-19$226

Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.

BE daily close, split-adjusted, with numbered markers at each quoted video$100$200$300SepDecFebAprJunAugOctfirst forecast$2261–2345
Numbered dots are the quotes — click or tap one to jump to it.
BE · daily close, split-adjusted · 2025-09-15 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
Month endClose
2025-09-30$84.57
2025-10-31$132
2025-11-28$109
2025-12-31$86.89
2026-01-30$151
2026-02-27$156
2026-03-31$135
2026-04-30$283
2026-05-29$285
2026-06-30$303
2026-07-31$206
2026-08-31$206
2026-09-30$277
2026-10-19$226

What Tom Nash said, when

  1. 1

    — Mention

    Frame from Tom Nash's video at 6:06.
    6:06

    “The best solution for data center power is in the hands of Bloom Energy. And they're literally the only game in town which is insanely exciting.”

    In a video about Bloom Energy, he described its on-site fuel cell boxes, which power data centers without the grid.

    Watch on YouTube · at 6:06Bloom Energy: The Next Palantir Hiding In Plain SightCopy link to this quoteReport an issue
    Close that day
    $139.17
    BE since
    +62.5%
    SPY since
    +10.7%
    vs SPY
    +51.8 pp
    After 1 mo,
    +4.4% +5.8 pp vs SPY
    After 3 mo,
    +49.4% +46.8 pp vs SPY
    After 6 mo,
    +41.6% +34.4 pp vs SPY
  2. 2

    — Risk acknowledged

    Frame from Tom Nash's video at 6:19.
    6:19

    “Media is screaming about this technology being unproven and risky and all of that, which may be true, right?”

    He said that on Wall Street you have to look at what people do rather than what they say, then referred to media criticism of Bloom Energy's technology.

    Watch on YouTube · at 6:19Bloom Energy: The Next Palantir Hiding In Plain SightCopy link to this quoteReport an issue
    Close that day
    $139.17
    BE since
    +62.5%
    SPY since
    +10.7%
    vs SPY
    +51.8 pp
    After 1 mo,
    +4.4% +5.8 pp vs SPY
    After 3 mo,
    +49.4% +46.8 pp vs SPY
    After 6 mo,
    +41.6% +34.4 pp vs SPY
  3. 3

    — Mention

    Frame from Tom Nash's video at 0:14.
    0:14

    “We also did Bloom Energy just a few months ago. Look at what the company has done in the past 6 months.”

    He listed earlier calls, including CrowdStrike, Arista and Palantir, and pointed to how Bloom Energy had performed since he covered it.

    Watch on YouTube · at 0:14How Smart Investors Will Use The Iran War Panic To Get RichCopy link to this quoteReport an issue
    Close that day
    $210.06
    BE since
    +7.7%
    SPY since
    +9.2%
    vs SPY
    -1.5 pp
    After 1 mo,
    +31.4% +26.0 pp vs SPY
    After 3 mo,
    +2.3% -3.6 pp vs SPY
    After 6 mo,
    +12.5% +2.5 pp vs SPY
  4. 4

    — Named as a pick

    Frame from Tom Nash's video at 21:14.
    21:14

    “Same with Bloom Energy BE on-site energy is going to be critical”

    Just before this, he said Constellation Energy was a nuclear energy stock that everybody must hold for data centers.

    Watch on YouTube · at 21:14🚨The 5 Stocks Print Millionaires (but most will be investing wrong)Copy link to this quoteReport an issue
    Close that day
    $244.61
    BE since
    -7.5%
    SPY since
    +1.5%
    vs SPY
    -9.0 pp
    After 1 mo,
    -13.9% -16.3 pp vs SPY
    After 3 mo,
    +11.5% +9.0 pp vs SPY
  5. 5

    — Risk acknowledged

    Frame from Tom Nash's video at 19:59.
    19:59

    “It just went up by 20% in a single day. It could drop 30% in a single day.”

    He described Bloom Energy as very volatile, "flying up and down, very bipolar," since it was added to his academy's top stocks list.

    Watch on YouTube · at 19:59History is About to Be Made... It's Worse Than You ThinkCopy link to this quoteReport an issue
    Close that day
    $205.81
    BE since
    +9.9%
    SPY since
    +2.6%
    vs SPY
    +7.3 pp
    After 1 mo,
    +0.2% -2.4 pp vs SPY

No quote added since · 8 later videos from Tom Nash · covers videos through

How to read this

Quotes are short excerpts from Tom Nash's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is BE's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.

Coverage: 71 of 71 videos published since 2025-09-10 covered; 25 Bloom Energy mentions found. Prices as of 2026-10-19.

Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal