Bloom Energy Corporation (BE): A Critical Player in AI Buildout

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here. The Midcap Equity Strategy returned 16.9%, net of fees, in the second quarter, bringing year-to-date returns to 12.3%, compared with Bloomberg U.S. Mid Cap Index’s 11.1% quarterly gains and 12.1% year-to-date returns. […]