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Fawkes Capital Management's investment thesis on Bloom Energy Corporation ($BE) — Q3 2025 | Buyside Digest

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$BENYSEBloom Energy Corporation

BULL

Fawkes Capital Management—BE

Fund Letter

Q3 2025

Published October 23, 2025

View Fund Profile

$233.25USD

-7.8% vs last month

$110.38Pitched

+111.3% since pitch

Market Cap$68.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Fawkes Capital Fund delivered an exceptional 12.1% return in September 2025, driven by a sharp rally in Felix Gold (which was subsequently exited for profit-taking) and Google's continued AI leadership. In assessing current...

— Xinyu Ru

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