BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade

"There's a lot of potential" for Bloom Energy (BE) and related energy companies to become much bigger due to growth potential in the AI trade, says Jeff McClean. He points out the company's massive backlog as a key indicator for future growth. Jeff says it's a matter of how they execute on that backlog and if the AI trade continues to accelerate. Tom White offers an example options trade for Exxon Mobil (XOM).

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