Mark Gibbens discusses Bloom Energy (BE) ahead of earnings and explains why the company is so sought after by those building AI infrastructure. The most important parts of the report will be how the company is delivering on its backlog and ways it's navigating the volatile energy market. "All we're seeing is demand flying off the shelf," says Mark, believing Bloom Energy's fundamentals and partnerships with companies like Oracle (ORCL) warrant his bullishness on the stock.