Bloom Energy has transformed from a speculative fuel-cell maker into a standard for on-site AI power, with a $10,000 investment three years ago now worth about $161,250. The company's second-quarter revenue surged 165% to over $1 billion, driven by deals including a $25 billion strategic AI partnership with Brookfield Asset Management and an expanded collaboration with Oracle. Despite a market cap above $70 billion and a forward sales multiple of about 17, the author plans to buy a starter position once trading restrictions lift. The Motley Fool's Stock Advisor service did not include Bloom Energy among its ten best stocks to buy now.