On July 21, Bloom Energy Corp rose 3.06% overnight, trading at approximately $202.74/share, with turnover of $1.9885 million. The rebound follows consecutive sessions of selling pressure triggered by short seller Hunterbrook's report alleging that the company's 5GW annual production capacity would require approximately 220 tons of scandium oxide, nearly matching total global annual supply of 240 tons.

Multiple institutional voices have pushed back against the short thesis. RBC noted that the short sellers' analyses rely on dated reference material and that Bloom has likely reduced its scandium dependency based on recent patent filings. UBS maintained a Buy rating with a $350 price target, calling shares attractive and scandium sourcing concerns overstated. Meanwhile, fundamental catalysts remain strong: a $17 billion investment commitment from the Industrial Development Fund and Oaktree Capital for Nebius AI infrastructure, and a $25 billion expanded partnership with Brookfield for AI power solutions, both underpin the company's long-term demand outlook.

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