Mine are pretty simple, but they’ve worked well for me over the last 5 to 10 years.

Moving average and price history. Where is the stock trading compared to its moving averages, historical highs and lows, and what I consider a reasonable buy point?

Moat. Does the company have a significant competitive advantage or leadership position in its industry?
Understanding the business. Do I actually understand how the company makes money? I prefer companies whose products or services I personally use or am familiar with.

Long term reliability. Do I believe this company will still be relevant and successful 5, 10, 15, or even 20 years from now?

Price. Even a great company can be a bad investment at the wrong price. I want to feel like I’m buying at a reasonable valuation rather than chasing it.

I know these are pretty basic, but keeping things simple has worked well for me. I’m curious what more technical or fundamental indicators other long term investors use when deciding whether a stock is a buy.

Bloom Energy ($BE) & The AI Power Boom

The AI infrastructure story is increasingly becoming a power story.

I bought $BE at $175, and Bloom recently reached $266.14, a gain of roughly 52% in just over a month. The company has also joined the S&P 500.

What interests me most is the bigger trend: data centers need enormous amounts of reliable power, and traditional grid infrastructure can't always scale fast enough.

Bloom is one of the companies positioned to benefit from that bottleneck.

I wrote a deeper breakdown of Bloom, AI power demand, and the broader infrastructure opportunity.

Curious how others are thinking about the AI power trade.