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Inside Our Investment Process: The T1 Energy Case Study
How we found a 10x candidate in solar manufacturing, visited the factory, and ultimately sold after a 150% gain — and what that tells you about how we think about risk. Why We're Sharing This Most of what we publish at Rebellionaire is about Tesla. That's by design — our clients are concentrated Tesla investors and the majority of our work is helping them optimize those positions. But we also evaluate and invest in other companies, particularly in energy and manufacturing, wh
Rebellionaire Staff
Feb 138 min read


AI Factory Power Gap: Brookfield x Bloom’s $5B Play
What happened—and why it matters for AI infrastructure? Brookfield and Bloom Energy announced a $5 billion strategic partnership making Bloom the preferred onsite power provider for Brookfield’s global “AI factories.” Brookfield says this is the first investment under its dedicated AI infrastructure strategy, with a first European site to be named before year-end (Business Wire, 2025). In plain English: a top-tier infra investor just picked fuel cells as a core tool to pow
Rebellionaire Staff
Oct 13, 20254 min read


Megablock, Explained: Tesla’s Plug-and-Play Grid Battery (and Why It Matters)
TL;DR: Tesla’s new Megablock is a factory-built, utility-scale battery “block” that bundles four Megapack 3 units + transformer +...
Rebellionaire Staff
Sep 29, 20254 min read


Solar’s Still the Cool Kid on the Grid
Look, some folks keep whisper-yelling that solar had its moment and we’re all moving on to the next shiny thing (hydrogen? unicorn...
Rebellionaire Staff
Jul 21, 20253 min read


Tesla’s Giant Stack of Transformers Isn’t Just for Show—It’s a Warning Shot
Alright. Let’s talk about the giant transformer graveyard Tesla’s quietly building at Giga Texas. Or should I say birthplace ? Because...
Rebellionaire Staff
May 16, 20253 min read


Tesla Energy’s $10B Backlog: Crushing It… Just Not Yet
Wait—Tesla Energy Has a Backlog That Big? You ever see someone with way too many unopened Amazon boxes in their living room? That’s...
Rebellionaire Staff
Apr 30, 20253 min read


Tesla’s Shanghai Megafactory: How It’s Changing the Game
Shanghai Megafactory Is Tesla’s Next Big Move You ever notice how Tesla just casually drops major game-changing news, and we all kinda...
Rebellionaire Staff
Dec 31, 20243 min read


The Reality Behind Tesla’s UPOs – What We Got Right and Wrong
At Rebellionaire, we pride ourselves on diving deep into the numbers and uncovering the truths behind Tesla's financials that others may...
Bradford Ferguson
Aug 12, 20243 min read


Solving the Grid Problem: Bloom Energy - Hydrogen as Alternative Green Fuel?
In a fast-changing world, we need more power than ever. Elon Musk has warned of a coming electricity shortage, and new power-hungry data...
Bradford Ferguson
Dec 12, 20233 min read
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