When the smartest investor you follow puts 16% of his entire fund into a single stock, you pay attention. That is what Leo Aschenbrenner has done with Bloom Energy. The largest single holding in his portfolio, by a distance. So I had to understand why. KR Sridhar, founder and CEO of @Bloom_Energy. Former NASA rocket scientist. Worked on Mars missions. Then spent 25 years building an energy company almost nobody believed in. The numbers today: $2BN in revenue in 2025. Up 37% YoY. Market cap…