Jan. 23 at 7:35 PM
$FCEL
I sold a lot of my
$BE around
$18 because it kept giving back gains nd going below 10 over and over again.
$FCEL feels like a second chance for me, even if it’s nowhere near a
$BE-type story.
Not “
$33B BE vs
$500M” dramatic—but I do think
$FCEL should be closer to
$PLUG’s
$3.5B range (or a bit higher). At that kind of valuation, you’re talking roughly
$70/share.
$PLUG still has real potential, but the AI-driven demand for natural-gas fuel cell solutions is happening now. Making hydrogen truly competitive at scale feels like a multi-year timeline.