May. 11 at 6:52 PM
$FCEL
$FCEL is getting to the point where shorts may have to start chasing. Many thought
$BE would stay under
$20 for a long time until momentum flipped hard. FCEL has the Exxon partnership, growing data center opportunities, and over 80% of its pipeline tied to projects already in progress. With expansion toward 300 MW capacity vs. around 100 MW needed for profitability, the setup is getting interesting. And unlike BE’s around 300M shares outstanding, FCEL is closer to 55M.