Jul. 30 at 4:59 PM
$FCEL
$BE, with an
$8.6B market cap, shows what happens when you stay focused on profits.
$FCEL, at just $ 100M market cap, is the closest comparable — able to power AI data centers using readily available natural gas — but still trails in manufacturing capacity and solution efficiency.
That gap continues to widen as little respect is given to
$FCEL as a
$BE competitor but the risk/reward is great.
$PLUG (
$2B) and
$BLDP (~
$570M) don’t have a natural gas option for AI data centers, but are betting heavily on hydrogen solutions. Plug betting the most.
