Dec. 4 at 7:52 PM
$FCEL
$FCEL has been held down way too long. While
$BE once bloomed to a
$27B market cap and
$PLUG still sits around
$3B while literally walking away from parts of its own business,
$FCEL just posted 100% growth last quarter and is actually building real AI-energy solutions off natural gas that
$PLUG doesn’t even have.
Yet
$FCEL’s market cap is still only about
$400M. The risk/reward is completely skewed: in my opinion
$FCEL has way more true 10x potential from here than
$BE,
$PLUG, or
$BLDP. Meanwhile
$PLUG looks like the one most likely to implode heading into a share cap increase toward 3B shares for more dilution or an already-approved reverse split. Either way, PLUG has diluted shareholders with 💩 while chasing a few more electrolyzer contracts that will probably come with massive cash burn when their cost assumptions blow up and the big deliveries hit in 2027 and beyond.
