Aug. 30 at 7:56 PM
$FCEL
$BE shows what competence can do in this industry.
$FCEL has already pinned EBITDA profitability at a 100MW run rate—and the capacity to hit that scale is in place today with natural gas solutions already available. They’re in talks with AI data centers, with deals in the works to meet the massive demand happening now. Meanwhile,
$PLUG reset the clock with a 2026 target but still needs additional cash and the Texas capacity build to fund and complete before it can even think about hitting its goals, while
$BLDP is just doing the BLDP thing. Both rely on broader PEM and hydrogen market expansion, while
$FCEL only needs a few AI contracts to ride the demand that already exists today—demand BE positioned for early and is now cashing in on.
