Nicolas
@snmart
Deep dives + asymmetric bets |
AI infra | Small caps |
Building $10k â $1M.
Joined May 2025
409 Following 1.9K Followers
$FCEL đ
I think $FCEL is very well positioned here:
> It is true that a big data center contract isnt signed yet
> But: the data center buildout isnt slowing down. What is scarce is fast power, because the grid interconnection queue runs into years for a lot of projects.
> Fuel cells solve time to power behind the meter. $FCEL sells exactly that.
> I think it is a matter of time for the first large data center contract that moves from pipeline to signed backlog.
> If you are waiting for a contract to take a position, you will already be late.
NFA
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