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Daniel Koss
@daniel_koss
AI infrastructure investor & trader. 2026 YTD: +407%. #1# public investor on Autopilot last 3M. My exact portfolio and real-time trade alerts ⬇️
加入 March 2013
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Quick illustration how ridiculously cheap $FCEL currently trades: FCEL targets up to 500MW/year of manufacturing capacity by mid-2028. Even if they'd MISS that target by 40% and only reach 300MW/year, while we assume a pessimistic und in my view unrealisticly low price at ~$3.25M/MW: That's ~$975M of annual product revenue capacity. At today's ~$1.47B market cap, that's just ~1.5x that revenue capacity. And that's the conservative case, assuming you fundamentally don't trust their execution and dont' even assume Fuel Cells will get much more expensive as the only fast (90 day!) time to power solution for data centers. Current industry trends suggest pricing power should increase while unit costs fall significantly as FCEL scales. Higher prices + much better economies of scale = potentially massive margin expansion. And this ENTIRELY excludes long-term service/LTSA revenue.
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