Nicolas(@snmart):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

2026.06.22 11:23

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