Been writing the thesis for an alternative to $FuelCell Energy(FCEL.US) over the past week - Ceres Power:
Both have basically identical MCs + mirror image share price movements YTD.It's kinda interesting because:- $FuelCell Energy(FCEL.US) beats them on data center orders/pipeline.- But Ceres probably has the better product for DCs if you solely use $Bloom Energy(BE.US) as a proxy (SOFCs).I don't personally have a position rn, but will still put out the research tomorrow in case others find it interesting.
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