Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.
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Data Centers
Energy
+3
Sep 21, 2026
Fluence Energy is a top-three global battery storage integrator with a record $6.4B backlog, trading at 0.48x the ~$2.9B booked for FY2027. Its fourth guidance cut in 19 months took FY2026 revenue to ~$2.4B and adjusted EBITDA to a ~$200M loss.
Energy
+2
Aug 27, 2026
Fuel Tech trades at 1.6x sales with no debt and $29.6M of cash, ~70% of its market value. Strip the cash out and the operating business is worth ~$13.8M, with the data center pipeline as a free option.
SHAZ
+1
Jun 15, 2026
An Australian neocloud signed more than $2.2B of five-year, take-or-pay GPU contracts against $1.6M of 2025 revenue. A short seller calls them phantom. Oaktree and NVIDIA are funding the buildout anyway
Energy
+3
May 24, 2026
PowerBank's history is ugly and it operates just 35 MW of solar today, but its sites, permitting relationships, and a recent LOI open a real path into the AI buildout's bottleneck: power delivery
BCAR
+3
May 8, 2026
Trust floor at ~$10.25 caps the downside at ~4%. Upside depends on conversion of a $300M qualified pipeline across GPU cloud, modular data centers, and HVDC power
Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.