Longview Research

$CGEH thoughts. Report on track for Monday. My report will include more than 10 data tables comparing $BE, $CGEH, and $GEV mainly for product specification and base power deployment installation (the perspective that matters to a hyperscale/colocation buyer). It has taken me months of reading to collect all this data hidden on company websites and product spec sheets to gather (not even web search through AI pro plans helped in this aggregation, too many misfires in the data collection). Please follow me to get this updated report Monday. I am also trying to figure out how to democratize the $CGEH model I built and I may have found a way to do do this using an AI Tool (like Gemini) with some prompts. If I get to a few thousand followers after this $CGEH long-form equity research report I will publish the prompt to build it and all the files needed to upload to produce the model. As long as you know what you are building it is easy to prompt for it. Also, if investors have questions on $CGEH before this report comes out, I already have a follow up report I need to write that sheds more light on the NIMBY (Not In My Backyard = NIMBY) dynamics that seem to be getting amplified by the day given the K shape economic dynamics of AI/data center development. Read this punchy read for the preview. Not investment advice, do your own due diligence, know what you own. x.com/Longviewres/st…

@dead_sh0tt You will find that the pumping is understated by the time we get to Fall 2026. Read this: x.com/Longviewres/st…

Haven’t seen this amount of pumpers for $CGEH ever 😂😂 Keep on posting lads it’s working

@everyonehatesp1 You should read my punchy post on $CGEH. x.com/Longviewres/st…

Accidentally deleted my old post by accident on $CGEH and $BWEN. Just reposting for consistency my bad:

@Neon68 @GoldmanSpacs_ read this for the inflection angles: x.com/Longviewres/st…

@GoldmanSpacs_ $CGEH? is this the symbol? cant find it

$CGEH Long term port

@inthemood4stock @UncleAlpha007 x.com/Longviewres/st…

@inthemood4stock @UncleAlpha007 Best place to start is listening to the last Capstone earnings conference call, there is a lot of detail.

Asymmetric bets: $lpk $cgeh $soilf $fmcc $fnmaj $mu $000660 $402340 $meta $crm $aaoi

@El_Bussi It is about to get magnitudes more extreme for $CGEH, my write up here explaining this one just out last week: x.com/Longviewres/st…

$CGEH...diario...muy buen volumen

I actually don't think it slipped at all... Just like when $BE went from $10 to $18 and then $18 to $70 in a matter of months (and now almost $300), $CGEH can make similar moves and they may be even more extreme to the upside. The AI Power problem is magnitudes worse today than in the last two years and data center projects are getting cancelled due to constraints for front of meter power/grid and AI companies are thorttling back token usage for Max plans.. like Claude Code Max (the one you pay $200 per month for). $CGEH is not just the near-term bridge, it's literally the city roads and THE ONLY option for power now. Read more here: x.com/Longviewres/st…

Cat seems to be out of bag on $CGEH. This one slipped away from me fast.

Check out my shorter punchier write up here, the longer version comes out Monday which will statistically breakdown why $BE will keep winning, $CGEH converges to $BE's valuation, and why gas turbines are likely dead in the water at this stage. good luck $GEV holders. Dirty power is officially out after that $ORCL and $BE PR that came out on Monday. Read the punchier write up here, long read coming Monday. x.com/Longviewres/st…

$CGEH benim de takibimde olan bir hisse. Hatta, dunku screeningimde Lynch'in Turnaround Hisse adayi olarak cikmisti. Ki, bu tur hisse benim en sevdigim hissedir kazanc icin. Bunun için AI'ye yaptırdığım raporu burada paylaşayım. Bunlara yeni başladım, umarım birilerine faydalı olur.

(AI Enerji) $CGEH diye bir şirket var. 1 haftadır takibimde çok çok riskli. Mikro cap portföyüne uygun. OTC piyasasında olduğu için Midas ta yok, IB gerek. 12-18 ay içinde Nasdaq listelenme hedefi var. $BE benzeri birebir aynı olmasa da yeni bir ürün tanıttılar. Neredeyse sessiz çalışıyor. $BE ürünü biraz daha sessiz şehir içindeki veri merkezleri için arada 5db fark var çok az fark. Yine $BE ürünlerinde yanma yok emisyon yok koku yok ses yok. $CGEH ürünlerinde yanma var, düşük koku düşük emisyon var. Henüz sadece 200-300 milyon $ piyasa değerine sahipler. Yönetim Veri merkezi için 700 MW yıllık üretim hedefi dillendirdi (çift vardiya ile) fabrikayı tekrar düzene sokuyorlarmış. AI Power Blocks adında, MG4AI ile birlikte ekimde duyurdukları, veri merkezleri için yeni bir 800 VDC mikrotürbin ürünleri var. Nvidia’nın yeni nesil GPU’larına direkt bağlanabiliyor. Ürünleri birkaç ay sonra hazır olacak. Fabrikayı tekrar düzenliyorlar üretim için. Eğer ürünleri başarılı olursa ve veri merkezlerinden 100MW sözleşme kapabilirseler… CEO diyorki C1000 yapmak 1 hafta sürüyor tek vardiyada haftada 7MW × 50 hafta = 350 MW senede üretim hacmine sahip olurlar. İşçi bulunursa çift vardiyada 700 MW kadar potansiyeli var. Bugün 30-50 MW / yıl üretimleri var. 14 katlık artış potansiyeli zor ama imkansız değil. Ürün beğenilir 100 MW sözleşme kapabilirseler bu yeni ürünleriyle birkaç çeyreğe yayılan 350 milyon $ lık ekstra gelir anlamına geliyor. Ürünleri tutarsa 150-200 MW fazlası mümkün, henüz bilmiyoruz ürün yok. Bugün senelik geliri 110 milyon $, çok büyük bir sıçrama yaşarlar. Ekstra hizmet gelirleriyle daha da yüksek olabilir. ( $BE nin sadece $ORCL ile 2.8 GW anlaşması var kıyasla $CGEH henüz 0) Şirketin geçmişi temiz değil ama karanlık kuyudan çıkmaya başardılar. Adlarını bu hafta Capstone Energy+ olarak değiştirdiler. Green kalmadı. Hazırlanıyorlar birşeylere ama bakalım… Ne kadar yüksek riskli olduğunu anlatmama gerek yok galiba bulunduğu marketten. Böyle bir şirketi portföye ekliyorsanız %50-60 düşüşü sorun etmemelisiniz. Çok riskli diyenler ürünün çıkmasını veya yeni anlaşmayı beklesin gerçekleşirse 20-30$ dan alırsınız ama yine büyük potansiyeli olur.

@dunnde I would not describe this as a shitco at all. If you double click you will realize this is the most misunderstood deep value play in AI Power. Read more here: x.com/Longviewres/st…

damn this little shitco is making its move $cgeh

@TheValueist You can start your deep dive on $CGEH here: x.com/Longviewres/st…

So much chatter on $CGEH now as the next $BE . I want to spend more time looking into it. I might take a flyer to get started. capstonegreenenergy.com/products/capst…

@crimenews_r35 You should just stay in, this is a material upside hyper-asymmetric risk/reward company. read more here: x.com/Longviewres/st…

$cgeh thank you 1329 dollar profit

@NuttyCLD @dead_sh0tt @everyonehatesp1 @Raunav410657 Btw, your take on $CGEH would be great in written thoughtful form. And maybe don't paywall so you can democratize the idea to the follower base. For people that want my report coming out Monday, can follow me here: x.com/Longviewres/st…

Just to clarify, I did not mention $CGEH in the article. The piece is not a CGEH thesis. It is about the broader AI power stack: grid constraints, time-to-power, onsite generation, SOFC, nuclear timelines, and power equipment. If $CGEH fits somewhere in that map, I’m happy to look at it separately. But this article was not written as a paid $CGEH write-up or a repackaging of anyone’s thesis.

@BerkUcmz Also just because a stock is in OTC Markets does not mean it is risky. Things in finance can be complex, but this is also how you make the most amount of return. $CGEH is likely a 10x from here.

I think you don't understand $CGEH. This is not "very very risky" if you understand the mgmt decisions that led to the bankruptcy and the extensive efforts and focus exiting bankruptcy restructuring. I would argue the exact opposite, this is a hyper-asymmetric bet to the return upside when considering all the facts. You will also realize that the reason it was up last week is because some very large institutions started acquiring $CGEH into "flash books" which is the main trading account of smaller sized asset managers mainly in preparation to transfer the shares to the core funds. People are drawing the very close connections to $BE and the fact that $BE is successful and very dramatically relevant to the current AI landscape (feel like this is an understatement for $BE), $CGEH has to do little from here to be very successful. The company hit a record of EBITDA profitability in their last reported quarter and only trades below 2x Sales vs. $BE at 12x. This is quite literally the opposite of "a very risk investment idea". Follow me for updates on $CGEH, bigger write up here, with my very big report coming out Monday. x.com/Longviewres/st…

@iamtomnash $CGEH is the literal needle in the AI haystack, not even trading at 1x sales vs peer $BE at 12x

Instead of looking for a needle in a haystack, just buy the entire AI haystack. Compute: $NVDA, $AMD, $MU, $ASML, $TSM Networking: $ANET Power and cooling: $CEG, $BE, $VRT Data: $MDB, $ORCL Control layer: $PLTR Security: $CRWD Observation: $DDOG Cloud infrastructure: $GOOG, $AMZN, $MSFT, $ORCL

@NuttyCLD Well, I guess that article isn’t worth the pay wall then.

@Longviewres I did not mention $CGEH in the article.

AI power started as a grid story. Now it is becoming a speed story. If the grid takes years, who powers the GPUs in the meantime? That is the question behind Bloom Energy $BE — and the search for what comes next. Full article: nuttycld.substack.com/p/the-next-blo…

@FrameworkWisely It’s only overvalued if you think upward revisions stop. Currently and structurally this is not the case based on the $ORCL and $BE press release this Monday. Also if anyone feels the urge to rotate out of $BE and wants to stay in this trade, see $CGEH. Link pinned on my profile

$CRDO, $BE, and $ALAB look overvalued at current levels. I only held $CRDO — up ~100% YTD from my $CRDO investment, and sold my position.

@JigarShahDC 18 months!?!? Opus 18.5 will be out by then. $CGEH and $BE can deliver in the next three months... Bad sales pitch Gijar.

We have access to large power transformers that can be delivered within 18 months using supply chains from India. $500m in sales already. techcrunch.com/2026/04/15/thi…