@Neon68 @UncleAlpha007 @Raunav410657 Yes. It trades OTC so you may not have access depending on platform
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Taylor Edwards
53 posts
$CGEH is the next $BE $GEV. No company is better positioned for $NVDA 800V architecture and no other company has the capacity now. Awesome substack write up by @Raunav410657 (might be a Monarch Investment professional). Deeply undervalued on current financial profile and if they get a 50MW+ DC customer, this has the makings 10x(+).
x.com/rubicon59/stat…
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$CGEH Long term port
Asymmetric Bets@UncleAlpha007
$CGEH is the next $BE $GEV. No company is better positioned for $NVDA 800V architecture and no other company has the capacity now. Awesome substack write up by @Raunav410657 (might be a Monarch Investment professional). Deeply undervalued on current financial profile and if they get a 50MW+ DC customer, this has the makings 10x(+). x.com/rubicon59/stat…
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I bought $CGEH 2 weeks before they suddenly went bankrupt at ~$0,21 cents. I couldn't sell so i just forgot about it and wrote it off as a loss.
Currently I'm up about 4000% because they reorganised and are now doing great because of the high demand in on site power supply....
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@equityclimb1 @rubicon59 They may not be a fit for every project but there’s absolutely a market for their product
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@equityclimb1 @rubicon59 $cgeh is an unproven but likely competitor with ample spare 800vdc manufacturing capacity and arguably better/more efficient solution
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@rubicon59 You realize they are only alternative right now in industry ? OpenAI need 30 GW compute by 2030 they are at 8 GW barely right now. Other hyperscalers will annouce similar upgrades. $GEV is done until 2030.
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I wonder if anyone picked up this comment on the $CGEH earnings call on Feb 12 2026 regarding Capstone's rental power business... No Iran war in Feb 2026, but shortly after this conf call there was quite a gap up in oil prices... $BE, $FCEL, and $GEV do not have the same tailwind
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Been away for a little bit busy with work, but going to start posting again soon :)
What’s everyone’s favorite micro/small cap today?
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@KobeissiLetter Other than you, are there other accounts who you find post useful info?
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Tonight's situation is proof that X has become the primary source for world-changing news, developments, and analysis.
Those not on X are receiving market-moving information on a delay.
Following the right accounts on X is quite literally a source of alpha in 2026.
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@DrJebaim Thank you for taking the time to put this together. Really wish IR would be better at communicating but this is the next best thing
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$PSIX here it is. After playing with ripping the audio, and transcribing, and summarizing, I hope it'll be useful for PSIX investors.
I hope IR at least sends some flowers considering they should be doing this, not randoms on twitter.
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@EscondidoCap @ChiaWatchItGrow This is correct, they don’t care whose engine they’re just the assembler
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Looked more into $PSIX. I own $CYD so I have to keep up with this space.
Holy shit, why are people invested in this stock?? $PSIX is just a conduit for China's largest engine builder (Weichai) to get into the US market.
If Weichai raises prices, PSIX has to eat it. /1
SeedPlant@ChiaWatchItGrow
@MaiusPartners No position but any idea why $PSIX margin fell hard? Are engine suppliers increasing prices and $PSIX can't pass that through?
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babe wake up, new leopold 13f just dropped
looks like he found $be $lite $psix before the rest of fintwit
he closed out $vst and most of his puts
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@TheMaineWonk You can literally see the agent in gray in this video draws Alex’s gun from the small of his back where he was carrying. THEY drew his gun, he did not.
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@rubicon59 It’s not exactly hard to see the path that’s led to this…
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How did Europe fall so far?
WORLD NEWS@_MAGA_NEWS_
🚨JUST IN: In a stunning reversal that has left global alliances in tatters, French President Emmanuel Macron has openly declared Europe should roll out the red carpet for massive Chinese investment. Macron: "We need more Chinese direct investment in Europe in some key sectors."
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@brentmuio @blondesnmoney $PSIX does make small engines but the bigger portion of their business is gensets, incorporating $CAT engines etc
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@blondesnmoney $CAT (solar) turbines peak at about 40MW, $FTAI converting CFM56 and put out 25MW. Looks like $PSIX peak out at 4.5MW? Are they really comps? Recip vs turbine not really apples to apples either
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With $CAT banging the table on generator sales and $FTAI considering using engines as power generators, $PSIX looks like it is worth a closer look. Company has substantially reset everyone's expectations after last quarter's results and set a very low bar to clear for Q4
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@saylordocs Nobody has gains except for the trump family which happened to rug a lot of people earlier this year
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BREAKING: President Trump signs executive order — 0% capital gains tax on crypto this year (because no one has gains anyway).
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@Mrsackios @Get_em_Pa @WallStreetMav @MarkDice This has to be rage bait. It’s 10 ounces times $79 or $790
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@Get_em_Pa @WallStreetMav @MarkDice Ure math is off lol. 750 thousand dollar would buy u alot of silver. 79 dollar an ounce. Since ounce is fucked i count it in grams. 79 divided with 28g. About 2,8 dollar a gram. Im guessing that is about 500 grams. 2,8 dollar times 500. It is 1400 dollars.
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@DrJebaim Thank you for posting I haven’t seen this anywhere yet. It definitely seems like they’re a little inexperienced communicating to investors but sounds like margins and growth going forward are non issues
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$PSIX Earnings Call Q3 2025 Transcript 🧵
As they don't do regular calls, they seem to invite a certain number of pre-registered users to the MS Teams call and cover some questions.
Here's transcript (any2text), with tiny text restructure (ChatGPT) to allow for easier reading.
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@DrJebaim @Toronto242M This 100%. People are fixating on implied q4 25 numbers and completely ignoring the 2 sections you quoted. Mgmt seems very confident in demand increasing and actively working to meet it.
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@Toronto242M "we are prioritizing the rapidly expanding data center sector by enhancing our manufacturing capacity and capabilities to meet evolving customer demand."
If this doesn't tell you about their 2026 growth, I don't know what else will.
Let's check Q1-Q2 results in 2026.
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$PSIX is hitting capacity limits—it can’t grow without more production. Earlier growth came from available factory space, but manufacturing needs new factories to scale. The market is re-rating $PSIX to a lower multiple.
TheBigBerbowski (Jebaim)@TheBigBerbowski
Imagine how degenerate mr market is, when $PSIX has p/e of 10. Yes, 10. Now go check their growth. Do the math. It's that easy.
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@_donazoff @EscondidoCap Seems way oversold IMO. annualizing q2 EPS (adjusted to exclude 1 time tax benefit) = $5.38EPS, q3 = $4.8EPS. Price today puts it at or below 10x forward PE. I personally haven't seen anything that convinces me their hypergrowth is over so this seems like a steal
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@EscondidoCap Thank you for the explanation. In your opinion, does it seem oversold at the levels?
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$PSIX is down -40% despite great profit results
The most no-brainer buy of today?
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