Longview Research

Go for it, you will lose your shirt this summer. The press release with $ORCL from last Monday sets a new sector structural precedent: clean power available now or data center deployment cannot commence. If this is the market analog, $BE will become sponsored by every hyperscaler explicitly and they have capacity to service the demand versus the alternatives. Good luck, but yes go for it short it so you can post your tears here later. Again, you are fighting a STRUCTURAL AI POWER thesis now, not a vibe.

I don’t know guys, $BE looks like a nice short? 👀

How about this, you seem like a smart plugged-in poster on this area of the power market. Give the Monday report a read, LMK your thoughts, I think you will find that the entire thesis strung together with all its components may inform a different view with less resistance to equity sponsorship. If your opinion shifts, would love to hear why.

@Longviewres Not sure what you mean Bloom doesn't have absorption chiller technology. See here - @outspokengeek/note/c-214343765" target="_blank" rel="nofollow noopener">substack.com/@outspokengeek… @outspokengeek/note/c-206562448" target="_blank" rel="nofollow noopener">substack.com/@outspokengeek… Air permits are not just about NOx. Need SOx disclosure. I agree they might be better than other turbines and can use dirty fuels better.

@OutspokenGeek I stand corrected, you are right they do have absorption chillers. I may have mixed $BE with another fuel cell company when I was checking this a few days ago.

@vikramskr @NuttyCLD See write up on $CGEH. Deep value play vs. $BE. x.com/Longviewres/st…

I've started to broadly map out the power space with some good posts by @NuttyCLD First thing to understand is that the transition to 800V requires datacenters to be built from the ground up for true HVDC support. The mid-term approach will be to use power sidecars to handle large power levels per rack with high voltage. Longer term, datacenters will distribute power = no sidecars. The whole power situation can be monitored by looking at four umbrellas 1. WFE (Aixtron, Veeco) 2. Power Devices (Infinion, TI, Navitas, Power Integrations, ST, ON, Wolf) 3. Box builders (eaton, vertiv, schnieder electric) 4. Hardware providers (APH, TEC, Rosenberger) Most interestingly, the EV supply chain now has a massive AI DC pivot, and a lot of them will be looking to pivot.

You are gravely mistaken, 800VDC standard was not originally architected by EVs, but it was originally $BE that was trying to standardize the power architecture but at the time everyone's reaction was "why would we need this much power?!..." Then EVs saw it and thought "what a great way to accelerate charging..." so it picked up with EVs. This same conversation has resurfaced for $NVDA Kyber and Vera Rubin GPU rack systems since they use so much power density. Two companies that are key architects of the data center 800VDC architecture are $BE and $CGEH. $BE is well known, no surprises, but $CGEH is flying way under the radar, see the quick punchy pitch here: x.com/Longviewres/st…

The whole 800V thing in datacenters comes from EVs which use a series-parallel combination of batteries to produce 800V. Datacenters use that value because electronics is availalbe. Same physics at play here. Higher voltage = lower current, for same power = lower losses In EVs, this gives better driving range. In AI datacenters, is is better power efficiency, better TCO. I have a whole post on EV traction inverters, how they work, and where SiC plays a role ... if you are interested. open.substack.com/pub/viksnewsle…

Very good point came up by another X poster. See below for sneak peak at one of the data tables that are expanded upon in the Monday report, this post on Air Permit triggers associated with Title V. x.com/Longviewres/st…

$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 please comment below so I can track, 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-shaped economic dynamics of AI/data center development to non-tech employees. Read this punchy read for the preview linked below. Not investment advice, do your own due diligence, know what you own. x.com/Longviewres/st…

@OutspokenGeek Tagging @pernasresearch for them to review my math/framing. Would be open to feedback from the early pros on $CGEH.

You bring up great points, but any emissions output compared to $BE is going to be extreme since you are comparing to near zero. But I would push back: $BE does not have this Absorption Chiller tech because they do not have heat outlet exchangers and nobody else has a microturbine system up to 1MW. In my Monday report below is the following table which actually outlines how despite having combustion emissions, the volume of emissions isn't high enough to trigger Title V air permit requirements up to certain MW sized installations. This allows buyers/hyperscalers/developers to not file Title V air permits and therefore can get other approvals fast for up to 380MW installation deployments of $CGEH. Now importantly, $CGEH should not be 100% of a 1GW data center campus, this would be a build mistake, they should only be one-third maximum to leverage the Absorption Chiller tech integrated into Energy Surplus Program (ESP) and thereby lower PUE from 1.3 ballpark down closer to 1.15 or below (both these calculations and explanations outlined in my Monday report). And let other power sources handle the other two-thirds of power installation. Keep the Qs coming sir, people think $CGEH is some widget power company... they are mistaken, the math and resistance to deployment is materially stronger than everyone realizes. People aren't absorbing this stock because they are so fixated on either 1) small cap on OTC Markets or 2) it went into bankruptcy.

Also on NIMBY, this is just not great for gas turbine companies and the only reason it may not be reflected stock prices yet is because of the backlogs that go through 2030. But after that, I would be concerned on $GEV, Mitsubishi Heavy and Siemens Energy. Even $CAT might be at same risk given engine sources/emissions.

@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.