Longview Research

Focused on AI power. Views are my own. Not investment advice.

[Longview Research @Longviewres]

https://t.co/Jre4ZRRTbm

[Longview Research @Longviewres]

Sold right before the actual catalysts?!

[Longview Research @Longviewres]

$BE CEO bullish right now on Bloomberg TV: "In an interview, Bloom CEO KR Sridhar says that if there is a need, obviously, the company will go and raise money, but there is no reason to just go raise money right now given that the company can recover the cost of building a new factory in six months through sales."

[Longview Research @Longviewres]

@CharuruCha14310 Sit back and enjoy the show, catalysts take their time, but when they align with corp positioning you get alpha capture.

[Longview Research @Longviewres]

$CGEH. If you actually bought and held (and hopefully read my long form research report linked below), you are likely happy as $CGEH has broken $14 per share for the first time today. Now remember the reason why the stock WILL NOT selloff at this stage is because morons like @ Daniel_Koss, @ everyonelovespoetry, @ dead_shot, among other pumpers/dumpers, have already sold their shares. So the idiots with zero thesis and awareness of the stock have left the company. So from here, we wait for the next catalysts which actually support the thesis: 1) Nasdaq uplisting which will expand the access to the shares for institutional and foreign investors and 2) a data center deal that may be material upside to revenue forecasts (remember the stock trades below 3.5x sales WITHOUT a data center deal, so it is STILL CHEAP). Not financial advice, do your own due diligence, or better yet read the risks section of my report. Congrats for using your brain. $BE $GEV $CAT $CMI $BWA $BW $Wartsila $2G-Energy $Siemens $Mitsubishi

[Longview Research @Longviewres]

https://t.co/Jre4ZRRTbm

[Longview Research @Longviewres]

@KumpelOd44547 They are still morons and idiots. Call a spade a spade

[Longview Research @Longviewres]

@toasteroven74 You’re right, he made a whole $1,000 of gains, good for him. But he is still an idiot.

[Longview Research @Longviewres]

Feel like if people just keep it together for $CGEH and understand what they are playing for the payoff will just be huge. For now it is not too climactic, but this is what you want in a multi-bagger: quiet and boring upfront and then explosively higher on bigger numbers. We are not even in stage one yet of the overall thesis (no DC deal yet).

[Longview Research @Longviewres]

I have a funny take on this Michael Burry thesis. The thesis is so bad and nitpicked in nature that the market ruled out the biggest bear case by the biggest bear in the market who is actually smart. This feels like the reason why the AI trade may gap higher again.

[Cassandra Unchained @michaeljburry]

Free to anyone interested.
Part IV of the Heretic’s Guide to AI’ Stars is coming along nicely. In light of the news today about Apollo’s $38 billion debt raise for $GOOG TPUs (not $NVDA GPUs) for Anthropic, I have decided to pre-release one visual from Part IV. Enjoy.

https://t.co/EsB66cKJbw

[Longview Research @Longviewres]

Update: It is increasingly clear to me that only buyers of $CGEH remain who do not want to sell. The small ups/downs you are watching in the market is the OTC market maker ripping people off in real time, this is why a Nasdaq uplisting is so important.

[Longview Research @Longviewres]

@gasmann25 I don't have a view on FLNC but clearly they are having some meaningful success

[Longview Research @Longviewres]

$CGEH. If you actually bought and held (and hopefully read my long form research report linked below), you are likely happy as $CGEH has broken $14 per share for the first time today. Now remember the reason why the stock WILL NOT selloff at this stage is because morons like @Daniel_Koss, @everyonelovespoetry, @dead_shot, among other pumpers/dumpers, have already sold their shares. So the idiots with zero thesis and awareness of the stock have left the company. So from here, we wait for the next catalysts which actually support the thesis: 1) Nasdaq uplisting which will expand the access to the shares for institutional and foreign investors and 2) a data center deal that may be material upside to revenue forecasts (remember the stock trades below 3.5x sales WITHOUT a data center deal, so it is STILL CHEAP). Not financial advice, do your own due diligence, or better yet read the risks section of my report. Congrats for using your brain. $BE $GEV $CAT $CMI $BWA $BW $Wartsila $2G-Energy $Siemens $Mitsubishi

[Longview Research @Longviewres]

https://t.co/Jre4ZRRTbm

[Longview Research @Longviewres]

@vanshb_95 these stocks react in cycles, AI Power has been taking a breather but for last 4 weeks but that will change soon and fast, better be positioned for it.

[Longview Research @Longviewres]

$BE and $CGEH. Reminder, the $NVDA Vera Rubin that is now shipping in the Fall of 2026 runs on the 800VDC architecture all while power remains heavily constrained and cost inflation is everywhere in the supply chain (like in memory), so moving to 800VDC faster saves at least ~5% of CAPEX per GW. $BE and $CGEH are potentially the only two Behind the Meter (BTM) AI Power suppliers ready to ship with 800VDC native architecture designs when data center build cancellations and token usage are both accelerating. https://t.co/11JZbIVxnK

[Longview Research @Longviewres]

@temu143 Not many AI Power stocks have 800VDC ready supply. Only $BE and $CGEH currently. Everyone else who is a make-shift provider, like $BW, $BWA, $CAT, $CMI, $GEV, $Wartsila, etc. are not 800VDC ready power suppliers (hence why I am not a fan).

[Longview Research @Longviewres]

So $NVDA, etc. are all moving higher but the power bottleneck that you need to power all these AI systems, $BE and $CGEH, are moving lower. Does that make any sense? Cart before the horse anybody?

[Longview Research @Longviewres]

@WillBeaumontt It’s not on their official website

[Longview Research @Longviewres]

2G Energy ticker $2GB-ETR that is $CGEH compare company just received a big data center order for onsite behind the meter power in North America. The stock is up 25% since announcing yesterday and here is the kicker: shipments start end of CY26 and they even guided down margins, but still stock is up 25%. Deals are moving and getting signed, if 2G Energy can get deals done so can $CGEH. I hope you own enough shares. NFA, use your brain. Others relevant: $BE $CMI $Wartsila $CAT $GEV $ENR $BW $BWA Press Release: https://t.co/d9n9AryRjL

[Longview Research @Longviewres]

@LonzoWayne23 Just buckle up and enjoy the show.

[Longview Research @Longviewres]

Fun Fact: $CGEH is now a $400M+ market cap company but trades at 3.3x FY28 Sales (still cheap considering their growth is 30%+ per year) WITHOUT a data center contract and WITHOUT the surge in oil prices catalyzing bigger revenues in their energy as a service "power rentals" businesses. Both of these demand vectors that are not in revenue consensus forecasts come with higher revenues and higher margins. So if you think this 30% stock move higher last week suggests this has played out, you will be proven wrong shortly, this is just getting started.

[Longview Research @Longviewres]

@WillBeaumontt Where do you see the earnings date announcement press release that confirms it’s in 6 days?

[Longview Research @Longviewres]

@LeoGoldenDoodle We won’t need him and I don’t want tourists in this stock. Let them go fight over $FCEL or some other trolled up stock that Daniel Koss the POS pitches.

[Longview Research @Longviewres]

@LonzoWayne23 This article:

[Longview Research @Longviewres]

https://t.co/Jre4ZRRTbm