Finishing up some research for next week:
1. $Ouster(OUST.US)2. $Penguin Solutions(PENG.US)Been talking about those two in real-time over the past few weeks, so will do a slightly more "formal" summary on my thoughts.3. Ceres Power / $FuelCell Energy(FCEL.US) - more of a comparison4. $ENSI (Ensilica)I have a position in all of these incl. Ceres Power + $FuelCell Energy(FCEL.US), with a rough 70/30 split between the two.Might look into $Harmonic(HLIT.US) too since it's all anyone's been talking about on X. No position though.The copyright of this article belongs to the original author/organization.
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