Finishing up some research for next week:
1. $OUST
2. $PENG
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 / $FCEL - more of a comparison
4. $ENSI (Ensilica)
I have a position in all of these incl. Ceres Power + $FCEL, with a rough 70/30 split between the two.
Might look into $HLIT too since it's all anyone's been talking about on X. No position though.
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