9 Ventures | Thematic Trader

FuelCell Energy CFO 1x1 Interview, Interactive Valuation Model, & LCOE Analyzer

The thesis continues to strengthen. I have provided my key takeaways, a fully interactive valuation model, and an LCOE Analyzer of FCEL vs. Competition

Jun 11 • 9 Ventures

Deep Dives

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The Highest Conviction Physical AI Play

The Physical AI Trade Is Heating Up. Most People Are Still Asleep At The Wheel.

Jun 11 • 9 Ventures

Beyond the Noise: A Framework for High-Conviction Investing

A conversation on holding winners & portfolio management

Jun 7 • 9 Ventures

$BWEN: GE Vernova Is Sold Out Through 2030. This Is Theirs and Siemens Machining Partner.

Power Generation · May 2026

Jun 5 • 9 Ventures and Phynvest

$ADTN: The Optical Inflection Nobody’s Pricing In - Part 2

Deep Dive #2: ADTRAN Holdings

May 31 • 9 Ventures

Penguin Solutions: The AI Orchestrator for Enterprise & Sovereign

The so what behind Penguin Solution's strategic pivot

May 29 • 9 Ventures

The Optical Inflection Nobody’s Pricing In

The AI infrastructure buildout is the most obvious investment theme of our generation.

May 27 • 9 Ventures

$FCEL: Baby Bloom

FuelCell Energy Has Entered the Data Center Market. The Market Hasn’t Figured It Out Yet.

May 25 • 9 Ventures

9 Ventures | Thematic Trader

25 | Synthesizing deep fundamental research & themes with leading HTF chart setups | Focus: Physical AI / Humanoids, AI Infrastructure / Power, & Semis

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9 Ventures

FuelCell Energy CFO 1x1 Interview, Interactive Valuation Model, & LCOE Analyzer

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