u/Extension-Temporary4

Author argues Capstone Energy is a recapitalized turbine maker with 9 straight quarters of EBITDA growth, positive net income, 24% revenue growth, 800vdc turbines matching Nvidia GPU requirements, and short lead times versus multi-year backlogs at larger rivals. The catalyst is a hinted data center deal with a major infrastructure player, which management suggests is close, and the author expects sales growth by the next earnings report. Main risks are that sales remain only a unit or two per quarter, potential dilution from a shelf offering, and possible delisting if the share price falls below $5.