{"art_url":"https://d1liwsgvdtvkdb.cloudfront.net/art/q_6a932ae28d7e8606a6/qm-ascii-fit-v1/9a0fdfddee87d47d2982f493e97d63de66e3e1e63687afd6dc8e44afcb37266c/1200.jpg","art_url_600":null,"id":"q_6a932ae28d7e8606a6","text":"Separate measured from promised in the AI-power pivot: 30 binding MW vs the 4 GW pipeline, the 2026 intraday-accumulation discovery, and the 57-year base rate.","display_title":"What is measured versus promised in the AI-power pivot: 30 MW vs 4 GW?","slug":"separate-measured-from-promised-in-the-ai-power-pivot-30","status":"answered","entities":["FCEL"],"ref_url":null,"forecasters":null,"created":"2026-07-09T00:00:00Z","budget_cents":1500,"tier":"standard","raised_cents":0,"funders":0,"artifact":{"id":"a_6a932ae24f5ae56ef7","question_id":"q_6a932ae28d7e8606a6","latest_rev":1,"machine_price_cents":50,"freshness_hours":72,"external_url":"https://fcel-dossier.us-east-1.gists.org","teaser":{"summary":"Avoid FuelCell Energy as a core holding and rent the catalysts, because 2026’s rally was driven by intraday buying, a break from its lifetime overnight-only pattern, while the downside skew remains dominant.","verdict":"**AVOID as core; rent the catalysts.** P(beats QQQ)=0.22 (historical rolling-year win rate vs QQQ: 9.9%); 2x-to-$42 0.40 vs halve 0.75, the most negative skew in coverage. The one new fact: 2026's rally was bought intraday (+287%) against a lifetime overnight-only pattern.","headline":{"direction":"mixed","confidence_band":"medium","magnitude_class":"moderate"},"question":"Separate measured from promised in the AI-power pivot: 30 binding MW vs the 4 GW pipeline, the 2026 intraday-accumulation discovery, and the 57-year base rate.","citations_count":0},"downloads":0,"unique_buyers":0,"age_hours":2390.5}}
