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The Physical AI Favorites: Dissecting the Layers of the Trade
My favorite names across the layers of the Physical AI trade
16 hrs ago
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9 Ventures
8
3
1
$FCEL: The Carbon Capture Trade Nobody’s Modeling Correctly
9 Ventures Equity Research · June 2026
Jun 13
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9 Ventures
9
1
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
13
6
2
The Highest Conviction Physical AI Play
The Physical AI Trade Is Heating Up. Most People Are Still Asleep At The Wheel.
Jun 11
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9 Ventures
12
1
2
Beyond the Noise: A Framework for High-Conviction Investing
A conversation on holding winners & portfolio management
Jun 7
•
9 Ventures
14
2
$BWEN: GE Vernova Is Sold Out Through 2030. This Is Theirs and Siemens Machining Partner.
Power Generation · May 2026
Jun 5
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9 Ventures
and
Phynvest
19
4
May 2026
$ADTN: The Optical Inflection Nobody’s Pricing In - Part 2
Deep Dive #2: ADTRAN Holdings
May 31
•
9 Ventures
15
1
Penguin Solutions: The AI Orchestrator for Enterprise & Sovereign
The so what behind Penguin Solution's strategic pivot
May 29
•
9 Ventures
16
7
3
The Optical Inflection Nobody’s Pricing In
The AI infrastructure buildout is the most obvious investment theme of our generation.
May 27
•
9 Ventures
24
6
2
$FCEL: Baby Bloom
FuelCell Energy Has Entered the Data Center Market. The Market Hasn’t Figured It Out Yet.
May 25
•
9 Ventures
11
Breaking: FuelCell Energy’s Hidden Data Center Breakthrough
A new government filing in Fairfax County, Virginia, has revealed a massive, previously undisclosed project that signals a major shift for FuelCell…
May 20
•
9 Ventures
20
4
2
Sensing the Supercycle: $VPG
Running back the AI Playbook for the Robotics Era
May 6
•
9 Ventures
23
6
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