Ceres Power: Betting on Fuel-Cell Royalties to Solve AI's Power Crunch
Ceres Power is a technology-first fuel cell company that licenses its steel-cell technology and earns royalties as partners commercialize. As AI workloads drive demand for resilient, low-carbon power at scale, Ceres could see accelerating royalty cash flow. This trade targets a measured long with defined stop and upside based on commercialization c…