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Why this matters

This is the third independent voice in 8 days arguing the CGEH-vs-Bloom data-center-power thesis we already have sitting in inputs/. Convergence shape, but until now we hadn't integrated:

1. 2026-04-28 — Discord dumb-money/ai: explicit thesis statement that CGEH's inefficiency (vs Bloom SOFC) IS the feature — excess heat drives absorption-chiller cooling for liquid-cooled racks
2. 2026-04-28 — phynvesting.substack "Part 2: The Turbine the Market Left" — full quantitative comparison; reader-question captured 2026-04-28
3. 2026-05-04 — @Longviewres long-form (this event) — sponsored research with formal scenarios

CGEH is in zero watchlists and zero perspectives despite this stack. That's an integration debt — the orphan-pattern the meta-research framework was explicitly built to surface. Coverage gap to close.

Substantive claims (from the @Longviewres report)

Company shape (concrete, verifiable):

• Capstone Energy+ (CGEH), 37yr-old microturbine company. Post-bankruptcy emergence (formerly Capstone Green Energy / Capstone Turbine).
• Current price ~$9.70, market cap ~$339.5M (35M shares; ~$485M fully diluted on 50M).
• TTM revenue $110M, +42% YoY. Seven consecutive quarters of positive