I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

交易策略与行业覆盖 - 交易策略包括日内多空双向操作以及中短期持仓 [1] - 历史重点覆盖科技行业股票 [1] - 过去两年扩展至海上钻井与供应行业以及航运业全面覆盖（油轮 集装箱 干散货） [1] - 持续密切关注处于早期发展阶段的燃料电池行业 [1] 专业背景与市场经验 - 具备20年日内交易经验 曾任职普华永道审计师 [2] - 成功应对互联网泡沫破裂事件 [2] - 成功应对911事件后续市场波动 [2] - 成功应对次贷危机市场冲击 [2]

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

交易策略与行业覆盖 - 交易策略包括日内多空交易以及中短期头寸 [1] - 历史重点为科技股 过去两年扩展至海上钻井与供应行业以及航运业整体覆盖（油轮、集装箱、干散货） [1] - 持续密切关注处于早期阶段的燃料电池行业 [1] 专业背景与经验 - 拥有近20年日内交易经验 曾作为审计师任职于普华永道 [2] - 成功应对互联网泡沫破裂、911事件后续影响及次贷危机等市场波动 [2]

交易策略与行业覆盖 - 交易策略以日内多空双向交易为主 同时进行中短期押注 [1] - 历史重点覆盖科技行业股票 [1] - 近两年扩展至海上钻井与供应行业以及航运业全面覆盖（包括油轮、集装箱船、干散货船） [1] - 持续密切关注处于发展初期的燃料电池行业 [1] 专业背景与经验 - 拥有近20年日内交易经验 [2] - 曾担任普华永道审计师 [2] - 成功应对互联网泡沫破裂、911事件后续影响及次贷危机等多轮市场波动 [2]

公司比较 - 燃料电池公司和甲骨文公司近期股价均因季度业绩表现强劲而上涨 且订单积压量均显著增加 [1] - 两家公司存在根本差异：甲骨文是全球知名企业 拥有长期盈利记录和接近1万亿美元市值 而燃料电池公司处于清洁能源领域 尚未盈利 市值不足5亿美元且为低价股 [2] - 政治环境对比明显：甲骨文联合创始人与特朗普总统因Stargate计划保持友好关系 而特朗普在气候变化和清洁能源方面的政策立场对清洁能源行业不友好 [3] 燃料电池公司概况 - 公司成立于1969年 专注于燃料电池发电厂及清洁能源技术的设计、建造、运营和服务 [4] - 业务范围涵盖公用事业规模发电、现场发电、电解制氢、碳捕获和能源存储等技术 [4] - 当前市值1.2991亿美元 年内下跌32.5% 但近一周内暴涨50.6% 主要得益于超预期业绩表现 [5] 财务表现分析 - 第三季度收入几乎翻倍 从去年同期的2370万美元增长至4670万美元 [6] - 每股亏损显著扩大 从去年同期的1.99美元增至3.78美元 连续第二个季度未达到盈利预期 [6] - 运营亏损急剧扩大 从2024年第三季度的3360万美元增至9540万美元 [6]