No Amygdala

89 posts

No Amygdala

No Amygdala

@adamtlr

No Amygdala, No Fear

Katılım Ocak 2011
109 Takip Edilen57 Takipçiler
No Amygdala
No Amygdala@adamtlr·
@Vaelis_X How does this not have likes. Incredible depth. You earned a follow. Wish I would have seen this sooner, will be looking for a dip.
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TheBigBerbowski
TheBigBerbowski@TheBigBerbowski·
It's odd to see $CGEH without any activity while the whole sector is on fire.
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Vaelis
Vaelis@Vaelis_X·
Bloom Energy just hit $74 billion market cap on a 2.8GW Oracle contract. The market is desperately searching for the next Bloom. It's already public. Under $850M market cap. Almost nobody has connected the dots. $HYLN (Hyliion Holdings) — the company the market still thinks is a failed EV truck startup. --- **The KARNO generator** In late 2022, Hyliion acquired KARNO directly from GE Aerospace's skunkworks for $37M — GE's own engineering team came with it, and GE became an equity stakeholder. KARNO is a Stirling-cycle linear heat generator. No combustion. No crankshaft. No spark plugs. No oil. A sealed working gas expands under external heat, driving a magnetic piston through stator coils to generate electricity. One moving part per shaft. Frictionless air bearings. Near-zero mechanical degradation. Decades of operational life. Maintenance: air filter replacements and remote software updates. Bloom's fuel cell stacks require full replacement every 3–5 years. KARNO doesn't. --- **Where KARNO beats Bloom outright** **Fuel agnosticism.** Bloom's SOFCs are poisoned by sulfur and carbon monoxide — requiring expensive external scrubbing on every installation. KARNO burns fuel externally to the sealed generator. Natural gas, hydrogen, biogas, flare gas, propane, ammonia, diesel — all validated. In-operation fuel switching demonstrated live in Q1 2026 without power fluctuation. **Dynamic load following.** Bloom must maintain ~800°C internally — ramping takes hours, forcing expensive battery buffers. KARNO modulates idle to full capacity in milliseconds via software-controlled stroke frequency. **Native 800VDC output.** Bloom outputs AC requiring conversion losses. KARNO natively outputs 800V DC — feeding directly into the emerging AI data center architecture standard. **Noise.** ~67 dB. Quieter than a conversation. Deployable inside data center corridors. --- **The manufacturing moat** KARNO's heat exchangers contain micro-channel geometries that cannot be cast or machined — only 3D printed in metal. The geometry itself unlocks commercial Stirling efficiency. Hyliion operates GE Colibrium M Line additive systems — the first commercial deployment in the United States — at 2–4x the throughput of standard industrial printers. Any competitor must bypass 105 patents across 22 families — including a flagship patent drawing 122 citations from Deere and Wabco — then master print parameters Hyliion and GE spent years optimizing. --- **Military validation** ~$20M in active Office of Naval Research contracts. Q1 2026: commenced building an 800 kW KARNO system for an unmanned Navy vessel. Targeting $40–50M in additional military contracts in 2026. If the Navy confirms KARNO runs reliably under extreme maritime conditions — commercial technology risk is eliminated. A data center operator buys with Navy-grade confidence. --- **The pipeline and financials** ~750 KARNO Cores under LOIs — over $400M in potential revenue. VFG Holdings (former Dell CTO/Chief AI Officer) signed for 250 Cores, 50MW over five years. Flexnode signed for edge AI. ABM Industries handles national field deployment. UL certification cleared early 2026. First 10 units delivering H2 2026. - Q1 2026 revenue: $2.83M — beat $1.15M consensus by 146% - 460% YoY growth - Cash: $139.3M. Zero debt. ~3-year non-dilutive runway - FY2026 guidance: ~$10M revenue, ~$100M year-end cash --- **The disconnect** Bloom Energy: $74B market cap. 26.7x revenue. Adjusted P/E of 10,861x. Hyliion: $832M market cap. $139M cash. ~$692M enterprise value. GE Aerospace-engineered platform. Native 800VDC. Millisecond load following. True fuel agnosticism. Near-zero degradation. Military-validated. $400M LOI pipeline. Priced as a failed SPAC. If 25% of LOIs convert over 12–18 months, the re-rating is violent. $3–5B is a modest mid-cap for this technology — 300–500% from here, with $139M as the floor. --- *Not financial advice. Do your own due diligence.
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Athena Signal - Ops
Athena Signal - Ops@athenasignalops·
Holy smokes!!! this was a 🔥🔥🔥 call today for our subscribers. Coinini made our top 10 calls of the last 30 days (see the full top 10 in the last rolling 30 days on our website athenadefi.ai)
Athena Signal - Ops tweet media
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No Amygdala
No Amygdala@adamtlr·
@Longviewres Hey man I’ve been following you since I read that amazing write up. I have a sizable position and am thinking about increasing substantially. Could I DM you? X won’t let me for some reason
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Longview Research
Longview Research@Longviewres·
I’m buying more $CGEH actively today. Don’t get distracted by price action. This is more of a Momo unwind than a rates scare given how fast we have moved in last couple of months. Higher rates change nothing in AI Power dynamics, if anything the higher leverage and longer duration projects flash worse than modular BTM available now power sources. NFA.
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No Amygdala
No Amygdala@adamtlr·
@bukasphere I can’t believe they didn’t let it bond. What a shame man
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buka ᚠ ᛏ ᚲ
buka ᚠ ᛏ ᚲ@bukasphere·
y'all mfing poor jeeters really ruined a great token with a funny af narrative Paid dex and ran bumps for you We go to 98-99% bonding 4-5 times and you jeet every time like wtf man Truly some shart I still think the meme is excellent
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buka ᚠ ᛏ ᚲ
buka ᚠ ᛏ ᚲ@bukasphere·
guys we are 98% bonded go work for yor shart bags $ssss
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buka ᚠ ᛏ ᚲ
buka ᚠ ᛏ ᚲ@bukasphere·
Missed the first run up but I’m in on this dip Just provided myself with a cult member for life card $42069COIN so much higher brahs
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No Amygdala
No Amygdala@adamtlr·
@42069_coin I agree with some of the others. Just constructive feedback. The videos were great. AND WE NEED A TG
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No Amygdala
No Amygdala@adamtlr·
@bukasphere $42069COIN feels like a guaranteed $10m minimum. The community is blowing up and 420 is coming up
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No Amygdala
No Amygdala@adamtlr·
@TeTheGamer Check out $elonardo. Could absolutely moon if Elon posts it as his pic. He already retweeted
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