Alan mendez

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Alan mendez

Alan mendez

@optimus260

who is driving this bus!

Houston, TX Katılım Nisan 2013
168 Takip Edilen81 Takipçiler
FrankieB
FrankieB@FrankieTrades22·
$HYLN Only mid caps for me going forward. Beautiful
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FrankieB
FrankieB@FrankieTrades22·
$HYLN Took 10k in pre market. Rolling with @HunterAllen4 on this play.
Hunter Allen@HunterAllen4

Don’t miss the next $BE 2.0 100$ STOCK CHILLING AT 3.60$ $HYLN Up 89% past month. Up 33% today. Testing 52-week highs on 8x relative volume. Power is becoming the single biggest bottleneck of the AI era. I give you KARNO LINEAR GENERATORS THIS IS A POTENTIAL EARLY-STAGE AI POWER INFRASTRUCTURE MONSTER ~$637M market cap ~$139.3M cash + investments Guiding ~$100M cash remaining by YE 2026 No immediate dilution pressure ~$50M projected 2026 cash burn ~$10–15M expected 2026 revenue ~$400M+ potential pipeline under LOIs ~750 KARNO cores currently under LOIs ~50MW virtual power/data center agreements discussed ~250 KARNO core VFG data center LOI over 5 years ~50% fuel-to-electric efficiency target ~20% efficiency improvement vs leading generators <2.5 ppm NOx emissions Native 800V DC architecture 200kW modular systems scalable into multi-megawatt deployments THIS IS THE MOMENT THE STORY CHANGES Most people still think Hyliion is the failed truck SPAC from 2021. That story is dead. The company fully pivoted away from CNG trucking and into distributed power generation using KARNO — a fuel-agnostic linear generator platform designed for: AI data centers Military systems Microgrids Industrial power EV charging Prime backup generation Years of R&D later… commercialization is finally approaching. Why this is getting attention: KARNO runs on: ~Natural gas ~Hydrogen ~Diesel ~Ammonia ~Biogas ~Landfill gas ~Propane Seamless multi-fuel switching already demonstrated LIVE without hardware changes. It uses advanced thermodynamics + linear generator architecture + GE Aviation additive manufacturing technology. The EPA does not regulate it as a standard ICE platform. Key advantages: ~50% fuel-to-electric DC efficiency ~Higher efficiency than most diesel/gas generators ~Lower operating costs ~Ultra-low emissions without after-treatment ~Lower maintenance ~Low noise ~Compact modular footprint ~Strong performance even at partial loads And the AI angle is where things get interesting. $NVDA and hyperscalers are moving toward 800V HVDC AI infrastructure for next-generation racks and ultra-dense compute. KARNO outputs native 800V DC. That’s a major differentiator. AI demand is exploding. Power infrastructure cannot keep up. Grid wait times are becoming a disaster. Distributed on-site generation is becoming one of the biggest secular themes in the market. KARNO directly attacks that bottleneck. Recent catalysts: Q1 2026 revenue: ~$2.8M ~5x YoY growth Gross profit turned positive. Net loss improved: ~$11.7M vs ~$17.3M YoY Massive revenue beat vs expectations. Operating expenses declining. Cash runway improving. Commercialization milestones accelerating. Recent partnerships / contracts: U.S. Navy / ONR: ~$20M total military-related awards 800kW multi-core vessel system underway Additional Phase II SBIR contracts awarded Air Force + DOD CDAO: Selected for resilient multi-fuel military power initiatives VFG Holdings: LOI for up to 250 KARNO cores (~50MW) Flexnode: AI micro data center deployment partnership ABM Industries: Commercial distributed energy integration partnership MESA Natural Gas: Potential deployment LOI MMR Power: 3 KARNO module deployment LOI Saudi Arabia agreements: Up to 12 units under LOI Management expects: ~10 early adopter deployments in 2026 Meaningful production scaling in 2027 Accelerated commercial growth into 2028+ And this is where scalability matters. KARNO starts as: 200kW modules But scales modularly into: 800kW systems 1.6MW systems 2.4MW systems 3.2MW+ Containerized AI power deployments Current printer fleet + planned additions are expected to support: 2026 2027 and into 2028 production scaling. Near-term setup: Micro-cap → multi-billion dollar pathway if adoption scales. $HYLN is no longer a truck company. $NVDA $AMD $BE $GNRC $CMI $FCEL $PLUG $VST $CEG $GEV $SMR $ANET $ALAB $NBIS $IREN $CRWV $QQQ $SPY $ONDS $AMAT $NBIS $MU DONT MISS THIS GIANT

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FrankieB
FrankieB@FrankieTrades22·
$CLNV Who got any stock under 012? Anybody? Anybody? Buehler?
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Alan mendez
Alan mendez@optimus260·
@elkora_ Looks like there's is a battle going on at these prices @fr
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elkora_
elkora_@elkora_·
$CLNV Looking great with so much more still in the pipeline.
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FrankieB
FrankieB@FrankieTrades22·
$CLNV Happy Reactor Shipping day.
GIF
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Elfster
Elfster@FerdinandTheB13·
Shares seem to be getting gobbled up on every downtick. I wouldn't be surprised if this hits a penny next week. Especially if we can finish out the week near .08. $CLNV
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Alan mendez
Alan mendez@optimus260·
@FrankieTrades22 @prezbowired13 Sounds like a supportive wife to trust you to invest what you did.... im just stuck with this tattoo even though I made my money back on that extremely low dip the last few month's.....averaging down is important.
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FrankieB
FrankieB@FrankieTrades22·
@optimus260 @prezbowired13 Well....at the high point my restricted paper was 8.5mil now it's 600k...she didn't like that very much. Closed the doors for a while 😕
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FrankieB
FrankieB@FrankieTrades22·
$CLNV The 25 ton reactor loads up on the 15th of the month. It will take 8 (EIGHT!) Trucks to move the entire system HOLY CRAP😮.
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FrankieB
FrankieB@FrankieTrades22·
@optimus260 @prezbowired13 I sent Dan 50k, then 25 and 25...my wife said if I send another penny she going to get a new tattoo that read "My husband is retarded" 🤣
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FrankieB
FrankieB@FrankieTrades22·
@optimus260 @prezbowired13 Way above my pay grade buddy. But then again I haven't been paid in 2 years so everything's above my pay grade 🤣🤣
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