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“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.” — Stanley Druckenmiller.

@awayish You are 100% correct :)

@tradax4 the more you learn the better this thing is. 😂

@awayish Thank you, modified the post!

@tradax4 it's a lot better than steel. they use cobalt-chromium, very overspec for gas/datacenter. it's spec'd for space nuclear heat exchanger at 1500+K with no maintenance due to air bearings and native 800v DC due to high freq/flux generator. skunkworks level aerospace tech.

$BE vs $HYLN : Both powering the AI energy boom with onsite clean power. One is the proven giant. The other is the nimble disruptor with enormous upside. $BE = Bloom Energy Market leader with massive scale (~$86B+ mkt cap) Proven SOFC tech deployed at Google, Walmart etc. Strong AI deals & record revenue $HYLN = Hyliion Much smaller base (~$1B mkt cap) = way bigger growth runway. KARNO linear generator: fuel-flexible (tested with over 20 fuels and they can switch from one to another without downtime!) Imagine that flexibility in todays unstable world! cobalt-chromium durability (longer life, lower maintenance vs ceramic fuel cells) Thats why NASA is looking into using them on the moon and the NAVY on autonomous boats as its not easy to service them! Faster/cheaper to deploy at scale for distributed power, it can even be cheaper than the grid as it is more efficient! Why $HYLN stands out right now: KARNO is built for the exact same AI/military/data center demand but with better longevity, multi-fuel flexibility & strong economics. Commercial ramp starting late 2026, huge pipeline, and recent revenue momentum. $BE is the steady blue-chip winner. $HYLN is the high-conviction asymmetric bet in the same megatrend. AI power needs are exploding. Both benefit — but $HYLN offers more torque from here. He just met with $NVDA Jensen and Karno uses native 800V DC, which will be used in the next gen datacenters! Jensen said the world needs 1000x more power. If $HYLN would get the same market cap as $BE, it would be a 500+$ stock (x86)... Get ready.

KARNO Customers get 30% Tax Credit Locked In! Lets compare costs for a 200kW system. - Diesel (Cummins, Perkins etc.): $100k to 170k. Cheapest upfront, but high fuel + maintenance + emissions costs long-term. - A $HYLN Karno 200kW system will retail for about 550k$. Fuel-flexible (nat gas, RNG, H2, propane + more), ultra-low emissions, low maintenance, long life. With 30% ITC, net cost drops significantly to 385k. - Hydrogen / Fuel Cell ($BE Bloom-style SOFC or PEM): 850k$. highest capex and (expensive) fuel logistics challenges. They are also eligible for the 30% credit which brings them to 595k. Hyliion’s KARNO Power Module qualifies for a straight 30% Investment Tax Credit under the OBBBA on the full generator system + supporting infrastructure. Applies to projects that begin construction in 2026 or later. Available for 10 years (through ~2035/2036) No complex emissions tests or adders required — simple & certain This dramatically improves payback periods and ROI for AI data centers, industrial sites, military bases, and distributed power projects. Perfect tailwind as KARNO commercializes! $HYLN building serious momentum.

@oguzerkan $META should look into $HYLN

Mark Zuckerberg: “Energy is the biggest bottleneck for scaling AI.” This is why $META signed over $14 billion worth of deals to secure 6.6 GW of power by 2035. If you want the compute, you need to secure the power first. $BE $FPS $SEI $PWR $FLNC

Im curious, what are your price targets for $HYLN EOY and in 3 years? Mine is 80$ and 450$

$HYLN Hyliion's KARNO generator natively produces high-voltage direct current (DC) electricity on-site, making it a perfect, highly efficient power solution for NVIDIA’s new 800 VDC AI data center architecture without the need for wasteful power conversions. #KARNO

$HYLN I keep hearing good things about this company. So I did the research and WOWZA….. A Recuperated Fuel Generator? Talk about getting near free power for your Data center. If this video is true & they can scale this. The stock is way undervalued. youtu.be/CMYeIa5Ew1A?si…

@RosannaInvests Your missing the best 800V DC fuel agnostic play: $HYLN Its CEO just met with $NVDA Jensen

⚡ The $NVDA 800 VDC architecture pivot is the largest power infrastructure shift in 40 years.🔥 THE CHIP WINNERS: 🟠 $NVTS - Officially selected by NVIDIA (May 2025) for 800V HVDC architecture. Pure-play GaN+SiC. Powers Kyber rack-scale systems + Rubin Ultra GPUs. 🟠 $POWI - Only company with 1250V AND 1700V GaN in volume production. Active NVIDIA collaboration. Benchmark 2026 Top Pick. 🟠 $VICR - The original architect of factorized power conversion NVIDIA is now adopting. Patent moat. Direct 800V conversion innovation. 🟠 $BELFB - Power conversion + AI datacenter connectivity convergence. New leadership team (ex-Mercury Systems) building specifically for this. THE COOLING BOTTLENECK: 🟠 $VRT - Co-developing 800V DC architecture with NVIDIA for Rubin Ultra. Q1 2026 revenue +30% YoY. Backlog $15B+. Liquid cooling pure-play. 🟠 $ETN - Just closed $9.5B Boyd Thermal acquisition (March 2026) to integrate cooling + power at rack level. Q1 2026 revenue record $7.5B (+17% YoY). 🟠 $MOD - Pivoted from auto parts to data center cooling. Airedale liquid cooling products direct play. Fiscal 2026 guidance raised twice. THE GENERATION LAYER: 🟠 $GEV - Gas turbines + wind + grid infrastructure. $163B backlog (targeting $200B by 2027). Q1 2026 orders +71% YoY. Backlog stretched to 2028+. 🟠 $VST - Largest unregulated U.S. power producer. Nuclear + gas fleet. Amazon + Meta long-term deals. Texas pricing stability advantage. 🟠 $BE - Fuel cell onsite generation. Q1 2026 revenue +130% YoY to $751M. Just signed $2.6B Nebius AI data center deal. $20B backlog. Bypasses 4-7yr grid queues. 🔵 $FCEL - Pivoting hard to AI data centers. 80% of pipeline now data center. 12.5 MW standardized power blocks launched March 2026. 1.5+ GW data center proposals. Mid-cycle inflection. THE STORAGE BOTTLENECK (THE GENUINE 🟢 FIND): 🟢 $EOSE - Eos Energy. Q1 2026 revenue +445% YoY ($57M). EPS BEAT by 154%. Production +467% YoY. FY2027 target $600M. EBITDA positive by end 2026. Stock pulled back 54% from highs while sector ran. ONLY stock trading BELOW analyst consensus PT. Z3 zinc battery = domestic U.S. alternative to Chinese lithium for grid storage. THE SOLAR + STORAGE PIVOT: 🔵 $TE - T1 Energy. +457% in 12 months but only $2.26B mcap. Q1 first profitable quarter ($3.9M net income continuing ops). G2_Austin solar cell fab construction Q4 2026 production target. Roth defended vs short report - stock surged 26% May 21. 100%+ customer commitments 2027-2028. THE GRID + TRANSFORMER BOTTLENECK: 🟠 $HUBB - Substation electrical + utility infrastructure. Defense Production Act flagged grid as security priority. 🟠 $PWR - Quanta Services. Grid construction + transmission build-out execution layer. 🟠 $NVT - nVent. Electrical connection + protection at the rack. Liquid cooling solutions. THE MECHANICAL INTERFACE + CAPITAL EQUIPMENT: 🟠 $TEL - TE Connectivity. High-voltage connectors + interconnect. 🟠 $APH - Amphenol. Specialty interconnect for AI fabric. 🟠 $AEIS - Advanced Energy Industries. RF/DC power for semiconductor fabs building the chips powering all of this. 🟠 = already run / anchor | 🔵 = inflecting | 🟢 = genuine early-stage find The honest read: there's only ONE genuine 🟢 in this entire trade right now. EOSE is the rare name that: ✅ Pulled back -54% while sector ran ✅ Q1 inflection unmissed ✅ Trading BELOW analyst PT ✅ Has the grid storage bottleneck cornered Goldman: hyperscaler 2026 capex consensus $527B (revised UP from $465B). Estimates have run TOO LOW for 2 consecutive years. The 10x trade in chips is GONE. What remains: → 1.5-2x compounding in anchors → 2-3x in inflecting mid-cycle names ($FCEL, $TE) → 3-5x potential in $EOSE if Q1 inflection holds and stock retraces to its prior $19.86 high Hyperscalers aren't building data centers. They're building 800-volt power plants that compute. Read the tape. Position accordingly.💫

I had ChatGPT breakdown Hyllion $HYLN 's KARNO technology (after their massive vol spike) and it one-shotted this Probs go long next week Also I went to school with their CEO who was the youngest self-made billionaire...so yea I got a chip on my shoulder :/

@elonmusk @XFreeze Even if starlink scales, it won't even be 0.1% of the under water fiber traffic. It will just be used for the last mile where needed.

There will also ultimately be >100k V3/V4/V5 satellites for Starlink broadband and direct to cellphone connectivity. If growth continues, Starlink will one day carry the majority of Internet traffic. At that point, it is the Internet and everything else just connects to Starlink.

Starlink V3 is a massive capacity leap From SpaceX’s S-1: Starlink V2 • Launched February 2023 • 96 Gbps downlink capacity Starlink V3 • Launch targeted for 2026 • 1,024 Gbps downlink capacity That is roughly a 10.7× jump This is the next phase of Starlink: • More bandwidth • More capacity • More users served • More global connectivity V2 helped scale Starlink to 9,600+ satellites and ~10.3M subscribers. V3 looks like the layer that pushes Starlink from “satellite internet” closer to true global broadband infrastructure

@p000dl3 @themomentumplay Personally I'm comparing with $BE , if $HYLN gets the same valuation, its a 450$ stock. However, I understand they need a few years to get to that scaling point BUT $HYLN has the better tech.

@tradax4 if @themomentumplay ‘s first target of $13 is reached , that’s a good first step for the share price since it means it’s gotten above its SPAC par price

I’m in ! This was the other name I traded besides $TSLA back in 2020 $HYLN

@Fink_Money Sorry, I thought you meant arbitrage of the power prices. My bad.

@tradax4 No sorry, the reserve market is something completely different. That was what I was specifically referring to, sorry if not clear.

$HYLN for power generation (Karno) and $TSLA for power storage (megapacks) are the perfect combo, making It cheaper than buying from the grid!

$HYLN Up 42%! 🚀 🔹 Hyliion catching major momentum after being selected for U.S. Navy sea trials with its KARNO power technology 📈 🔹 Company is developing modular power plant systems built for cleaner, flexible, fuel-agnostic energy generation ⚡ 🔹 Q1 results beat expectations, with revenue helped by naval research contracts 🔥 🔹 Defense + power infrastructure + clean energy tailwinds putting $HYLN firmly on watch 👀 Not financial advice. For informational purposes only.

$HYLN there’s very little to dislike about this setup.