Q2 @Hyliion Earnings: 1. @ThomasHealyCEO has disclosed for the first time that current optimal AM setup could yeald 15MW which is 75 Karnos +/- $34M. With a 20 P.E the current market cap meets fair value. However since we have $0 sales I'd say today's value is quite rich. I expect to see Hyliion trading $2-$6 zone until production. 2. In order for Hyliion to become a $5B company they would need to double and triple current printer assets where $100M of gross revenue could be generated and even then the company fair value would be within single low Billions. 3. I simply don't see how Hyliion can facilitate data center needs, knowing at best the company can produce only 15MW output. Data center story appears to be Hyliion's primary focuse among military however the numbers are not matching up. 4. I expect to see R&D continue into 2027 following the learnings of early 10 adopting units performance. Commercialization was pushed into 2027 which is another setback. 5. Thomas and the team primary focuse for EOY should be to demonstrate as many units in field as possible to restore confidene. Hyliion awarded military contracts overshadow setbacks and I'd expect that would be an ongoing story until commercialization.

Hey @ThomasHealyCEO is there a reason why @Hyliion can't release an official $42M DOD contract but had no issues releasing VFG LOI that came with red flags and 5 short sell reports.

News @Hyliion is awarded a $42M 3 year contract . war.gov/News/Contracts/Contr…

Question for @ThomasHealyCEO . If Hyliion has committed to engineer and develop a 250KW for the Navy, why not focus on a 250KW commercial unit as well rather than struggle with 175kw to 200kw current configuration? @Hyliion $HYLN

NEWS @Hyliion . Is scheduled to showcase Karno technology at the Defense and Innovation Summit. . If the unit will be actually working for a live demonstration that would be an absolute delight. $HYLN

News @Hyliion . $HYLN appoints Defense Innovation Leader Abdul Subhani as a Stratigic Advisor.

It's pathetic to see accounts as such lose credibility when they don't know what they are talking about and spreading FUD just beacuse they sold on first negative news $IREN

Ongoing Development $IREN X @AnthropicAI . Due to the massive scale of the projects and availability of power, there will be a staged construction between approved short listed contractors of which $IREN is one of them (possibly) . Further confirmation of bid awards to follow.

Now it's making sense why $IREN was up 6% to 15% on Friday within German Stock Exchange. . This can get very interesting this week.

Major retail shift for $IREN, old retail out new retail in capturing $30s. . Thesis didn't change There is no pivot Ceticial path is still on track . @danroberts0101 and the team do have a strategy in play and only time prove their worth.

Offering announced for @oust with the release of the form 424B5. Stock has reached 52 week high and ran 70% in just few days. . This is an excellent move for long term growth and success. $OUST

News $OUST. . Was granted build America compliance which is a major turning point for competition separation as it shuts down all Chinese Liadars out. . @ousterlidar is the only US made colour lidar that is on a cutting edge of robotics and smart infirstrucutre.

I love a good $SMCI drama but this is hilarious. Just as @samsung expands their AI plan in Billions which will have a tail wind for @Supermicro the "raid news drops" . However buying chips from China(Taiwan) is perfectly legal. . "Taiwan currently does not classify Al chip exports to China as a criminal offense, stated the Bloomberg report"

Very nicely stated by our good friend @atomicmooser regarding @Hyliion short position and his view on it. Good read.

Good article regarding recent $HYLN short report.

NEWS: @Tesla + @ousterlidar . Tesla Semi has been spotted with a $OUST lidar. I'm a firm believer if Tesla Semis autonomy is going to be implemented, there will be a requirement for a redundant safety system such as lidar. . This is a higher level of lidar validation.