@AllYall81730738@SilentAlert1@Hyliion@ThomasHealyCEO Rationally yes. But looking at everything with Ai buildout attached to it it's extremely "undervalued". Just look at something like Sivers, I sold it at like 15 because I thought SP was extended. The market isn't rational anymore
@AndreasSteno@Micro2Macr0 They realized the masses won't buy it (because they don't understand how money works) so they can safely transition from fiat to sound money while the poors remain poor. I had hopes the playing field would be leveled but.. It is what it is
@xemcoin@AlGhouti2 Scaling production is the bottleneck. I'm thinking 5 years or so to scale. But if they can outsource some of the 3d printing 2 years is viable. x100 bagger!
@stackhodler I hold $OUST, buying $NBIS if it dips enough. Check out $HYLN for power sourcing. Their Karno generator is fuel agnostic and basically maintenance free since it only has 4 moving parts. They're in the scaling production phase and should go on a massive run when shipping begins
@WalkerAmerica All good points. However, Muricans are getting the European treatment and'll also be a communist surveillance dystopia with a splash of sharia. Yall better wake tf up too
@calvinfroedge Anything centralized they can seize. Bitcoin is decentralized and not seizable. Don't understand why this is so hard for people to understand, I'm just a dumb car guy and I figured it out pretty easily. Get with the times, it's not that difficult to understand
@MavMidwest@WazzCrypto It doesn't make sense to you now, but it will once the digital prison walls are fully built. At that point Bitcoin will make all the sense to people who want more gas/steaks/ammo etc than what they are rationed. Or wish to leave a oppressive taxation jurisdiction
@calvinfroedge The market is "fake" and the grand wizards of fiat money can run things any which way they please. This will continue until morale improves. I personally think Bitcoin was the best option we had to fix it, it might still who knows
@tradax4 One thing I've learned when it comes to stocks that just began running is to just buy, even if it feels like I'm about to vomit.. Most times it runs quite high before a dip, and at that point it feels too expensive, then it runs again. Just buy a position and add over time
Takeaways from Jordan Harbinger's podcast with $HYLN CEO Thomas Healy from May 17: Powering the Planet When the Grid Can’t
1. Supply constrained, not demand constrained. ~500 units of LOIs signed. Deploying only ~10 units in 2026. Bottleneck is metal 3D printer capacity, which they are actively expanding.
2. Military ramp is real. Navy is already operating KARNO units on the new unmanned 200-ft vessel program. Air Force has approved the tech. NASA discussions on lunar power. Expects roughly $50M of military contracts this year alone.
3. Unit economics: 200kW box at ~$500K. Modeled every US state, and on-site KARNO power was cheaper than grid power in every one. Payback in low single-digit years.
4. ~50% fuel-to-electricity efficiency vs. ~36% for the average US grid electron and ~28 to 33% for small turbines. Power-plant-class performance in a pickup-bed footprint.
5. Best-in-class on transient response, which is the second question every data center asks after lead time. Healy positions KARNO to pair with GE Vernova turbines: turbines for steady base, KARNO for the spiky AI load.
6. Fuel agnostic across 20+ fuels including landfill methane, flared gas, JP8, hydrogen, ammonia. Can switch fuels mid-operation without shutting down.
7. Optionality with nuclear: SMRs only make heat, so KARNO can sit downstream of nuclear to produce the electrons. Already in discussions with nuclear companies.
8. Quietest system the Navy has tested outside of nuclear. Meaningful for behind-the-meter siting in populated areas.
9. Backdrop: US grid rated D+ by ASCE, 60% of transmission past life expectancy, US adding 50 GW/yr vs China's 500 GW/yr. Behind-the-meter is the only fast path.
Link to podcast: https://t.co/dYrU1CF0Qg