@tradax4@Hyliion No I never said that.
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You are claiming that Karno "natively" outputs 800V which so not correct. They are working towards that. You are taking a lot of their pipeline works with an interpretation as if it's already implemted which is 100% not correct.
@tradax4@Hyliion You can confusing UL certification with 800V DC conversion.
Please post a UL certification referencing 800V DC.
There is no bearish argument however spreading misinformation ruins your credibility.
When a stock goes parabolic many "New" @Hyliion pumper will jump to spread misinformation.
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Careful and dont jump into something you are not willing to stay long term or DCA.
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Video stated no maintenance for a year not "power the ship"
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No need to pump during parabolic stage.
Explosive TAM for @ousterlidar with the potential @amazon partnership
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Amazon has over 1,200 warehouses operating robots with 300 mega size fulfilment centers
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Being very conservative:
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300 Fulfilment Centers x 500 Robots /LiDAR x $8,000 per LiDAR = $1.2B
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From 1 Customer
Robots are here @amazon + @ousterlidar
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With a $10B investment featuring its Proteus robot with the eyes of a LiDAR sensor from the $OUST Ouster.
https://t.co/KReVytEIjc
@jiahanjimliu@daniel_koss Very nicely written and I do agree that OUST on the valuation is expensive but from. What I can see, when a company is sub $5B you can get away with higher PE multiple. Definitely execution matters.
Robots are here @amazon + @ousterlidar
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With a $10B investment featuring its Proteus robot with the eyes of a LiDAR sensor from the $OUST Ouster.
https://t.co/KReVytEIjc
Who is Hyliion competition?
Company 1-Year Return
$BE +1,380.83%
$TE +855.05%
$NRGV +547.62%
$LAR +504.05%
$FLNC +477.66%
$BLDP +388.37%
$PLUG +346.36%
$FCEL +317.03%
$HYLN +305.84%
Not all are direct competition however they all represent an option as an energy solution
@tvmetguy Sure however we don't know how long it takes for them to print / assemble and Comission 1 Karno. Based on printers on hand can they even do 1,000 per year. @ThomasHealyCEO didn't share the numbers that would anchor down production yet.
It's mind-blowing that $IREN has $800B to $1T of overall value towards AI compute given Nvidia $NVDA CEO Jensen Huang just remarks regarding the future data centers cost of $80b - $100b per Gigawatt...
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Obviously execution is the key, not the upcoming contracts.
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$150 EOY
Given the recovery within the SP @Hyliion has generated, unless there are any immediate cytalist coming up, it would be an ideal time for offering.
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30M shares roughly 20% at $5.00
@UiPath is known for agentic automation however with @google partnership there is a very high likelihood that both are working on physical robotic software
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Much like RPA, Robots require guardrails, governance, rules and process
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If that's the case $PATH will have a very explosive TAM