Alex Szewczyk

Pharmacist | Blue Diamond Investing

[Blue Diamond Investing, LLC @BDI_LLC]

$HYLN has a fascinating backstory, and it’s a big reason we’re so bullish…

What was once an electric truck company is now at the forefront of modular power generation. Founded in 2015 by current CEO Thomas Healy, Hyliion developed electric powertrains for class 8 trucks. The company went public via a SPAC (Special Purpose Acquisition Company) merger in 2020, taking advantage of the SPAC merger craze at the time along with a handful of other EV companies. The stock traded around $10 a share briefly before it fell off along with the rest of the EV market as we entered 2022. That same year, Healy purchased the KARNO technology from GE Additive (the machinery development branch within GE Aerospace) for 37 dollars. Originally thought to be a technology purchase to support the electric truck business, Healy quickly pivoted and completely discontinued the powertrain business the following year. Just like that, Hyliion became the KARNO technology company. 

During the three years from 2023 and 2026, the company essentially traded as a penny stock while putting over $200M into R&D and earning negligible revenue from US Navy contracts. That is until recently, when the stock jumped as high as $7.62 following the May 12th earnings call* for Q1 of 2026. In the call, Healy presented the KARNO generator as a viable solution to on-site power demand for data centers. This put HYLN on investors’ radars despite the company still being pre-revenue.

This business model would put Hyliion amongst several other companies vying for to be the onsite power supplier for data centers in the U.S. Bloom Energy, the incumbent leader in this market, uses solid oxide fuel cells to deliver power directly to datacenter customers. What differentiates Hyliion is that the KARNO generator** is completely fuel-agnostic, relying solely on heated generated from any source. The KARNO generator is compatible with fuels that have flame characteristics as slow as ammonia and as fast as hydrogen, without any hardware modifications. Comparing this technology to its counterparts, it’s evident Hyliion allows for the most flexibility for its customers. 

This is still an extremely speculative play at this point in time. Hyliion has about $150M in cash and is operating at about a $50M burn rate, giving them a roughly three-year runway. Bloom Energy has shown proof of concept and given a roadmap for how to be successful in the datacenter market. As always, investing in a company before they have even commercialized their flagship product comes with risk, while their plan as of now is to begin full scale production toward the end of this year. The data center hype, however, is far from the only use case for this technology. The KARNO generator has military applications as well as the potential to fit seamlessly with the nuclear SMRs (small modular reactors) that continue to gain momentum. I think the main takeaway is that with Hyliion, you’re betting on the technology and leadership team. Since the technology is so flexible, I feel confident in their ability to adapt in the rapidly-changing market that is power generation. I’m always partial to founder-CEOs, and Healy is no different. The pivot he made in 2022 as 28 year old CEO is quite impressive, and his company is one that I’d like to have a piece of in my portfolio.

[Alex Szewczyk @SzewczykAlex]

@BDI_LLC Guess that’s what happens when you get bought out by PE.

[Jeff Borzello @jeffborzello]

Keaton Wagler's 46 points is the most an individual has EVER scored in a road win over a top-10 opponent in AP Poll history, per ESPN Research.

[Blue Diamond Investing, LLC @BDI_LLC]

🚨 2025 Stock Picks Recap 🚨

Blue Diamond Investing: +30.1%
S&P 500: +17.0%

Individual Portfolio Results
🥇 Alex: +45.15%
🥈 John: +30.02%
🥉 Jake: +15.30%

Big winners👇
$SMNEY $MDB $CCJ $AMD $GOOG $CEG $NU $MPWR $ASML $LLY

Full breakdown below + 2026 picks posted

[Derrick Evans @DerrickEvans4WV]

Neither Trump or RFK Jr. linked Tylenol with Autism.

The dean of Harvard's School of Public Health did.

[Butler Basketball Guru @ButlerGuru]

I wonder what Pope Leo XIV thinks of Kamar Baldwin #DawgsOnly

[Rob Reinhart @RealRobReinhart]

Power conferences by Popes:

SEC: 0
Big Ten: 0
Big 12: 0
ACC: 0
Big East: 1

[Blue Diamond Investing, LLC @BDI_LLC]

What The Market Missed: AI Investment

$META, $AMZN, and $MSFT all reported great revenue, EPS, and guidance, but that wasn’t my biggest takeaway.

Here’s what was:

>> $AMZN, $META, $MSFT doubled down on AI investment plans and demand for their companies

A thread 🧵👇🏼

#WTMM

[Brad Underwood @CoachUnderwood]

#NewProfilePic

[Rory McIlroy @McIlroyRory]

Come on butler!!

[Alex Szewczyk @SzewczykAlex]

@wolitakeiteasy @jacobinfante24

[Alex Szewczyk @SzewczykAlex]

@Chris_Widlic 🥶🥶🥶 this aged like milk

[Blue Diamond Investing, LLC @BDI_LLC]

S&P YTD: 2.8%
My top 10 picks YTD: 8.1%

Still plenty of good entry points here
👇👇👇

[Alex Szewczyk @SzewczykAlex]

@AlpacaAurelius Cold plunges increase your brown fat which is capable of secreting more thyroid hormone than your thyroid alone. Also increases T and has anti-cancer properties. Learn to live like your ancestors.

[Jacob Infante @jacobinfante24]

MATT EBERFLUS GONE

[Alex Szewczyk @SzewczykAlex]

@ChandlerHart2 @hardwiredsports @DamonRec LFG ✊🏽✊🏽

[Alex Szewczyk @SzewczykAlex]

@david_mabadi 😮‍💨😮‍💨🔥🔥

[Andrew Tate @Cobratate]

NEVER SEEN STAR WARS.

EVERYONE WHO LIKES STAR WARS IS A RETARD.

[Spitfire @RealSpitfire]

Maui citizens received $700.

Illegals get $10K and free room and board with no questions asked.

[The Robber Baron @Robber_Baron_]

The largest Covid vax study just found:
💉 6.9x more Pericarditis
💉 6.1x more Myocarditis
💉 3.8x more Encephalomyelitis
💉 3.2x more Blood Clots
💉 2.5x more Guillain-Barre

This thing was forced on people who faced almost no risk from Covid

It is completely unacceptable