Andy Beadell

[tradax @tradax4]

Hyliion ($HYLN ): Why KARNO Could Turn This into a Multi-Bagger

Hyliion is one of those quiet stories that’s starting to feel like it’s about to wake up in a big way. Their KARNO Power Module is a fuel-agnostic linear generator that runs on pretty much anything—natural gas, diesel, hydrogen, biogas, propane, you name it—without needing hardware swaps. It hits around 50% efficiency, and the real game-changer is how clean it runs thanks to its proprietary flameless, low-temperature oxidation process. Instead of explosive combustion like traditional engines, KARNO uses a slow, continuous oxidation at lower temperatures with exhaust gas recirculation. That breaks the usual power-versus-emissions tradeoff and delivers ultra-low emissions right from the source—no bulky aftertreatment systems required. The result? NOx and CO emissions reduced by over 95% compared to best-in-class diesel or natural gas generators, with real-world testing showing less than 2.5 ppm NOx and low single-digit ppm CO on natural gas. It even meets strict Tier 4 Final and California SCAQMD standards on diesel without any add-ons. All that comes in a compact, modular package that stacks easily for prime power, data centers, military use, or microgrids. In a world starving for reliable, flexible electricity thanks to AI and grid strain, KARNO feels like the smarter, next-gen alternative to old-school generators and even some fuel cells.
The momentum right now is real. They’ve got nearly 750 KARNO Cores under non-binding letters of intent, pointing to more than $400 million in potential revenue. That includes a fresh LOI with VFG Holdings for up to 250 units aimed at advanced data centers. On the military side, they’re already working with the Navy on real deployments—including an 800 kW system for an unmanned vessel—and they’re expecting another $40–50 million in contracts this year. Early adopter units are heading out, UL certification is progressing, and full commercialization is targeted for late 2026. For this year, they’re guiding around $10 million in revenue from R&D services and initial sales, with a solid cash position giving them plenty of runway.
At a market cap of roughly $1.1 billion (around $6 per share with about 178 million shares outstanding), Hyliion looks ridiculously undervalued compared to what it could become. Just look at the peers:
Bloom Energy sits at about $86 billion—huge because of its data center and stationary power play, but their fuel cells don’t match KARNO’s true fuel flexibility, diesel capability without after-treatment, or lower maintenance profile. Generac is around $16 billion with its traditional backup generators, and Cummins is pushing $90 billion on legacy diesel and gas engines that are facing emissions pressure and higher long-term costs.
KARNO’s edge—higher efficiency, multi-fuel operation, modularity, and those dramatically lower emissions—puts it in a league of its own at exactly the right time. As those LOIs start converting, early revenue ramps, and the AI power crunch keeps intensifying, Hyliion has a clear shot at earning a valuation in the same ballpark as Bloom Energy ($BE ). If it reaches that ~$86 billion market cap, we’re talking roughly $483 per share—a 70x+ move from current levels.
This isn’t some wild dream. It’s what happens when a superior technology meets exploding demand and the market finally wakes up to it. Hyliion is building the future of distributed, fuel-agnostic power, and at today’s price, it feels like one of the most asymmetric opportunities out there. The smart money will be watching closely as commercialization hits.

[Andy Beadell @AndyBeadell]

@TaraBull @grok Some with Premium needs to ask……

[Andy Beadell @AndyBeadell]

@TaraBull Hey @grok what brand jeans is she wearing?

[Eric Church @ericchurch]

Eric took the stage at UNC Chapel Hill to deliver a commencement speech to the next generation of Tar Heels, sharing a message for the graduates as they step into what comes next.

Watch the speech in its entirety here: https://t.co/DbqOdqiymt

[Minnesota State High School League @MSHSL]

Boys Hockey State Tournament pairings are set!

[A Man Of Memes @RickyDoggin]

The Struggle Is Real

[TreVeyon Henderson @TreVeyonH4]

Will you stand with them? 🙏🏽 #MyCauseMyCleats

[Andy Beadell @AndyBeadell]

@Ravious101 @realDonaldTrump Listen to Theo Von’s Podcast with Gary as a guest from the other day. Gary is an amazing human! So inspiring! As is Theo! @TheoVon @GarySinise

[Hyliion @Hyliion]

Data centers are facing the challenge of ensuring reliable energy supply to power their facilities 24 X 7 throughout the year. In a recent @capacitymedia interview filmed at Datacloud USA, Thomas shares his insight into the current power issues data centers are facing and how the KARNO™ Power Module can help address these challenges. Watch to learn how the KARNO tech can provide scalable, distributed power onsite efficiently: https://t.co/sX0vYCDJ1O

#KARNO #DistributedPower #EfficientEnergy

[HealyOn @hyliionaire]

Thanks for the update, @realThomasHealy.

Good luck with the testing, and I hope we can secure the certifications soon for @Hyliion #karno.

I assume we are at step 3 right now👇?
@realThomasHealy

[Chris Pratt @prattprattpratt]

Be still...

[Bo Loudon @BoLoudon]

🚨BREAKING: TPUSA just released this beautiful 3 minute and 22 second long video honoring Charlie Kirk.

"A Life of Faith, A Legacy That Endures: Remembering Charlie Kirk."

Pray, pray, PRAY for his family.

[The Vigilant Fox 🦊 @VigilantFox]

WATCH: Former U.S. Rep. Jason Chaffetz, who was at the Kirk event, says he wants America to know that the last thing Charlie talked about was love and Jesus Christ.

Chaffetz was visibly broken...but said this was too important not to share.

“I want his wife and the country to know that the last question he took, the last thing he talked about to people in Utah—thousands of people that wanted to come hear him—is that his message was one of the love, of Jesus Christ, of his belief in prayer.”

“And he talked about that from his heart.”

“And you can feel it.”

[Chris Pratt @prattprattpratt]

Praying for Charlie Kirk right now, for his wife and young children, for our country. We need God’s grace. God help us.

[Erika Kirk @MrsErikaKirk]

Psalm 46:1 - God is our refuge and strength, a very present help in trouble.

[Charlie Kirk @charliekirk11]

It’s all about Jesus.

[House Republicans @HouseGOP]

A father, husband, son, and a man of Christ.

A titan of modern conservatism.

May God bless Charlie Kirk, and his family.

[Packerfan Total Access- Clayton @packers_access]

If you're celebrating the death of another human being because they disagreed with your politics. Democrat or Republican makes no difference to me. Don't be a chickenshit. Make yourself known. OWN IT. So WE know exactly who TF you are.

[Debra Lea @thedebralea]

Instead of sharing the horrific, vile, & heart-stopping video of Charlie Kirk being shot, I urge you to share images of his beautiful family whose worst nightmare has come true.

Every kid deserves a dad.
Every wife deserves a husband.
Every American needs Charlie Kirk.