Colin

producer || investor || tech & AI

[Colin @ColinGregory_]

$HYLN just fundamentally changed the risk profile.

• UL certification achieved for KARNO
• Q1 revenue up 4x QoQ
• OpEx down 32% YoY
• $139M cash balance
• 750 KARNO cores under LOIs representing roughly $400M potential revenue
• 50MW VFG data center agreement
• Military + distributed AI power traction accelerating

$200/share by the end of 2027.

[RemyFamily @family_remy]

⚡ Why I’m excited about $HYLN: Hyliion is no longer the old truck-SPAC story. I see a speculative, milestone-driven bet on KARNO becoming a modular, fuel-agnostic power platform for defense, data centers and grid-constrained industries.

The core idea is simple: start with a 200 kW building block, combine modules into 800 kW and multi-megawatt systems, and generate power on-site without being tied to one fuel. KARNO’s heat-driven architecture is designed to support gaseous and liquid fuels, and Hyliion has demonstrated uninterrupted switching among hydrogen, natural gas and diesel without shutting down the system. That flexibility could let customers adapt to fuel availability, economics or mission needs without replacing the generation asset.

The thesis is gaining hard evidence. The Navy awarded Hyliion a contract of up to $41.7M to develop and deliver 2+ MW and 3+ MW systems, bringing cumulative ONR funding above $58M. The 800 kW USX-1 Defiant system is in assembly, and Hyliion has already demonstrated coordinated operation between multiple modules.

Commercial upside is much larger. Hyliion reports approximately 750 KARNO Cores under non-binding LOIs, implying about 150 MW, with more than half tied to data-center providers. Management says it is discussing demand ranging from tens to hundreds of megawatts with multiple hyperscalers and leading developers.

Manufacturing is another reason I’m paying attention. Hyliion says printing improvements could raise throughput by up to 3x. Its current roadmap estimates about $1.5M of one-time manufacturing capex per MW of annual capacity, supporting $2.5M-$3.0M of annual revenue at current pricing. Those economics still need field validation, but the potential operating leverage is meaningful.

The balance sheet gives the company room to prove it. Hyliion ended Q2 with $132.4M of cash and investments, raised 2026 revenue guidance to approximately $15M, and now expects $115M-$120M at year-end. That is runway, not proof of commercial product economics.

This is not a blind bull case. The 200 kW commercial launch moved to 2027, the LOIs are not backlog, and customer-site uptime, binding orders, margins, service capability and repeatable manufacturing still have to be proven.

My bottom line: defense funding is helping de-risk the platform while data centers create the larger upside. If the early units perform and interest converts into real orders, KARNO could turn Hyliion into a serious distributed-power company. That is why I’m excited about HYLN.

[Colin @ColinGregory_]

@NYsportSufferer Why is Boone hitting him 3rd against righties is the real question

[Colin @ColinGregory_]

@carleypero No Man’s Land by Richard K Morgan. Amazing standalone

[Colin @ColinGregory_]

@Stix617 Underworld is the most can’t miss act of all 4 days. Beltran will be back a million times. Underworld won’t

[Colin @ColinGregory_]

@CamelPhat @tinistinii Maybe change your name to Camel Brain

[Colin @ColinGregory_]

@bianadarr These aren’t underground artists though

[Colin @ColinGregory_]

If you like breakbeat or industrial acid, this new artist is for you - https://t.co/X3cz0Edq1A

#music #breakbeat

[Colin @ColinGregory_]

@MrBeast 2,358,556

[Colin @ColinGregory_]

Anyone selling $HYLN is going to have some major regrets in 6-12 months

[Quasar Research @QuasarResearch]

Super Multi-Bagger 2026 Edition
$HYLN HYLIION : The next Bloom (Part 1)
Potential 10-20x in 2 years (DYOR)

I am now starting a series where I will be covering the next up and coming super multi-baggers. My first one of the series will be $HYLN.

After the AI Semicondor rally, I believe Power/Grid/RE is next. Why? Because there is not enough power to power DCs. To put it simply, no power, means no DCs. Goldman Sachs estimate that 50% of DCs in the next two years have to be delayed simply because there is not enough power in the grid.

Many of these DCs can't secure power from the grid, the only way they can power their DCs is to set up their own micro grid and source for generators like Bloom Energy, which uses natural gas to produce hydrogen to power the fuel cells, to produce energy.

This is why Bloom's share price rallied 1500% in the last 24 months to reach a whopping $93 billion market cap today!

Now everyone's asking, who is the next Bloom? The answer is HYLN.
If you were to compare HYLN's technology with its competitors BLOOM, FCEL, BLDP....HYLN comes out on top. And get this, HYLN's market cap is only $1.4bn, compared to $93bn for Bloom.
HYLN's technology is probably the best in the world for DC generators and matches Bloom in every aspect.

Here are some key points :

- HYLN's generator was invented by the best mechanical/electrical engineers in the world, General Electric. HYLN bought Karno Technology from GE 4 years ago before the DC boom, and now owns 100% of it. GE now also has a 6% stake in HYLN

- Award-Winning Tech: Just a few weeks ago, the KARNO Power Module won the prestigious 2026 Most Valuable Product (MVP) award by Consulting-Specifying Engineer, beating out legacy industrial power giants. The KARNO did not just win its specific electrical category; it received the highest overall vote total across all six engineering categories (beating out plumbing, mechanical, lighting, and fire/life safety entries).  They even beat deeply established, legacy power generation and electrical infrastructure giants like Cummins, Caterpillar, or Schneider

- Data Center Optimized: It is designed to output 800V DC power directly into AI server racks. By skipping multiple stepping and inversion stages, it saves data center operators immense capital and heavily reduces energy loss. HYLN's Karno is substantially more powerful, more space saving, most cost saving and more efficient than ALL of its competitors, including BLOOM.

- DOD Contract : HYLN also recently received the ultimate validation from DOD when it won a $40m contract to power an autonomous DOD vessel. Do you know how difficult it is to secure a DOD power generator contract? It is 3-4x more difficult to secure a DOD power contract compared to a DC contract and take years of the most intense scrutiny and testing by the DOD. If HYLN can secure a DOD project, securing huge DC projects would be easy for HYLN. Even Bloom CAN'T secure DOD projects and can't power DOD autonomous vessels.Neigher can PLUG, FCEL, or BLDP.

So, aside from potentially securing mega projects from DCs, HYLN now will also be dominating DOD projects with TAM of $8bn over the next few years. Not only can HYLN dominate DOD projects, it will probably the the ONLY ONE generator company securing most of the DOD projects. And for space projects, KARNO happens to be the most optimized generator to power space and lunar projects. Although there is no hints yet from the management yet on space projects, there is massive online speculation on possible space projects, due to the suitability of Karno for space operations.

Big Picture : HYLN will dominate new DC generator sales and monopolize DOD generator sales for the next 5-10 years. No other competitors can do that, not Bloom, not FCEL, not PLUG nor BLDP.

I see HYLN potentially 10-20x in the next 2 years and more beyond that. Imagine a steady stream of announcements of data center and DOD projects consistently being announced almost every month or every two months for the next 5 years. The path here is filled with multiple positively explosive catalysts, don’t miss the ride. 

In summary : 
-Hyln's Karno could possibly dominate new DC generator sales market in next few years
-Hyln is dominating and might monopolize DOD and space generator market powering autonomous vehicles/vessels . TAM $8bn
-Hyln is the only company possibly dominating BOTH DC and DOD market
-Bloom market cap is $93bn, Hyln market cap is only $1.3bn. Hyln technology matches and possibly exceeds Bloom.
-Hyln generator technology is superior to Bloom, Fcel, Plug and BLDP. Hyln is the best .
-Hyln can do DOD projects . Bloom can't . Plug , Fcel, Bldp also can't
-Hyln Karno generators were designed by the best mechanical/electrical engineers in the world : General Electric
-Hyln can scale up fast through 3D printing/manufacturing
(Please do your own research, and invest at your own risk. This is not financial advice)

[Colin @ColinGregory_]

@LAPDHQ @MayorOfLA the officer that did this should be fired and arrested for animal cruelty

@GavinNewsom @LAPDWestLA @peta

[Hear in LA @hearinladotcom]

As expected, now that the LAPD has released the video of them killing the dog, it’s obvious that they:

- knew a dog was inside
- ignored the owner saying it was not an aggressive dog
- had plenty of time to reach for pepper spray which is what mail carriers use
- reached for a gun instead

[Colin @ColinGregory_]

@INArteCarloDoss If nuclear war erupts, people won’t be worried about their portfolios

[Colin @ColinGregory_]

@shane_riordan Walked by yesterday and planning to come in soon. Patio looks great

[Colin @ColinGregory_]

@xemcoin It should do more than 10x over the next 3 years

[Colin @ColinGregory_]

@xemcoin What about last year?

[Colin @ColinGregory_]

🚨 Undervalued Green Tech Play? $HYLN is quietly positioning itself at the forefront of zero-emission trucking with its KARNO generator — scalable, multi-fuel, & backed by OEM partnerships.

Low debt. High IP. If it delivers, this could be a 10x sleeper. #EV #stocks #HYLN 📈

[Colin @ColinGregory_]

@watch_tsar That’s fireeeee, not feminine at all

[Colin @ColinGregory_]

@ChairmansLedger Thanks. Have you looked at $OPTT and/or $KITT ? Both look like potential moonshot opps in the undersea drone / maritime defense area

[Colin @ColinGregory_]

Hyliion (HYLN): A Mispriced AI Infrastructure and Distributed Power Company

The market still largely views Hyliion as a failed EV startup.

That’s outdated.

HYLN has quietly transformed into a distributed power and AI infrastructure company centered around the KARNO™ Power Module, and the market may be dramatically underestimating the opportunity.

The Macro Setup 🚨

AI is creating a global power bottleneck.

Datacenters are demanding massive amounts of reliable, efficient, onsite energy while grid infrastructure struggles to keep pace. At the same time, military and industrial customers are increasingly prioritizing:

- resilient distributed generation
- fuel flexibility
- low-maintenance systems
- rapid deployment capability

This is exactly the environment KARNO was built for.

Why KARNO Matters 🚨

KARNO is not a traditional generator or turbine.

It is a fuel-flexible linear generator platform capable of operating on:

natural gas
hydrogen
diesel
propane
ammonia

Hyliion has already demonstrated live fuel switching without shutting down the system — a significant advantage for defense, remote infrastructure, and backup power applications.

Most importantly, KARNO outputs native 800V DC power, aligning directly with emerging AI datacenter architectures designed to minimize conversion losses and improve efficiency.

In other words:

Hyliion is positioning itself as deployable AI power infrastructure.
Over the last year, HYLN has materially de-risked the story.

Key milestones include:

- nearly 750 KARNO Cores under LOIs
- more than $400M in potential represented revenue
- an LOI targeting up to 250 KARNO units for datacenter deployments
- U.S. Navy unmanned vessel projects
- expanding military engagement across multiple branches
- major UL certification testing completion
- 100+ consecutive days of operation without unplanned hardware downtime.

These are not the milestones of a dying EV company.

They are the milestones of an emerging power technology platform moving toward commercialization.

The Financial Setup

Hyliion ended Q1 2026 with approximately $139M in cash and investments, giving the company significantly more flexibility than most speculative energy-tech peers.

Meanwhile, the company still trades at a valuation that largely ignores:

1. AI infrastructure exposure
2. distributed generation optionality
3. defense-energy applications
4. datacenter resiliency demand

The Bull Case 🚨

If KARNO successfully commercializes, Hyliion could evolve into:

- a distributed power platform
- an AI datacenter energy supplier
- a defense-energy infrastructure company
- a modular resiliency provider

The market is currently pricing HYLN like a speculative small-cap with a failed past.

But if KARNO proves scalable, the company may ultimately be valued as strategic infrastructure for the AI era.

That disconnect is where the asymmetric upside exists.

[tom keene @tomkeene]

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