X-Force

#Art #Music #Investing #Games #Education RTs are not endorsements. Opinions are my own.

[X-Force @djxforce]

@Fink_Money No 😂

[Garf @glr_1990]

$CTH and #MKA $MKAR

#MKA is especially insane right now

Market cap $244m

Listing a Rare Earth Mine and Processing plant on the $NSDQ next month for $600m and we all know RE IPO’s do 100% easy

And THEN they have a $500m+ Magnet manufacturing and recycling business with $CTH that actually works, makes revenues and is scaling globally

Truly insane, bookmark this and check back on it in 3 months!

$CTH.NE $MKA.NE

[Vivek Sen @Vivek4real_]

LARRY ELLISON: AI IS RAPIDLY COMMODITIZING BECAUSE MOST MODELS ARE TRAINED ON THE SAME PUBLIC INTERNET DATA.

THE REAL COMPETITIVE EDGE ISN’T THE MODEL ANYMORE — IT’S ACCESS TO EXCLUSIVE, PROPRIETARY DATASETS.

THAT MAY BE THE ONLY MOAT LEFT.

[Jawwwn @jawwwn_]

.@PalmerLuckey: "Patents are Chinese instruction manuals" and we need to reinvent the US patent system:

"Stop patenting everything."

"The Founding Fathers never predicted a world where you'd have a globalized economy, and the entire patent office could be downloaded every single morning, ripped off, and then used to fight a war against you."

" We need to really fundamentally revisit the patent system."

"I think we need to massively expand the national security patent process. You can obtain a classified patent. You can get a patent on something that you are not allowed to disclose to anyone, but you still maintain the exclusivity on those rights."

" We need to massively expand that program."

Via @HooverInst

[Trader Jim @Trades_with_Jim]

Exactly this.

Strategy + Chart + narrative + risk management (For me)

The simplest strategies often work the best.

[Garf @glr_1990]

Wow, back in January this didn’t get a single like.

#MKA

But now you know…

[ChiswickFox @ChiswickFox]

Look at the advisors #mka

[James Bladen @Jimzi1]

#mka this is Drantley's excellent obs

[X-Force @djxforce]

@Fink_Money

[Garf @glr_1990]

@pepemoonboy A little known $250m market cap company is actually the best, but who would know as it’s on the LSE (for now)

$MKA.NE MKA.LSE

[Vaelis @Vaelis_X]

Bloom Energy just hit $74 billion market cap on a 2.8GW Oracle contract.

The market is desperately searching for the next Bloom.

It's already public. Under $850M market cap. Almost nobody has connected the dots.

$HYLN (Hyliion Holdings) — the company the market still thinks is a failed EV truck startup.

---

**The KARNO generator**

In late 2022, Hyliion acquired KARNO directly from GE Aerospace's skunkworks for $37M — GE's own engineering team came with it, and GE became an equity stakeholder.

KARNO is a Stirling-cycle linear heat generator. No combustion. No crankshaft. No spark plugs. No oil. A sealed working gas expands under external heat, driving a magnetic piston through stator coils to generate electricity. One moving part per shaft. Frictionless air bearings.

Near-zero mechanical degradation. Decades of operational life. Maintenance: air filter replacements and remote software updates.

Bloom's fuel cell stacks require full replacement every 3–5 years. KARNO doesn't.

---

**Where KARNO beats Bloom outright**

**Fuel agnosticism.** Bloom's SOFCs are poisoned by sulfur and carbon monoxide — requiring expensive external scrubbing on every installation. KARNO burns fuel externally to the sealed generator. Natural gas, hydrogen, biogas, flare gas, propane, ammonia, diesel — all validated. In-operation fuel switching demonstrated live in Q1 2026 without power fluctuation.

**Dynamic load following.** Bloom must maintain ~800°C internally — ramping takes hours, forcing expensive battery buffers. KARNO modulates idle to full capacity in milliseconds via software-controlled stroke frequency.

**Native 800VDC output.** Bloom outputs AC requiring conversion losses. KARNO natively outputs 800V DC — feeding directly into the emerging AI data center architecture standard.

**Noise.** ~67 dB. Quieter than a conversation. Deployable inside data center corridors.

---

**The manufacturing moat**

KARNO's heat exchangers contain micro-channel geometries that cannot be cast or machined — only 3D printed in metal. The geometry itself unlocks commercial Stirling efficiency.

Hyliion operates GE Colibrium M Line additive systems — the first commercial deployment in the United States — at 2–4x the throughput of standard industrial printers.

Any competitor must bypass 105 patents across 22 families — including a flagship patent drawing 122 citations from Deere and Wabco — then master print parameters Hyliion and GE spent years optimizing.

---

**Military validation**

~$20M in active Office of Naval Research contracts. Q1 2026: commenced building an 800 kW KARNO system for an unmanned Navy vessel. Targeting $40–50M in additional military contracts in 2026.

If the Navy confirms KARNO runs reliably under extreme maritime conditions — commercial technology risk is eliminated. A data center operator buys with Navy-grade confidence.

---

**The pipeline and financials**

~750 KARNO Cores under LOIs — over $400M in potential revenue. VFG Holdings (former Dell CTO/Chief AI Officer) signed for 250 Cores, 50MW over five years. Flexnode signed for edge AI. ABM Industries handles national field deployment.

UL certification cleared early 2026. First 10 units delivering H2 2026.

- Q1 2026 revenue: $2.83M — beat $1.15M consensus by 146%
- 460% YoY growth
- Cash: $139.3M. Zero debt. ~3-year non-dilutive runway
- FY2026 guidance: ~$10M revenue, ~$100M year-end cash

---

**The disconnect**

Bloom Energy: $74B market cap. 26.7x revenue. Adjusted P/E of 10,861x.

Hyliion: $832M market cap. $139M cash. ~$692M enterprise value.

GE Aerospace-engineered platform. Native 800VDC. Millisecond load following. True fuel agnosticism. Near-zero degradation. Military-validated. $400M LOI pipeline.

Priced as a failed SPAC.

If 25% of LOIs convert over 12–18 months, the re-rating is violent. $3–5B is a modest mid-cap for this technology — 300–500% from here, with $139M as the floor.

---
*Not financial advice. Do your own due diligence.

[ValueOverPrice @ValueInIdeas]

$OUST

This is why I'm not really worried about Ouster's Chinese competitors like Hesai:

"If you separate that ADAS (Advanced driver-assistance systems), we are the global leader in all those other segments, even higher than Hesai is operating. They're a Chinese-based company, so it helps us specifically in the Western markets from people who are looking for solutions to choose because we kind of bring a comfort when you're dealing with robotics, industrials, smart infrastructure to use a Western US-based company in those types of scenarios."

— Ken Gianella, CFO of Ouster

Well said and also a good reminder that Smart Infrastructure was the largest contributor to last quarter's revenue, followed by Industrial. Not Automotive.

[X-Force @djxforce]

@paulcool @JimboTheSaint7 @Fink_Money Yes. I wish I had been using it earlier. I genuinely cannot give you a downside unless you don’t like making money in which case don’t join.

[X-Force @djxforce]

@paulcool @JimboTheSaint7 @Fink_Money Yes, you can absolutely have basic knowledge, learn, and make £££s. Key is to follow the training vids and make notes and rewatch stuff if you’re not sure but it will land eventually and it’s a really good crowd. 💯 worth it. You will not regret it.

[Trader Edwin @Trader__E]

A conversation today reminded me why I stopped day trading 18 months ago.

For me, it’s not even about the PnL anymore. I had some incredible runs… but also some terrible ones that wiped out months of progress.

What I underestimated was the cost outside the account balance:
• Constant mental load
• Anxiety and poor sleep
• Being distracted from family & business
• Feeling permanently “switched on”
• Living inside low timeframe noise instead of the real world

Trying to compete in highly leveraged FX & Crypto on low timeframes felt like an exceptionally hard profession with no guarantees at the end of it.

After a lot of reflection, I completely changed approach.

I moved to equities with a long-term investing mindset, focused mainly on Daily/Weekly timeframes in markets that aren’t running 24/7. Simple strategy. Less noise. More patience.

Ironically, everything improved after that.

My main investment account is up 119% since making the shift, but more importantly:
• I spend weekends properly with my family
• I exercise daily
• I stopped drinking alcohol
• I’ve picked up hobbies again
• I sleep better
• I’m fitter and mentally sharper than I’ve been in years

The biggest return isn’t financial. It’s getting your time, focus and life back.

[X-Force @djxforce]

@Fink_Money When’s the Fink Power IPO? 😎☀️

[Fink | Markets Talk, We Translate @Fink_Money]

Frontrun capital that will move to smaller caps with big ideas and improving business fundamentals $OUST

[Garf @glr_1990]

Hey @ParadisLabs

For clarity most of my net worth is listed in these two stocks for ONE technology, HyProMag

The stock(s) are called

#MKA $MKA.V
@MkangoResourcesMkangoResources

$CTH.NE $CTH.V
@CoTecCorp

The market: NdFeB magnets for Robotics, AI, EVs (something even $TSLA can’t replace)

They also have a patented technology to extract magnets from HDD’s (AI exposure)

First let me outline ownership so you know your money is in good hands

CEO of $CTH - Julian Treger (owns ~50% of the business) mining powerhouse famous for a massive exit in the 90’s, ex Anglo Pacific CEO

Both #MKA and $CTH have
100% global ownership of HyProMag

What is HyProMag 🧲

Rare earth magnet recycling via patented HPMS technology (hydrogen processing of magnetic scrap)

Does it work? Yes, proven in January and April 2026 in the UK and Germany, both plants now producing magnets and oxides. Real output, real customers, real performance.

AISC? $30 per KG max vs $59KG spot price, note $MP have a floor of $110KG which is WAY higher than forecasts

This is the lowest cash cost on record, no competitor comes close, honestly check the market.

US Interest? $92M EXIM LOAN

last update said discussions ongoing with 2 major US banks - FID expected June 2026 for total $145m package

You couldn’t be better positioned for the rare earth bottleneck than these guys who literally have magnets being made and approved only last month by @Siemens_Energy

What’s even better is HyProMag is leading a UK project with none other than LCM who are now part of $USAR with a valuation of $15m funded by the UK Govt

The connections are UNREAL

In short, everything you could ask for is here for the RE bottleneck

Cash? $CTH raised $20m in April and #MKA raised $24m in March

Also check out this video interview below (with a famous Canadian dragons den investor who owns $2m+) who can’t get enough of HyProMag! This guy was a host on dragons den and said this is the NUMBER 1 investment in his fund!

https://t.co/uJpuDdCXQn

Finally… the kicker… you ALMOST can’t lose as each company has other assets that back the market caps alone (#MKA has a $NSDQ listing coming for it’s mine est at $400m and $CTH has MagIron $1.67bn NPV with 17% ownership)

Off the charts value, coming soon to the US as individual technologies (Q1 27)

Yours for JUST $100m and $250m!

[ChiswickFox @ChiswickFox]

#mka

[X-Force @djxforce]

@Fink_Money Made over 10x academy fee, and I am still learning. Not got a system? Still losing too many trades?…. What are you waiting for? JOIN