The case for HYLN (Hyliion)
They just got UL certified, made deals with the army and navy and NASA is interested. Also just met with Jensen from NVDA who then said we need 1000x more power.
If this gets BE valuation, it would be a 450$ stock, currently trading at 4$.
They bought the Karno technology from GE and are about to commercialize. Its the only truly fuel agnostic generator, more efficient than the grid and a tiny footprint size, its revolutionary. The CEO also said they will be delivering to fortune 500 companies and hyperscalers.
They don't even need EPA approval because its a flameless generator, which will make permitting so much easier for customers.
There is also a 30% tax credit. (or even 40% if they qualify under IRS Domestic Content Bonus Credit guidelines)
The green folks will also love it as there are no to extremely low emissions depending on the fuel. (5% of a traditional diesel) so no after treatment needed and nearly no maintenance (thats why the navy will use it on autonomous vessels).
Oh, did I mention they use 800V DC so perfect for next gen datacenters and EV charging as they won't need to do conversion steps!
I think this will go on a massive run by EOY.