$HYLN — FinTwit mentions on Surfaced

$HYLN — FinTwit mentions on Surfaced

Recent mentions

32 mentions

@almacap114204Jun 24, 2026 · 12:26 PM

$AAOI at c.$151 presents a nice opportunity, with an IV of 134.1% you can sell at the money weekly puts expiring on the 2nd July for roughly $13 - presenting a c.8.4% return on at risk capital. I've sold some... Obviously this won't continue...but if you can repeat that every week for a year then the returns are insane 1.084^52=66.00x your money There's a few other high volatility stocks that you could take this trade on, I also like the following for it: $SNDK (123.7% IV), $KEEL (146% IV), $LITE, $COHR, $MRVL, $WOLF (138.9% IV), $PENG Riskier names that you could consider: $FLY, $HYLN, $SMCI, $ASTS, $CBRS Wheeling these stocks becomes less appealing once the market bounces back...

@investmentguru_Jun 18, 2026 · 1:57 AM

My subscriber-only portfolio is live and here’s the proof: $SIVEF +250.34% | $HYLN +76.91% | $BB +60.55% | $KEEL +53.08% | $RDW +51.96% | $VLN +51.33% | $TE +41.25% | $NOK +41.12% | $BTDR +40.00% 19 green. 4 red. Real portfolio. No highlights reel. Subscribers get every position, every move, every level

@bullofbritainJun 13, 2026 · 12:41 PM

Stocks I like $SNDK $AAOI $MRVL $MU $SKHynix $NBIS $Kioxia $VPG $AMPG $MRVL $AIXA $HYLN $VNP.TO $DOCN $SMTC $ACMR $PENG $BB $ASML $CRDO $AEHR $TSEM $PL $ASTS $RKLB $TE $VIAV $MXL $RDDT $HUT

@investmentguru_Jun 11, 2026 · 10:26 AM

Retail interest continues to rotate into speculative growth and emerging technology names. These are 7 stocks on my watchlist- $AMPG $TE $HYLN $OCC $VELO $FJET $OPTX

@investmentguru_Jun 9, 2026 · 11:00 AM

10 Higher-Risk, Higher-Reward Stocks On My Watchlist $AMPG $HYLN $KEEL $ASTI $CPSH $TE $VIVO $HIVE $VLN $SIVEF These are the names I’m watching for potential outsized returns over the next 12–24 months. Small caps can be volatile, but that’s often where the biggest opportunities emerge when the thesis is right. Not a financial advice

@aleabitoredditJun 8, 2026 · 6:22 AM

Okay chat, here's your compiled list chat of your favorite 800V DC related ideas. 1. $IFNNY - $115.8B 2. $ON - $46.2B 3. Lite-On (2301) - $16.03B 4. 6504.T - $14.1B 5. $VICR - $12.8B 6. $LFUS - $11.57B 7. https://t.co/1unM4FPf65 - $8.34B 8. $VSH - $7.86B 9. $ENPH - $7.36B 10. $NVTS - $5.77B 11. $POWI - $4.30B 12. $BDC - $4.18B 13. $EOSE - $3.86B 14. $SEDG - $3.82B 15. $AEHR - $3.1B 16. 6890.T - $2.66B 17. $WOLF - $2.16B 18. $CWR.L - $1.75B 19. $AMSC - $1.68B 20. https://t.co/43OXU9tx65 - $1.68B 21. $XFAB - $1.54B 22. $AOSL - $1.25B 23. $HYLN - $1.23B 24. $FCEL - $835M 25. $IQE.L - $780M 26. $ASYS - $276M 27. $RELL - $239M 28. 6844.T - $222M 29. 4973.T - $207M 30. $PAY.BR - $189M 31. 6616.T - $186M 32. 6882.T - $124M 33. $IPWR - $96m Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho. There's like 500 comments, but I guess X limits everything I can see. We'll see how your highest conviction ideas do.

@bullofbritainJun 5, 2026 · 6:11 PM

DCA adding to - $MRVL - $DOCN - $Mirae buy-order on open - $AIXA - $Kioxia - $AAOI - $NOK - $HYLN When times are hard, take time off. When times are easy, lock-in.

@investmentguru_Jun 5, 2026 · 11:10 AM

5 Energy Stocks Worth Watching Right Now $HYLN Module just got named the 2026 Most Valuable Product by Consulting-Specifying Engineer , beating out established power generation manufacturers. Then the U.S. Navy and DARPA selected KARNO for sea trials on the USX-1 Defiant unmanned vessel . Q1 revenue came in at $2.83M vs. $1.15M expected — a 146% beat . Defense + AI data center power demand = a thesis forming fast. Stock is up 243% YTD . Early days, but the catalysts are real. $TE one of the most interesting domestic solar plays. Record Q1 2026 net income of $3.9M and $9.1M Adjusted EBITDA . The 2.1 GW G2_Austin fab is on schedule for initial cell production in Q4 2026 . Just acquired Kore Power to pitch solar + storage as a one-stop solution for hyperscalers . Leopold Aschenbrenner’s fund initiated a 10M share stake in Q1 2026 . Smart money is paying attention. $ASTI The speculative moonshot of the group. Ultrathin, flexible CIGS solar built specifically for space. Their PV blankets were integrated into NOVI’s Pathfinder spacecraft flying on a SpaceX Falcon 9, and they’re developing distributed power receiving modules for space-based energy beaming in partnership with NASA Marshall and Glenn . Tiny market cap, high risk — but the space power thesis is getting real. $QS QuantumScape is the long game. Solid-state lithium-metal batteries are the holy grail for EVs and beyond. Q1 2026 loss of $0.16/share beat the $0.18 expected and improved from $0.21 a year ago — the losses are narrowing. Balance sheet remains strong at ~$904M in cash with minimal debt . A new strategic advisor from Lockheed Martin signals QS is pushing beyond autos into defense and AI-adjacent markets . Pre-revenue, high burn — but well-funded and building. $FLNC Fluence Energy is the most commercially mature name on this list. A new partnership with Siemens and NVIDIA for AI data centers, a $5.6B order backlog, and full-year revenue guidance of $3.2B–$3.6B . Q2 revenue came in at $465M and missed expectations, sending shares down ~10% — but the backlog tells a different story. Barclays reaffirmed a Buy with a $28 price target after the NVIDIA/Siemens AI architecture announcement . This pullback could be the entry. Five different risk profiles. One common thread: the energy infrastructure buildout is accelerating across defense, space, EVs, and AI — and these names are each playing it from a different angle. Not financial advice.

@investmentguru_Jun 5, 2026 · 3:09 AM

$HYLN https://t.co/tH2ZlH0usp

@investmentguru_Jun 5, 2026 · 12:55 AM

5 Q1 Earnings WINNERS Worth Watching The market rewarded results this season. Here’s why these 5 stand out beyond the headline beats ➡️ $DELL — AI server demand is a structural tailwind, not a cycle. Dell is the picks-and-shovels play hiding in plain sight inside a $280B+ cap name. Hyperscaler capex flows directly through Dell’s infrastructure business. ➡️ $DOCN — DigitalOcean just became the AI cloud story for SMBs. Revenue up 22% YoY, 42% adjusted EBITDA margins, and every major bank raised their price target post-earnings. 2027 guide calls for 30% growth. The AI cloud isn’t just $MSFT and $AMZN. ➡️ $STRL — Sterling Infrastructure is the data center dirt play nobody talks about. They build the physical site infrastructure powering the AI buildout. Backed up the earnings beat with a $400M buyback — that’s management putting money where their mouth is. ➡️ $FLEX — The contract manufacturing backbone of AI hardware, EVs, and industrial reshoring. Quiet compounder with sticky customers and expanding margins. Gets none of the credit it deserves. ➡️ $HYLN — The speculative one. KARNO Power Module is fuel-agnostic, modular, and now has U.S. Navy contracts + 750+ cores under LOI representing $400M+ in potential revenue. Pre-commercial, but the data center power angle is real. Sized accordingly. Not all winners are created equal — but these 5 have a forward thesis, not just a rear-view beat. Not financial advice.

@investmentguru_Jun 4, 2026 · 7:11 PM

$HYLN https://t.co/jE4V1bMrZu

@investmentguru_Jun 4, 2026 · 11:35 AM

Watchlist for pullback. $NOK $BB $TE $QS $SOUN $JOBY $SERV $SIVEF $HYLN $BTDR $AMPX $EOSE $SATL $LWLG $POET $VLN

@itscblastMay 26, 2026 · 6:28 PM

WHAT ARE WE FULL PORTING NEXT AFTER $HYLN

@almacap114204May 26, 2026 · 1:49 PM

6 from 7, not bad: if you had evenly distributed across the basket after my tweet yesterday you would have made 8.96% - basically 1 years S&P 500 gains. Alternatively, you could have weighted heavily to IQE my conviction pick and made 17.81% - 2 years S&P 500 gains. Probably worth a follow? PS. The day is not over, so these could run more. $IQE +17.81% $ASTS + 13.60% $HYLN + 11.35% $FLY +14.77% $RKLB +5.33% $ALMU + 6.77% $LWLG - 6.93%

@bullofbritainMay 26, 2026 · 1:40 PM

A pleasure doing business gentlemen. Enjoy the gains. $HYLN $HLIT https://t.co/PKpediVD4L

@almacap114204May 25, 2026 · 7:46 PM

$LPK and $SIVE, European high beta names, ran very hard today. I think this is a tell for what's coming if sentiment on an Iran peace deal holds (no more war pls). Here are the high beta names I expect to run tomorrow (10-25%+ moves) with euphoria in the market for the AI boom. I will be adding to these: > $IQE: the epiwafer foundry sitting under the whole photonics ramp. VCSELs for 3D sensing, GaN for RF, and the epi layer everyone else builds their light-chips on. For comparison, look at LandMark Optoelectronics ($3081, Taiwan), a photonics epi foundry doing essentially the same job and plugged into the same 800G/1.6T datacom laser ramp: it turns over c.$70m, less revenue than IQE, yet trades at a c.$4bn cap, north of 50x sales. IQE does more revenue and sits on c.4-5x sales, despite arguably the broader platform as the only player at scale across both MOCVD and MBE. Same business, IQE bigger on the top line, roughly a seventh of the valuation, largely down to Taipei vs AIM. Reports Thursday, and a beat on the GaN/photonics ramp or guidance uplift is the catalyst. > $ASTS: finally ramping manufacturing and launch cadence, and on a tear since I called the bottom. Direct-to-cell, so a normal phone gets signal in the middle of nowhere with no new handset. Here's some napkin maths on the opportunity: partners cover c.3bn subs, if ASTS gets to 10% at $10/month on a 50/50 carrier split, you're at c.$18bn revenue on fat margins. That's before any TAM expansion or the defence revenue stacking on top. > $HYLN: KARNO just switched gas, hydrogen and diesel on one reactor with no hardware changes, cleared UL, and sits on c.750 cores of LOIs worth $400m+ plus a US Navy unit. The edge is the manufacturing / scalability: it's built on metal additive manufacturing (3D printing), so output scales with how many printers you run (or can buy), not turbine slots, grid interconnect or 5-year transformer queues. Its ceiling is capital, which the hyperscalers all have bags of to throw at HYLN. Closest comp is Bloom. This is a highly speculative pick so allocate accordingly. > $FLY: Landed Blue Ghost on first attempt, ramping Alpha (block 2), and the SciTec deal plus Northrop backing drags it onto the defence side of space. Alpha's now on the Kratos MACH-TB 2.0 hypersonics test team, and SciTec's missile-tracking software feeds the Golden Dome / hypersonic-threat side. Record Q1, Roth $60 PT. Still a c.$5-6bn name. > $RKLB: Electron cadence up c.20% into 2026, Neutron close to flying, Space Systems backlog doubling, record $200m+ quarter. Currently the US hypersonic test workhorse too: its HASTE suborbital rocket just landed a $190m MACH-TB 2.0 block buy (its largest contract ever) plus a $30m Anduril deal, together almost a third of the 70+ launch backlog. > $ALMU: One of their most exciting products is quantum-dot lasers for silicon photonics, the on-chip light source that's been the missing piece for co-packaged optics and AI interconnects. DARPA/Navy/NASA-backed. > $LWLG: pre-revenue, going after the optical interconnect bottleneck with electro-optic polymer modulators. Pure binary: gets designed in at scale or it doesn't. Now working with TSEM, which gives the story some teeth. PS. $IQE is probably my favourite for this week. PPS. Arsenal have won the Premier League and Spurs have survived relegation. Sometimes the winners are obvious and sometimes the losers are not. Be careful anon.

@almacap114204May 25, 2026 · 8:17 AM

Worth highlighting that $HYLN is a highly speculative stock at the moment and I would advocate caution on sizing

@almacap114204May 25, 2026 · 7:45 AM

Trimmed my $SIVE this morning, became too larger a percentage of my portfolio after doubling in a week. Fully expect this to continue to run but counting on management to execute. Looking to reallocate to other high beta picks: $IQE, $HYLN

@itscblastMay 24, 2026 · 1:28 PM

NEXT ALL-IN TUESDAY FOR THE FLAGSHIP ACCOUNT $HYLN from $3.74 → $5.99 That’s +60% in 7 days 📈 $30K to $10 Million Challenge continues https://t.co/LtV7KGWTkV

@photonbullMay 24, 2026 · 9:36 AM

$HYLN seems interesting: Hyliion, the Austin company that walked away from electric trucking to build the KARNO Power Module, a fuel agnostic linear generator that runs on more than 20 fuels from natural gas to hydrogen to diesel while meeting Tier 4 emissions with no after treatment. It is modular, scaling from 200kW cores up to multi megawatt systems, and aimed squarely at data centers, defense and industrial prime power. Still pre revenue, with commercialization targeted for year end 2026.

@almacap114204May 24, 2026 · 8:06 AM

@EhrmantrautCap_ Agreed, it probably comes to the original IPO pricing of $140-$185 Though I personally would want it at a stupid price after IPO bagholders have panicked so probably will keep to my memory stocks, $HYLN and photonics

@almacap114204May 24, 2026 · 7:54 AM

$HYLN is one of the few energy plays whose scaling limit is capital, and the AI labs and hyperscalers have capital - I am a big fan of this and have a position: > New gas plants are quoting 2029+. Transformers run 5-yr lead times. > KARNO is different, built on metal additive manufacturing. Output scales with how many printers you run, and printers you can buy. (wouldn't be surprised to see hyperscalers funding their equipment like we are seeing being proposed with memory) > Bloom's ($BE) the closest comparable, modular fuel cells that ramp without a queue too. But Bloom scales by stacking modules; HYLN scales by adding printers. > I've looked for an energy investment fairly hard across Europe, Asian and North American markets and almost everything else is gated by a queue you can't buy past: turbine slots, interconnect, transformers. > AI labs and hyperscalers can throw money at it and remove the energy bottleneck. > Printers are from Colibrium - but you have to buy GE to get exposure to that... PS. I have a position.

@bullofbritainMay 23, 2026 · 6:38 PM

@ryansfinance Mirae but im biased, $HYLN prob second

@bullofbritainMay 23, 2026 · 5:05 PM

New names floating around with high volume and sentiment / mindshare with retard explanations at the end of each. > $HYLN - their product KARNO generator is an alternate option instead of fuel cells in data centers (fuel cell expensive and bad life span, generator not.) > $025560 Mirae Corp - post packaging chip inspection tools into CXMT / sk hynix (the machines that test memory chips after they're packaged) > $HLIT - 95% market share in virtualized cable modem termination systems (the software running cable internet upgrades for most of the industry) > $SMTC - high speed signal integrity platform for 800G, 1.6T and 3.2T transmitters (the chips that move faster data inside AI clusters) > $SEDG - solar inverter maker, pivoting into AI data center power hardware (sun make energy for stuff) > $AMPG - only US maker of a 5G tower antenna , NVIDIA just picked it as the hardware for AI on cell tower. (the box on top of cell towers that beams signal to thousands of phones at once in cities and stadiums)

@mrmikeinvestingMay 22, 2026 · 11:28 PM

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD 3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI 4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN 5. Robotics ~ $NOK, $TSLA These are your next chances to make generational wealth, & you cannot miss it. Save this for later…

@bullofbritainMay 22, 2026 · 3:49 PM

I see a lot of talk about energy stocks and no one speaking about $HYLN tldr thesis: originally an EV company, but their product the KARNO generator has ridiculous operational life and is being considered as an alternative to the standard fuel cell in data centers. https://t.co/hfHY7LBOpM

@investmentguru_May 18, 2026 · 1:07 AM

$HYLN Looks like another green day tomorrow https://t.co/C3ac6jHozE

@itscblastMay 15, 2026 · 6:52 PM

SOLD $HYLN AT 4.75 FOR 25% GAIN 🎯 https://t.co/9GpWFVZL3L

@itscblastMay 15, 2026 · 5:08 PM

WHO'S IN $HYLN 🏃💨 https://t.co/xeFkVayH9g

@itscblastMay 15, 2026 · 3:42 PM

$HYLN +17% https://t.co/E5UrocYtdv

@itscblastMay 15, 2026 · 2:10 PM

@The_Humbledman $HYLN is quietly becoming an AI power infrastructure play. • $3.60 stock • +89% past month • Testing 52-week highs • ~$637M market cap • 800V DC power generation built for next-gen AI data centers KARNO generators can run on multiple fuels, scale into multi-megawatt deployments, and solve one of AI’s biggest problems right now: POWER. Most still think Hyliion is a failed truck SPAC. That story is dead. Military contracts, AI data center partnerships, and commercialization are finally starting to ramp. This could be one of the more overlooked AI infrastructure names heading into 2027

@itscblastMay 15, 2026 · 1:55 PM

Added 18,000 $HYLN Shares at $3.74 Cblast Flagship Fund | $30k to $10 Million https://t.co/WHZy3utziZ