I’m not crying. You’re crying. 😭

@mattimusmaxicus sent me this map and I had to sit down for a second. 🧵 $HGRAF #Texas 🇺🇸

$PCT Papa cup, baby cup.

HydroGraph Clean Power reported 3/31/26 cash of $42.8 million and working capital of $42.2 million. I sent CEO Kjirstin Breure a note congratulating her for having the Q1 financials completed just in time for my month end subscriber letter. I suggested that the company's burn rate must be heading higher as it ramps up toward production. From Kjirstin’s response, I get the impression that cash and working capital balances, aided by warrant conversions are holding steady at or around 3/31/26 levels and that she is not at all concerned about any funding needs any time soon. She told me that a NASDAQ listing is still likely after Labor Day, that there will soon be a number of news release and that when they come she will be available for an interview. I get the impression that the second half of 2026 will be positively eventful for HGRAF shareholders. Stay tuned!

$PCT I am no technician but looks like a coffee cup to me!

Good friend of mine sent me this. Absolutely hilarious what AI can do, $PCT ballad of the summer. suno.com/s/a5900sqxCpQKwj4K

Left, Ferrari Luce $645k Right, Nissan Leaf $35k

$HGRAF quietly updated its website. New investor hub, expanded applications pages, and new verticals now listed. Thread on what changed and why it matters. $HG #graphene #materials

A 2016 review in Advanced Drug Delivery Reviews outlined every way graphene could rebuild the human body. Cardiac tissue. Neural circuits. Bone. Cartilage. Muscle. Skin. 677 citations later, we're not waiting anymore. $HGRAF #graphene #biotech 🧬 1/ I’m

A 2016 review in Advanced Drug Delivery Reviews outlined every way graphene could rebuild the human body. Cardiac tissue. Neural circuits. Bone. Cartilage. Muscle. Skin. 677 citations later, we're not waiting anymore. $HGRAF #graphene #biotech 🧬 1/ I’m

Farmer: "Gentlemen. I'd like to present the ultimate plant-based protein technology." Investor 1: "We're listening." Farmer: "It converts inedible plant matter into complete protein. Grass, cornstalks, brewery waste, vegetable peelings. Anything cellulose-rich that humans can't digest." Investor 2: "Energy requirements." Farmer: "Sunlight." Investor 2: "For the plant matter, you mean." Farmer: "And for the conversion. Same sunlight. Reused." Investor 3: "Heating costs for the bioreactor." Farmer: "None. The unit holds 38.5 degrees year-round on its own." Investor 1: "Failure rate." Farmer: "Self-repairing. The unit also replicates once a year at no additional cost." Investor 3: "Replicates." Farmer: "Produces a smaller version of itself. Which becomes a full unit." Investor 2: "Net carbon." Farmer: "Neutral. The carbon in goes back to the air the grass pulled it from. Round and round, same atoms, no new ones added." Investor 1: "And the waste output." Farmer: "Twenty tonnes of soil enrichment per unit per year. The waste is also a product." Investor 2: "This would obliterate Beyond Meat." Farmer: "It already has. They just don't know yet." Investor 1: "Where can we see one." Farmer: "There are about 1.5 billion currently deployed. Have been for ten thousand years." [silence] Investor 3: "It's a cow, isn't it." Farmer: "It's a cow." Investor 2: "We were promised plant-based." Farmer: "The plant goes in one end. I don't know what else you wanted."

We could build 13 new aircraft carriers per year with the amount we sent to Canada. CLOSE THE BORDER

Nice $PCT win here with a regional player in the enclosure space. There are HUNDREDS of these smaller converters and ALL of them need to have an answer for their customers when it comes to regulatory requirements. Always nice to see more affirmation of product quality. Never before seen combination of quality, consistency , FDA approval etc… Essentially, virgin.

Helium-3 is one of the rarest materials on earth. Quantum computing needs it to keep qubits cold. 🥶 Global supply is shrinking. Most investors have never heard of He-3. The ones who have are asking what replaces it. $HGRAF has an answer. 🧵 #graphene #deeptech

Some of my $HGRAF profits are earmarked for a Mediterranean villa one day. 🏝️ Funny timing that graphene's most compelling real-world applications involve the sea. This isn't a coincidence. This is due diligence with good taste. 🌊🧵 #graphene #sailing #deeptech $HGRAF

“Give them a massive amount of oil, agricultural land, copper, freshwater, and every natural resource in the world. Now make them neighbors with the biggest market in the world. Great, now have them leave the resources in the ground and instead flip condos to each other”.

$PCT Comment about the MARS connected a few dots. MARS snacks president made a comment while he was talking about Pringles integration. Could MARS be the first global large purchaser?

Lot of interesting tid bits from the legendary $PCT head of IR Eric DeNatale (and lots of good answers to tech and commercial questions I see frequently as well.) 1) confirm P&G and L’Oreal are customers 2) Looking to get something out with Mars soon 3) PRICING. Brands are buying ISCC credits for .75/LB, conversations are STARTING at virgin plus .75 - that would put pricing around 1.40 /LB. Put that in your model and see what happens…. Big couple weeks, months then years ahead! youtube.com/watch?v=M4zzeeGP…

$HGRAF shareholders are very 🕵️‍♂️ sleuthy. At some point I expect HG will put out a NR about Hyperions getting pull permitting at Austin HQ and that they’re fully operational now.