The shift is starting for $OUST . New legislation to ban Chinese lidar is about to be implemented this summer. All the companies that have used cheap lidars from China will be banned opening floodgates for @ousterlidar . China has always strategized to overtake any Market by undercutting prices which ultimately removes any dependency on Nation supply chain. We have seen this story exactly with the Rare Earth Elements. . $RIVN is one of many starting to remove Chinese Lidar from their supply chain.

It's only the beginning, @oust being implemented globally even with the military $OUST

Who will be the next technological disruptor? . @nvidia has created the ability for millions of programmers to create software programs and start up the A.I evolution. . @ousterlidar the Eyes of A.I will enable new generations of programmers to use point clouds to generate the new disruptive applications. . $OUST is not just another lidar, it's 1 of 2 companies in the world that has colour capability and only one in North America that is for sale. . LiDAR won't be used within just robots, but any object with a mechanical movement, every warehouse safety compliance, every section of smart infrastructure such as traffic management. . LiDAR has the ability and TAM to be even bigger than mamory and chip manufacturing.

What is the next 10x Play that many are sleeping on? . Next big Alpha for ever-growing technological sector? . @nvidia sparked many picks and shovels from critical memory of @MicronTech to data centers @nebiusai to software sectors as @PalantirTech . However as @tesla is moving forward and advancing within a robotics space, Physical AI will be the up and coming 2026-27 major 10x Growth Story. . Companies that provide perception and actual vision towards the robotics will see the likes of memory stock surge to the record new levels. . There is only one company within US that has a cutting edge product and 5 years advanced technological advantage and that is @ousterlidar $OUST . Already validated within @amazon fulfilment centers and potential new order for 1,000s of sensors, Ouster will be my next 10x just as @Hyliion is in development.

NEWS @Hyliion receives a $9 buy rating from Needham. $HYLN

NEWS 1.8GW Data center paused! Seem like building critical infrastructure of Data Centers along with 900MW behind the meter and combination of @Bloom_Energy at Wyoming came with abundance of complexity. $BE This is why $IREN with direct connect and approved power source in given time will have a much more rewarding time to compute. @FransBakker9812

Is @Hyliion Karno ready for commercialization 2026? . My short answer is No and I'm saying that as a shareholder. . Current model has a portion of UL certification completed, a "Non-Recurring" @ThomasHealyCEO never clearly stated that full UL Certification is completed. . Point #2 current Karno is sub 200kw which means additional UL certification will need to be completed which I'm expecting to see in 2027 and that's when official commercialization will take place. . Current sub 200kw unit will be an excellent field test validation unit however that is "Not A Go To Market" execution. . Current increase in media activity by @Hyliion, talk about Space, Data Centers are hot topics to keep new investors engaged however the company needs to show clear execution towards ceticial path and milestones.

Interesting to see another additive manufacturing concept where 3D printing is utilized for the next generation of gas turbines. @VELO3DMetal . @Hyliion vs @VELO3DMetal

Sell & Downgrade @Hyliion by Henrick Alex. . What this report lacks is the fact that $HYLN is not only going after Data Centers but overall energy market that will put stain to the grid due to Data Centers. . Now to be clear, I do agree that Hyliion is in no shape or form to give any meaningful energy capacity to any data center and that's where @ThomasHealyCEO needs to be clear with the investors or provide a meaniful timeline without deception. . Data centers require at minimum 20MW - 50MW of power resulting in 25 containers of 200Kw Karno units. . While its befiticial of @hyliion to be talking about data centers, expectations need to be realistic as they will only attract negative attention.

Is @IREN_Ltd late to the party? . $IREN is deliberately making the moves at the speed with clear intent to capture higher ROI and the latest GPUs from @nvidia . @leopoldasch has a solid conviction within $IREN and coincidentally his finance serves as the Chief of Staff to the CEO at Anthropic

What is @Hyliion realistic valuation within in House Printing. . My guesstimate is 250 Karnos per year x $450k = $112M x 30 multiple = 3.3B . $19 per share if $HYLN executes their orders. . Reaching $5B - $10B will require outsourcing or increase printer speed. @ThomasHealyCEO

What is @Hylion 2027 largest Cytalist that will push valuation to $5B? . Given current printer setup, my guesstimate is few 100 Karnos per year is realistic. However if @ThomasHealyCEO can outsource manufacturing where Karnos will be printed near 1,000 will push 500M revenue.

When a stock goes parabolic many "New" @Hyliion pumper will jump to spread misinformation. . Careful and dont jump into something you are not willing to stay long term or DCA. . Video stated no maintenance for a year not "power the ship" . No need to pump during parabolic stage.

Explosive TAM for @ousterlidar with the potential @amazon partnership . Amazon has over 1,200 warehouses operating robots with 300 mega size fulfilment centers . Being very conservative: . 300 Fulfilment Centers x 500 Robots /LiDAR x $8,000 per LiDAR = $1.2B . From 1 Customer

Robots are here @amazon @ousterlidar . With a $10B investment featuring its Proteus robot with the eyes of a LiDAR sensor from the $OUST Ouster. aboutamazon.com/news/operati…

Who is Hyliion competition? Company 1-Year Return $BE 1,380.83% $TE 855.05% $NRGV 547.62% $LAR 504.05% $FLNC 477.66% $BLDP 388.37% $PLUG 346.36% $FCEL 317.03% $HYLN 305.84% Not all are direct competition however they all represent an option as an energy solution

We are seeing a rotation to a secondary energy sector: $TE $FCEL $HYLN Key will be execution amd who will meet their projections.

It's mind-blowing that $IREN has $800B to $1T of overall value towards AI compute given Nvidia $NVDA CEO Jensen Huang just remarks regarding the future data centers cost of $80b - $100b per Gigawatt... . Obviously execution is the key, not the upcoming contracts. . $150 EOY