Their lithium iron phosphate (LFP) battery energy storage system architecture is forecast to remain dominant and increase its share of BESS in the U.S. market according to McKinsey. Market is valued at appx. $3.5b and may grow to over $30b by 2035. Peak shaving critical for AI.

My fourth public investment = $NEOV (NeoVolta). Just took a position at $2.00. Part 1. NeoVolta is an under-the-radar company in the BESS (battery energy storage systems) space. Key developments: Georgia facility expected to begin production in Q3 expansion into C&I utility-scale storage underway recent $23.5M equity raise strengthening balance sheet LOI signed for ~1.1 GWh of utility-scale storage Part 2. EVP & Director Steve Bond purchased ~90,000 shares across May June (~$180K ) Insider buying = bullish especially at current prices. Part 3. This is definitely my highest-risk setup to date but... - shares are near lows - the sentiment weak - production ramp approaching in Q3 Part 5. High risk. High volatility. Asymmetric upside potential. We’ll see how Q3 plays out. Staying long 📈👀

Market cap is only ~$500M after yesterday’s close

A product person can now ship the kind of app that used to need a small team. HypeCheck started as a simple startup idea validator. It now has auth, Claude report generation, Supabase storage, Dodo payments, public report URLs, report history, legal pages, and a live domain. That is not because building became easy. It is because the leverage moved. AI coding tools compress implementation. They do not compress taste, scope control, pricing judgment, distribution, customer trust, or knowing which problem is worth shipping in the first place. The next wave of indie software will not come only from better developers. It will come from operators who understand a market deeply enough to know what to build, and can now brute-force the technical gap with AI. The bottleneck is moving from “can you code?” to “can you choose correctly?”

$ENHA Calling it FUD when the stock went from $14 to $2.96 is a stretch. They promised multiple world records, delivered one (disputed), and erased $800M in market value in a single day. That's not confusion ... that's a verdict. #ENHA

🚀🚀🚀

Exactly

Fully agree with your summary!

Building HypeCheck took me 2 weeks. Prepping for the Product Hunt launch took me 3. Writing llm.txt pages. Testing edge cases nobody will ever screenshot. Fixing the one flow that breaks when a user pastes a 4,000 word idea instead of a sentence. Every builder talks about the build. Nobody talks about the work that makes the build usable.

Open sourced HypeCheck today. It is an AI reality check for startup ideas. Paste an idea, get a Hype Score, competitors, risks, demand signals, monetization viability, and a build / don't build verdict. Product Hunt: producthunt.com/posts/hypech…

Perplexity CEO on 101,000 AI-linked job losses: don't worry, most people hate their jobs anyway. Go start a business. This is what $500M in funding buys you - the unshakeable confidence to dispense career advice to people who just lost their income. #AISkeptic #HypeCheck

63% of employees pasted sensitive company data into personal chatbots in 2025. Source code. Customer records. Into free-tier consumer accounts. Nobody's threat model prepared for this because it isn't a threat. It's a habit. #AIReality #HypeCheck

The Trump AI framework just grew a spine. December EO: block states, threaten funding, sic DOJ on state laws. March 20: hand Congress a 4-page blueprint to make it permanent. This isn't a pivot. It's a sequenced playbook. #AIPolicy #HypeCheck

82% of execs are confident their policies block unauthorized agent actions. 14.4% of those same orgs actually ship agents with full security approval. That 67-point gap isn't a rounding error. It's a belief system untethered from operations. #AIReality #HypeCheck

And Meta bought it anyway. March 10, 2026. Industry spent a week debating machine consciousness. Nobody asked: why did a production agent platform ship with zero identity management? The boring failure always beats the exciting one. #AISkeptic #HypeCheck #TechDebt

The Trump AI framework headline: child safety protections. The actual framework: block states from penalizing developers for *any* third-party misuse of their models. Child safety section is the bow. The liability wipe is the gift. 🎁 #AISkeptic #HypeCheck #AIReality

You skipped security review to ship faster. Congratulations. You saved 2 weeks. You also just signed up for a $670K premium on your next breach. Shadow AI: the world's most expensive shortcut. #AISkeptic #AIBubble #HypeCheck #AIRisks #AgentFail

Labs run 10 variants, submit the best. That's a benchmark in 2026. StarCoder-7b: 4.9x higher on leaked vs clean data. Meta: Llama 4 "cheated." 90% on benchmarks. Still invents APIs that don't exist. That gap IS the product. #HypeCheck #AIBubble #LLMLimitations

CoreWeave: $14B debt, junk-rated, 9-15% interest, $3.6B due mid-2026. Collateral: GPUs down 50-70%. Borrow, buy, generate revenue before interest kills you. Miss a step, it unwinds. Not a balance sheet. A countdown timer. #AIBubble #HypeCheck #TechDebt

NBER. 6,000 execs. 90% report zero AI productivity impact after 3 years. Solow (1987): computers everywhere, not in the stats. Apollo's economist: 'AI is everywhere except in the macro data.' $250B to resurrect a 40-year-old paradox. #AISkeptic #HypeCheck #AIBubble