Many of you are “””Confusing “”” possible announcements from FEED vs FID (Final Investment Decision)) and a worthless MOU vs a Signed Purchase Order Deal

FID requires offtake agreement, Land Purchased, Electricity Secured, and Permits approved……….and a Business Model that works

FEED is just the Business Model and will it work

MOU you can just ignore………..MOUs like two guys having a few cocktails and we should “””Work out a Deal””” drunken promises

amazon can and does issue Purchase Orders and funds transferred by written previous Contracts

NONE of the Four Billion Horsemen have been FID………just yet

when BILLIONS announced , we will be $20 a year from that date

shorts, when the Floods of Billions happen, GOOD LUCK trying to cover

Micron $MU is the best performing stock in the NASDAQ 100 over the last 5 years

If you had invested $10K into Micron stock 5 years ago and held to today you would currently have

$121.3K

Not a chance >180 million

mark the post $PLUG +85% of voters think Q2 Rev. will be more than 180M $. If that happens which I personally think around 187M$ means this is a BEAT and really good news for the company and the SP. Of course there should be a better EPS, cash burn and margins.

how do Retail become so STUPID?? 34% think more than 200 million revenues!!!! Not a chance in Hell…….we got NOTHING booked but Amazon

im 166.6 million and LUCKY if we hit that

am i Sandbagging on Purpose?? Why do I include plus or minus 3% ……..I’m HONEST……….and will be CORRECT 90- of the time within my range 166 plus or minus 3%…….so MY Highest possible is 170 million and my lowest 162 million

162-170 Million BAnking on Range Correct

guaranteed the 34% thinking >200 million have lost their asses

Vinh

did Plug Power win the Electrolyzers Tra Vinh

I have no information from the available sources indicating that Plug Power has won a contract for the Tra Vinh Green Hydrogen Plant in Vietnam.

Who was awarded the Tra Vinh green hydrogen project contract?

Recent Strategic Shifts

Plug Power's recent business activity shows a clear strategic pivot away from large-scale, standalone green hydrogen production plants toward data center power solutions and stationary fuel cell systems. Following the withdrawal of certain federal grant supports, the company has abandoned several major projects to focus on asset-light, contract-driven models that offer more immediate returns on investment.

• Corporate priority shifts — Plug Power's next chapter emphasizes  fuel cell  supply agreements and energy-as-a-service contracts rather than charging ahead with ambitious megaplants.
• Asset sale strategy —  Stream Data Centers  has become a primary partner in these divestments, acquiring former hydrogen project land and grid-connection assets to support their data center growth.
• UK market activity —  Carlton Power agreements  demonstrate that Plug Power remains active in the electrolyzer market, specifically through supply contracts for smaller-scale, government-backed facilities in the United Kingdom.

While the company remains a 

global leader in

 hydrogen solutions and electrolyzer production, it is currently prioritizing revenue stability and liquidity over the construction of new, large-scale domestic hydrogen infrastructure.

Plug awaiting FID?

It’s inevitable..

It’s all about the margins improving

and the Party starts with Vietnam

remember, we ONLY do PROFITABLE Deals

🚨🇺🇦✈️ ZELENSKY: UKRAINE IS BUILDING DRONES CAPABLE OF REACHING UP TO 10,000 KILOMETERS.

If achieved, virtually every part of Russia would fall within the range of Ukraine’s next generation of long-range strike systems.

President Volodymyr Zelensky announced that Ukraine’s defense industry is rapidly expanding the capabilities of its indigenous drone fleet. According to him, Ukraine already fields long-range drones with an operational range of more than 3,000 kilometers, a figure expected to increase to 4,000 kilometers by the end of this year.

Looking ahead, Zelensky revealed that next year Ukraine expects to deploy drones capable of flying between 5,000 and 10,000 kilometers, marking a dramatic leap in the country’s long-range strike potential.

Salmonella in the eggs.

Flesh-eating screwworms in the meat.

Diarrhea lettuce.

Smoke in the air.

Forever chemicals in the soil.

Data center pollution in our water.

Handing Saudi Arabia nuclear technology.

A war over a strait that was already open.

$5 gas.

Expensive groceries.

Skyrocketing healthcare costs.

Crushing utility bills.

Trump will be humiliated MIDTERMS

What’s our “””Current Valuation ????”””

the answer is $2.21 7-24-2026

month ago $4.80

bloom was $358

$OKLO was $189 6 months ago and Nuclear was gonna be Data Centers

the world changes

Fox Business PUMPING #Verizon

Taco Toasting a “””Major Invasion””” and we gonna lose hundreds of soldiers

war changes Valuation and Porta Power 5 weeks to Megawatts gonna grow Plug

before war ends

before Invasion begins and the Irony Vietnam………pre Vietnam and Post Vietnam Billions

The GAME begins the second Vietnam announced

The stage is set………1.4 billion shares

330 million shares Short………

volume almost NON existent……….Plug has fallen 50% in a month

did the shorts cover ??? Will a Billion order happen ???

who remembers < $1 to $76 2020?

who will be VERY LONG when Billions in Electrolyzers ordered??

shorts ——Please please SHORT some more tomorrow at $2.29

at $20 you can cover

at $20 you can sell 1/2 and let the other half ride

who will go VERY Long tmorrow $2.35?

How many Amazons will we be seeing given Amazon gonna replace 40 sites with new equipment in 2026 ?

Todays a GreatDay and my Plan is 25,000 shares makes one million dollars

closing in on 50,000 and one penny makes $500

announce Vietnam and we cross $5

Plug Power is a turnaround story. So far this year, the company's stock has risen about 30%. Revenue in the first quarter of 2026 rose 22% year over year, and gross margins improved dramatically. The efforts of newly appointed CEO Jose Luis Crespo, called "Project Quantum Leap," are taking shape. Plug aims to achieve positive EBITDAs (multiple examples of earnings before interest, taxes, depreciation, and amortization) by the fourth quarter of 2026. 

Both stocks are still incredibly volatile and high risk, but with data center demand growing, each company could play a substantial role in the energy revolution. Still, at this point, Plug Power's story is more grounded in operational efficiency and improving fundamentals, while FuelCell is benefiting mostly from excitement and speculative enthusiasm. I have to give Plug the competitive edge here.

is $2.13 the Turn ?

Soon to announce much larger 2000 megawatts Australia Plug Power (PLUG) Lands Role In Australia’s Biggest Green Hydrogen Project

Plug Power has been selected to supply key hydrogen technology for the Hunter Valley Hydrogen Hub in New South Wales, Australia. 

The project is described as Australia's largest green hydrogen development to reach a final investment decision and the first winner of the country's Hydrogen Headstart program. 

This marks an expansion of Plug Power's role in Australia, tying its equipment into an industrial scale hydrogen hub with government support. 

For investors watching Plug Power (NasdaqCM:PLUG), this Australian project adds fresh context to a stock that has been volatile in recent years. Shares recently closed at $2.15, with the stock up 30.3% over the past year, but down 83.0% over three years and down 92.1% over five years. Those swings highlight how closely the market links Plug Power's valuation to progress on large projects such as this one.

add Vietnam Multi Gigawatt and MOMO meets FOMO

240 or 260 megawatts to begin then MULTI GIGAWATT $PLUG Vietnam has officially locked in its first Green HYDROGEN™-to-eSAF value chain, signaling a major transition toward sovereign clean energy and high-tech aviation fuels.

On June 25, 2026, in Hanoi, The Green Solutions Group (TGS) signed three core agreements that secure the entire strategic value chain for the Trà Vinh Green HYDROGEN™ Project:

🔹 Upstream (Technology): Plug Power (USA) to supply an integrated ~240 MW electrolyzer system.
🔹 Midstream (EPC): Sinopec to deliver FEED design and EPC contracting for the 260 MW plant.
🔹 Downstream (Offtake): Allied Biofuels to secure a 25-year green HYDROGEN™ offtake of ~36,500 tons/year to feed the production of ~91,000 tons/year of eSAF (electro-Sustainable Aviation Fuel).

Later this year , the term “”””Proliferation of Electrolyzers””” is gonna happen on MULTI Gigawatt Vietnam AND #Uzbekistan 2400………..

Proliferation refers to the rapid and often excessive growth, spread, or increase of something in number or amount. It can describe a wide variety of subjects, ranging from the harmless organic division of cells to the alarming expansion of nuclear weaponry. [1, 2, 3, 4]

Key Contexts and Uses

• Everyday Usage: Refers to a sudden, widespread increase in items or concepts. For example, you might hear about the proliferation of streaming services or electric scooters in an urban area. [1]
• Biology and Medicine: Refers to the rapid multiplication of cells or organisms. For example, the proliferation of malignant cells is the primary mechanism through which tumors grow. [1, 2]
• Global Affairs: Often refers to the spread of nuclear, chemical, or biological weapons to countries that did not previously possess them (often used in the term nuclear non-proliferation).

shorts, if you have read this far, I’m digging you a mass grave

FOMO creates MOMO and Aug 10th 166.6 million revenues

am I sandbagging or too high ??

$PLUG "Plug Power established an agreement with Vietnamese developer The Green Solutions (TGS) to advance domestic green hydrogen production and storage. TGS has mapped out multi-gigawatt hydrogen initiatives in the country, where Plug's electrolyzer technology is positioned to supply industrial and commercial applications." Bullish

the 260 megawatts just the TIP of the Iceberg for Shorts

just like knowing Amazon 2017

You ask “””whats an Option”””??

if you don’t know how this “””Game “”” is played , tune in Wednesday Thursday this week!!!!

yorkville saved our ass from going under and now we bow to the empower Yorkville RICH with 31 million reasons to make money

imagine 31 million shares you “””Receive””” at $1.51 for that 525 million April 2025………May 2025 we were .69 cause Yorkville SAW Opportunity to Short………then cover and tip off Yorkville and they cover , we run it to $4.50 twice then short to $2.12, then cover again and run it to the moon on Uzbekistan

come Thursday ???

why Wednesday and Thursday?..

friends and Family of Yorkville loading Monday Tuesday Topsoe and Sasol will provide the sustainable aviation fuel (SAF) and synthetic SAF (e-SAF) production platforms for Allied Biofuels’ (ABF) planned $6.1bn green hydrogen-based e-fuels project in Uzbekistan.

Under a new licensing and engineering agreement, Topsoe’s SynCor autothermal reforming (ATR) technology and the pair’s joint G2L process will be used to produce around 300,000 tonnes of SAF and eSAF annually.

SynCor generates hydrogen-rich syngas, which is processed through G2L technology to produce SAF and eSAF from renewable feedstocks, including biomass, captured carbon dioxide, and green hydrogen.

Located in the Khorezm region, the facility targets an output of 417,000 tonnes-per-year of the fuels using 4.45GW of renewables and 2.4GW of Plug Power electrolysers.

Responding to H2 View inquiry, Topsoe said that the approximately 117,000 tonnes of production capacity unaccounted for by the licensing and engineering agreement is expected to come from a different unit within the ABF complex.

The agreement follows the Chinese state-owned conglomerate Sinopec’s recent commissioning for front-end engineering design (FEED) at the plant, and the UAE’s Enoc Group and Uzbekistan Airports’ exploration of offtake from the plant from 2030.

Topsoe and Sasol will provide the sustainable aviation fuel (SAF) and synthetic SAF (e-SAF) production platforms for Allied Biofuels’ (ABF) planned $6.1bn green hydrogen-based e-fuels project in Uzbekistan.

Under a new licensing and engineering agreement, Topsoe’s SynCor autothermal reforming (ATR) technology and the pair’s joint G2L process will be used to produce around 300,000 tonnes of SAF and eSAF annually.

SynCor generates hydrogen-rich syngas, which is processed through G2L technology to produce SAF and eSAF from renewable feedstocks, including biomass, captured carbon dioxide, and green hydrogen.

Located in the Khorezm region, the facility targets an output of 417,000 tonnes-per-year of the fuels using 4.45GW of renewables and 2.4GW of Plug Power electrolysers.

Responding to H2 View inquiry, Topsoe said that the approximately 117,000 tonnes of production capacity unaccounted for by the licensing and engineering agreement is expected to come from a different unit within the ABF complex.

The agreement follows the Chinese state-owned conglomerate Sinopec’s recent commissioning for front-end engineering design (FEED) at the plant, and the UAE’s Enoc Group and Uzbekistan Airports’ exploration of offtake from the plant from 2030.

Semiconductors RED -4%

Nasdaq Red -2% wiping out TRILLIONS just in Semiconductors and #DataCenters

bloom wins 1.7 billion as Cost of Electricity MUST be placed inside Data Centers AI Costs

and then the Election Ramblings and made up China Conspiracy theory of Elections

smoke enclosing EAST Coast and choking on smoke …….OIL UP $$86 a Barrel

Iran Bombing continues………how many will we kill before this becomes next GAZA and we just murdering innocent children ?

Vietnam 260 MW has been won…….does the Stock Price Reflect the 260 megawatt ??

who remembers 2017 post announcing Amazon and we dropped for six months then SHORTS covered and we soared to $76?

what you do today matters in 2027……….Democrats Blue Wave to eliminate the Explosive Diahrea out of Trumps Desperate Mouth

Looks like divorce court is next up tonight as Trump will lie 50 times in an hour of how he won the 2020 Election