ICE Reddit Mentions | ChartExchange

Hyliion [$HYLN] makes an equivalent product to bloom energy, and is collecting contracts from the US military. They have already showed off their KARNO generator switching fuels without switching off and benefit from a higher efficiency than ICE while having few moving parts. Generators of all kinds are supply limited right now and a generator that doesn't require diesel is preferable as it supasses $6 a gallon. It's currently less than 1% the market cap of bloom energy. Stocks that are past their hype cycle are often huge buys because the impatient and ignorant get bored or lose faith.
The second is Vicor Corporation [$VICR] which designs, licenses, and manufactures semiconductors that convert 48v electric currents to smaller voltages and vice versa. For a whole host of reasons that involve stuff like electrical resistance and heat dissipation this is extremely valuable and remember, electrical resistance is released as heat. Their power modules are valuable for high performance compute because modern accelerators need high current, low voltage electricity, and their chips hugely reduce the amount of electricity lost to heat, which is critical for high density dies where heat and electric current is everything. Their products are modular similar to how AMD has used chiplets to their advantage for years, so they are easily adapted for different use cases.
Their modules are also used in everything from electric cars, GPUs, to satellites. They've grown a bit past small cap since I first spotted them but they're not in the SP500 yet.
The last is Energy Recovery Inc [**$ERII**] who manufactures pressure exchanger technology that are able to be added to cyclical-high pressure systems, primarily desalination plants and water filtration and recovery from industrial uses. Water filtration requires very high pressure liquid and their devices can be added on to the part of systems after the "high pressure" part is no longer needed to transfer that energy back to the beginning of the cycle, thus massively increasing efficiency. Their pressure exchangers can run in desalination plants for 30 years before maintenance is needed, and can reduce energy needs in desalination plants by 60%. They are in a cyclclical business dominated by large projects, but enjoy a neae-monopoly in that space. So a project being delayed by a quarter means stock drops due to large earnings miss, but then it jumps up the next one. They're currently being held back by the Iran war, but they've pointed out that during Covid despite order slowdowns demand jumped the next year to maintain their expected CAGR.
The last two companies are profitable and have over 50% gross margins in industries that I can only see as being stable or growing in the long term.