Just caught Plug Power jumping 20% this week after they beat earnings expectations. The hydrogen company reported Q4 losses smaller than Wall Street predicted and hit their 2025 revenue target of over $700M. What caught my attention is they're now running three hydrogen production facilities with capacity to pump out 40 tons of liquid hydrogen daily. New CEO just took over with plans to hit positive operating income by end of 2027 and full profitability by 2028. That's an ambitious timeline though—the stock tanked 85% over three years for a reason. The real question is whether they'll actually fill that production capacity with paying customers or keep burning cash on infrastructure. Interesting energy play but definitely risky at this point.

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