The great search brought to you by digikey and interfruit. Thank you so much digikey every single week lady It uses our power of engineering smarts and others focus to show you how to find stuff on digikey And this is a series that we started way before the ship shortage So if you watch this from beginning to end You'll probably be able to find that thing you're looking for because everything is hard to find now It's true that when I do the chip shortage ship today, but we're using some that isn't a chip short Although I'll show this this trends thing. So I'm gonna give her head and I'll show what I've been hacking on So I've been making some more boards and two of the boards that I designed and I sent off before the holiday break and just got back Are these real-time clock breakout boards? So these are stomach UT boards with the art my two favorites RTCs, this is the PCF 8523 and this is the DS 30 to 31. This is a temperature compensated and more expensive RTC This is a three or five volts Non-compensated, but still pretty good quality, you know easy to use inexpensive Just to pop on a 32 kilohertz crystal and you're going to be on this one has the crystal built in and For real-time clocks. You really want to have a battery for battery backup I like the whole point of the RTC is that it has a battery backup and keeps track of time Even when the rest of your system is the power. So you usually have a separate Coin cell battery Let's look at that. So nice look with cell battery. So, you know, there's a couple different ways to do it There are you know pick and placeable Non-rechargeable batteries primary cells, but I do like these CR 12 20s I find these to be great little coin cells. They're extremely common You can get them kind of anywhere They're three volts. So, you know, they're they're perfect for real-time clock real-time clocks like running off of these But again, they're available and they last like seven years But if they do get damaged you can replace them unlike the ones that are sort of the PCB So I do, you know, I do kind of like Having these You know removable replaceable coin cell batteries. This is a lithium cell and you can see barely on there It's a CR 12 20. So that means it's 12 meter millimeters diameter and two millimeters thick watch out There's also 12 16 1.6 millimeters thick or like maybe even 12 12 1.2 Very thin, but they might slip out of the coin cell holder. Just make sure So you you pop it in the back like this you see there's a plus symbol here plus symbol here you match it up you push it in and I kind of like this style and design and you can always Kind of get in here and pull out The battery with your fingernail as well There's also these kinds of coin cell holders These are the kind of the two that I see the most like there's a there's more But there's the from the side ones and there's from the top ones from the top ones The battery kind of snaps in like this Which one to use well, I'll tell you if if I have side access I kind of prefer these It's just my personal preference These are a little bit thicker. They're a little bit bigger But they're not too hard to use to remove the battery You just kind of push open and the coin cell pops up But for some reason I sort of prefer these I think they're a little bit more secure Although these are also very secure, but these are two options. So let's show on the great search How to find these two coin cell holders But first up I want to show you this is from Jepler point of the cells like this case a lot of hidden gems. This is a hidden gem lead time Trends and this is very handy for you to know What are you likely to get some chips? So here's some whoa? Went down too fast some some things so one thing you'll notice I've noticed this as well Crystals, you know timing crystals the lead times are up to 42 weeks from Epson 24 weeks from Abercon in ECS and DK if they got them they're three weeks. So buy from them Ceramic capacitors, you know, also 24-week lead time till it's a little intense But still, you know, they're they're available in the market although I'm seeing, you know crystals be difficult to get Inductors, you know, not too bad 16 weeks Ribbon contacts not too bad, you know 10 weeks for from Rolex and emphanol You know some of these are a little bit longer JST which has sort of long lead times You know hard work connects Phoenix has only seven weeks Harding 4.3. So not too bad here But you're what you're gonna see the TE seems like isn't as a company is having some long lead times If they ever appear, they're always longer like headers or their headers are 24 weekly time But what you'll notice is where it gets really a little bonkers is chips down here semiconductors op-amps aren't too bad You know 20 week lead time but switching regulators. So MPS common regulator company 50 weeks microcontroller arm Cortex STM's 45 weeks and XP's 51 weeks microchips 41 weeks TI 20 weeks I think that's that's a little it depends though, right because TI doesn't make that many Cortex chips. I think they make mostly MSP for 30s and then Xilinx You know 52 weeks. So you're gonna see really long lead time still for semiconductors This is good to test also they have company so, you know common companies if you look at, you know, micro Chip you can look at their 8-bit micros 40 weeks arms again 41 weeks E prompts 40 weeks 32 bits 40 weeks FPGA is 20 weeks. So yeah, you want FPGA is good to go Looks like TI actually is not too bad 14 to 20 weeks and all devices also not too bad ST, you know, everyone knows that the ST microcontrollers right now are just impossible to get so It doesn't look like it's going to get much better for the next 30 40 weeks So hopefully find some alternatives or maybe you've got some stock Okay, so but back to coin cell holders. So look let's look at coin cell Holder because that's what we're we're here for So you can get You know, you can get Batteries as well even though this is like search for holders. Don't forget you can also get your batteries here Although no, you can't ship them air. You'll ship ground. So just be aware of that Dressel has a little like happy family here. Yay Yeah, I'm taller than you you can't have this battery. I know what's teasing the person looks like it's a little mean All sorts of batteries, but let's go back to but again, what I like about the CR 12 20s You can actually get them at a grocery store. They're that common. All right. So clips and contacts All right, so the first thing you'll want to do is of course, let's only get active ones and We're gonna look for the ones for our CR 12 20. Don't forget the 12 is the 12 millimeters diameter so let's look for 12 millimeter diameter Coin holders, which is battery cell size You can see that. Okay. Let's go down 10 11.6 12 12.5. I'm gonna grab 11.6 12 and 12.5 You know, I don't ever see a 12.5 millimeter battery, but you know, you never know maybe that holder can can have both types All right, so we have about 65 options left and you can see, you know, we're starting to see some of the ones This this is a two-hole one and this is again that surface mount one One thing I know is that coin cell holders is like they're kind of jelly bean if you like this style again the top Pressing style you can get them from like 10 different fabrication companies Let's go for the surface mount because we want to be pick and place of all and then You can Select different companies there's Battery series again. There is a little bit of a difference between there's the 12 16s 12 20 and 12 25 that's the thickness. It may affect your holder. So just be aware They're not necessary. I have been bit by I got a holder and it was for 12 25 I tried to put a 12 16 and just like slid right out. So just be aware of that Okay, so there's a couple different kinds again There's this snap top kind a couple different companies make them. They're very common There's also this kind. There's also a sort of snap top type And this one which is like really big Look a little bit like a spaceship, but I rather like the I really do like these bent metal ones Links and MPD both make ones with a smaller tabs, but I really like the chunky tabs Also, you can get ones with little holders We're probably wondering why would you ever want that little plastic piece if you want to hold two batteries in? You can't have metal that will contact the outside because it'll short the middle battery together So you have to have something protecting it if you think about it, you know the outer ring is a Pole right it's not like a double-a battery where like you have it on the ends and so you have the batteries next to each other They're not going to short with these if you have a bunch of batteries stacked up and the metal is against the side It'll short the batteries together So you you would need that plastic piece if you had multiple batteries and then there's some simple ones These I don't like these as much. These are a little bit too simple because there's no mechanical, you know Thing holding them together again. I like these because they've got that stop. You're the battery can't push Too far back So let's look at ones that are in stock and let's sort by price and It's my favorite the atom tech. So this is the one. I like this is the one you saw on the overhead Thank you. And these come in 20 millimeter size and like maybe 24 millimeter They come in various sizes, but for real-time clocks. I really like these. It can't be the price 10 cents for a battery holder and super easy to solder super easy to pick in place and that they're really near indestructible I've never seen them break, you know, unless they get completely smashed They'll hold your battery in place for a very long time and it's very hard for the battery to shake loose So this is my pick for the research coin cell battery holders, and that's research


Here we go dual-case MLB 2022 flawless and NT Number five. There's your random results right there. Let's go ahead and get started Is that from that product it's called like All right, I'll start with NT and go to flawless then I don't even know when to travel to Bennington. Stamco is definitely farther back Anyone free like 2014 is tough to find Especially that are great as well. I'll do a full recap here as well probably gonna follow behind tonight y'all Allure we have for 30 minutes, but Let's take a little longer. I would think Travis has 13 14. See where you're right Colossal Rangers patch Dane Dunning 410 Rangers Dane Dunning. This is pretty darn awesome One-of-one Giants field field gear quad relic Evan Longoria Longo one-of-one quad game use is that part of a laundry tag? Set it does say set Those are definitely raised back. I know that's probably a raised patch do That is sick. There you go Giants Rat San Fran. We'll get that one back for you Jersey card to 25 Carlton Fisk white socks Triple R just rep a patch auto to 49 Jake Berger white socks On-card Mariners auto Jared Kellnick 11 to 25 Jersey auto a's Christian Pashada 99 It happens a lot Travis put players in their current teams and then if they have game one of another team They'd use game one instead, which I mean I'll take every day RPA a's gold 5 of 10 Nick Allen the color patch for the a's there in the RPA Patch auto Rangers Josh young to 25. That's very nice Penmanship prospect patch auto on-card auto for the a's Ryan Q sick 1099 something very big here. I'm not sure Legendary signature stat line variation booklet of Maury wills for the Dodgers Maury wills Cut auto book that's number to two That's really sweet as an old auto right there Maury wills for the Dodgers one of two So one of my favorite shows Maury That's pretty interesting Travis you ever get to be Maury To color patch Royals a mere Garrett 25 that is a reds a mere Garrett patch for Royals card Jersey card in keys Louis Severino to 99 Field-geared Jersey Joe Cronin to 49 red Sox Wow Old time he hits in this one coach worn Joe Cronin Tigers auto a kill but do on card to 10 6 of 10 on card auto white Sox now is a Yemen Mercedes one of 99 Yermanator up Crentis ink rookie auto Cardinals Juan Yep has on card 50 of 99 Astros RPA Jake Myers 5 of 49 Stros nice hit Jersey auto colossal Chris sale 3 of 5 reds Red Sox low-numbered Chris sale and a Clearly on the field Clayton Kershaw auto 48 of 49 Well Jersey Swatch there with a Kershaw auto nice hit Dodgers. That's pretty good Saw Twitter posts. There's a lot of people that didn't think they was a Hall of Famer And I was like well This is not a very good baseball account of Most people commenting don't think they're quick versus a Hall of Famer box 3 of NT Jersey card Taiwan Walker Mets to 99 Two of five Elohim and as partial laundry tag white Sox Little baby laundry tag player warrants stars and stripes parallel bat relic for the Giants I'm guessing Bobby Thompson game use bat relic says New York and has orange, but I think that's Giants, right National Treasures Bobby Thompson yeah Giants Giants Bobby Thompson with the Mets exist to what the 60s Got an auto for the age James Caprilli in the 99 Giants auto Carlos Rodon to 99 Orioles Jersey auto Ryan Mountcastle to 49 Kyle's buddy RPA Rangers HLXC 42 of 99 Astros again doing pretty well in the break here at your done Alvarez on card auto 9 out of 10 sweet on card air yard on insert is a Rogers horns be Cardinals 3 of 42 and signature materials booklet 71 of 99 dual signature materials booklet is a Matt Manning and Shane Boz Should be a random between Raising Tigers. Let's see. I would assume random Tigers Alan a raise Brian G at random at the end Manning and Boz Really Blake knows all those guys good buddies von Grissom Mountcastle Riley Patch card Tom Murphy to 25 for the Mariners Tom Murphy Jersey card Dustin May Dodgers to 99 Stars and stripes Jersey card patch card Jordan Alvarez 19 to 25 Astros three color patch I think I think we'll enjoy this next card die cut Jersey auto Zach McKinsey Dodgers. The die cut is Zach 40 of 99 So Steel City die cut patch auto for the Pirates, of course Rowan Z Contreras to 49 SCC my says Dodgers auto Ryan Pepio to 25 Brookie this year Ryan Pepio Probably gonna be a studies Dodgers pitcher RPA Tigers Matt Manning to 49 Seven So I'm saying Travis Redemption here Demption goes Yankees Echler's Choice hollow gold Jersey auto Jason Dominguez Big one he's crushing it right now in spring training Jonathan. You might be able to make the majors by sometime in this year J Dom the Martian Look at this legendary materials book one-of-one moose scouring Moose Yankees patch moose scouring I know I know a dog. There's a there you go Yankees moose scouring and a patch auto for the Dodgers Clayton Kershaw to attend I'm just like Nice Kershaw All right y'all flawless time. I'm so robotic. I just like reaching the spot.  Where are my sleeves? Dude chat was popping then chat wore itself out now. It's been it's just Travis and us right now recently That's all we need. It's it is only I'm just saying it's funny how chow is hot hot for like for like one full case Everybody got tired had to go take a nap or something had to go get a sip of water and cool off More damage, okay, you're in same boat as me. I would give it I woke up at eight No personal time for your break Busters three of us Drake is gonna play Miami all by himself Now yeah, it's a random no Travis. I'll be back I'll be back. I always come back 2022 now it's nice color on top emerald parallel to start us off number one of five Jewel patch. You got the bird beak and the laundry tag one been show As fire pretty darn good Carlos prospect right there the bird beak and the laundry tag Both player worn one been show a Showcase rookie quad patch wonder Franco rays number three of 15 All good smack. I forget it's like morning there for you mid-morning Australia chase petty reds out of four of ten We were talking about Australian beers is like, yeah, no one really drinks fosters here No one drinks fosters. It's terrible Crazy outback is not a proper representation of Australian cuisine That's auto rookie patch on a reds Tony Suncie on 14 to 20 Is Terrible though so greasy. I guess that's the appeal of it though Lumen burgers pretty solid though Rookie triple patch auto Josiah Gray nationals 19 to 25 Opax five of the millions is Lumen burger though. Yeah, I'm in front chickens. Well, they got that I'll have to go the powder. Mmm sounds addictive. I Think they know what they're doing patch auto South railing brewers three of 25 That's true trappist. They never claimed to be healthy. I'm just saying it's like by gross types of greasy sometimes So I'm not saying all the time, but sometimes I'll just like pull right out of the fire. I don't drain it Oh, yeah, throw on the plate Feed feed these heathens. They're soft sauce, man. Yeah, feed them their slop That's free like Momentous auto Mackenzie Gore Padres six to ten you can get blue mananian pedals and like a salad too though, right? You can just get on anything there Like I like the ribeye, but can you also add blue money on top of that? Sure can we will we prefer you do actually and Oh my god, you check this out Padra Rodriguez one out of one dual patch auto Rangers Chunky Dude game-worn Pudge Rodriguez Great signature great patches. That's a they just replace the ink dude. That is a five color patch on top Five color patch That is heat it is shiny do that so cool congrats range. That's it. That's a biggie All right legends diamond Lou Gehrig Yankee 16 to 20 Was a diamond guarantee for that one? and National's auto auto-dank Juan Soto 2 out of 15 Godot There we go Nats. All right y'all last box the breakdown full recap. Plus we have just one random These minus 350 good God Yes And then in beat is plus 240 closest then after that it's a steep drop off No Timothy it will not be the baseball licenses tops So Pini will not have the baseball Jumbo patches start us off three of 70 cable Moreno blue Jays got traded. There you go blue Jays dual Relic card Mr. Padre Tony Gwyn 18. That's 20 Very nice Gwyn dual patch card as we gain more of course RPA D-Bax Luis Frias 11 to 25 unless Unless a fanatics by Spenini any time soon RPA 8 of 10 Shane Bosz Rays Emerald auto 2 a 2 Gunnar Hoglund A's Gunnar Hoglund That's a hockey name right a ruby die a ruby gem auto Matt Olson 4 of 20 this goes to the Braves any non Team affiliated car will go to current team if they're an active player that goes Braves Matt Olson patch auto Guardian CC Sabathia 5 out of 15 Three four color patch in the CC guardians Caleb's boy. I Know he's a Brewer's fan. So Kayla's boy all four months of CC there momentous auto four of seven Dale Murphy Braves Wilson doing we should take the metals and yeah, all righty Diamond guarantee here for a Spencer Torkelson dual sapphire gem three of three going to the Tigers Go Tigers and this is This is gross oh Man the kid gross Ken Griffey, Jr. Disgusting patch auto two of five. Oh my that is a Big auto big time auto clean auto as well for the most part except a few spaces to a five Monster for the Mariners Wow, that is that is Very nice Yeah, you was right gross Griffey also gets to charge a lot for his signature I The preseason hype is his back y'all that's not just him. It's like everybody Holy Person selling him must have been like All right, raise Tigers dual RPA book Bos and Manning Random here 11 times Mile 11 times service up top gets it Why don't I roll an 11? one two three four five six seven eight nine ten 11 Tigers All right y'all recap time It's literally just about every card in the breaks. That's like what one the one insert an NT One and one legendary materials book moose for the Yankees smooth scouring Dodgers Jersey auto book Clayton Kershaw and a Maury Wills Dodgers cut auto Great break for the Dodgers Relics here. I'm your Garrett Carlton Fisk Carlton Fisk as a white socks I'm your Garrett as a royal point that out real quick name nothing Tony Gwynn Gabriel Moreno Wanda Franco Tom Murphy as a Mariner Dustin May Jordan Alvarez a Taiwan Walker as a met Eloy Jimenez Bobby Thompson Louis Severino and a Joe Cronin the other autos here Dale Murphy C. C. Sabathia guardians gunner Hoglins Matt Olson going to the Braves current team Shane buzz Louis Frias Mackenzie Gore Sal Fralick Josiah Gray Tony Santian Chase Petty one bench. Oh crazy patches on that one Kershaw again to ten Dodgers Chris sale to five red socks Jake Myers Nick Allen Josh Young patch out over the Rangers a Jake Berger Ryan Q sick Jared Kellnick Christian Pasha Matt Manning Ryan Pepio a Roanzee Contreras Zach McKinstree AJ Alexi love the Zach patch dude Ryan Mount Castle your don Alvarez Carlos Rodan James Caprillion Juan Yepes Achille Badoo the Yerminator Yerman Mercedes Diamond of Lou Gehrig Yankees dual sapphire Torkelson Tigers Soto auto out of flawless Dominguez on the gold patch auto redemption Yankees from NT One of one field gear quad patch card Evan Longoria for the Giants And one of one if on what I've on what we guess As I was about to say apparently if on Rodriguez if you're an adult.  Sorry mr. Rodriguez and Ken Griffey junior flawless had some heat Oh two out of five that'll do it. Thanks again everybody. We are on to hockey


I'd love to welcome everybody back to the independent investor channel for the weekly highly on update. It's been fairly light on the landscape here as appropriate coming into earnings week for quarter two. So bring your attention to that. It'll probably be a split release the same way that they do it Tuesday, Wednesday, but eagerly awaiting any updates on the company on that. So put that on your calendars. I say that it's been fairly light on the landscape as the company is in quiet period prior to the earnings call. However, I thought that there was a piece of content that was released to this week that fell on deaf ears. I think that the market has ridden highly on off to the point that good news when it's released is absorbed by the market and does not move the needle. I think this is a fallacy. I think this is an error on behalf of an imperfect stock market to not give proper credit to the Carnot piece that was released this week. Now, if you are an avid follower of the message, a follower of the highly on story, and as watched the story evolve, we know that on the Q1 call and the transcript from this year, Carnot stationary power was expected to generate revenue in 2024. It's a one liner. If you missed it, I'm telling you it's out there. Go check it in this transcript summary at the top of the page. You'll see that very declaration, which I think is fascinating for those of you guys that are keeping score 2024 is right around the corner. What other milestone do we have in 2024 that we've earmarked for quite some time now for highly on? And that is to move from pre commercial stage to some level of commercialization. Now, do I anticipate 2024 to be a barn burner? I don't. I sure don't. Let's set the stage for people who are potentially new to the message. I typically do longer discussion videos on highly on. I'm not one of those guys that's going to come on and hype you up what the 10 attributes of the company to have you trip and fall inadvertently into a company that I'm very bullish on have extreme fundamental conviction on based on what they're trying to do. But to sell somebody on a stock that doesn't understand the story, only to be disappointed six months down the line when this company hasn't materialized in the fashion that they expect it to materialize. This message isn't for you. And I think for those patrons out there that do glean the proper value from the message, it really just comes down to chronicling a story chronicling a story that by their own admission is not looking to change an industry. They are looking to change the world. And I believe that they have the pedigree to do just that. Now, whether or not they're going to do that at the mass scale that you would have expected six months ago or 12 months ago or 18 months ago, they are progressing at a pace that if you have any doubts at all, or have any disappointment in the progress of the company, I would invite you over to the Hylian.com website to take a look at the revamped website. There's been a little bit of criticism, mostly praise for the revamping. I'm absolutely blown away by the website and the historical context that can be placed around this ever evolving story by just visiting one website. I think it's fantastic. They've done a great job really take you inside not only behind the doors of what it's like to be a Hylian employee, what they're working on, the exciting innovations that they're bringing to bear. I think those that wanted to understand a little bit more about the story, I don't think there's any more of a better place to look than Hylian.com. The second I will offer is the bullish share owners group in Facebook. Now mind you, by the name and as it denotes, there's probably a lot of people out there that would like to see the story succeed. So if you're a short seller and or you have a bearish thesis on the story, certainly wouldn't want to discriminate between having different opinions in a specific group. Which I laugh a little bit at that. But to have you in a group like that, just expect that you're probably going to be met with some level of resistance as far as people who have a deep rooted conviction on seeing the story through. If Hylian succeeds, I believe that the world could potentially become a cleaner place guys. It always amazes me. I used to work in Los Angeles, California. I've been to most every major city in this country, the United States. I just came from abroad. And if you are blinded to what it is that you're seeing, you would not be preppy to the constant haze. And I do double down on the constant haze that is currently on the backdrop of every one of our pristine locations around this earth that are populated in any degree or have major transportation systems running through it. And I'm not suggesting one way or another that it's based on global warming. I'm not suggesting at all that it is based on pollution that is created by the transportation industry. However, what we are currently faced with is the fact that the transportation industry is the number one polluter on the earth bar none hands down. Okay. Well, if it doesn't affect my bottom line, then we're not going to change unless we're forced to change that speaking on behalf of the industry that Hylian is looking to penetrate, i.e. the Class 8 space, right? So if it doesn't affect the bottom line, and there's no initiatives to change, then Ryan's assessment, albeit in the minority as it might be, and not shared as a consensus across people's daily lives and across industries consensus that this haze that Ryan talks about is only his figment of his imagination and is therefore has nothing to do with any type of pollution or global warming or any type of scenario or scientific explanation that we can derive here in 2023. I digress. I pose this question to you to get your self thinking yet to provoke some thought amongst the share owner community that is very tight. And I believe that the underlying thread is just that. That shouldn't we be doing everything we can possibly do to try to pollute as little as possible or not at all. We have an aging infrastructure that creates electricity in this country and all over the world that is ailing. And we have relied on the convenience of electricity that drives our daily lives up and down. And we have done so at the expense of the economy, excuse me, the environment. And I think people would come back to me and say, yeah, maybe that's a little hard over. Maybe the earth has another 50 million, 50 billion years left on it. And therefore, we can just continue to abuse and use the earth to our credit for the people who live on the earth now have no obligation whatsoever to look forward to the future generations that have not come into this world to enjoy the fruits of what it is that we have enjoyed. But I do notice the things that I share openly with you. And that haze is something that I cannot help but share with you. I'm in one of the most powerful cities in the United States of America, if not in the world. And when I drive the Verrazano Bridge, I am nary of encouraged when I look to the city skyline and see a clear day. Is that based on road transportation pollution? I don't know. I don't know. I'm just a small fry. But when we look at what Hylian is looking to do, every unit that is put out there against a backdrop of being the number one polluter on the earth and actually has the potential to run in the same capacity as diesel, right? But in a net carbon negative profile. That to me, from an investor's perspective, is extremely attractive. Now, I am a money motivated fella. I know there will be a certain number of units that will be necessary to be sold to cover CapEx. And when I look at that looming $130 million of annual cash burn for Hylian, it seems monumental. When we're talking about a Hylian young company that's going to emerge from 2023 with just around 10 million of sales annually, we'll caveat the 10 million in 2023 as being a pre-commercial state, not commercial. And I want you to think about that. I want you to think about the company that has grown, evolved to a place now that we understand in 2023 that has been stuck in what I have deemed to be the Ice Age. I could be a little bit nicer about it and call it a transition type of phase, but I don't think we're at the transition phase yet. I think we will enter into a more of a ramp up stage as we emerge from this Ice Age period of very anemic numbers, getting the settlings at the company in line, management team in place, connections and education piece out of the way, everything that is necessary through proof of concept and product validation, which I anticipate them coming to the final stages of that here in the near term. Hopefully we get some color on that on the B2Q call. But I think when we look at Hylian, we need to prepare ourselves mentally and we can do so in the calm of our discussion per week. For those of you who join me every week for the discussion, it is worth preparing our minds for an eventual emergence from this cold period that I feel like Hylian has been immersed on for quite some time. It's been pretty fun. It's been encouraging, discouraging perhaps, driven me to challenge the transparency through Twitter directly at Hylian with regard to allowing the stock price to slip into oblivion with no real acknowledgement to when that would potentially end, no real acknowledgement to perhaps maybe them aligning operations with their cash burn as John Panzer talked about on the Q1 call, no real inevitable acknowledgement to the slowing of that cash burn. In other words, I get the impression that Hylian believes that everything is ops normal and all is a go. It may not be to their credit. It's their job to drive on as if everything is hunky-dory when in fact the looming bearish attributes of the company are still looming large in the lens of the stock market, i.e. a recessed stock price that would have the company valued less than current cash holdings. As we speak now calmly and looking at for the bullish shareholders that have watched this company evolve to where we are setting up for the potential to emerge from this plateauing stage that the company has been in and potentially entering into a more commercially vibrant environment for the company, I want to prepare you guys for this eventual ramp up and we will move from this ice age into an eventual ramp up of the company. I believe that we are setting up and the stars are aligned and based on my best fundamental assessment of the pedigree, the very attributes that hold this fabric together, the website, the upper management, the product, the need, the incentives and mandates, everything that goes into making Hylian what it is now. My best fundamental assessment on this company, when I look at it with my lens, I have a hard time imagining this company failing. With all of the things that I see, with all of the optics that are available to me, I've shared those optics for you and I expect nothing less for you to go and visit those so you can clean your own optic as opposed to have me, you know, sell you on a company. I'm just a nobody, okay? I'm certainly not an analyst. I'm a social media influencer who was brought to this opportunity three years ago and I believe we are on the precipice of greatness. I think the prolonged plateauing period has only allowed people the opportunity to get in on ground floor investing, not normally made possible in the stock market. I think Hylian is an anomaly. I really think it has provided such a prolonged opportunity to invest in a company that, you know, it's lulled a lot of people to sleep in thinking that, my goodness, we're never going to emerge from this plateauing period. I totally disagree. When I look at those pedigrees, those attributes of the company, it's really, really hard for me to imagine that these guys aren't going to make a splash in the industry. Now, is that splash going to be monumental? Is it going to be overnight? Is it going to be thousands of orders turned out? I think we can all agree that that's not possible. What I think is probably more possible is for an eventual movement toward integration that is smartly calculated, that is built on relationships with kinds of customers. And dare I suggest that the vital attribute to that ramp up to commercialization is going to take time. For me, guys, to give you some insight, I don't ever envision my portfolio not having Hylian in it. I'm willing to own the company now, lean as it might be, and I'm willing to own the company fat down the line as the years go by. I expect wholeheartedly to be looking at a completely different company five years from now. We'll be in it eight years of public markets. I know a lot of people want to scrutinize and say that Hylian was inception in 2015. And technically, that might be true, but my goodness, the last three years is only the last three that I give the company real credit for as far as accelerating the dream that was incepted in 2015 when the original idea for Hylian was released.  I just choose to look at it with a little more of a split lens in that in the initial onset years of the company, things were moving at a snail's pace. Right now, things are accelerating to a point of real excitement. And dare I suggest, I think they're knocking on the door to something that is, yes, unknown. I can't tell the future, but I think they've set themselves up to put themselves in the best position to really make a splash here in an industry that needs this solution. Is it for the reason that I suggest that there's haze on the horizon everywhere? Hell, I don't know. I think the deeper fundamental question to ask yourself is, is the world better off with a solution like this or without? Is this company destined for financial insolvency? Will they be taken up for pennies on the dollar? There's been some incredible speculation out there about how this company could end up in its two to three billion dollar market cap, where I think in the short term is very possible to get this thing up to mid cap status, where I think it should very well be. I think they need to be turning in at least a minimum of $50 million of revenues and probably flirting with that six-figure revenue figure. Excuse me, the $100 million revenue figure. But I think before we get to that end, I think we truly need to understand that we are kind of emerging from a time that has been fairly lean and keep our eyes to the horizon as to where I think we may be potentially going. For the shareholders, for the viewership of the channel, I would encourage you to look at 2023, which I think inadvertently I would have rather not had the $10 million cap. I think I would have rather just been pleasantly surprised that we made $10 million for 2023 as secretive as they are on certain pieces of information, MSRP, OEM, progress, et cetera. I really wish the company hadn't put out the $10 million revenue cap because now the market can look at it and say, well, there you go. We're right. We're valuing this company at an anemic revenues and there you go. They've just declared that they expect $10 million for the years end. But that's just me. It's not an earth shattering release if they're trying to be transparent and say, hey, this is our target for the year, so be it. But unfortunately, it kind of puts another year in the back of the rear view mirror and here we are just starting August. We've got some serious many more months to go through before we even get out of 2023. With that said, hopefully we have some marked progress and we enjoy some milestones along the line. But if past performance or at least short term past performance is any indication of how we'll finish 2023, my expectations are fairly muted to negative. I want to talk a little bit about the idea that Hylian has come to public markets and has struggled in the eyes of the stock market. It's made marked progress as far as the company goes. But I think we are missing something. I think we are missing the reality that we have been talking about a company for the last three years that has not and I do double down on not been a commercially viable company. Where are the orders? Where is this? Where is that? And what is the sales team doing? What is the OEM progress? What is this? And that Thomas Healy, please tell us. We have been talking about a pre-commercial company for the last three years. Hate to chalk it up that way. That's the truth. A pre-commercial company. If we had an order next week for a thousand orders from MacMe company for Hylian, what would it mean? Post announcement from pre-announcement of a thousand orders, 2,500 orders? The reason why I suggest that is it doesn't matter. It doesn't matter. This time that's been allotted to Hylian to strategically allocate those first few build slots to strategically place them in the hands to make the most impact across the broadest fleet penetration could end up being a very, very positive sign for the company and their ability to integrate smartly to the fleets. But here's the thing. Hylian has always boasted to be a company that they have a solution now and not in five years. Now, if we were to look at the company now and get all excited about a 2,500 hybrid truck order split between a carno iteration or a hydrogen fuel cell iteration and maybe a compressed natural gas type of application, what does that actually mean for the company at this point in its inability to deliver on that promise? I want to delineate for you what we have been discussing for the last three years in Hylian being a precommercial company and inevitably stepping into a place that they are not at yet. They are not at yet. Will they? The answer is yes. We have an inevitable, inevitable milestone of this company shifting from precommercial preparation to commercially viable. Does that change the face? Does it change the dynamic? Does it change the impact of potentially taking in orders and being able to deliver on that promise along an expected timeline for customers? Does it change the value of the company? Does it change the perspective on a Hylian that boasts a solution that can put that solution into rigor immediately? Does it change the dynamic of a Hylian in the face of incentives and mandates that will be required to be complied with? Companies, I think, are a little bit more hungry than they're being given credit for to actually seek out those solutions and put those solutions to work. That's just my thought. That's just my thought. I don't think all companies out there are as bad as we say that they are polluting the environment that everybody's expense for their bottom line profit. I think a lot of companies actually have their eyes wide open. They certainly want to be strategic about their decision making and not jump on board prematurely with a company, Hylian, that is pre-commercial in nature. What good comes out of that? What good comes out of declaring their loyalty to a company like Hylian that is pre-commercial, is suffering in the eyes of the stock market based on potentially that pre-commercial state? Why jump on board prematurely? My friends, I want to bring it home by posing this point to you in that this emergence from the ice age in the pre-commercial proof of concept, winter testing and validation, summer testing, etc., etc. Once that does subside and we enter into a commercially viable opportunity, I'm looking at a 2024 as a potential catalyst and that catalyst could mean at the end of 2024, if we're able to bring in 25 million bucks, I will be ecstatic. That revenue generation will come from three different sources. The third, I will not mention, but the two on the top end, especially with hyper truck sales, Thomas Healy has mentioned hundreds of units. Hundreds of units absolutely gets us to that $25 million mark and the real anomaly in this whole equation is Carnot sales for 2024 and again, to double down on the Q1 remark that Carnot stationary power is expected to start revenue generation in 2024. Boy, oh boy, that's kind of a show me statement. I don't know how the hell they're going to do it. I don't know how they're going to continue on the cash burn and generate the necessary product availability with their current burn. However, it will be for the next couple of years that the Healy on story will be dependent on acknowledging their cash position as a young company. This isn't a multi-billion-dollar company, guys. They don't have hundreds of millions and hundreds of billions on the books or whatever, tens of billions of cash on the book to make initiatives and have as a buffer, but we'll continue to monitor that. But I want you guys to truly understand the full circle idea that I have that, as long as it has taken three years, I think we're on the precipice of closing down the pre-commercial state of Healy on and entering into the initial days of the commercial state for share owners. That is going to mean understanding that you have weathered the toughest storm. Mark my words. When the company gets up to 5, 10, 15 bucks, there's going to be all kinds of selling, there's going to be all kinds of partying and celebrating, and I will calmly be the voice of reason during those times as well, when the company is at 25, 35, 50, and 100 and beyond, that I don't really foresee for going all of the preliminary work that's been done on Healy on and observing my particular portfolio without Healy on, just because I think the potential is that great. Do I think that stationary power generating opportunity is big? I do. I do. I own Johnson & Johnson and Home Depot & Proctor for significantly different reasons that I own Healy on. The Healy on is a speculative growth. I typically don't like to use the word speculative because there's so much about the Healy on story that's not speculative at all. Speculative is synonymous with guessing, and there's so much about the Healy on story that is not speculative at all. I know the Carnot technology is real. I know that the HyperTruck ERX is real. I know that the whatever partnerships and agreements they have with the OEM Peterbilt with PAC-R is they're real. There's no speculation necessary. The only speculation necessary is to suggest that they'll take those attributes, put them together, and somehow down the line turn a profit. That, if anything, is the only speculative aspect of the Healy on story. But I don't typically cross my idea of future potential with what I feel like could be going on on a limb with a company and its ability or inability to even make it. I think the market would have you believe that Healy on won't make it. But from a perspective of speculation, I nary a put this company and others that I cover in the speculative category because we know so much fundamentally about the company that it just becomes an investment no more, no less. And the investment thesis will play out over time or not. And that's just the nature of investing. I mentioned a little bit the importance of solving the problem now. And I really think this is going to be a theme going forward once Healy on enters into the commercial state. The ability to offer a product that by my best admission I could be getting this thing totally hosed up. But I know there's a lot of people out there that come in and they listen to me talk. And I think I observe a lot of the same things a lot of other people observe about this opportunity when I look at a hyper trucker X and I'm blown away. I am blown away. Okay. Now I love looking at a Peter Belt. I think they're a work of art. Healy on to me means putting the rigor and technology in the areas of focus and no more. Right. So it's a Peter built plus the same truck, same truck. All right. But you remove you remove the element, the pollutant element and you add in the electrified element to the equation to get to a place where I look at a solution that could be put into rigor now. I cannot for the life of me imagine a class A trucking space where this isn't attractive. The bears would say I'm wrong. The bulls would say I'm right. I think to be fair, if I was going to be fair, now I believe my bullish conviction will went out over time. But to be fair, let's just say that there's an equal opportunity for both of those scenarios bull and bear to play out in nature. I don't know how the story is going to evolve highly on can have the greatest product ever and fall on their face based on porous execution. That's the reality of it. Healy on can have the most beautiful product whatsoever through the Carnot technology only to have overlooked a critical piece to it and have it not reach the commercial viability state that they envisioned. Product falls in its face, nary it to find its place in the marketplace at any time given down the line. Right. These are realistic things that can play out in nature. Highly on can fumble the delivery of commercialization for the class eight hyper truck ERX, therefore delaying potential sales into the future and drawing out the timeline to commercialization and affecting future revenues. These are all all outcomes that could absolutely play out in nature. It's highly on's job to continue to keep the story pointed north. Right. And make sure that we're limiting those shortcomings as best as we can as we monitor the story. All right. I've already mentioned the Carnot for the distributed power generation. I think this is one of those things that when I look at it from the lens of a fundamental investor, I am absolutely ecstatic to be invested in Carnot. There's going to be people who watch the channel and they look at it and they say it's a waste of money. It doesn't work or there's better technical. No problem. You're entitled to my opinion, just like I am, but I think there's a lot of people out there, general electric additive, I might add, that actually believe that highly on can take this thing and scale it. And I believe that they can. And I'm pleasantly surprised any color that I have on stationary power generation. Why did they come out with the video this week? Why? Was it a primer for the Q2 earnings? I presume that it is. And as we close out Q3 and we step into 2024, which is supposed to be a power generating type of opportunity for highly on what we knew two to three years ago with the hybrid solution and what everybody was excited about when EX1 was released, are you not more excited about the prospects of Carnot going forward with what we know on what type of opportunity they can provide by their admission to think about Carnot being the primary energy short source for households and using the grid as a backup? What a bold statement. What a bold opportunity to step into power generation for households as opposed to what we know about the Generac and just sitting there on standby for the very rare situation where the grid has failed to provide constant power to the house, the Generac will kick on, etc. That's not what Eileen said. Eileen looked at reversing that idea and having independent power generating units supplying all of the power to the home and then using the public supply system as the backup to servicing those homes. I think it's fascinating. Is it a pipe dream? I don't know. Does Eileen have the technology to make it happen? By their admission they do. By their admission historically that technology that's gone into the generator technology has been non-existent. Now with the emergence of 3D printing and the emergence of the technology, we actually have this ability to step into an era where we could start to put some of this into work highly on being the beneficiary of that. As we close down the weekly video I'll keep this a touch shorter this week anyway. It was a little dry on information so I really had to sit back and for me I got really stoked. Whenever I need motivation on highly on I always go to highlyon.com and I sit through the website again and I'm like man alive I just have a hard time believing that this company is not going to do great things and I'm willing to put my money behind it. For you guys that are looking at the stock price I'll talk a little stock price right now. At $1.72 I'm not buying the stock. I'm a little bit muted to lukewarm interested in purchasing the stock at this level because it's not that far removed of its all-time low at $1.25 and I'm hesitant to make that move entering into what I think could be proven to me through precedence still a couple of months of fairly dry news for the company and news to suggest that it's not going to suffer in the eyes of the stock market over the next coming months. If those opportunities are made possible to me then I will look to purchase more. I will give you my best consensus. I don't think that that's going to happen. I've been proven wrong about 38 times on this company with trying to understand how potentially low this company could go and my frustration with that is the ice age that we have been in and whether or not that's the fault of highly on or fault of the situation or just chalked up as being what it is. It's been a rough a rough go and I'd like to see the stock start on its northward path get it up to three or four or five you know even ten dollars would be nice. Once the promise of some of these things starts to come to fruition and we understand a few more metrics that highly on has been very close to the vest and releasing then we could potentially understand where we could be going and what the outlook could be for 2024 and beyond but I want to leave you with this idea. I'm going through the website and I'm like man alive. I'm remembering some of the just rudimentary cartoonish pictures of the original highly on investor presentation the original website that they had and I'm thinking man alive this company has gone through such a transformation from then and to now and I posed the question if highly on just came to public markets now right through the rigor of an IPO knowing what we know now what what type of of of favor would highly on gain in the stock market do you think that they would be out of favor having been mixed up with the the SPAC craze and all of the criticism that the SPAC the SPAC era received for companies coming to public markets that you know followed the same predictable trajectory. I don't know I look at investing in this company on the onset and I would I would look at this differentiation would I look at it and say my goodness with what I know now and I had no no acknowledgement to past history or the SPAC era just didn't exist and we're just now hearing about highly on for the first time and highly on came to public markets and announced that they were listing on the New York stock exchange at $1.72 where would the stock go on its first day of trading would it go down four cents yeah I don't know the stock market is fickle and we are not in that reality but I always tried to differentiate if you knew nothing of the company and were placed this opportunity in front of you not being privy to the past history and the monumental decrease that the company has been subjected to would you look at it with a different lens and it's always incumbent upon us as investors to continually clean our perspective run your perspective through the dishwasher every single night come to the table with a fresh perspective still understand what you know what you own and what you know and where potentially what you know could materialize into something into the future this I don't really consider speculation I just consider it analytical thought and we all have the ability to do that I'm not suggesting take your entire nest egg and put it into this company it certainly does fit into the category of high risk certainly does fit into the category of potentially ultra growth ultra aggressive and and and really in an emerging industry we need a lot more color on how much acceptance in the industry highly on can garner going forward and I think that's going to be where my focus is as I review the transcript from the call and list through the earnings call as well next week we'll do our reaction video to the q2 earnings hopefully it's positive again my my outlook for the q2 is in line with what I have traditionally entered into the last significant many quarters and that is fairly low expectations for the q2 call but it is it is coming Tuesday Wednesday it'll be fun to hear what they have as far as an update keep your perspective and check and understanding that it is just a quarterly call it's not the end all be all unless they come on to the call and say that they're closing doors that'll be that'll be too bad I don't expect that I expect positive news and an outlook for the remainder of 2023 and 2024 guys I appreciate you tuning into the message I really do thank you for sticking with the movement the community chronicling of the highly on story I'm glad to do it I'm just the guy to do it it's been been an awesome project of mine it'll be great to see this thing to fruition sometimes it takes a lot more time than what you had initially expected no problem I'll devote as much time into this project as I understand that time really is an irrelevant attribute in measuring a successful time frame of a company like this that just needs time to materialize and really show us what they can do as I appreciate you subscribe to the channel if you like the message leave your comments at the bottom of the video please do so it always generates a nice conversation on this topic guys I appreciate you tuning in for the totality of the message and as always good luck in your investment future


I've just finished putting together a course about how to support someone who is suicidal and there was just one point within that that I thought was really important and if you just learn only one thing that this is the thing that you needed to know and that is the one minute rule. So this is that in any moment of crisis we only ever have to focus on getting through one minute. Your our job either as the person who is struggling or as the person who is being supported is just to get through one more minute and when we make it that small and that simple it becomes a bit more manageable. So if we're at a point of suicidal crisis and we are at the point of wanting to end it all and to be dead and not be here anymore it can be really hard to think about how we're going to manage the next year the next month the next week or even the next day but if we think about just managing to get through the next minute that often feels just a bit more manageable and this matters because at those moments of overwhelm of crisis when our brain is kind of really firing off in a big way when it have access to our thinking speaking brain and what we need to do is to try to buy a little bit of time and just enable our brain to just begin to calm so it can become a bit more rational and to think through this problem and see if we can find some different ways forward so if we focus on getting through just the next minute and then after that we can think about the next minute and then the next and then the next so keep it as simple as you can. I think that the one minute rule is helpful both if we're struggling so if we are trying not to self harm or not to take kind of bigger actions not kill ourselves just getting through one more minute before we take that action is feels a bit more possible but also if we are in the role of support her and we might be freaking out about how are we going to manage how are we going to support this person again just taking it down to okay well how am I going to keep this person safe for one minute that feels more doable so remember the one minute rule you only ever have to get through the next minute you can worry about the minute after that next.