Anyone else looking at XOS
Closed *$2.10* → ran to $3.95 after-hours. Biggest mover in the aftermarket.
Why? They droppped "Power Hub". CEO called it a "deployable power plant" not a battery.
Truck it in, plug it in, get 1.2 - 4 MWh instantly. No waiting for the grid.
Grid is a mess rn. PJM costs went $2.2B to $14.7B in 2 years. Data centers need power now.
XOS already has the tech — 250+ MWh across 1,400+ installs. Plus a *$3M order for 12 Hubs* for a big autonomous fleet.
Defense chatter too. Google says $XOS won a bid with the US Air Force for mobile energy. If thats confirmed its big. DoD is spending on anything off-grid.
Bears will say "No real orders" - We got the $3M order already. Now we watch for more Hub deals.
"Not profitable" - EPS -$2.70. Market isnt pricing earnings, its pricing the Power Hub rollout.
"It'll fade" - Maybe. Its a small cap. Key level is $2-$3 base. One more contract and $4 baseline looks low.
$36M market cap, low float. Product that solves a real problem right now.
If they land 1-2 more paid Hub deployments this isnt a $2 stock for long.
not financial advice. DYODD. volatile af right now.