Hydrogen market is quietly making a comeback. After years of hype and crash cycles, a $1.4 trillion opportunity by 2050 is still very much alive — but only for companies that survived the culling.
Here's the reality: 96% of hydrogen projects announced since 2020 are dead. The survivors? They're sitting on potential goldmines if they can execute.
**Plug Power (PLUG)** - The high-risk play. Down 79% from peak, burning cash hard, but just raised $370M with $1.4B backup funding. Walmart and Amazon partnerships are real. If vertical integration works, this could be a 10-bagger. If execution fails,
Here's the reality: 96% of hydrogen projects announced since 2020 are dead. The survivors? They're sitting on potential goldmines if they can execute.
**Plug Power (PLUG)** - The high-risk play. Down 79% from peak, burning cash hard, but just raised $370M with $1.4B backup funding. Walmart and Amazon partnerships are real. If vertical integration works, this could be a 10-bagger. If execution fails,

