Hey folks, I came across this take saying cheap hydrogen could be a real game changer, and it got me thinking about how to play this space without getting burned. If hydrogen production really gets cheaper, it could be huge for heavy industry, trucking, shipping, and even power storage. That’s why names like $PLUG, $BE, and even some industrial giants tied to hydrogen tech keep popping up in long term discussions. That said, this still feels like an early innings trade, not a slam dunk. A lot depends on scaling, government support, and whether companies can actually turn this tech into consistent cash flow. We’ve seen hydrogen hype cycles before, and plenty of investors got smoked chasing the dream too early.
My two centsIf you believe in the theme, maybe start small, go long, and don’t overcommit. Treat hydrogen like an option on the future, not a core position yet. Or just wait until costs actually come down and revenues start showing up. What do you guys thinkIs cheap hydrogen finally for real this time, or are we still years away from it being investable?