there may be some info that is false or not followed through but the underlying strategy is still there from what I can tell.
Hyvia is inplace and working Lyhft is with one project
Are you saying the FFI fanfare was false?
the things I see missing are the Andy promises about data center and US OEM trucking which as they are fuel cell (Progen) projects are a concern and probably driving some of the collapse being faster than the market.
The STAMP site is real GA production site is I believe genuine
PA seems to be quiet though
I see the gap has now been filled so thinking we bounce for a few days here.