Dear Reader, Last month, Trump quietly signed Executive Order 14330. No fanfare. No headlines. The media barely noticed. But it could be the most important financial decision of his presidency. With one signature, he opened up an entire class of investments that were off-limits to regular Americans for decades. These are the same investments that turned Mitt Romney's $450,000 into as much as $100 million in 15 years. The same investments Peter Thiel used to grow $2,000 into $5 billion between 1999 and 2021. Now, for the first time, you can access them too. My colleague Alexander Green has found one fund at the center of it all. Trump has up to $25 million of his own money in it. But you can get in for less than $20. Click here to find out more. Good investing, Rachel Gearhart
Publisher,The Oxford Club
Special Report NASA Calls, Plug Answers: A Turning Point for Hydrogen?Written by Jeffrey Neal Johnson. Posted: 12/3/2025. 
Article Highlights- Securing a liquid hydrogen supply contract with NASA validates the reliability and purity of the production network for demanding aerospace applications.
- The company continues to expand its commercial footprint with major logistics partners by locking in long-term agreements that secure recurring revenue.
- Recent financing moves have strengthened the balance sheet and eliminated restrictive debt covenants, providing a stable runway for growth.
"Is hydrogen dead?" That has been the prevailing question for investors watching the renewable energy sector throughout 2025. After a year of brutal stock performance and retreating sentiment, the industry needed a sign of life. It just got one from one of the most demanding customers imaginable. NASA does not think hydrogen is dead. In fact, the agency is betting its mission-critical operations on it. Plug Power (NASDAQ: PLUG) has formally begun a contract to supply NASA with liquid hydrogen. The development comes at a critical moment for the company. While Plug Power's stock has struggled amid cash-burn concerns and delayed profitability, this partnership delivers something money alone cannot buy: validation. While President Trump's official salary is $400,000 per year... his tax returns reveal he's been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn't touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies... Discover how to invest in the fund Trump uses to collect this income >> Winning a contract with an aerospace agency known for zero tolerance on reliability and purity challenges the bearish narrative that hydrogen technology is too difficult or unreliable to scale. The agreement serves as a seal of quality for Plug Power's production network. Combined with the company's recent financial restructuring, it suggests Plug Power may be turning a corner — shifting the story from speculative cash burn to validated execution, and potentially signaling that investor sentiment may be stabilizing. Engineering for the ExtremesTo gauge the deal's significance, investors should look beyond the headline dollar amount. Under the agreement, Plug Power will supply up to 218,000 kilograms (about 480,000 pounds or 240 tons) of liquid hydrogen to NASA's Glenn Research Center in Cleveland, Ohio, and the Neil A. Armstrong Test Facility in Sandusky, Ohio. The contract is worth up to $2.8 million. From a strictly financial perspective, $2.8 million won't single-handedly fix the company's earnings misses or reverse recent revenue declines. But treating this only as a revenue event misses the point. The true value is the NASA standard. Liquid hydrogen is notoriously difficult to handle: it must be kept at cryogenic temperatures and requires sophisticated infrastructure to transport and store without significant loss. NASA also demands extreme purity, because contaminants in hydrogen fuel can be catastrophic for aerospace testing and operations. By selecting Plug Power, NASA is effectively certifying that the company's green hydrogen network — spanning plants in Georgia, Tennessee, and Louisiana — is robust enough to meet these stringent requirements. That has a ripple effect across the industrial sector. If Plug Power's infrastructure is reliable enough for NASA, it strengthens the case for other industrial use cases, from data centers to logistics and heavy manufacturing. It shows the company's production capabilities have moved beyond the pilot phase and are now operational, reliable, and ready for demanding assignments. From Blueprints to BarrelsThe NASA contract is the latest in a chain of commercial wins that indicate real-world demand is materializing. Recently, Plug Power expanded its partnership with Uline, a major North American logistics provider, extending their relationship through 2030 and locking in long-term demand for hydrogen fuel cells. These deals share a common theme: demonstrated reliability. Uline extended its contract because the fuel cells power daily logistics operations without interruption. NASA signed on because the fuel meets exacting purity standards. Meanwhile, Plug Power has also advanced a framework agreement for 3 gigawatts (GW) of electrolyzers with Allied Green Ammonia. These developments underscore a critical trend: Plug Power is shifting its business model. For years the company was in construction mode, burning cash to build plants and develop technology. Now it is moving into delivery mode, focusing on selling molecules and equipment to established customers. That transition materially lowers execution risk — the question becomes not "can they build it?" but "how fast can they sell it?" Solving the Liquidity PuzzleTechnological validation matters little if a company runs out of cash. Liquidity has been the primary risk weighing on Plug Power and driving much of the stock's decline in 2025. The company has recently taken concrete steps to address that risk. Plug Power closed a $431.25 million convertible note offering, which netted approximately $399 million in cash. Management used this capital strategically to retire high-cost debt and eliminate a restrictive first-lien debt structure. Removing the first-lien debt is an important detail for investors. It eliminates restrictive covenants that can constrain a company's flexibility and reduces immediate balance-sheet pressure. That cleanup extends the company's financial runway and gives management more room to execute its 2026 goals without the imminent threat of a liquidity crunch. Looking ahead, the company is seeking additional flexibility. A shareholder meeting scheduled for Jan. 15, 2026, will include a vote to increase the number of authorized shares. While some investors view that cautiously because of potential dilution, it is a standard move for growth companies. It ensures management has tools available to fund expansion or manage the balance sheet if necessary, rather than being forced into unfavorable financing. Ready for Liftoff: A Launchpad for Recovery?The investment case for Plug Power has evolved meaningfully over the last quarter. The stock trades at a fraction of its former highs, yet the company's operational footing appears stronger: it has operating plants, blue-chip customers like Uline, and now a government customer with the strictest standards in the industry. The NASA contract could represent a turning point in sentiment. It provides technical validation that counters the bearish narrative questioning hydrogen's viability. For investors seeking high-growth exposure to the global energy transition, Plug Power now offers a clearer risk/reward profile: it has weathered the market shakeout, stabilized its finances with fresh capital, and is supplying one of the most demanding customers in the world.
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