The DOE announced a list of hydrogen infrastructure subsidies, with Plug Power included, causing an immediate uproar on social media. Today's unusual movement isn't the first time—Plug Power has experienced several rounds of similar policy-driven rallies, and the price has basically retraced after each surge. The core issue remains unchanged: the cash burn rate far outpaces the speed at which subsidies can fill the gap. After the short-term sentiment subsides, where will the valuation anchor be? It's worth thinking carefully before deciding whether to participate. 💡