AirJoule’s (NASDAQ: AIRJ) deal with Kubota (OTCMKTS: KUBTY) strengthens its commercialization timeline and has its stock price on track for an explosive rally. While small at face value- only two Core systems, the deal accelerates the transition from start-up to active player in infrastructure markets, with Kubota a major player.
The initial impact is validation: Kubota will incorporate the Core systems as components in a larger water production, handling, and treatment system for residential usage.