Towards the end of last week hydrogen stocks took a brief dive – many of the sectors share’s fell by more than 10% – as short-seller Kerrisdale announced a position betting against Plug Power. The company’s argument of hydrogen being a ‘delusional fantasy’ smells very similar to those who have been calling Tesla overvalued since 2013 – and we all know how they’ve done on the stock market. Far from being based on any real understanding of the potential hydrogen market, or the momentum behind its creation, the outlook that “Plug Power isn’t worth $1 billion, let alone $40 billion,” is based on false assumptions and a fixation on the current state of affairs – an outlook that continues to…