Psychology before earnings: PLUG

This post is to assuage my own psychology and record my thoughts right as uncertainty is the highest 

 I've done my homework on PLUG. After doing so, I took a position on the hypothesis that company is early in its growth cycle. Tomorrow that hypothesis will be tested. Very rarely do I have complete confidence in a position and PLUG is no exception.  

We've all seen stocks take off in light of an earnings report. 50% - 70% or even 100%.  Of course, there there are many that go the other way.  Plug has many positive signs:

• Strong Guidance forecast from 1st quarter (top end above consensus 16.7
• BLDP reported heavy sales from PLUG
• CEO's "breakout year" remarks.

Still, after more reflection, I find my way shying away from my Big Gain hypothesis. .

• Number of shares outstanding-- 161  shares  (added 22.6 Million in April's secondary offering)  That's a lot of weight to carry.  

• Excessive Bullishness  --
• 97% BULLISH 
• 3% BEARISH   
Stock-twits unscientific measure.  Could cause sell off even if earnings are great due to expectations. 

• M.O.U. with Hyundai was supposed to be formalized into a J.V. by July 31. 

I'm still bullish, the chart looks fantastic.    I've managed my risk, I've gone through my trade plan.  May I have the discipline to follow it as volatility gets crazy.  Game on.