$FLNC 0.52 Developing

Notable posts

• @amitisinvesting neutral 1582 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing through the Strait of Hormuz, effectively putting a tariff on one of the world’s most important shipping routes. He also said the U.S. is “probably just going to take over the Strait,” arguing America has guarded it for 50 years without being paid, while warning Iran that the U.S. is prepared to hit them “very hard” tonight and tomorrow. 2. Apple $AAPL is expected to launch a base M6 this fall, but reportedly skip the M6 Pro, M6 Max, and M6 Ultra, moving directly to M7. The M7 Ultra is designed to support up to 1.5TB of memory, roughly double the planned M5 Ultra capacity, and could help power Apple’s future AI server strategy. Apple is also already developing M8 chips with greater AI capabilities, including 2028 chips moving to a 1.4nm process. $AAPL Apple hit an all-time high today. 3. TSMC $TSM reported record Q2 revenue driven by AI demand. June revenue came in around $13.8B, up 6.2% MoM and 67.9% YoY. Q2 revenue was about $39.6B, up 36% YoY and above the roughly $39.4B estimate. First-half 2026 revenue reached about $75.0B. 4. Meta $META is expanding its Richland Parish, Louisiana data center to 5GW of compute capacity, raising the announced investment to over $50B from the original $10B plan. Bloomberg reports the total site cost could exceed $250B when including chips, though Meta has only publicly disclosed $50B. Meta also plans more than $1B in local infrastructure improvements and says the site will support 1,000+ roles once operational. 5. Newly disclosed court records show Apple $AAPL is suing OpenAI, alleging misappropriation of trade secrets likely stemming to a new consumer device. The Information reports OpenAI’s first consumer AI device could launch as early as February, though Apple’s lawsuit could disrupt the timeline. OpenAI has reportedly explored several hardware concepts, including a display-less smart speaker, smart glasses, a digital voice recorder, and a wearable pin. 6. Penguin Solutions $PENG announced a proposed $650M private offering of convertible senior notes due 2031. Proceeds are expected to fund capped call transactions, refinance existing notes, and repay $100M under its credit agreement as part of a broader capital structure move. 7. The top 10 most active options today by contracts traded were $NVDA with 2.6M contracts, $TSLA with 2.0M contracts, $AAPL with 1.6M contracts, $AMZN with 676K contracts, $MSFT with 673K contracts, $MU with 609K contracts, $META with 560K contracts, $DRAM with 499K contracts, $INTC with 460K contracts, and $SPCX with 431K contracts. 8. Korea-focused leveraged ETF AUM peaked above $45B in June, but after the recent pullback has fallen to roughly $28B. Exposure remains heavily concentrated in a few key areas: $14B in SK Hynix-linked products, $6B in Samsung-linked products, and $8B in KOSPI 200-linked products. 9. Cantor Fitzgerald reiterated Rocket Lab $RKLB at Overweight with a $96 price target. Analyst Andres Sheppard highlighted Rocket Lab’s successful U.S. Space Force VICTUS HAZE mission, marking the first time a prime contractor completed an all-in-one Tactically Responsive Space mission covering the rocket, satellite, and on-orbit operations. The firm also called the Iridium acquisition transformative and said it further validates Rocket Lab’s move toward becoming a vertically integrated, end-to-end space company. 10. Intel $INTC is investing $5.7B to expand manufacturing at its Leixlip campus in Ireland. The project will upgrade existing fabs, install new leading-edge equipment, and expand capacity for Xeon 6 and next-gen Xeon processors built on the Intel 3 node. Intel says the investment supports AI and high-performance computing demand while strengthening Europe’s semiconductor supply chain. The Leixlip site employs 4,900 people, with Intel’s total investment in Ireland now above €30B since 1989. 11. Fluence $FLNC signed a contract with Avantus to supply a 200MW / 800MWh Smartstack battery system for the Rexford 2 solar-plus-storage project in Tulare County, California. Construction is expected to begin in 2027, with operations targeted for late 2028, and enough capacity to power roughly 84,000 homes. 12. Bernstein says “this time is different” for memory $SNDK $MU, arguing new long-term agreements offer much stronger downside protection than past semiconductor contracts. Unlike prior cycles where customers delayed orders or disputed obligations, Bernstein says today’s memory LTAs are backed by upfront collateral. The firm estimates $SNDK has $11B+ of guarantees supporting roughly $69B of remaining obligations, while $MU holds $18B of deposits plus $4B of letters of credit. Bernstein also says protection is back-end weighted, with collateral coverage rising toward 75%–100% in the outer years when downcycle risk is highest. The bigger shift: counterparties are now hyperscalers and large OEMs with stronger balance sheets, while demand is tied to multi-year AI infrastructure buildouts and rising HBM/DRAM/NAND intensity. Bottom line: LTAs do not eliminate memory cyclicality, but Bernstein believes they improve earnings visibility, pricing durability, and trough protection versus prior cycles. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @StockSavvyShay bullish 707 eng

  Morgan Stanley sees data center power demand growing ~9x to nearly 79 GW by 2029. At ~$25M of annual compute revenue per MW, that implies up to $2T of compute revenue and makes entire power stack a picks and shovels opportunity for the AI buildout: • Grid equipment: $GEV, $FPS, $HUBB • Busway & liquid cooling: $VRT, $ETN • Battery storage: $EOSE, $TSLA, $FLNC • Cooling & CDUs: $VRT, $TT, $MOD, $JCI, $NVT • Energized sites: $IREN, $CIFR, $CORZ, $APLD, $WULF

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• @StockSavvyShay bullish 421 eng

  Bernstein shows data center modularization shifting more value toward power and cooling rewarding companies that can industrialize AI buildout while making already energized sites even scarcer: • Grid equipment: $GEV, $FPS, $HUBB • Busway & liquid cooling: $VRT, $ETN • Battery storage: $EOSE, $TSLA, $FLNC • Cooling & CDUs: $VRT, $TT, $MOD, $JCI, $NVT • Energized sites: $IREN, $CIFR, $CORZ, $APLD, $WULF

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• @StockSavvyShay bullish 295 eng

  AI is creating one of the largest new electricity loads in decades and now its also becoming the intelligence layer needed to operate energy system supporting it. U.S. AI-in-energy market is expected to reach ~$42B by 2035 which is ~13x today as grid modernization, energy security and rising power complexity force utilities and data centers to automate more of the system. That creates opportunities across the entire power stack: Generation & Onsite Power • $CEG maximizing output & uptime across nuclear generation as AI drives baseload demand higher • $VST monetizing rising electricity demand while optimizing generation & dispatch across its fleet • $BE deploying behind-the-meter fuel cells that let AI data centers add reliable onsite power without waiting years for grid upgrades • $NEE combining large-scale generation, renewables & storage with one of the biggest development pipelines serving future load growth Grid Intelligence & Utility AI • $ITRI pushing intelligence directly to grid edge through smart meters, distributed intelligence & real-time utility data • $GEV using GridOS & digital infrastructure to make an increasingly complex electric grid easier to forecast and operate • $PLTR turning fragmented utility, generation & asset data into real-time operating decisions Storage, Demand Response & Grid Flexibility • $EOSE building long-duration storage that can shift electricity across hours as AI increases value of dispatchable power • $FLNC combining grid-scale batteries with software that determines when & where storage should dispatch • $TSLA using Autobidder to optimize Megapack fleets & electricity-market participation • $TE expanding into battery & energy infrastructure as AI data centers create new demand for behind-the-meter power systems Data Center Energy Management • $VRT optimizing the power & cooling path from grid all the way to increasingly dense AI racks • $MOD supplying precision cooling as higher rack densities make thermal management a larger part of AI infrastructure spend • $ON supplying the power semiconductors that improve conversion efficiency as AI data centers transition toward higher-voltage architectures

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• @wallstengine neutral 271 eng

  $ENPH $NRGV $NXT $FLNC $GEV $GNRC The Trump administration is drafting a ban on imports of foreign energy inverters, per Reuters. The proposed FCC rule would target new foreign models of equipment that connects solar projects and batteries to the grid, amid concerns China could use inverters to disrupt power supplies. The rule could be published as early as this year, though sources said it may still be changed or shelved.

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• @wallstengine bearish 172 eng

  $FLNC CUTS FY2026 OUTLOOK ON HOUSTON MANUFACTURING DELAYS Fluence now expects FY2026 revenue of about $2.4B, down from its prior guidance midpoint of roughly $3.0B. Adjusted EBITDA is now expected at a ~$200M loss, versus a prior midpoint of about a $10M loss. The company blamed continued delays ramping its Houston contract manufacturing facility, though it says corrective actions have already improved daily production. For FY2027, Fluence is targeting neutral to positive operating cash flow without needing external capital.

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• @kevinxu bearish 198 eng

  $FLNC just popped to $16+ overnight before earnings probably nothing. https://t.co/KIamZhombG

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