FLNC
4 tracked calls · 4 long · 0 short · last 90d: 3L/0S
first called by Invest Like the Best 4mo ago
LONG1mo ago
“It did a deal with Siemens and Nvidia … batteries are a necessity. They are a necessity.”Jordi Visser
Fluence rides battery storage becoming a necessity for data centers, validated by Siemens and Nvidia deals
FLNCLONG@ $22.37
$14.16-36.71%
since call Jun 7
LONGPOSITION2mo ago
“You had the battery names, Fluence, which is part of my power basket. Go read their earnings call... We're gonna need tons of batteries.”Jordi Visser
Battery names like Fluence rerate as AI data centers need massive grid storage
FLNCLONG@ $24.34
$14.16-41.83%
since call May 10
LONG2mo ago
“the US is in the midst of a massive increase in domestic battery production, with output rising 37% over the last year and tripling since late 2019.”Apricitas Economics
US battery output is pivoting from EVs to grid storage; pure-play integrators ride a structural demand surge.
FLNCLONG@ $12.20
$14.16+16.04%
since call May 3
peak +32.4%
LONG4mo ago
“From an energy standpoint, I think advanced geothermal is one of the most interesting components of the system today. It is a baseload energy source that is,…”Invest Like the Best
Advanced geothermal could be the most exciting US energy industry in 5 years as it rides down the cost curve
FLNCLONG@ $15.50
$14.16-8.64%
since call Mar 4
peak +2.2%