FLNC - Fluence Energy, Inc. 0 WATCHERS

One Energy Wave, Many Angles: Building a Smart Power Basket Trying to snipe a single winner in this energy transition is how traders end up frustrated. AI power demand, storage, microgrids, EV charging, grid modernization. It is all one giant wave, but it hits different layers of the system in …

When Utilities Slow Down, Distributed Energy Speeds Up Utilities love to talk about modernization, resilience and AI driven demand, but their timelines are brutal. A substation upgrade can take years. New transmission can drag on for a decade. When you’re dealing with real businesses that need reliable power today, that …

EV Infrastructure Is Pointless Without Storage. Microgrids Fix the Gap. Everyone keeps talking about ЕV adoption, but the truth is the charging network is nowhere near ready for mass load. You can’t rely on a grid that’s already stretched thin from АI data centers, peak demand spikes and unstable transmission. …

$FLNC

The Hidden Players Cashing In On The Power Grid Crisis The talk is all about the huge power companies. Everyone thinks they will win big from the massive amount of electricity AI needs. Analysts often point to the biggest names when they talk about data centers needing a crazy amount …

Who Actually Wins When AI Overloads The Grid? Everyone keeps pointing at the big utilities as the main winners from AI power demand. Names like NextEra Energy are front and center when analysts talk about data centers pulling Japan level electricity by 2030. On the surface, that makes sense. NEE …

When The Largest US Utility Bets On AI Power, Small Caps On The Same Trend Get Interesting NextEra is not some speculative fringe name. It is the largest electricity provider in the United States, and analysts are openly pointing to AI data centers as a major long term growth driver …

FLNC

Thoughts on my stock picks? Hi all, I’ve been picking stocks for about 5 years now mainly as a hobby since I mostly index invest(even though the below feels like an index lol) so my research isn’t super thorough on each pick. Hoping some of them will be a refreshing …

Happens to all of us. There are no investors/speculators who haven't made mistakes. For me this year, with Fluence Energy (FLNC), a utility scale battery system producer. It's a very competitive market where no one is profiting much (under GAAP accounting), and the Chinese manufacturers own the market outside the …

Holding FLNC long. Volatility is brutal but the sector is real

Microgrids Aren’t Experimental Anymore-Here’s The Market Map From Heavyweights To High Beta Plays Microgrids used to sound like a research project. Now they run airports, campuses, retail chains, mining sites, military bases, and remote communities. At this point the question is not “wіll micrоgrіds hаppen” but “whіch pаrt оf thе …

Healthcare, Fleets, And Campuses Are Becoming Microgrid Hotspots – Here’s Who Plays It If you want to see where microgrids are actually being used, look at who cannot afford the power to go out. That is where the early money is flowing. Hospitals and essential retailers already use them. Bloom …

Microgrid Giants Are Building The Future – But Small Caps Are Where The Real Leverage Is If you want to know whether microgrids are real or just buzzwords, stop looking at tiny tickers for a second and look at who is actually building them. AlphaStruxure is doing microgrid-as-a-service for the …

7 Big Energy Storage Names To Know – Plus A Small Cap Bucket For Higher Risk The end of U.S. EV and solar credits is noisy headline stuff, but the adoption curve has not stopped. EV sales were about 4 million in Q1 2025, up roughly 35% year over year, …

This Tiny Power Stock Is Quietly Building the Future Grid You might not know this company, but they are doing something real. While many big companies talk about new power systems, this small player is already building them. They are not just signing papers; they are putting actual energy systems …

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

This is bullish for BESS plays as well such as EOSE, FLNC and TSLA. DataCenters will be buying lots of behind the meter storage for both backup and to buy electricity when the rates are lowest and then store it for when rates are high. FLNC just released and had …

I have CEG BE CISQ FLNC, good mix of higher risk and lower risk imo

FLNC

KLAR, IREN, CLSK, WULF, FLNC, SMCI,

The Distributed Power Stack: Microgrids, Storage, and the Quiet Picks Behind AI Data centers are multiplying. Power demand is spiking. Classic utilities and heavy grid contractors get most of the airtime, but there is a second lane that sits closer to the bottlenecks: distributed power at the site level. Think …