The volatility on this ticker is absolutely insane, it’s a total beast but a wild one. One day it looks like it’s ready to moon on the back of massive data center energy demands, and the next day it’s testing everyone’s diamond hands. We all know the narrative: AI's endgame is energy, and energy’s bottleneck is the grid. You can’t have massive data center expansion without industrial scale storage. However, between the fierce competition from Tesla’s Megapack and the macro sensitivity to interest rates, it’s been a rollercoaster. I’m curious to hear your thoughts on a few things， Can FLNC actually maintain its market share against Tesla’s vertical integration in the long run? Also, we see the massive backlog growing, but when do we realistically expect to see consistent EPS beats rather than just "growth potential"? Are you guys treating this as a long term conviction play, or just swinging the volatility? I’m still bullish on the storage sector, but FLNC specifically feels like a "show me" story right now. What’s the sentiment here?
Posted by conorfay
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Got in today. 50 shares @ 24.68