Reddit Posts
AI Demand Is Forcing The Grid To Behave Like Software
AI Demand Is Forcing The Grid To Behave Like Software
The Real Bottleneck In AI Might End Up Being Power Quality, Not Power Supply
AI Data Centers Aren’t Just Using Power Anymore… They’re Starting To Manage It
The AI Boom Is Creating a New Class of Energy Winners
Why smart cities are actually energy projects
We’re Moving From “More Power” To “Smarter Power”
The Grid Can’t Keep Up… So The System Is Changing
AI Data Centers Just Became Grid Assets… Cities Are Next
Smart Cities Aren’t About Apps… They’re About Power
The Grid Isn’t Scaling Fast Enough For What’s Coming
Google Just Locked In Power Equal to 2 Million Homes… For One Data Center
Battery and storage Q4 earnings: SES / AMPX / EOSE / FLNC / QS vs MVST
Battery & storage Q4 earnings: SES / AMPX / EOSE / FLNC / QS vs MVST
Battery & storage Q4 earnings: SES / AMPX / EOSE / FLNC / QS vs MVST
State Resilience Grants Are Funding Microgrids
IRA Credits Make Microgrids Easier To Approve
AI Data Centers Could Use 5–9% Of US Electricity
Fluence Energy, Inc. (FLNC) Earnings Tomorrow Morning - May be a potential 30% gain from today till tomorrow - riding off the back of GOOG/Alphabet Earnings tonight!
Direct your energy to Gold, Silver, Copper & Lithium Stocks - like USAS, SQM, HBM, FLNC & TTI and they will show you SUSTAINED gains.
Fluence Energy (FLNC) to supply its Battery-based Energy Storage System to Arizona for the Pioneer Clean Energy Center solar project in Yuma County, Arizona.
4 Stocks for Enhanced Gains over the Next 30 Days... HBM, BKV, TTI, FLNC
1/13/26 - Battery Energy Storage System Market Size to Reach $51.7 Billion by 2031
Fluence Energy, Inc. (FLNC) - Keep an eye on them over the next 2 days - Options Expiration on Jan 16th and they have been trying to keep the price down but they can't, so it will have a big run by Friday!
Fluence Energy, Inc. (FLNC) - Keep an eye on them over the next 2 days - Options Expiration on Jan 16th and they have been trying to keep the price down but they can't, so it will have a big run by Friday!
AI Is Stress-Testing The Grid, Resilience Funding Is Rising, Here Is A 5-Stock Watchlist
Storage is getting commoditized. The next edge is aggregation, optimization, and demand response.
A big US utility just went shopping for 500 MW of batteries. That tells you where the grid is headed.
2026 Might Be the First Year the Grid Sector Outperforms the Renewable Sector
Not All Clean Energy Names Are Equal - The DOE Just Drew a Line Between Survivors and Strugglers
Energy 2.0 Isn’t About New Power Plants, It’s About Smarter Ones
The DOE Just Changed the Energy Playbook - These Are the Names to Watch
One Energy Wave, Many Angles: Building a Smart Power Basket
When Utilities Slow Down, Distributed Energy Speeds Up
The Grid Can’t Keep Up With AI. Microgrids Are the Hedge
The Hidden Players Cashing In On The Power Grid Crisis
Who Actually Wins When AI Overloads The Grid?
When The Largest US Utility Bets On AI Power, Small Caps On The Same Trend Get Interesting
Microgrids Aren’t Experimental Anymore-Here’s The Market Map From Heavyweights To High Beta Plays
This Tiny Power Stock Is Quietly Building the Future Grid
Utility scale BESS is the next big thing and almost no one knows about it...
Utility scale BESS is the next big thing and almost no one knows about it
FLNC / NGVT / UAMY - Power, Infrastructure, and Rare Earths
Here’s my Magnificent 7 Small Cap v2:
Anyone else watching FLNC? Seems about to skyrocket
Three Ways to Play Portable Power High Cap, Mid Cap, Micro Cap
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
(FLNC) Fluence Energy Inc. is completely oversold by shortsellers
$FLNC - High Growth Battery / Energy Storage Stock Trading At A Low Growth-Based Valuation
Weekly trade update...critical input welcome...
Fluence Energy, Bloom Energy cut at J.P. Morgan after recent runs higher (NASDAQ:FLNC)
Does anyone think the SP4C route to market is tainted? There have been no success stories?
Opinion on $FLNC (Fluence Energy)
Told you guys to buy Fluence Engergy (FLNC)
Fluence Announces New Contract Manufacturing Facility in North America to Address Ongoing Supply Chain Constraints and Better Serve Regional Needs
Is it the right time to buy in the market?
QS expanding beyond EV market, it is a great move. Expect sooner revenue. I was asking this for long time, finally they did.
QS sign multi year contract with Fluence
Mentions
Another reason why I should never sell anything: sold FLNC shares for fomo recently. Today it's up 40%.
I bought FLNC last week. You think this still has juice
My god, not only do I got virginity making a cumback, MU crossing $1,000, but I’ve got FLNC up 37% on the daily. And somehow there’s bad news on I ran but I can’t even tell lmao
Yall know it’s $QS batteries in the $FLNC & $NVDA deal, right?
FLNC is going to be my retirement.
What’s causing FLNC spike?
lmao FLNC up 20% pre-market, what a fucking casino
FLNC randomly fucking me in the ass for no reason but ok
I just focused on the battery tech being way better than lithium, so it will take time to ramp production, but i think there will be massive partnerships for the smaller companies. Its like companies like wbt.asx in the ram world or MRAM... they have the tech but not necessarily a scaled production line. I can see the solid state companies making licensing agreements with other big tech companies, and also scaling their own production slowly. Scale will matter for sure.. Grid scale battery systems help to transition from fossil fuels to renewables. Solar can be stored overnite with batteries. This is why FLNC is also catching a bid... they have a multi billion production backlog.
not really, I have positions in AMPX, ENVX, SLDP, QS, SES, SLDP... and agree with u/partypantsdiscorock AMPX has strong fundamentals and momentum rn, it is pulling the whole sector up. Especially after a day like today it is getting even more attention on the sector. I closed my positions in FLNC but will reload soon. Considering ENPH puts because it is so overbought. SES is another ticker you can add that is likely the most speculative. AMPX is making me monies rn, but I keep watching the technicals on the others and maintain small speculative options positions, because when one of them starts to catch, and gets rerated even for a little bit it will get wild.
First off, legendary call on $MU. Spotting that breakout early was an absolute masterclass in timing. If you’re hunting for the next pure-play AI bottleneck trade, the truth is that a lot of those other baskets—like basic utilities or hyper-extended liquid cooling names—have already played out or are getting crowded. The smart money is shifting because the physical constraint has moved. The real next bottleneck is power stability at the cluster level. Everyone is hyped about off-grid generation like $CAT, $BE, or $FCEL, but they are missing the infrastructure math: you physically cannot hook up massive, high-density AI data centers directly to alternative power generation. The microsecond power spikes pulled by $NVDA or $AMD GPU clusters will completely trip or destroy mechanical generators and fuel cells on their own. A Battery Energy Storage System (BESS) isn't bypassing generation; it is the indispensable high-speed shock absorber that stabilizes the entire matrix so the chips don't go dark. **$FLNC** (Fluence Energy) is completely cornering this specific bottleneck right now, and they just dropped the raw receipts to prove it: A record-breaking **$5.6 billion** contractually binding backlog. Official **Master Supply Agreements** signed with two major tech hyperscalers. Year-to-date order intake has **doubled** over last year to $2.0 billion. While other energy plays are struggling with structurally negative gross margins and printing constant ATM share dilutions just to survive, $FLNC is growing high-margin software orchestration loops. If you want the next major disconnect before the retail crowd catches on, it’s the missing link making off-grid AI compute physically possible.
I’m hoping for any of POET SOUN QTEX RCAT FERMI BULL FLNC or GENI
adding more NOK, FLNC, ENVX, SONY... vix 16.5 lol
*$FLNC Fluence Energy - leaping up - fill the gap britch*
Is it worth to enter $FLNC now?.
Solar just got flooded with institutional flow. QRVO, FSLR, SEDG. Also doing some research on the co-located solar + storage - CSIQ, FLNC, SHLS
Had a conversation with Claude (I’m not joking) and the pivot that data centers will need to do based on how erratic the energy spikes are will drive more battery storage. When the gens take on those spikes, you basically get mechanical failure. Claude said most of the direct battery players like CATL are on the Shenzhen, but a couple of plays on the theme were the BATT ETF and Fluence Energy (FLNC) who is working with Nate gas suppliers to pair battery storage.
Added $20 calls Fluence Energy ( $FLNC ) global leader in **energy storage technology**
bought NXT yesterday. Also own FLNC TE and EOSE.
Holding NXT, best one I can think of. MWH is on watchlist, probably will start position. Geothermal company went public yesterday, FRVO. On watchlist and need to dig into it more once it steadys out if that makes sense. I like FLNC for the backlog but don't own it. Alot recommend FSLR too. I prefer utility scale solar over residential.
For a medium term duration like 2 years to 5 years is my small bet on speculative chip stocks like FLNC MVST healthy? Any other I can load it up with?
Definitely AMD would be safest of 3, although it’s a little extended. FLNC has most upside (5-10x potential), but could also drop 30% next week. RKLB is solid, but not sure if I believe in longterm potential of space sector.
Short interest in FLNC is way too high. That thing is going to rip again soon IMO.
Waiting to see how csiq performs after earnings in the am. if it rockets like FLNC may sell to take some profits and move more into CGEH
Looks like Citigroup just upgraded FLNC raises price target from $15 to $26
FLNC- Fairly Large Nasty Cocksuckingstupidbullshit
$FLNC break thru $22.40 we fly
Added $20 calls on $FLNC Fluence Energy
FLNC just got diluted a shit ton but I’m looking to enter when it’s in the teens again
Here’s how AI re-wrote the post after I told it to organize the text but keep most of the original verbiage: “I’ve been spending a lot of time re-evaluating my long-term growth strategy, and I’ve finally narrowed my high-conviction plays down to three specific tickers that I plan on holding for at least the next decade: **AMD, FLNC, and RKLB**. **AMD** Even with the insane run we’ve seen, I truly believe Lisa Su is just hitting her stride in the AI data center space. As long as AMD keeps executing on the MI400 roadmap, I think they remain the only legitimate alternative to Nvidia’s monopoly. **FLNC** I feel like Fluence is a massive sleeper hit for the global energy transition. You simply cannot have a renewable grid without utility-scale storage, and Fluence is consistently proving they are the gold standard in that sector. **RKLB** While SpaceX gets all the mainstream headlines, Rocket Lab is quietly building a vertically integrated space empire. Their progress with Neutron could make them a dominant force in the launch and space systems market very soon. I know this isn’t a “safe” Boglehead approach, but the combined growth potential in **AI compute, energy storage, and commercial space** is just too massive for me to ignore. I’m curious to see if anyone else is rocking this specific trio, or if you think there’s a more explosive mix for a 10-year horizon.”
FLNC is still going over 30, I don't give a FUCK.
Been buying into FLNC since march and of course institutions announce theyre dumping 20 million shares
Claude suggested FLNC because the uneven demand of data centers causes generators to break with rapid cycling, thus battery technology is being explored. FLNC is one of the only major direct players in this space that’s not on the Hong Kong exchange. I bought calls this morning. Thanks Claude!
Long term holder here looking to add. Macro crash would hurt but this company is proving itself building serious capacity. Tesla is a tough competitor but there's room for plenty in this market. Wish we could buy just Tesla storage. FLNC's current valuation is very attractive. Fine with waiting on profits at this stage in this industry. Sill in early innings.
Reminder $QS and $FLNC have had a partnership for years now. $QS is gonna rip soon.
Is there room for FLNC to rise further?
Energy storage is expanding rapidly due to hyperscalers and fossil fuel volatility. FLNC understands storage and utility needs. Long term holding for me.
How is FLNC not being discussed after a 100% week?
HIMX and FLNC are going to fucking riiiiip this year.
FLNC (+40%) Volume 6.8M Float: 97M RelVol: 5.45 News: 11 hour ago Entry: 25.00
Just made an easy $1200 on FLNC
FLNC get in before it’s too late
Anyone see the pop on huge volume on FLNC? What’s going on with that can’t find much on it. Up again big in pre market
What's up with that stock FLNC
FLNC- Energy storage for data centers
FLNC reported amazing earnings and has 37% short interest. Wouldn't be suprised this ran back to 30. Position : 500 shares
FLNC is booming so hard in the pre-market. Is it organic growth or pure market hype again?
check out MVST. completely vertically integrated from precursor to battery systems, both commercial and stationary. FLNC is more of an integrator resulting in poor margins. MVST hovers around 35%+ which is the highest in the space. Incredibly undervalued.
So much hype for FLNC. Yes they integrate downstream of the energy infrastructure pipeline but require upstream purchasing of the batteries. CATL make these batteries, the moment they integrate and make it plug and play why would you need FLNC anymore?
FLNC looks good if it can hold above $18
Wish you had of told me about FLNC yesterday 😂😂
$FLNC seems compelling, but yeah I think energy stuff is going to be the next big boom sector. I mean just look at what $NNE did today. Not to mention $BE over the past year.
FLNC. I think energy storage is going to be huge.
FLNC - 37% short - reported accelerating orders on earnings report tonight. Up 31% in AH. A SQUEEEEZE candidate tomorrow.....
FLNC really pumped. Wow
can anyone explain the squeeze that’s going on with FLNC tomorrow preferably in regard language
Should have sold it and bought FLNC apparently. Dogshit numbers, but up 30% AH. How come when EOSE reported dogshit they crashed 40% when I was 40% port ugggg
Whoever was in here recommending FLNC - THANK YOU. I hope you get your dick sucked tonight!
SQUEEEEEEEZE on FLNC tomorrow BOYZ....
lol i am in it as well with FLNC not heavy though 3% of port. I am starting to rotate to some chinese stocks. Their AI capabilities are not much inferior yet everything is stupid cheap
I was tracking BE for a while and missed it somehow. And didn’t want to chase it after it hit 100. What are the thoughts on FLNC, ENPH??
I have leap calls of SOFI and FLNC
GEV NXXT FLNC NEE, plenty more.
Plenty, from top of my head VRТ GЕV NХХТ FLNC NEE. But theres news on this topic almost daily so not only DD is needed but checking news daily too. BE might turn around shortly as well. Not advice ofc.
NEE, FLNC, VRT, and GEV all cover different parts of that transition, which is why the stack matters.
NEE, CEG, FLNC, and VRT all look relevant here because each one touches a different bottleneck in the same chain
Down 30% on FLNC but VRT up about 40%.
FLNC, VRT, NEE, AES and GEV all make sense to watch here because they each touch a different layer of the same transition.
NEE, AES, CEG, FLNC, VRT… and I’d add NXXT at the tail end of that list if the market starts rewarding the orchestration layer too.
Also watching NXXT, pure play on that “smarter power” layer if this trend continues. FLNC and GEV interesting too, storage and coordination.
FLNC and GEV make sense too as part of that grid flexibility stack
grid stress creates opportunity for smaller energy management plays, watching NXXT with names like VRT and FLNC
Siemens, few others like GEV BE NXXT FLNC
There’s so many quality stocks in bear markets right now. Load up MSFT, FIG, SPGI, APP, GTLB, SLP, PGY, FLNC, QS. NFA
Yes. They have to redo the power grid anyway. It looks like fusion is the real deal. I put money in FLNC, PWR, TESLA and Schneider Electric in April last year. Up a lot. BTW GE was one of the top stock picks of the 1920s if memory serves.
Within the AI or AI adjacent names, I got MU (biggest position in the portfolio), CIEN, VRT, IREN, NBIS, FLNC, and SMH. Basically, long on memory, connectivity, cooling, two computes, battery, and broad market chips. After AI, I have material/metals, consumer disc, and space basket. In terms of size, AI is my biggest theme, followed my metals, disc., and space.
$FLNC, their value ($5.3 B) in backlog contracts is more than their marketcap ($4.93 B). Their biggest project in Arizona just broke ground this month too
**$NEOV (NeoVolta Inc.):1000% upside!!!!** # 1. The "Tesla DNA" & The Power Partnership 🔋 This isn't just another penny stock. **Longi Green Energy** (the world's largest solar giant) and its subsidiary, Jingkong, are forming a massive Joint Venture (JV) with **$NEOV**. * **The Alpha:** $NEOV holds a **60% majority stake** in this JV. * **The Pedigree:** NEOV’s management team consists of **Ex-Tesla Energy veterans**. These are the people who actually know how to scale storage, not just talk about it. # 2. Massive Capacity Expansion (The Gains Factory) 🏗️ They aren't just selling batteries; they’re building a goddamn empire in North America: * **The Plan:** Building a **2GWh storage battery plant** on US soil. * **Timeline:** Production starts mid-2026. * **The Vision:** Scaling up to a **long-term goal of 8GWh**. # 3. The Math (Why this is a 10-Bagger) 💰 Let’s do some "ape math" based on the long-term 8GWh target: * **Revenue:** 8GWh capacity = **$1.6 Billion** in total revenue (per company guidance). * **NEOV’s Cut:** With their 60% stake, we’re looking at roughly **$1 Billion** in consolidated revenue. * **The Valuation:** Look at **$FLNC (Fluence)**. They trade at a 1-2x P/S (Price-to-Sales) ratio. * **Price Target:** At a 1-2x P/S, $NEOV’s market cap should be **$1B to $2B**. * **Upside:** Compared to current levels, we are looking at **500% to 1,000% gains.**
My post from Friday last week - hope some are making gains from them... # 4 Stocks for Enhanced Gains over the Next 30 Days... HBM, BKV, TTI, FLNC [](https://www.reddit.com/r/smallstreetbets/?f=flair_name%3A%22Discussion%22) \- Hudbay Minerals Inc. (HBM) - Copper Miner \- BKV Corporation (BKV) - Largest Natural Gas Provider for Data Centers in USA \- TETRA Technologies, Inc. (TTI) - Rare Earth Mineral Miner \- Fluence Energy, Inc. (FLNC) - Data Center & Renewable Energy Battery Storage
Don't worry, FLNC will be up by the end of the week.
Bought in when the stock was 17$, then again when it was sub 5$. I regret nothing, now i am close to 1000 stocks total on FLNC. Im a happy trooper if this continues.
FLNC looks like it wants $28
Have you looked into $TE yet? (T1 Energy). I just learned about it like 5 minutes ago, so just curious. I really wish I held my EOSE and FLNC from a while ago. Happy I've been holding NXT though.