@Alleyesonmela1 It’s shown no one’s making money buying the chips , you have sell the chips. Buy the co selling the chips. Not hard
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sean farrell
4 posts
$iren $cifr and $hut are all going to get re-rated.
All you have to do is hold now.
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@reallynotu I posted about $AAOI at $30. I’m sorry it went from $30 to $180 then corrected back to $155 lol
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Agreed high-level directionally, $FLNC compelling at $3B valuation post-earnings after taking a closer look.
Very rare to see a US energy player that small get 2 direct Hyperscaler deals...
The $5.6B+ backlog derisks the company growth, not including new hyperscalers backlog like $GOOGL or $MSFT.
The hyperscaler deals were framework agreements, which are likely to convert "soon" Q3 this year, and aren't included in numbers.
Once that's released it's major positive catalyst, similar to qualification -> volume ramp in semi players.
Citi Analyst: "The possibility of a hyperscaler order will likely overshadow everything else in the quarter. We expect a positive reaction to the announcement"
I'm going to go ahead and guess they'll likely rerated once they announce their hyperscaler orders maybe anytime in the next 3 months so I jumped on the boat as a short term catalyst trade. (not just 1 but 2)
Also, if they hit ~$288M net income off gross-margin expansion ($6B revenue, 13.0% gross margins) from their software segment expansion, ~11.6x fwd p/e for 2027.
The current stock price is -50% Feb's prices despite hyperscalers + backlog de-risking the company looks like a great entry point to me (NFA).
KaizenInvestor@Kaizen_Investor
Just listened to the earnings call from $FLNC and decided to add to my position at $16.67. The earnings were spectacular in my opinion. Yes, they missed revenues due to a delayed shipment of $80 million, but the backlog keeps rising and Fluence management is confident they can deliver. 50% of the backlog comes from new customers and the main part of this backlog is for datacenter purposes. The datacenter backlog is around 12 GW, with the major part of this connected to 2 hyperscalers. To give you an idea, Fluence now have around 22GW deployed or contracted globally. So, this is a major deal. They announced 2 MSA's with major hyperscalers and are expecting a first order in Q3 already. They also said that they would speed up delivery for these hyperscalers and are expecting deliveries within a year. So, we should see first revenues from these deals in 2027. They also explained the heavy selection process for these hyperscalers. Apparently 26 companies were notified, but due to the difficult technical specifications most of the companies could not fit the standards. The main reason they were able to agree these MSA's was due to the fact that their technology is already proven. He spoke about the Fluence lab, so I suppose these Hyperscalers visited the lab and approved. The main focus remains on top-line growth. There were some questions about the high OPEX costs in percentage of revenues but Fluence want to control these by growing revenues instead of lowering costs. Happy to have started a stronger position here. Datacenters are looking for high quality of power to get them through the fluctuations and it looks like Fluence can provide it. Now valued at $3.4B with a $5.6B backlog, still looks pretty cheap.
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sean farrell retweetledi
Once the mid terms are over, liberals won’t talk about detained or separated illegal immigrant children until 2020. #itsallpolitics
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