Fluence Energy. Every tracked FinTwit mention of $FLNC, newest first. 156 mentions since the first on Jul 22, 2025. See the price chart.
July 2026 · 4 mentions
Jul 15
KaizenInvestor — @TomSzczypka At those prices? Top 5: $PL, $OUST, $MRVL, $FLNC and $HIMS.↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
June 2026 · 21 mentions
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
Jun 24
KaizenInvestor — $FLNC advanes Smartstack Energy Storage Platform with High-Density 10MWh System.
This is big news in my opinion. Earlier this month, Siemens unveiled a 136MW reference architectu…↗
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 29
InvestmentGuru — Congrats whoever added this
$BB
$QS
$SOUN
$VLN
$FLNC
$SIDU
$BBAI
$KULR
$KITT
$LAES
The macro selloff didn’t break these businesses — it discounted them.
Not financial advice↗
InvestmentGuru — 10 stocks at a serious buying opportunity right now-
$BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27
$QS — Eagle Line live, $970…↗
Apr 25
InvestmentGuru — The AI Infrastructure Bottleneck
AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…↗
Apr 23
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
Mar 4
KaizenInvestor — $FLNC is a $2.8B company with a record $5.5B backlog, surfing one of the fastest-growing waves in the energy transition: energy storage.↗
Mar 4
KaizenInvestor — @luismanuecx That's a great point. The margin problems they had in the Q4 earnings call, where due to 2 mismanaged projects. So, that should be solved in the next quarter.
But ma…↗
Black Panther Capital — The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…↗
Feb 27
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…↗
Feb 27
KaizenInvestor — @ElliotWaveBull Don’t agree with the $FLNC and $EOSE take. There are in a completely different boat.↗
Feb 27
KaizenInvestor — My take on the production problems at $EOSE and $FLNC, and mainly, why there is a major difference.
The energy storage sector is experiencing exponential demand right now, driven…
January 2026 · 26 mentions
Jan 24
InvestmentGuru — Stocks to Watch — Across the Energy Transition
Nuclear & Baseload Energy
$CEG
•Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
KaizenInvestor — The Kaizen Portfolio ends up 45.3% this year 🟢
My best performing stocks in 2025
$PL: +399%
$RKLB: +248%
$HOOD: +235%
$PLTR: +138%
$IONQ: +100%
My top 3 picks for 2026
1. $HIMS…↗
Dec 30
Chris Ray — @InvestWithJorge I like this one but why is it better than the other battery companies like $FLNC and $NRGV?↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 25
mon — List of stocks to add to your watchlist, heading into 2026.
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $CIFR, $NBIS, $SLNH
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $N…
August 2025 · 2 mentions
Aug 8
Leveraged Cat — @meatidea LiDAR has been making a comeback, $OUST seems best in class just had their ER (I'm long)
$FEIM has a strong trend too, they produce quantum clocks and related tech that…↗
Aug 5
Leveraged Cat — $FLNC should probably be up more given how positive the sentiment on $AMRC's ER call was...
$FLNC only +2% on the day right now meanwhile $AMRC +30ish%↗
InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD
The Companies Building the Backbone of the AI Revolution
Tier 1 — Core Compounders
The foundation of AI infrastructure and the highest-convic…↗
Jun 20
InvestmentGuru — Solar: $TE $FSLR $BE $CSIQ
The Bridge Fuel for AI’s Power Crisis
Nuclear (SMRs, restarts) is the long-term answer to AI’s energy appetite — but those gigawatts are 3-7 years out.…↗
Jun 18
Daniel Koss — Wait, RJC who wanted to sell $NBIS at $125 is calling me a retard for selling at $284?
@RJCcapital, I hope you aren’t mad because I blocked you. I do think you make some funny pos…↗
Jun 13
Midas — @asymmetrix_xyz $SMR
$NNE
$IMSR
$FLNC
$LTBR
If this helped you out, follow me for more.↗
Jun 12
Midas — @asymmetrix_xyz $SMR
$NNE
$NXE
$FLNC
$LTBR
If this helped you out, follow me for more.↗
Jun 11
Midas — @asymmetrix_xyz $SMR
$IMSR
$NXE
$FLNC
$LTBR
If this helped you out, follow me for more.↗
Jun 8
Midas — 1) $SMR
2) $FCEL
3) $NXE
4) $FLNC
5) $LTBR
If this helped you out, follow me for more.↗
Jun 5
InvestmentGuru — 5 Energy Stocks Worth Watching Right Now
$HYLN
Module just got named the 2026 Most Valuable Product by Consulting-Specifying Engineer , beating out established power generation…↗
Jun 2
KaizenInvestor — Is Jensen following me? Yesterday $NVDA announced a partnership with $FLNC and the stock ripped 50%.
Today, he says that $MRVL is the next $1T company and they rip 23% today.
T…↗
Jun 1
KaizenInvestor — $FLNC up 52% today as they have announced a strategic ecosystem partnership with $NVDA.
This partnership is seperate from the two Hyperscalers MSAs Fluence announced during earni…↗
Jun 1
Antonio Costa — I don't think most people realize that, like $FLNC, Frontier Nuclear $FNUC is also advancing Small Modular Reactor (SMR) technology through its portfolio company Kadmos Energy.↗
Jun 1
Shay Boloor — $FLNC UP OVER 50% TODAY 😳 https://t.co/UDmRkAkuJQ↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
TheValueist — https://t.co/kw60igpX8c
$FLNC Siemens and partners develop reference architecture purpose-built for NVIDIA AI data centers
UL-aligned reference architecture developed by Siemens,…↗
Jun 1
Serenity — $NVDA, Siemens, and $FLNC develop reference power architectures for Vera Rubin N72.
This comes at the time FLNC has 2 likely hyperscaler deals coming up.
Just in case why you’re…↗
Shay Boloor — $NVDA and $FLNC developed a reference architecture for Nvidia DSX Vera Rubin NVL72 AI data centers.
The 136 MW design supports 100 MW of IT load with Fluence battery storage built…↗
— Let me update you on my public calls in the last 2.5 months, if you followed with 1K each time:
The calls
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20…
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 19
KaizenInvestor — See a lot of questions regarding the $FLNC margins.
I agree, you don’t expect to see these low margins at a company that is vital for the AI boom. But you should take in mind the…↗
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
Serenity — @vz921 They have low P/S ratios because it's an $SMCI $DELL $FLNC type integrator.
Then they just throw in photonic memory when they build the appliance around it, then compare i…↗
May 17
PhotonBull — $FLNC: energy storage is the AI power chokepoint, and FLNC just got the green light.
Two hyperscaler master supply agreements signed. Q2 backlog at a record $5.6B. YTD order intak…↗
May 16
Michael | Hypermarkets — CEO $NVDA says to buy sustainable energy stocks.
$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.
Right now, these 16 stocks have the exac…↗
May 15
Michael | Hypermarkets — 10%-20% SPY crash starts right now says Tom Lee.
Here's 10 stocks I'd add under $10:
1. $POET — Current: ~$19 | Buy Zone: $8–$9
Marvell deal noise fades; $50M Lumilens deal hold…↗
May 13
InvestmentGuru — Battery and energy storage could become one of the next big themes in the market as AI infrastructure, data centers and grid demand continue growing rapidly. The market is startin…↗
May 12
KaizenInvestor — A lot of questions regarding $FLNC today. I hope everyone understands that the market we live in today is not normal.
Is a stock going down 15% worrying? I would say yes in norma…↗
May 12
Serenity — @0xResurge Yeah it’s unfortunate timing.
Could have easily seen $FLNC doubling if the company left things alone. But the float unlock creates a ton of psychological overhang, eve…↗
May 12
Serenity — $FLNC 20M share offering if you’re wondering why it’s trading down.
The 20M share is not dilution, but share unlock + transfer. So change of hands.
The biggest problem was the c…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 11
InvestmentGuru — One of the strong sector today
$EOSE
$QS
$FLNC
$FCEL
$SES↗
May 11
Serenity — Not sure why people ask these types of questions across every single stock from $AAOI to $LPK under every post?
I've already said multiple times, I have positions after $FLNC ear…↗
May 11
Serenity — I actually think $FLNC should be a lot higher.
The implications of having 2 incoming direct hyperscaler contracts in 1 quarter is enormous.
$MSFT to $AMZN don't sign tiny deals…↗
May 11
Serenity — @Jornka329996 I’d be disappointed if $FLNC didn’t triple digit return in two months.
I’m trying to hit 30↗
May 11
InvestmentGuru — My framework:
Grid-scale infrastructure:
$FLNC / $NRGV / $STEM
Long-duration storage:
$EOSE
Next-gen EV battery disruption:
$QS / $AMPX / $SES
The big picture:
AI growth needs…↗
May 11
Michael | Hypermarkets — @ScottReinfeld @fluenceenergy I missed taggging it but $FLNC is a great play for sure↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 10
InvestmentGuru — ENERGY STORAGE IS BECOMING THE NEXT MAJOR INFRASTRUCTURE TRADE
AI data centers are creating an energy demand shock. Renewables are scaling. Grids are aging. That creates one unavo…↗
May 9
TheValueist — $FLNC Fluence Energy: Growth, Execution, the Data Center Opportunity, and Investment Thesis.
Fluence Energy has undergone a meaningful shift in market perception — from a struggli…↗
May 9
KaizenInvestor — You can earn so much by just listening to earning calls and interpret the numbers.
The algo’s just look at the basic earning numbers and decide to trade on that, they don’t inter…↗
May 8
KaizenInvestor — I calculated the value if you followed all my decisons with 1K in the last 2 months:
The decisions
1. Sk Hynix (09/03): Buy at 487 - 2.05 shares
2. $OUST (10/03): Buy at 20 - 50 s…↗
May 8
Serenity — And… $FLNC is up over 50% now.
I did think it was undervalued as is, but it was a massive cherry on top throwing in 2 hyperscaler deals.
Exciting to see how much markets re-rate…↗
May 8
InvestmentGuru — $FLNC
is having one of its most explosive sessions in recent memory — stock ripped from $13.56 to an intraday high of $20.29 before settling around $17.17, a move driven by Q2 ea…↗
May 8
Serenity — It’s still premarket…
But +18.66% off $FLNC having 2 direct hyperscaler contracts coming up.
Especially at this tiny MC, having these types of contracts typically leads to massi…↗
May 7
KaizenInvestor — For those wondering: I sold my $TMDX shares today. I used the cash to add to my $FLNC position, so my cash position pretty much remains the same: ~15%.
I listened to the $AMPX ea…↗
May 7
Serenity — @AorakiTrading Yeah, I wouldn’t have taken positions if they didn’t get 2 hyperscaler agreements.
One large $MSFT contract as seen with $NBIS would likely cause a massive rerating…↗
May 7
Serenity — @Kevin1151268 Uhh… going all in is never the best idea.
But on the bright side $FLNC has two new hyperscaler deals not included in their massive backlog / financials yet.
Supply…↗
May 7
Serenity — @Simipandaface As a disclosure, I only have shares. Don't like options on high IV stocks like $FLNC as a general rule of thumb.↗
May 7
Serenity — @pennycheck Yeah not sure why many funds like directionality shorting US energy companies...
Having 2 hyperscaler deals convert sometime in the next few months with unknown figure…↗
May 7
Serenity — 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 Hyperscal…↗
May 7
KaizenInvestor — 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…↗
May 6
KaizenInvestor — @crwdvstr If you want battery exposure for datacenters, take a look at $FLNC↗
KaizenInvestor — $FLNC up 24% after they announced a supply deal with two major hyperscalers and a record backlog of $5.6B.
They missed revenue estimates but fixed the margin issue of last quarte…↗
May 2
KaizenInvestor — @bennybigbull They reported missed margins due to 2 mismanagement projects. Stock didn’t drop that much on the earnings as market believed management. But when $EOSE reported earni…↗
May 2
KaizenInvestor — @bennybigbull Why did you sell $AMPX?
Yes, still in $FLNC but due to the bad run, it’s my smallest position. Will decide after the earnings next week if I’ll buy some extra or se…↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
May 1
KaizenInvestor — April was probably my best month ever with a return of 48.49%.
Raised some cash this month with the sales of $POET, $HOOD and $CROWD. The only buy I made this month is $FTC.
Wo…↗
— 10 stocks at a serious buying opportunity right now-
$BB — QNX royalty backlog hits $950M, new automotive wins, guiding $100M operating cash flow FY27
$QS — Eagle Line live, $970…
KaizenInvestor — The market is de-risking and we see that in the energy storage wave. Nuclear and ES are the most speculative waves and the P/S of those two drops significantly.
The P/S of the ES…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
Apr 6
KaizenInvestor — @ErezIdan @FinnStockinger Did sell $HOOD not $FLNC↗
Apr 5
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
Apr 3
KaizenInvestor — @luismanuecx Hi Luis, sorry for the late response. Just made a post about it, think trust in the sector is gone. But nothing new for $FLNC that you missed.↗
Apr 3
KaizenInvestor — The new energy wave had a difficult Q1 2026.
Nuclear
$OKLO: -38%
$SMR: -37%
Energy grid
$EOSE: -61%
$FLNC: -42%
Solar:
$TE: -46%
$FSLR: -29%
Hydrogen:
$TKA: -20%
$PLUG: +8%…↗
— Fluence follows an asset-lite model. They don't manufacture the actual battery cells but instead, they buy them from top global suppliers and integrate them into their proprietary…
KaizenInvestor — $FLNC remains a massively misunderstood play in the global clean energy supercycle. Based on their transition from hardware to software and an explosive AI data center pipeline, I…↗
KaizenInvestor — My unpopular opinions
Mag 7: $GOOGL > $NVDA
Energy storage: $FLNC > $EOSE
Drone industry: $AMPX > $ONDS
Pharma: $HIMS > $NVO
Space Economy: $PL > $ASTS
Datacenter:…↗
Feb 26
KaizenInvestor — @AlphaOwlTrading Not at all, got $FLNC in portfolio. But not every energy company is going to make it. Numbers and management is not looking good for EOS.↗
Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
Feb 23
Kevin Maro — @RJCcapital What about $FLNC uncle :(↗
Feb 17
KaizenInvestor — 8/8 Summary: The New Energy Hierarchy
The market has spoken clearly. The transition is no longer about green vs. dirty It is about reliable vs. intermittent.
Buy Reliability: The…↗
Feb 17
KaizenInvestor — 4/8 The Glue: Energy Storage
P/S: Sharp recovery to 4.0x
Market Cap: Breaking out
This is the Picks and Shovels trade of the renewable failures. The more wind and solar we add, t…↗
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
KaizenInvestor — My core infrastructure stack:
1. The Power Bottleneck: $IREN
Chips are useless without juice. While hyperscalers fight for grid access, IREN is sitting on the power capacity they…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Feb 13
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
KaizenInvestor — @MarcRavioli Thanks, certainly don't want to "mislead" anyone. Essentially, $FLNC has already 'sold' every dollar they expect to make this year.↗
Feb 4
KaizenInvestor — @DrJebaim Margins this quarter are from one mismanaged project, so should be better next quarter.
Backlog for next year is worth more than the total market cap, so I still see a…↗
Feb 4
KaizenInvestor — $FLNC just dropped 15% after mixed Q4 earnings.
Fluence’s Q1 results signal a massive shift in scale. For the first time, the company’s $5.5 billion backlog completely covers the…↗
Feb 3
KaizenInvestor — In a week where the whole board is red, I place a significant premium on the outliers that managed to show some gains. 3 companies in my portfolio that showed great strength during…↗
Feb 2
KaizenInvestor — Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 year…↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
— This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…
KaizenInvestor — Morning all, I expected yesterday to be way worse than it finally was. The Kaizen portfolio was down -3.18%.
Worst performers
$RKLB: -7.41%
$IREN: -6.16%
$FLNC: -5.80% https://t.…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
Jan 16
KaizenInvestor — The green streak continues. Above the 115K mark now.
Biggest winners today
$IREN: +11.82%
$AMPX: +8.32%
$FLNC: +6.2%
$RKLB: +6.1%
Have a great weekend everyone! https://t.co/Rcm…↗
Jan 16
KaizenInvestor — The 1M performance of the Kaizen portfolio has been crazy. Certainly with 16 different holdings in it.
This last month in my portfolio;
$PL: +69.12%
$RKLB: +73.47%
$IREN: +66.72%…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Jan 15
KaizenInvestor — Another great day for the Kaizen portfolio. Could have been better but $AMPX & $FLNC both got rejected by support zones in the end.
My biggest winners today
$FLNC: +12.58%
$AS…↗
Jan 15
Black Panther Capital — How many signs do you need?
• $IREN up 38% YTD.
• $NBIS up 24% YTD.
• $SNDK raised to $580.
• $CIFR 200MW acquisition of new site.
• $TMS smashed their earnings.
• OPENAI to build…↗
Jan 15
Lando — Looks like solar might start catching tailwinds soon
@accounting_ds was ahead of the heard on $TE and @RJCcapital was on $FLNC
Is solar the next sector to boom? ☀️↗
Jan 15
mon — > The grid can’t keep up with AI.
Power demand from AI data centers is rising faster than utilities can deliver new capacity.
Developers cannot wait years for approvals and upgr…↗
Jan 13
KaizenInvestor — Portfolio up another 1% today. 2026 has been great so far.
Biggest winners today
$TMDX: +5.98%
$IREN: +5.29%
$FLNC: +2.32% https://t.co/JKWpmfT5e2↗
Jan 10
KaizenInvestor — @moninvestor I’m more $IREN, $HIMS and $FLNC↗
Jan 10
KaizenInvestor — @LongInnovation $FLNC is a great company to get into imo. Great YTD return though.↗
Jan 9
KaizenInvestor — Great day for the Kaizen Portfolio 🟢
My biggest winners today
$FLNC: +9.54%
$ASML.AS: +6.77%
$ASM.AS: +5.86% https://t.co/vmLhZ5QB1B↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
InvestmentGuru — Solar / renewable energy is looking attractive here.
$ENPH
$FSLR
$TE
$EOSE
$FLNC
$PLUG↗
Jan 2
KaizenInvestor — What a start to 2026 for the Kaizen portfolio 🟢
My biggest winners today
$FLNC: +16.33%
$IREN: +13.05%
$AMPX: +10.77%
$RKLB: +8.93% https://t.co/4uv8RhbiM4↗
Jan 2
KaizenInvestor — @Dividend_Learn My 3 picks for 2026 are $IREN, $HIMS and $FLNC↗
Jan 2
Chris Ray — New-age energy stocks absolutely soaring today. 👀
Which is your favorite one and why?
$BE $FLNC $EOSE $TE https://t.co/z9fIs3fVHw↗
Jan 2
KaizenInvestor — $FLNC with a great pump today. We need more energy storage and Fluence is ideally positioned to give us exactly what we need. https://t.co/5kuIeIFtjw↗
KaizenInvestor — 3/5 Data centers require an uptime of 99.999%, and solar panels alone can’t provide this amount of uptime. They will need to combine the solar panels with some energy storage or a…↗
Dec 21
KaizenInvestor — @meeijer Great list, would add $IREN, $PL, and $FLNC↗
Dec 21
Black Panther Capital — 24 GROWTH STOCKS TO WATCH IN 2026:
Datacenter:
$IREN
$NBIS
$CIFR
$WULF
$HUT
$BITF
Robotics:
$ONDS
$SERV
$KRKNF
Energy:
$TE
$EOSE
$FLNC
$UUUU
Space:
$RKLB
$PL
$ASTS
$LUNR
Other…↗
Dec 21
Black Panther Capital — 4/ Trend 3: Battery + Solar
Grid can’t keep up – storage/solar hybrids becomes mandatory.
Top picks:
$TE (massive solar pipeline)
$EOSE (zinc batteries, utility-scale storage)
$F…↗
Dec 21
Black Panther Capital — 1/ Everyone’s asking: “What should I buy for 2026 gains?”
Here’s 4 unstoppable megatrends trends for 2026 to lock in the AI explosion:
NFA. DYOR.
Thread 🧵
TLDR:
$IREN, $NBIS,…↗
Dec 20
mon — List of stocks to add to your 2026 watchlist. 👀
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $DGXX, $NUAI, $CIFR
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $NAK, $USAR
AI…↗
Dec 17
KaizenInvestor — This could have been one of the worst days for the Kaizen portfolio 🩸
Worst performers of the portfolio today
$AMPX: -14.6%
$FLNC: -12.86%
$PL: -7.89%
No green to be spotted in…↗
Shay Boloor — A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the co…↗
Dec 15
KaizenInvestor — I like both $EOSE and $FLNC
The main difference between both is that $EOSE has a completely new battery technology. They make Zinc-Halide batteries instead of Lithium-Ion batterie…↗
Dec 14
Serenity — Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -…↗
Dec 14
KaizenInvestor — My top 10 growth stocks below $10B market cap going into 2026
1. $PL - Intelligent satellite imaging
2. $IREN - renewable AI infrastructure
3. $HIMS - personalized telehealth pla…↗