Fluence Energy. Every tracked FinTwit mention of $FLNC, newest first. 83 mentions since the first on Jul 22, 2025. See the price chart.
June 2026 · 9 mentions
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…↗
May 2026 · 47 mentions
May 31
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…↗
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…↗
Mar 3
KaizenInvestor — 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 — 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…↗
Feb 27
KaizenInvestor — My unpopular opinions
Mag 7: $GOOGL > $NVDA
Energy storage: $FLNC > $EOSE
Drone industry: $AMPX > $ONDS
Pharma: $HIMS > $NVO
Space Economy: $PL > $ASTS
Datacenter:…
January 2026 · 1 mention
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…↗
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%↗
— 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 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%…↗
— $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 — @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 23
Kevin Maro — @RJCcapital What about $FLNC uncle :(↗
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…↗
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…↗