I just bought $FLNC today. Another swing opportunity and will hold. 1/ Record visibility most companies would kill for Fluence just posted a record $5.5 billion backlog. This is the highest in company history. They signed another $750M+ in new orders in Q1 alone, with heavy U.S. momentum. Pipeline exploded 30% to ~$30B. That's not hope - that's contracted reality. 2/ They're sitting at the epicenter of the AI energy crisisData centers are about to double (or more) their power demand by end of decade because of AI training and inference. 3/ Policy and margin tailwinds are realFluence just reaffirmed their U.S. domestic content products still qualify for the fat tax credits under the latest bill. That means better pricing power and fatter margins for customers - which accelerates ad
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