Rhys Austin

[‎ً @sfcdan_]

You simply either automatically promote Hull or you make Boro and Wrexham play the semi and then final

You cannot give a losing team another shot at a £200m game…

[Hunter Allen @HunterAllen4]

$FLNC

DON’T MISS THE NEXT $BE

-13% today. Up 329% past year.

THIS IS A POTENTIAL AI INFRASTRUCTURE MONSTER HIDING IN PLAIN SIGHT.

22$ stock with a path to 150$+ if execution continues.

Battery Energy Storage (BESS) is becoming one of the biggest bottlenecks of the AI supercycle.

Everyone focuses on chips.

Nobody focuses on what keeps hyperscale AI campuses alive when power demand spikes.

That’s where $FLNC comes in.

Fluence is building the “shock absorber” layer for the AI grid.

AI data centers create enormous volatility on electrical systems:
• massive load spikes
• unstable power swings
• reliability risks
• renewable intermittency problems

The grid was not built for this level of compute demand.

Fluence batteries + software stabilize it.

And now hyperscalers are starting to notice.

The financial setup is getting ridiculous:

~$3.9B–4.6B market cap
~$2.58B TTM revenue
FY26 guidance: $3.2B–$3.6B revenue
~50% expected YoY growth
FY26 adjusted EBITDA guidance:
~$40M–$60M

~$5.6B RECORD BACKLOG
(~1.6x annual revenue guidance)

~$2B order intake YTD
(nearly doubled YoY)

~41.3 GW pipeline
~12 GW tied to AI/data center demand

~$900M total liquidity
~$387M–413M cash
Strong balance sheet
No immediate liquidity stress while scaling

ARR expected to rise toward:
~$180M by FY-end
(high-margin software/services layer growing fast)

And the market is STILL valuing this like a struggling clean-tech hardware company.

Meanwhile:
2 hyperscaler MSAs signed
First orders expected Q3
Massive U.S. manufacturing expansion underway
Domestic-content advantage under IRA incentives

The craziest part?

Management said they competed against 26 companies for hyperscaler contracts.

Fluence reportedly passed every technical + safety requirement.

That matters.

Hyperscalers don’t hand out global agreements casually.

$AMZN
$MSFT
$GOOGL

These companies standardize vendors once trust is established.

And if Fluence becomes the “default” BESS layer for AI campuses?

The re-rating could become violent.

This isn’t just batteries either.

People still misunderstand the story.

Fluence is becoming:
• AI power infrastructure
• grid stabilization
• energy orchestration
• software optimization
• recurring revenue
• hyperscale deployment infrastructure

Their Fluence IQ platform is the software brain managing the power layer.

That software angle matters massively for margins long-term.

The technical setup looks insane too:

3-year base around 33$
4-year IPO resistance around 39$

If those break cleanly?

This thing probably enters full institutional momentum discovery.

And remember:

~27.7% short interest.

That creates serious squeeze fuel if hyperscaler orders officially hit.

Especially with:
• backlog at record highs
• improving margins
• narrowing losses
• strong liquidity
• accelerating AI narrative exposure

What makes this setup fascinating is timing.

The market is still pricing Fluence like a cyclical energy storage company.

But the company is increasingly positioning itself as AI infrastructure.

That’s a completely different valuation category.

We already watched:
$NBIS
$IREN
$CRWV
$BE

go through massive narrative expansions once Wall Street realized they were tied to AI infrastructure demand.

$FLNC might be next.

Big picture:

AI demand explodes →
data centers explode →
power demand explodes →
grid instability explodes →
energy storage becomes mandatory

Power is becoming the bottleneck of AI.

And Fluence is sitting directly in the middle of it.

Execution still matters:
• margins must improve
• backlog must convert
• hyperscaler orders must materialize
• deployments must scale cleanly

But if management executes?

This could become one of the defining AI-energy infrastructure names of the decade.

Accumulating dips.

Watching closely.

$NVDA $VRT $SMCI $ARM $ALAB $GEV $TSLA $BE $EOSE $CEG $VST $NEE $ANET $AMD $MRAM

Not financial advice. DYOR.

[🐅hassytrades @hassytrades]

$SIDU

On watch for me over 3.75 close, close above for 4+ potential

[Lemon @Lemonbriz]

🚨🎙️ Roy Keane on West Ham’s disallowed goal for a foul on Arsenal’s Goalkeeper David Raya

"I tell ya what, that VAR decision is a complete and utter disgrace – an absolute joke!

All season long Arsenal have been crowding the goalkeeper on set-pieces, pushing, shoving, blocking – it’s been their main tactic from day one. We saw it clear as day against us at Old Trafford when Saliba backed straight into Bayindir, stopped him from making a proper save, and they nicked a goal through Calafiori. Nothing given. Not a murmur. But now, in a massive title-deciding match against West Ham, when it doesn’t suit them... suddenly it’s a foul on Raya? Are you kidding me?

What the hell are we even watching in this league anymore? It’s shameless, it’s embarrassing. At this rate just hand the title and the trophy over to Arsenal now, because it’s glaringly obvious what they’re trying to pull. Total, utter disgrace."

[Geronimo Morgans @GeronimoMorgans]

“Arsenal have been blocking the opponent’s goalkeeper all season long, they would NEVER be on top of the league if we disallow these goals!”

Peter Schmeichel thank you for calling them out. have your cheating title VARSENAL. 👏

[🐅hassytrades @hassytrades]

$AIIO

Good way to end the week! +30%!! Beautiful.

Hope some of you took this, told you enter over .7450 💰💰💰

[Rupert Lowe MP @RupertLowe10]

Our police kicking murderous terrorists in the head to save lives is a good thing.

[Rhys Austin @RhysAustin3]

@adje__ Awh mate shut the fuck up, if he stabbed your mum in the neck I bet you wouldn’t mind giving him a kick in the head would you.

[Rhys Austin @RhysAustin3]

@Block305_LFC Who cares? Oneupmanship, what is the point of this?

[Ben Pescod @benpescod_]

Absolute icon. Never forget it.

#LFC

[Rhys Austin @RhysAustin3]

@ThrillaRilla369 Bobby knocking

[Arsenal @Arsenal]

It ends level at Molineux.

[Will 🐦‍🔥 @LFC_TOBIN]

Lower Gerard's going there.

[Tekkers Foot @tekkersfoot]

🚨🇪🇸 ALBACETE HAVE KNOCKED OUT REAL MADRID OF THE COPA DEL REY !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! THEY HAVE WON IT IN THE 94TH MINUTE !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Albacete 3-2 Real Madrid.

https://t.co/iGQSxXrMma

[Mark Mc @MarkmaccaMc]

Can we see today's videos please lads 🤣🤣🤣

[Jennifer Sey @JenniferSey]

Injured guy ranked in the 600s still smokes the number one ranked women's tennis player in the world.

Should be the nail in the coffin for anyone arguing men don't have any physical advantage and should compete in women's sports if they claim to be women.

[Rhys Austin @RhysAustin3]

Gabriel 😢😢😢😢😢😢

[Liverpool FC @LFC]

Officially a Red 🔴

[Liverpool FC @LFC]

Worth the wait.

[Yazz LFC @YazzLFC]

Virgil Van Dijk at 34 🐐

Rio Ferdinand at 34 - Was getting ready for a move to Q.P.R

Nemanja Vidic at 34 - RETIRED
#VVD #GOAT