Rohket

Man on the moon

[Rohket @Rohket1]

People (me) are getting greedy! $BTC $XRP

[C°ry @CManForFreeMan]

People with less than 160 followers tweeting

[Rohket @Rohket1]

I hate trading crypto cause everyone in this space just posts bullshit 😭 just lies for no reason $BTC $XRP

[Rohket @Rohket1]

I don’t feel good about my $INTC position but I wanted some exposure just in case. Been buying a lot of $XRP too

[Rohket @Rohket1]

@DefiWimar For some reason this made the most sense to me $INTC

[Rohket @Rohket1]

@hayasaka_aryan Being slightly racist gives you good alpha 🤙🏽🤣

[Rohket @Rohket1]

@pelositracker CEO bought $10m recently too. All this makes me think this is an attractive option but still seems over priced. Might buy some

[Rohket @Rohket1]

@JUST_KAWS I saw people asking this same question last week 😭

[Rohket @Rohket1]

$SNDK is a stock that I think can build up the momentum to be completely overhyped and overbought. That’s what I looking for

[Rohket @Rohket1]

@TrendSpider This could be a cook. Also has trump support $INTC

[Rohket @Rohket1]

People are getting more and more bullish on chips $SNDK typically a sell signal for me

[Kalshi @Kalshi]

JUST IN: Mark Cuban says chips as an asset class will be the “new crypto”

[Rohket @Rohket1]

Looking at $WULF right now.

[Rohket @Rohket1]

@nickshirleyy @EricLDaugh Has anyone faced any repercussions for the fraud you’ve exposed in California so far?

[Rohket @Rohket1]

@GregAbbott_TX Am I trippin or is this bullish for companies like $BE ??

[Rohket @Rohket1]

@RJCcapital I’m holding the bag rn 🥲 kinda feel good that everyone is so bearish but anticipating some more short term downside here

[Rohket @Rohket1]

@ChrisCamillo @EdwardEidUnfilt I didn’t want to hop In $SG because I avoid going there sometimes solely because their drink options suck. Wonder who else does this

[Rohket @Rohket1]

@LongGameEquity This news dropped during open market hours 😭 I think market already reacted to this. Pretty sure this has been talked about before as well

[Rohket @Rohket1]

Sold my $FLNC and Bought 11 shares of $SNDK - Fluence Energy seemed more like a gamble going into earnings

[ChinoAleman @chinoalemano]

Everything about $FLNC converges on one date:

August 5.

Everything points to a pleasant surprise after $BE's earnings.

➟ $5.6B backlog.
➟ 2 hyperscalers deal.

The flashiest piece of the story has $NVDA's name on it.

➟ Start with the headline partnership: Fluence was named the exclusive storage partner in the NVIDIA–Siemens AI-factory reference design.

➟ But the detail that matters: the design specs 2-3 HOUR batteries. The market assumed 1 hour.

Every data center built on that architecture buys 2-3x the storage.

And the blueprint stopped being vapor on May 7: master supply agreements signed with TWO hyperscalers.

➟ Read it precisely: Fluence is now a QUALIFIED supplier. It still competes for each concrete order. Nebreda says talks are on with more hyperscalers.

The data center pipeline: ~12 GWh, mostly tied to those MSAs.

Jefferies called it "The 'BESS Case' Scenario".

The deals landed earlier than expected.

The technical detail I love most: per management, data center customers need power QUALITY, not just duration.

Fluence won on advanced controls and fast response.

That's a software moat, not an iron moat.

The order momentum is the best in its history:

➟ ~$2B signed this fiscal year. Double last year's pace.

➟ Record $5.6B backlog.

➟ $600M+ more in the first weeks of Q3.

➟ HALF of this year's bookings from NEW customers.

That last number is narrative gold.

The class action's core claim is that Fluence depended on Siemens and AES.

Best rebuttal possible: a book where half the new business is third parties.

➟ The market already voted once: on earnings day the stock ripped ~42% premarket DESPITE a revenue miss.

Backlog, MSAs and the domestic-content tailwind beat one quarter's shipping delays.

The stock doubled in three months.

➟ The quiet moat: the same tariffs that nearly killed 2025 now work FOR them.

Cells in Tennessee. Modules in Utah. Cabinets and BMS in Arizona.

FEOC rules punish every competitor running Chinese cells.

➟ Already converting: Avantus' Rexford 2, 800 MWh in Southern California, built on domestically produced Smartstack.

➟ The legal cleanup nobody prices: the $230M Diablo disgorgement claim, dismissed in court. Moss Landing, settled, non-material, no admission.

The SEC matter and class action remain. But the two bombs with concrete numbers attached are defused.

➟ The operational recovery: adjusted gross margin back to 11.1% from 5.6%. ~$900M liquidity. Guidance reaffirmed. First Smartstack in commercial operation.

➟ Sell-side turning: Citi to Buy at $24. GLJ initiating at $26.

And here's what makes THIS dip different from every small-cap bleed you know:

The sell-off isn't an offering. It isn't dilution.

No new shares issued. No raise announced. Not one dollar of dilution behind the drop.

The May secondary?

Legacy holders (the Siemens/AES stakes) selling THEIR existing shares.

Zero new stock created.

Zero proceeds to the company.

That's float overhang, not dilution.

Know the difference.

They still hold a large amount of shares.

They sold because they need to fund their own business, AES is being acquired, Siemens has a lot of capex.

A stock cut in half on sentiment while its order book hits all-time highs. That's the shape I look for.

Now, August 5.

The first hyperscaler ORDER was guided to land within the quarter being reported that day.

➟ If it shows up with megawatts and a customer: the data center thesis goes from promise to revenue, and every layer validates in chain.

I'm long $FLNC. Qualified is not guaranteed.

That's exactly why the date matters.

NFA. DYOR.

[Rohket @Rohket1]

@Mr_Derivatives You’d probably be president by now if you drank coffee