🦋Baby Teddy🦋

:)

[Jonah Lupton @JonahLupton]

Not only does $META not have any excess compute / capacity to sell… it sounds like they’re probably running on fumes if Muse is already having performance issues … which means $META capex spending in 2027 could easily be $250-300B versus current sell side estimates at $190B

fwiw, I’m at $1.45 trillion for hyperscaler capex spending in 2027…

$AMZN - $350B
$GOOG - $350B
$META - $275B
$MSFT - $250B
$SPCX - $150B
$ORCL - $75B

Right now we have a position in $META but I’m getting closer to adding $GOOG and/or $AMZN if they pullback any closer to their 200d ema.

[MentoviaX @MentoviaX]

$MU Micron whales starting to kick in here with aggressive 1300 strike.....

[bubble boi @bubbleboi]

Meta might win this whole thing simply because they know how to make good products. While OpenAI & Anthropic are like yeah bro have your agent open up blender and I’ll take control of the mouse and waste 10M tokens generating a 3D model of an apple.

[Whales Flow Radar @WhalesFlowRadar]

$5.3 million into these $NOW $200 strike September calls. 43% OTM.

[Wall St Engine @wallstengine]

$META LAUNCHES AI GAME-BUILDING TOOLS

Meta is launching Horizon Create and Horizon Studio, letting users build complete 2D or 3D games from AI prompts on mobile or in a browser.

Games can then be published across Facebook and Instagram, where users can jump from a clip directly into a multiplayer session without downloading a separate app.

Meta says the tools can generate gameplay systems, difficulty, art direction and multiplayer features, while still letting creators manually refine the experience.

The rollout is part of Meta’s broader shift to make Horizon a mobile-first platform rather than primarily a VR product.

[Trade Whisperer @TradexWhisperer]

$MU earnings Sept 30. 4 trading days.

Guide is $50B and 86% gross margin.

Ladies & gentlemen, what are we thinking? How many new LTAs?

[Bullflow.io @BullflowIO]

🐳 $20M $META 900 Strike Calls 👀

[Hardik Shah @AIStockSavvy]

$META | JPMorgan 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗠𝗲𝘁𝗮 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 𝗜𝗻𝗰., raises PT to $𝟵𝟮𝟬 from $𝟴𝟮𝟬

Analyst sees Muse's rapid progress laying the foundation for a highly capable personal agent serving billions of users.

[TrendSpider @TrendSpider]

Meta is now up nearly 40% in the past 25 trading days, adding over $500B in market cap during that span 🔥
$META

[Shay Boloor @StockSavvyShay]

Holy moly $P is up nearly 20% today.

At the start of the year I called Everpure the next AI rerating after memory and bought $75 2028 leaps at $20.50. Now the stock now pushing above $130 and those options have officially tripled.

My thesis was that once AI runs everywhere then the next constraint becomes how efficiently all that data is fed, stored, retrieved and managed.

Thats starting to show up in the numbers with Everpure now guiding FY28 revenue to $7.2B versus $6.2B consensus while Scale AI, Modern Data Software and Hyperscale Solutions could reach ~20% of revenue by FY30.

[Sam Parikh @smartertrader]

https://t.co/W40qSJClQ8

[TheEnergyMag @TheEnergyMag]

JUST IN: Fluence Energy secured a multiyear battery supply agreement with EVE Power to support its intelligent energy storage products. @Fluenceenergy $FLNC

[insider screener @insiderscreener]

Two Fluence Energy directors bought $FLNC on Sept 21:

• Herman Bulls: $73,600
• Harald von Heynitz: $51,520

Both paid $7.36, near a 52-week low. It’s the first insider buying in our records in 16 months.

Details: https://t.co/ztXNxvvjdO

[NuntioBot @NuntioBot]

$FLNC 09:00 on Sep. 24 2026

Fluence Secures Long-Term Battery Supply Through Multiyear Agreement with EVE Power

[StocksDaily @IntradayRider]

$FLNC signs multiyear battery supply deal with EVE Power
— Master supply agreement has EVE Power, a global lithium battery manufacturer, supplying batteries for Fluence energy storage systems
— Aims to strengthen access to advanced battery technology and support cost certainty amid customer commitments
— Part of Fluence's broader global supply strategy, while separately continuing to build out US domestic content offerings
— Company operates across nearly 50 markets with gigawatts of projects contracted and deployed
Not financial advice.

[Zomo365j7o🇺🇸🇨🇦🚴🐈 @Zomo365j7o]

$FLNC - Fluence Secures Long-Term Battery Supply Through Multiyear Agreement with EVE PowerNew agreement provides visibility into volume and pricing to support the Company’s global customer commitments - https://t.co/t5hRCduP4r

[Travis | Master The Market @mtm_trader]

⚡️Pre-Market News: $FLNC 09:00 on Sep. 24 2026

Fluence Secures Long-Term Battery Supply Through Multiyear Agreement with EVE Power

[alldaystocks | 24/7 Market News @allday_stocks]

$FLNC Fluence Energy: Signs Multiyear Battery Supply Agreement With EVE Power
⠀
• EVE Power will supply batteries for Fluence energy storage systems under a multiyear master agreement.
• Deal provides Fluence with greater visibility into supply volumes and pricing to support global customer commitments.
• Fluence will continue using a separate supply-chain approach for the U.S. market, including its domestic-content offering.

[Hardik Shah @AIStockSavvy]

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $FLNC Fluence Energy Signs Multiyear Battery Supply Agreement With EVE Power

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗙𝗹𝘂𝗲𝗻𝗰𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 signs multiyear master supply agreement with 𝗘𝗩𝗘 𝗣𝗼𝘄𝗲𝗿.

➤ EVE Power will supply batteries for 𝗙𝗹𝘂𝗲𝗻𝗰𝗲 energy storage systems.

➤ Agreement provides improved visibility into battery 𝘃𝗼𝗹𝘂𝗺𝗲 and 𝗽𝗿𝗶𝗰𝗶𝗻𝗴.

➤ Partnership supports Fluence's growing 𝗴𝗹𝗼𝗯𝗮𝗹 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 commitments.

�� Deal strengthens Fluence's access to 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 technology.

➤ Fluence expects greater 𝘀𝘂𝗽𝗽𝗹�� 𝗮𝗴𝗶𝗹𝗶𝘁𝘆 and cost certainty.

➤ Agreement forms part of Fluence's broader 𝗴𝗹𝗼𝗯𝗮𝗹 𝘀𝘂𝗽𝗽𝗹𝘆 strategy.

➤ Fluence continues tailoring its supply chain for the 𝗨.𝗦. 𝗺𝗮𝗿𝗸𝗲𝘁.

➤ Company is also exploring additional 𝗹𝗼𝗰𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 strategies globally.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Multiyear supply visibility could reduce exposure to 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 𝗽𝗿𝗶𝗰𝗲 volatility.

➤ Greater supply certainty supports execution of Fluence's 𝗴𝗹𝗼𝗯𝗮𝗹 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 pipeline.

➤ Battery access remains critical as 𝗴𝗿𝗶𝗱-𝘀𝗰𝗮𝗹𝗲 𝗲𝗻𝗲𝗿𝗴𝘆 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 demand expands.

➤ Separate U.S. sourcing strategy could support 𝗱𝗼𝗺𝗲𝘀𝘁𝗶𝗰 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 requirements.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗥𝗼𝗺𝗮𝗻 𝗟𝗼𝗼𝘀𝗲𝗻, SVP and Chief Supply Chain Officer, Fluence:

"EVE Power is an important strategic partner for Fluence, and we see significant opportunity to build on this relationship globally,” said Roman Loosen, SVP and Chief Supply Chain Officer, Fluence. “This multiyear partnership strengthens our access to advanced battery technology and supports our ability to meet customer commitments with greater agility and cost certainty while maintaining the high performance, reliability, and safety standards that guide every Fluence product."

[Markets Today @marketsday]

$FLNC
Fluence Energy Signs Multiyear Battery Supply Agreement With EVE Power