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北京时间·🕒 发布 05-11 22:40:53时区推断·⟳ 抓取 06-03 18:51:13回填·⚡ 决策 06-17 03:33:22·132.9 天前
KOL看好Fluence Energy(FLNC)获微软与亚马逊储能大单及高空头逼空潜力
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I actually think $FLNC should be a lot higher. The implications of having 2 incoming direct hyperscaler contracts in 1…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 5日
失效/反转 公司官方否认相关超大规模客户订单 / 订单金额远不及预期
不做 MSFT.US
作为买方签署储能合同属常规数据中心capex，对万亿市值巨头无股价催化效应
不做 AMZN.US
同MSFT，买方常规capex，非股价催化剂
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原文全文
展开原文 · 821 字
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.
Obviously markets like to wait more until actual news/purchase order numbers come out... in the off-chance it doesn't go through or lower than expected.
But a company doesn't just randomly announce 2 hyperscalers MSas and an expectation of the orders to hit Q3.
Also winning multiple hyperscaler deals, in a single quarter is a leading indicator for more, especially as Fluence BESS becomes standardized.
Given short interest is around 27.69%, I'm not sure if pre-earnings short sellers are very comfortable to take a risk...
I think there's a chance for a generational run if a hyperscaler like $GOOGL signs a massive contract.
The implications of having 2 incoming direct hyperscaler contracts in 1 quarter is enormous.
$MSFT to $AMZN don't sign tiny deals.
Obviously markets like to wait more until actual news/purchase order numbers come out... in the off-chance it doesn't go through or lower than expected.
But a company doesn't just randomly announce 2 hyperscalers MSas and an expectation of the orders to hit Q3.
Also winning multiple hyperscaler deals, in a single quarter is a leading indicator for more, especially as Fluence BESS becomes standardized.
Given short interest is around 27.69%, I'm not sure if pre-earnings short sellers are very comfortable to take a risk...
I think there's a chance for a generational run if a hyperscaler like $GOOGL signs a massive contract.
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