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Asymmetrical Bets · Aug 5, 2026

$FLNC: Could A Hyperscaler Deal Send The Stock Flying Today?

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Asymmetrical Bets · Asymmetrical Bets

Fluence Energy is the largest standalone battery storage integrator in the Western world. Every piece of a utility scale battery system, the cells or the power electronics, is sourced by Fluence. They assemble it, and run it with their own software for decades.

Think of a general contractor for the power grid.

FLNC reports fiscal Q3 on today after close and the stock sits at roughly $15, down 58% from its ATH.

The stock has built a ton of hype on X, as many retail investors position into the name with influencers like Kevin Xu calling it his all in play for the week.

X avatar for @kevinxu

Kevin Xu@kevinxu

i'm still all in* *in the challenge account

12:17 AM · Aug 5, 2026 · 3.84K Views

11 Replies · 16 Likes

On the May call, CEO Julian Nebreda said the first hyperscaler purchase order was expected “within the third quarter” and that quarter ended June 30.

The stock jumped 40% on the last earnings because of a mention of two hyperscalers. If FLNC cites one or both of those purchase orders landed in Q3, the stock could go parabolic, making an earnings swing trade set up very interesting.

Remember paying subscribers have access to the VIP Discord where you can see trade alerts from our analysts and authors. Michael snatched 15% off Aster’s 2x ETF last night before AMD’s report dragged markets down.

Here’s everything you need to know ahead of going into this earnings release.

Before we begin, this Substack is for informational and entertainment purposes only and does not constitute financial advice. Past performance is not indicative of future results. Never invest more than you can afford to lose. Our writers may hold positions in the securities discussed and may buy or sell them at any time without notice.

Read the original on asymmetricalbets.substack.com

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