$FLNC (~$14.66) Hours before earnings, $FLNC dropped its data center playbook! Introducing Smartstack 10 MWh pods (~680 MWh/acre density) & grid-forming mode allowing islanded data centers to run on batteries + onsite generation before grid interconnection. Treating energy as a Day 1 design input, not Day 2 procurement. With 2,060+ GW stuck in US queues, AI campuses are bypassing the grid entirely. Tonight's earnings carry massive expectations for its first hyperscaler order! When power dictates AI expansion speed, companies providing turnkey off-grid solutions hold ultimate pricing power. Designing in before the RFP exists is elite execution. Are you long $FLNC heading into tonight's earnings?
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