FLNC#113
Thesis
NVDA/Siemens/FLNC develop reference power architectures for Vera Rubin N72, 2 likely hyperscaler deals coming up, up 36%
Original post text
$NVDA, Siemens, and $FLNC develop reference power architectures for Vera Rubin N72. This comes at the time FLNC has 2 likely hyperscaler deals coming up. Just in case why you’re wondering it’s up 36%. https://t.co/8f4gAhJeTE
🐂 Bull Case
- NVDA/Siemens partnership for Vera Rubin N72 validates FLNC technology at hyperscaler level
- 2 likely hyperscaler deals coming → massive revenue acceleration potential
- Price above SMA50 ($16) and SMA200 ($17) confirms breakout from base
🐻 Bear Case
- PE 151x with only 7.7% revenue growth — valuation extremely rich
- Hyperscaler deals may not close or could be delayed to 2027
- Small-cap ($5B MC) in competitive power electronics market
🚫 Invalidation
Close below $20 on above-average volume + no hyperscaler deal announcement in 90 days
Break Conditions
- Hyperscaler deals fail to materialize within 2 quarters
- Price falls back below SMA200 ($17)
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t+3d | FLNC | $22.37 | 2026-06-05 18:35:47 |
Metadata
T0 Price: $27.80
Created: 2026-06-01 18:32:41
Scored: 2026-06-01T18:34:35.348272+00:00
Updated: 2026-06-05T18:35:47.041494+00:00