Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
- The author is long $FLNC, expressing a bullish sentiment ahead of its earnings report.
- $EOSE reported a 351% YoY revenue increase and an $807M backlog, but struggled with a -71% gross margin, trimmed full-year guidance, and halved cash.
- Due to U.S. restrictions on Chinese competitors (BYD, Sungrow, CATL) and struggles by other Western suppliers like Northvolt and Powin, eligible at-scale domestic storage suppliers are largely limited to Tesla and $FLNC (which guides for $3.4B in revenue and a $5.6B backlog).
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