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@bayesian_lad Avatar @bayesian_lad Bayesian Lad

Bayesian Lad posts on X about $flnc, rev, represent, $gwh the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXX% stocks XXXX% countries XXXX% automotive brands XXXX%

Social topic influence $flnc #43, rev #577, represent #783, $gwh #1, $sedg #5, $enph #24, environment 2.38%, trade 2.38%, $53b 2.38%, $34b XXXX%

Top accounts mentioned or mentioned by @hiteshkar @spacanpanman @arnelutsch @singularityres @rjccapital

Top assets mentioned Fluence Energy, Inc. Class A Common Stock (FLNC) SolarEdge Technologies, Inc. (SEDG) Enphase Energy Inc (ENPH)

Top Social Posts

Top posts by engagements in the last XX hours

"For now AESC is the provider of battery cell packs. While they are operating in the US AESC is a Chinese company. This comes with risks given the trade environment. Still I think $FLNC is mostly covered in terms of production for 2026 so I view this as a 2027 issue (15/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"I do have some trust issues with mngmt but its easy to be forgiving when the stock price has bounced so considerably. The rev split anticipated for the X halves of 2026 is expected to be one-third in H1 and two-thirds in H2. This is more balanced vs 2025 (3/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"Next Im going to touch on backlog and then the pipeline. Backlog sits at an impressive $5.3B. Midpoint of 2026 rev guide is $3.4B so just over XX% of backlog is expected to convert next year. I consider this a healthy number (5/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"One of the shockers of the quarter was the $1.4B of order intake. Im assuming this flowed into backlog and if it did thats a major sign of growth. About half of this was from Australia. Curiously $FLNC expects the bulk of order offtake in 2026 to come from the US (6/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"Lastly XX% of the 2026 rev guide has been secured already (I read this as XX% of 3.4B is in the 12-month backlog). Alright lets move to pipeline. While I dont put too much stock into pipelines relative to backlogs there was a lot of good nuance $FLNC gave (7/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"2. Backup power. Historically $FLNC has had less presence in this space but as their SmartStacks get more energy dense and cheaper theyre able to compete more in the space (as suggested by the 6-hour and 8-hour pipeline) (12/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"Power quality/energy variability. This was the issue that was brought up in Q3. It hasnt been solved for (although I think privately held Nyobolt could offer a battery solution) but mngmt no longer believes this is a gatekeeper for working on these projects (13/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"$FLNC is targeting XX% rev growth and gross margins between XX and XX% (recent gross margins have been above 13%). Im still keeping my 2026 rev estimates of 3B 3.25B and 3.5B. These are slightly lower than mngmts guide (17/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"For 2027 my rev estimates are 4B 4.5B and 5B. All of these numbers represent XX% rev growth from 2026 to 2027 but Im comfortable with that. I estimate EBITDA margin directly. My 2027 EBIDTA margins in my different scenarios are X% X% and X% (18/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"Note 2025 EBITA margin was X% but this was a very strange year. Hopefully supply chains wont shift as dramatically and projects wont be pushed out. $FLNC targets expense in working capital to be XX% of rev growth so for my margin assumptions (19/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"I subtracted XX% from the gross margin. This is overly simplistic but I view it as a solid guidepost. To be clear I think X% EBITDA margins on 5B in rev for 2027 is extremely unlikely but not impossible. Im anticipating 150M basic shares outstanding in 2027 (20/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"$FLNC shouldnt have to dilute given its strong liquidity position but its good to bake in some dilution. The multiples Im giving for a company with low single-digit op margins but nearly XX% rev growth are XX XX and XX times 2027 EBITDA (21/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"@hiteshkar @spacanpanman @ArneLutsch @SingularityRes @RJCcapital If $GWH wants to draw on the loan Yorkville can convert the lent amount to shares at a conversion price of XX% of the lowest VWAP in the past X trading days. If the stock drops Yorkville can get a lot of shares (although they can't own more than XXXXX% of total shares) (2/3)"
X Link 2025-12-09T21:04Z XXX followers, XX engagements

"For the first time in a long time I bought some $SEDG. I also added more $ENPH. While I own substantially more $ENPH I'm officially team "may the best company win." I wish I had grabbed $SEDG sooner but the R/R looks compelling here (1/2)"
X Link 2025-12-04T19:09Z XXX followers, XXX engagements

"Been sitting on this one for a while. Part of it was the holidays but part of it was me trying to break previous value anchors I was attached to. Once I broke away I feel like I was able to value this more fairly. Heres my $FLNC earnings recap and valuation update (1/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"Its too early to say if this is a sign that sales are getting less lumpy. Part of the projects in H1 may be projects slated for 2025 which were pushed back. If it is an indication of more normalized sales $FLNC could see some multiple expansion (4/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"IMO the pipeline is very encouraging for X reasons. X. XX deals in the pipeline are for at least X GWh. $FLNC is servicing large projects X. Line of sight exists for XX GWh of 6-hour and 8-hour duration projects (8/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"This indicates $FLNC is gaining traction in more than just the 2-hour and 4-hour space. Ill circle back to this shortly. X. Data center projects represent XX GWh and XX% of opportunities were originated last quarter (9/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"$FLNC was conservative in fiscal Q3 about its ability to serve data centers but this quarter mngmt was more confident. They broke out how batteries can help data centers into X categories (10/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"1. Interconnection flexibility. This is the how the connection to the grid is stabilized so that energy efficiently comes from the grid and also does not risk overloading the grid. This is where $FLNC shines (11/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"One final medium-term issue Ill cover before my valuation is the domestic content piece. $FLNC recently added a 2nd cell pack provider with operations in the US but that production wont come online for XX to XX months (14/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"Alright moving to valuation Im shifting from using 2026 OI to 2027 OI. Im attaching my previous targets for reference (16/24)"
X Link 2025-12-06T19:31Z XXX followers, XX engagements

"I like how the low 30s have held as support but my one concern is that $SEDG has hardly bounced like many other names in the broader industry. Even $ENPH is up double digits from its recent lows. I'm betting $SEDG will catch up a bit. GLTA and DYOR (2/2)"
X Link 2025-12-04T19:09Z XXX followers, XXX engagements

"@hiteshkar @spacanpanman @ArneLutsch @SingularityRes @RJCcapital This gives Yorkville incentive to short the stock. If $GWH needs cash Yorkville can convert cover shorts at a profit rinse and repeat. They did this with Lordstown and Canoo both of which had very bad outcomes (for investors not Yorkville) (3/3)"
X Link 2025-12-09T21:06Z XXX followers, XX engagements