🚨Macro Event Cluster This Week: Mon — Markets react to US-Iran talks cancellation (6PM ET) Tue — Consumer Confidence Wed — Fed decision + Big Tech earnings (MSFT, AMZN, META, GOOGL) Thu — Apple earnings + GDP + PCE inflation ~20% of the S&P 500 reports this week. Buckle up. Trade the macro:

After thorough research, $FLNC looks extremely compelling at its $3 billion valuation post-earnings release. It’s rare to find a small-cap player in the U.S. energy sector that has secured two direct blockbuster enterprise client deals of this magnitude. The company’s backlog already stands above $5.6 billion, greatly de-risking its growth trajectory — and this does not include potential new mega-client pipelines from names like GOOGL and MSFT. These large-scale client partnerships are framework agreements, which are likely to convert into firm orders very soon in Q3, and are not yet reflected in the current backlog figures. Once these official orders are announced, they will act as a major bullish catalyst — much like the catalyst cycle for semiconductor stocks moving from qualification to mass production ramp-up. Citi analysts noted: “The potential for mega-scale client deals will likely overshadow all other factors this quarter. We expect formal announcements to trigger a positive market reaction.” I’ll make a bold call: once it announces not one, but two major enterprise client orders, the stock is poised for a material re-rating, which could happen anytime within the next three months. I’ve positioned for this near-term catalyst trade accordingly. Additionally, if the company expands its software segment to deliver around $288 million in net profit — driven by margin expansion on $6 billion revenue at a 13.0% gross margin — its forward P/E for 2027 would drop to roughly 11.6x. Despite its blue-chip client pipeline and massive order backlog de-risking growth, the stock has already pulled back roughly 50% from its February highs. In my view, this presents an excellent entry point.

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