Jul. 2 at 1:16 PM
Energy storage is starting to heat up and the tape is finally waking up.
4 names I’m watching closely:
$FLNC - grid-scale leader, backlog ~
$5.6B, momentum building, upside toward
$43 if rotation continues
$EOSE - long-duration zinc tech, explosive +445% YoY rev growth, ~
$24B pipeline, target
$34
$ENVX - silicon-anode disruption play, expanding into devices + defense, steady growth story, LT ~
$68
$NRGV - AI power + storage angle,
$1.35B backlog (+108% YoY), near-term move toward
$12
$FLNC +
$EOSE remain my highest conviction pair here. Sector looks like early innings of a re-rating cycle.
"Next alert is coming soon.
If you’re not following with notifications on, you’re likely seeing the move after it already happened."
