May. 12 at 12:20 AM
Seeing the same questions spammed under every ticker from
$AAOI to
$LPK…
👉Click to view @NasdaqPulse for timely updates amid the volatility.
Already clarified: I’m positioned after
$FLNC earnings after they announced 2 new hyperscaler deals.
My view:
$FLNC is increasingly compelling as hyperscaler demand scales. Giants like
$GOOGL and AMZN don’t sign small checks—these are infrastructure-level commitments.
Even the
$MSFT deal with NBIS caught a lot of people off guard, showing how fast AI capex is reshaping the stack.
Not chasing noise—tracking flow, contract size, and who the real buyers are. If this continues, rerating follows.
