Aug. 5 at 7:58 PM
A few interesting earnings setups I’m watching:
$FLNC One of the largest standalone battery storage integrators in the West.
Market cap: ~
$2.7B
Contracted backlog: ~
$5.6B
After the last earnings report, the stock rallied 40% despite a revenue miss because they announced major hyperscaler supply agreements.
The key question:
Will they provide updates on those AI/data center power contracts?
$VIAV /
$VIAG Optical demand remains strong.
Every high-speed transceiver needs testing, and VIAVI is one of the leaders in optical test equipment.
The stock has reacted strongly after recent earnings, while peers like
$AEHR,
$COHU, and FORM have also shown strength.
AI infrastructure is not just GPUs.
Power, testing, and advanced PCBs are all becoming critical bottlenecks.
Earnings season continues to reveal the real winners of the AI buildout.
Follow my profile for more AI infrastructure, semiconductor, and earnings setups.
