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FLNC - Fluence Energy: An Underappreciated AI Data Center Play
Fluence Energy Inc.
2024-06-28 09:48:28 ET
Summary
US companies' 100% renewable mandate is going to boost solar installations and demand for battery systems like FLNC's.
Incremental load from AI data centers is projected to grow 175TWh by 2030, providing long-term demand visibility.
The renewable sector has been underperforming the market due to rate volatility and election uncertainty. This creates an opportunity to add exposure to beneficiaries like FLNC.