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FLNC - Fluence Energy: The Silent Winner Of The AI Power Race
Fluence Energy Inc.
2025-10-20 15:36:31 ET
Investment Thesis
Fluence Energy ( FLNC ) is at the intersection of the largest secular trend in decades, the meet-up between the exploding power demand for AI and the grid’s physical constraints. With the exponential doubling of energy usage every 2–3 years, the actual constraint is not chips, it is power....