FLNC 基本面疲弱，因指引下调且 EBITDA 预计下滑；增长缓慢使其不具备持有吸引力。
逐段跳播
Fluence下跌20。我不明白为什么非得增发股票。Fluence，不，他们把展望从30亿下调到24亿。现在他们预计调整后EBIDA下降2亿，而去年同期是下降1000万。
Fluence down 20. I don't know why it has to be an equity raise. Fluence, no, they cut their outlook from 3 billion to 2.4. And now they're expecting a 200 million adjusted EBIDA decline versus a 10 million decline year-over-year.
当基本面这么糟糕的时候，你才会害怕持有一只股票。当增长下滑，而在一个市场里如果你是成长股就不能没有增长，尤其是在利率更高的情况下，你不能让增长放缓。
When the fundamentals are this [ __ ] that's when you get scared of owning onto a stock. When growth goes down in a market where if you're a growth stock, you cannot have growth, especially with higher interest rates, you can't have growth slow down.
这是不是那种不久前X上有个订阅用户卖家在拉抬的股票之一，还是有几个人在吹捧这个名字？Chris不幸在他的模拟组合里持有它。他从来没有被真正说服过，但他觉得这像是一个AI能源概念。
Is this one of those names uh a subscriber seller on X was uh pumping not that long ago or there's a few people shilling this name on it? Chris unfortunately has it in his draft.
He never like was convicted on it but he thought like it was an AI energy play.
所以很好奇，我不太关注这个名字，但它到底是做什么的？是燃料能源，类似表后那种东西吗？如果有人知道的话，我不确定。
So curious, I don't follow that name um too much, but what what is it try? Is it fuel energy like behind the meter style things? If anybody knows, I'm not sure.
当我看到这类股票代码火起来的时候，我已经到了干脆避开的程度。我是说，人们开始拉抬这东西。它是一。现在它是8亿美元的市值。
When I see those types of tickers go viral, I've just gotten to the point of staying away. I mean, they people started pumping this thing. It's a one. It's now it's a $800 million market cap.
是的。我是说，这东西2月份是29。所以，人们基本上是在几乎没什么收入的情况下把它拉到40亿。Chris在模拟组合里的平均成本是24.80美元。他并不真的持有它，这只是个游戏。现在是7。
Yeah. I mean, this thing was 29 in February. So, people were basically pumping it at four billion with barely any revenue. Chris has this at an average cost base in the draft. He doesn't own it in his like it's just a game. $24.80. It's seven.
我相信确实有人不幸在更高的价位把它买进了自己的投资组合。
I'm sure there's people that actually bought it in their portfolios way higher unfortunately, you know.
看，这是个热门的股票代码。它火了。这种事会发生。但如果没有真正的增长，你又不能信任管理层，就像EOS和T1能源那样，所有这些垃圾，Bloom是全年唯一说得通的真正能源名字，除了像石油和天然气公司之外。
Look, it's a popular ticker. It went viral. It happens. But if there's no real growth and you can't trust management like like EOS and on T1 energy, all this [ __ ] Bloom's the only real energy name that's made sense all year outside of like oil and gas company.
这个频道对 $FLNC 的历次判断
Jose Najarro Stocks 在这只股票上只有这一条判断。