I have been sharing a lot about technical analysis lately however today I want to share another approach I use in the markets. The below is a write up we sent out on June 30th, 2025 to our members. Moving forward we will be posting them here as well for subscribers. Read over it as this is a model you can use for picking stocks moving forward. Begin Alert":“Yet again, Elon Musk is giving us free alpha:

The clean energy market is in flux as we don’t know if clean energy subsidies are going to be packed into the Big Beautiful Bill upon reconciliation.
Wall Street thinks that you need to subsidize solar and battery tech, but I think that ship has sailed.
It’s the electrons arms race. AI hyperscalers need access to as many electrons as they can get their hands on. Sure, you can build nuclear and coal plants, but those take time. Meanwhile, solar farms can be quickly stood up right next to an AI server cluster.
But you need batteries. The problem with intermittent energy is that it’s, well… intermittent. Texas learned this the hard way a few years back when ERCOT failed due to an overreliance on wind energy.
Our stock pick today is Fluence Energy, ticker FLNC. This was once a high-flyer in energy storage, but it has been in a crushing bear market, capped off with a gap down on February as they threw the baby out with the bathwater.

They missed revenue by 50%, guided down, and governance questions are coming to light. Yet into that bloodbath insiders started buying.
The CEO put down $200k since the gap down. The CFO buys in 100k. Then there were several directors with multiple buys.

What are they seeing that Wall Street has missed?
The company reported earnings in May, and dropped guidance citing tariff uncertainty. Which feels like a copout and just giving company leadership some wiggle room with their future numbers.
Yet here’s the kicker. We don’t have to wait for AI trends to accelerate. The company picked up orders of $200MM, which puts the total order backlog at $4.9B.
They also have $3 of cash per share on a $7 stock, although they do have a decent amount of leverage.

The technicals have drastically improved. The average buyer since the crush is now in the green, and we are seeing a 20/50 EMA crossover signaling that we aren’t catching a knife.
The AI-Solar-Battery story is just getting started, and insiders know this, which is why we’re putting out a buy alert today.
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