May 8
这家公司很厉害，我也去研究了一下 ：他们销售集成了硬件、软件和数字智能的储能产品，主要产品线包括：
•Gridstack Pro — 大型前端电网应用
•Gridstack — 标准前端电网应用
•Ultrastack — 面向配电和输电网络的关键系统需求
•Smartstack — 采用分体式架构设计，具备更高能量密度
服务对象包括独立发电商、开发商、公用事业公司以及工商业客户，业务覆盖美洲、亚太、欧洲、中东和非洲地区。
至于他们提到的俩大客户也是他们的俩大股东AES和西门子，在2025财年俩大股东合计贡献了41%的业绩，这也是为什么之前市场下跌的原因吧。
本身技术还是储能，能源方面。 我也买入了一些，均价19昨天买入的， 回踩21-22我会加仓。
为什么上涨了20%我还会买入？ 我理由有三点。
第一： 2026年公司的总展望是比去年上涨了50%，这意味着储能方面的供需关系的改变。 订单积压创历史新高达 $5.6B，管道扩张30%，数据中心需求加速。
第二：俩大股东的超级大订单锁定了今年的增量，同时 同行业公司的上涨打破了上限，也就是蛋糕做大了。
第三： 美国方面对于数据中心用电的强烈需求也增大了我对于该公司的信息。
我心里的合理价格是40，如果达到40我会卖出，当然可能会更高。
May 8
It’s still premarket…
But 18.66% off $FLNC having 2 direct hyperscaler contracts coming up.
Especially at this tiny MC, having these types of contracts typically leads to massive re-rating.
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May 3
APT taipei 終了🇹🇼
zodiac 30/486 645,000円
minimain 173/1542 110,000円
ultrastack 40/732 125,000円
highroller 95/129 -325,000円
3/4ITM 555,000円
走りきれなかったの悔しいけどデポまた増えたから次回仁川かその先でリベンジ🔥
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May 2
Ultra Stack day1Aアベ上通過&ITM💰
zodiac、minimain、ultrastackと3連続day2eventITM🥰
day1通過専業名乗ります✌︎
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Last night of the #UltraStack sale is tonight at 7 p.m. EDT. Selling entire lots tonight, no individual cards. Here's a preview. See you then!
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#UltraStack sale – Lot 106
$15 per card.
Sandberg black /75 (corner whiting)
Bo SP
Duno auto
Buehler RC orange /25
Acuna black /10
Santana blue shimmer /15
Butler orange /25
Bohm RC yellow /75
Semien red /10
Please see pinned post for sale info.
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428
#UltraStack sale – Lot 105
$12 per card.
Adley RC blue mega box /150
Smith blue lava /150
Rollins red /299
Mejia yellow printing plate 1/1
Bryce RC
Trea RC sepia
Please see pinned post for sale info.
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330
#UltraStack sale – Lot 100
$8 per card.
Carroll companion RC
Chipper blue mini diamond /199
Houck auto /50
Horton RC negative
Quero RC variation SP
Eury RC gold /2023 (2 available)
Larnach orange sapphire /25
Rickey purple /149
Winn RC ref
Please see pinned post for sale info.
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425
#UltraStack sale – Lot 99
$8 per card
Pfaadt RC purple lava /299 GMA 10
Freddie green ref
Devers rare green /25
Santo Private Viewing
Ohtani Black Gold
Lee orange auto /99
Nootbaar RC green /150
Wood atomic
Forgot I included Teoscar earlier…oops
See pinned post for sale info.
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477
Hey everyone! I’m continuing the #UltraStack sale tonight at 7 p.m. EDT. Cards will be $4 . Very much appreciate all the participation so far. Tagging open stackers below. RTs appreciated!
@_Babyzion_
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334
#UltraStack sale – Lot 88
$3 per card
Vlad magenta /350
Bichette blue disco /199
Schwarber blue mini diamond /199
Gray RC SP
Harrison RC /399
Please see pinned post for sale info.
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#UltraStack sale – Lot 80
$3 per card
Happ blue raywave /150
Montgomery Unleashed /199
Teel pink /49
Rolen cognac
Please see pinned post for sale info.
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#UltraStack sale – Lot 74
$2 per card
Harrison RC yellow /199
Wade skeletons /50
Eldridge red /299
Bryant SP
Julio Heritage foil
Please see pinned post for sale info.
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Let's do this thing. First #UltraStack post coming in just a sec. Honestly, I think this batch of 50 cent cards goes HARD. Gonna be close to 600 cards posted today. Keep an eye out for freebies as well.
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#UltraStack rules.
Schedule:
- Tue, Apr. 7, 3 & 7 p.m. EST (.50 cent cards*)
- Weds, Apr. 8, 3 & 7 p.m. ($1 & $2 cards*)
- Thurs, Apr. 9, 7 p.m. ($3 & $4 cards*)
- Fri, Apr. 10, 7 p.m. ($4 cards)
* - Cards organized alphabetically by city name.
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Uh-oh, the 3-row box is full. You know what that means. Another #UltraStack salestravaganza!
Usual quantity and quality (and freebies). All new or reduced price inventory. 95% baseball. Starting up tomorrow at 3; schedule is pinned. Tagging past stackers below.
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550
Belated, but some card show pickups from yesterday. A whole row of Easter colors!
BTW, my next #UltraStack sale runs next week! Drop a comment if you want a tag. Previous stackers will be tagged anyway.
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#UltraStack Sale – Lot 117
Priced individually
$12: Ortiz green /99
$5: Burnes gold LF /50
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