GBA Presents: House of Gummy-!

Let's Talk about AI! FLUENCE has it!

They bought a company called Nispera.

Nispera collects and analyzes data from multiple sources to monitor production in real time. It uses this data to forecast production, identify underperformance, screen for anomalies, and give automated feedback.

The acquisition of Nispera increased their capabilities and in February of 2023, they began offering Fluence Mosaic. Mosaic is intelligent bidding software designed to help asset owners maximize revenue. This cloud-based digital intelligence is already performing feats beyond human capability; handling bidding cycles as short as 5 minutes in California,Texas, and Australia.
 
There is another player or two in this game... One we own-! STEM.

The other would be Tesla. And I have been waiting for years for the Tesla solution and it just seems Musk's eye is off the ball or on the truck as it were. Just too much going on at Tesla (and SpaceX) now for them to really attack this storage market and as such Tesla has been left behind. (although I'm sure their tech is good)

Until then> We have a special story don't we? The company currently has $11.2B under contract waiting to be converted into revenue. This most recent quarter, they were only able to fill $700M worth of orders and yet signed $2.8B in new contracts.

As Texas shows -- the business of energy storage is Now!

Unlike many start-ups, Fluence has not had to take on large amounts of debt on its path to operational viability. This most recent quarter, Fluence Energy had -$0.1M in net interest expense, total debt was at $3.4M, and long-term debt was at $0M.
 
What is it about these electric pickup trucks that they have to make the bed in the back so short!

This is the problem with the one I see on the road from that other company...Jesus! You know the one with the ugly headlights. The rest of the truck RIVIAN!!!<-- TY The rest of the truck is very pretty but if you stare down on one while working out above as I have on 3rd ave.. the truck bed is way short and stubby and stupid -You can barely lay a dead body in there...

and here again... same thing:

 
HOLD UP This is why we do the research Folks!!! Hold UP

Fisker's truck bed expands?<---:thumbsup::thumbsup::thumbsup:

How?



Dow Jones-
HOMETRANSPORTATION
Fisker's new electric pickup is one of the coolest Cybertruck and F-150 Lightning rivals yet

Aug 4, 2023, 2:58 PM EDT

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The Fisker Alaska electric pickup truck.
Fisker

  • US EV startup Fisker unveiled an electric pickup to take on the Tesla Cybertruck and Rivian R1T.
  • Fisker says the Alaska will start at $37,900 after incentives and go on sale in early 2025.
  • It offers an ingenious bed that extends from 4.5 feet to 9.2 feet. <-------:wtf::wtf::wtf::wtf::wtf::wtf::wtf::wtf::wtf::wtf:


 
stonedinvestor said:
I think the bond market is going to blow up & I don't know why.

I had someone explain to me why I should buy bonds. In my many years doing this never bought a bond. I'm a 100% stock guy.

The pitch is- " You can't lose " Buy bonds now for that yield! More than a bank account. And later in the year enjoy price appreciation.

These perfect trades don't work out.


I have been warning about this for two threads!
 
A lot of Hedgies are playing Brazil. I'm investing in China because I did Mexico and Brazil last year.

In some emerging markets, investors are drawn to stocks because they offer potential returns far above bonds. For instance, China’s CSI 300 Index trades at an earnings yield — projected profits expressed a percentage of stock prices — of 8.6%. Chinese bonds offer 2.6%. That gap has doubled in the past two years. Even as China faces headwinds, with data flashing warnings signs across the economy, some investors are undeterred.

“Half of our portfolio is in China,” said Nuno Fernandes, a New York-based money manager at GW&K Investment Management.
 
Emerging-Market Stocks Are Having a Moment as Growth Bets Return
at 8:00 AM EDT·5 min read


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e70a62fdf28f89b76be1bf799164c821


Emerging-Market Stocks Are Having a Moment as Growth Bets Return
(Bloomberg) -- Investors in emerging markets are shifting to stocks from bonds as they prepare for the world after monetary tightening.

There are early signs of a rotation under way, with equity benchmarks beating local-currency bonds since the beginning of July. And traders are already starting to chase the rally, with Bank of America Corp. reporting that emerging-market equities have absorbed $4.1 billion in the week to Aug. 2, adding to inflows in the previous three weeks.

It all points to evidence that local-currency bonds, which have been the standout trade in emerging markets this year, are now facing tougher competition from stocks. While investors including Bank Julius Baer & Co. and Brazil’s Legacy Capital argue that there’s still money to be made in debt markets, bigger gains will come from stocks.

The macro backdrop is also tilting in favor of developing nations. Emerging economies are expected to expand almost three percentage points quicker than advanced nations over the next three years, led by China, albeit at a slower pace, and India. Analysts have raised their forecasts for earnings in July at the fastest clip in 18 months, according to data compiled by Bloomberg.

“The main drivers for equity performance will be a benign macro environment, especially in countries like India, Indonesia and Brazil, along with strong earnings growth driven by strength in consumption and investment,” said Ashish Chugh, a money manager at Loomis Sayles & Co. in Boston.

The MSCI Emerging Markets Index rallied almost 6% last month, the best performance since January.
 
WOW!


  • Giant Fund Slashed Apple Stock Investment, Bought Tesla, Nvidia

  • AustralianSuper, one of the world’s largest pensions, halved its Apple stock investment and sold Microsoft stock, while buying shares of Tesla and Nvidia.


Aug. 6, 2023 8:00 am ET
 
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