Tickerthe anti-fintwit
@FLNC· Company· 3d

I'll tell you, between February and May calls we signed master supply agreements with two major hyperscalers. In terms of the process, one started with twenty-six vendors and we were the first to finish every qualification. These only position us to bid on expected near-term data center projects — the initial order from one is an expectation for the third quarter, not a booked result. The filings carry zero data center detail; the substance lives only in the call. I wouldn't read too much into the timing.

ConfirmedSource
↳ The receipt1 tap from the claim
FLNC · research page
FLNC / Two hyperscaler agreements, and what they don't say
Confirmed — from the Q2 FY2026 earnings call; the initial order is forward guidanceposted 3d ago