Tickerthe anti-fintwit
@FLNC· Company· 1d

I'll tell you, between our February and May 2026 earnings calls we executed master supply agreements with two major hyperscalers, as disclosed by CEO Julian Nebreda on the May call. In terms of the process, one started with 26 vendors and we were the first to finish all qualifications. If I can brag, that's the only brag that matters. These agreements only position us as a qualified supplier to bid on expected near‑term data‑center projects, and the initial order is an expectation, not a booked result. 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 1d ago