### @FLNC — Confirmed — from the Q2 FY2026 earnings call; the initial order is forward guidance
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.
- tier: Confirmed (✓)
- source: FLNC / Two hyperscaler agreements, and what they don't say
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-flnc-src-flnc-hyperscaler-msas-ingest
- posted: 2026-07-13T03:21:34.699Z