Fluence Energy Is the New “Picks and Shovels” Bet for Artificial Intelligence

While the market remains fixated on the next GPU cycle, a far more foundational piece of the AI buildout is accelerating: reliable, dispatchable power.

Fluence Energy (NASDAQ: FLNC), backed by Siemens and AES, has quietly become the go-to grid-scale storage provider for Amazon, Google, and Meta data centers. After achieving profitability in 2024, the company looks dramatically mispriced relative to the multi-decade storage boom ahead.

Sometimes the biggest opportunities hide in the least glamorous places, batteries instead of chips, megawatt-hours instead of teraflops.

Worth a closer look before the narrative catches up.

The Market Yelled “Copper Supercycle!”, Goldman Whispered “Relax”

Copper’s explosive run past $11,500 per tonne has the market celebrating, but Goldman Sachs and analyst Aurelia Waltham are urging caution.

Their latest research paints a very different picture. Despite record LME pricing and frantic shipments into the U.S., Goldman still sees refined copper supply outpacing demand, a 160,000-tonne surplus in 2026, and no true global shortage before 2029. Meanwhile, distortions in London Metal Exchange spreads reflect tariff-driven stockpiling rather than structural scarcity.

It’s a reminder that even in bull markets, fundamentals matter.

Is Build-A-Bear’s Fairy-Tale Run Officially Stuffed?

Build-A-Bear (NYSE: BBW) has been one of retail’s most improbable comeback stories, soaring from a forgotten mall-era relic to a $57 stock powered by TikTok “kidults.” But today, the plush empire ran headfirst into Washington’s tariff wall.

Despite posting record profitability and beating earnings expectations, Build-A-Bear revealed that Trump-era tariffs finally hit full force in Q3, and the pressure will continue through the holidays and well into 2026. The market responded with a sharp sell-off.

This isn’t about demand. It’s about cost structure. When most of your product originates in China, no amount of inventory finesse can outrun a persistent import tax.

The kidult boom isn’t over. But from here on out, part of that nostalgia comes with a premium.

Cameco vs. Oklo: The Nuclear Market’s Defining Tug-of-War

The nuclear renaissance is accelerating faster than anyone predicted, and investors are being forced to choose between two radically different futures.

Cameco (NYSE: CCJ) is the world’s uranium cornerstone, locking in long-term contracts and generating real earnings in a market starved for supply. Oklo (NYSE: OKLO), backed by Sam Altman, is selling a vision of micro-reactors powering the AI era, a bold idea with massive potential, but still years from commercial revenue.

One company mines essential energy for the global grid. The other is building what could become the fusion of nuclear and Silicon Valley.

Both could win. But they will not win in the same way.

The question for investors: do you want cash flow today or exponential upside tomorrow?

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