W. Yang

$FTCI $SPRU

I Love trying find beaten down small caps no one has heard of that are incredibly undervalued and have a chance to return to its fair value. $FTCI is extremely interesting for a small cap the company reported approximately $560M in contracted backlog in Q2 2026, while generating $25.9M in quarterly revenue, up 52% sequentially and 31% year over year, and reaffirming approximately 40% full year 2026 revenue growth. Even more impressive, backlog has steadily climbed from approximately $462M in Q3 2025 to $491M in Q4, $543M in Q1 2026, and now $560M. That gives $FTCI substantial forward revenue visibility at a time when demand for U.S. solar infrastructure is expanding, and the story gets even bigger when you consider the additional contracts behind it, including a 400 MW purchase order from a top 5 U.S. EPC and top 5 U.S. developer, a 1 GW five year expansion with Strata Clean Energy, and another 1 GW award involving a customer with corporate offtakers. For a small cap, having hundreds of millions in contracted business while revenue is accelerating and new multi gigawatt opportunities continue to emerge creates a potentially powerful setup for a major valuation rerating if the company continues converting backlog into revenue and improving profitability. Like I mentioned before as well they do not plan using the ATM as per SEC filings 🚨🚨

Watching for 1.85/2.00 on $SPRU to become support, adding all dips. Then 2.25 to break and hold, over that clear skies to $2.5/2.75/3.25 and much more with news / updates and a full fledged energy / solar theme $TE $ENPH $SHLS $NXT

Solar sector looks like they are bottoming $SHLS $NXT $RUN $FSLR $TE $JKS $TAN $SEDG $ENPH $SPRU

$SPRU its rare to find a clean solar small cap. It seems to be the cleanest one from what i see.

$SPRU battery storage + solar stock at a discount

Solar stocks catching a major bid today and seem to be bottoming. Added more $SPRU $18 intrinsic value, tons of assets, I think this will see some good updates over the weeks. Look at $NXT $RUN $SHLS $FLSR and many more solar stocks today. #early

There’s increasing investor attention on the enormous electricity demand from AI/data centers and the need for additional generation and grid capacity. Solar + storage are being pulled into that broader power infrastructure trade. & it’s still extremely early $NXT $SPRU $FSLR $SHLS $TAN