@Browpeak LM

LM posts on X about $eose, eos, $flnc, ai the most. They currently have [------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.

Engagements: [----------] #

[--] Week [------] +0.56%
[--] Month [-------] -12%
[--] Months [---------] +884%
[--] Year [---------] +674%

Mentions: [--] #

[--] Week [--] -41%
[--] Month [---] -76%
[--] Months [-----] +122%
[--] Year [-----] +224%

Followers: [------] #

[--] Week [-----] +0.79%
[--] Month [-----] +2.40%
[--] Months [-----] +62%
[--] Year [-----] +123%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 65.93% finance 25.93% countries 2.96% technology brands 2.22% exchanges 1.48% cryptocurrencies 0.74%

Social topic influence $eose #29, eos 19.26%, $flnc #28, ai 6.67%, stocks 5.19%, end of 4.44%, in the 4.44%, liquidity 3.7%, if you 3.7%, the most 3.7%

Top accounts mentioned or mentioned by @philroberts @freemyergreg @99losscapital @grassmanwilliam @spearfishingcap @charlesland123 @bullstkpicks @wittipol @sjcapitalinvest @ddbinvest @mutaliskgluon @investingluc @poweredbyeos @aleabitoreddit @kapitonovivan @zacmarkovich @yeahdave @lucassacerdote @inretrotech @pharmdks

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Fluence Energy, Inc. (FLNC) Iris Energy Limited (IREN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bloom Energy Corporation (BE) SPX6900 (SPX) Rocket Lab USA, Inc. Common Stock (RKLB)

Top Social Posts

Top posts by engagements in the last [--] hours

"$EOSE "NYC Energy facility WILL be using Zinc Halide chemistry from EOS Energy Technology to store energy and discharge energy to the grid EOS technology is non-flammable with no thermal runaway and no fires. This solution is one of the safest solutions and perfect for urban settings" https://twitter.com/i/web/status/2021409334832627835 https://twitter.com/i/web/status/2021409334832627835"
X Link 2026-02-11T02:21Z [----] followers, [----] engagements

"$EOSE $FLNC $BE and a number of other energy storage and solar plays close to the Ai theme have shown some good relative strength recently. Maybe a contrarian take maybe not but with the rout in software and rally in hardware its kind of confirming that the Ai trade is very much real and the demand for data centres and power is not going away These energy related companies should continue to outperform this year. $EOSE has lagged but more due to the fact it's still somewhat a high beta play and needs a solid Q4 results to confirm the story. If so watch out. Lots of Solar performing too as"
X Link 2026-02-04T00:02Z [----] followers, [----] engagements

"@investingluc No. The pain trade is up where all the shorts came in last week. If the data from GS is correct then only about 20% of shorts covered Friday"
X Link 2026-02-09T09:52Z [----] followers, [---] engagements

"Were in a bull market. Stop selling me your recession depression crash talk. Macro is solid. Earnings are solid The only thing we are getting is some multiple compression due to uncertainty around Ai and tech. Im a buyer on dips"
X Link 2026-02-15T03:16Z [----] followers, [----] engagements

"$eose Its incredible how much of a lay up this investment opportunity has been and still is. I think were all going to be shocked at what comes down the pipe for Eos over the next [--] months. $EOSE battery: No rare earths or lithium ion or other critical raw materials under this Nov 8th China NEW export control. This is a huge positive for @PoweredByEos but really needs to be resolved for the US more broadly (cont below) 👇 https://t.co/VJXK742TZM $EOSE battery: No rare earths or lithium ion or other critical raw materials under this Nov 8th China NEW export control. This is a huge positive"
X Link 2025-10-12T01:58Z [----] followers, [----] engagements

"$eose Ive always thought Stan Druckenmiller is the goat of all goats. Ive tried to emulate his investment philosophy to some extent. Im looking out [--] months from now Youve got rates being cut end of QT liquidity on the sidelines Energy storage as one of the biggest and fastest growing sectors with years of growth ahead. I think the sector is going to see a ton of capital flow into it over the next couple of years. I dont really care what q3 results are. What matters is where the market thinks revenues margins etc will be in [----]. Thats where you have to look. Dont skate to where the puck is"
X Link 2025-10-24T06:08Z [----] followers, [----] engagements

"$EOSE The biggest bottleneck is power. Demand is going to outstrip supply for a long long time Eos is going to help alleviate that gap This year is the start of a multi year run that is going to see at least a dozen more quarters of Revenue growth and margin expansion. I don't think the market really understands how to price this thing yet. And I think the team and investors behind Eos are thinking even bigger than we are"
X Link 2025-11-13T02:21Z [----] followers, [----] engagements

"$EOSE [----] will be an inflection year for the company. I am entirely focused now on where the company will be end of [----] New Factory New Headquarters [--] operational lines - exit [----] with a revenue run rate of $1b Gross Margin positive Operating Margin postive Lines 3/4 will be ordered Exponential backlog growth through new diversified customers"
X Link 2025-11-16T23:51Z [----] followers, [----] engagements

"$EOSE I like the new Chairman. - Currently serves on the board of Talen Energy - Senior advisor to Blackstone Inc.s energy transition group I get the feeling the company is laying the foundations for its next stage of growth. This feels like transition from startup to growth phase https://twitter.com/i/web/status/2003242323422134658 https://twitter.com/i/web/status/2003242323422134658"
X Link 2025-12-22T23:12Z [----] followers, 13.9K engagements

"@99_loss_capital Plus this from JPM in October too and a couple other articles https://www.bloomberg.com/news/articles/2026-01-15/jpmorgan-brookfield-see-deals-revival-for-clean-energy-assets https://am.jpmorgan.com/hk/en/asset-management/liq/investment-themes/sustainable-investing/sustainable-insights/the-new-energy-security-age-assessing-the-implications-for-investors/ https://www.jpmorganchase.com/newsroom/press-releases/2025/jpmc-security-resiliency-initiative https://www.bloomberg.com/news/articles/2026-01-15/jpmorgan-brookfield-see-deals-revival-for-clean-energy-assets"
X Link 2026-01-31T09:55Z [----] followers, [---] engagements

"$FLNC $EOSE JPM on FLNC: "The company said that that its data center pipeline stood at [--] GWh 80% of which having originated since the end of September suggesting quite the pickup in a short period of time" JPM on FLNC: "The company said that that its data center pipeline stood at [--] GWh 80% of which having originated since the end of September suggesting quite the pickup in a short period of time""
X Link 2026-02-02T10:33Z [----] followers, [----] engagements

"$EOSE $FLNC $IWM So big divergences here. Big negative correlation I have added $EOSE significantly down here. Eos massively lagging Fluence when they are usually pretty correlated. IMO reason being is that Eos gets lumped into the high beta/unprofitable tech basket and gets systematically sold off. Volumes dont indicate anything fundamental. Just trading at the whim of the market direction. Could see that yesterday too with Many high beta names struggling whilst $IWM outperformed. Tells me there is definitely an appetite for small caps but the risk is being hedged by shorting high beta. When"
X Link 2026-02-03T02:52Z [----] followers, [----] engagements

"$EOSE Here are your street Q4 estimates Av $93.88 Low $88.46m High $100m So essentially the average est makes the low end of the guide of $150m for the year"
X Link 2026-02-03T03:34Z [----] followers, [----] engagements

"$eose So I was a big buyer yesterday in some calls and shares. Big thing was the overall market reaction. All indices ripping higher and a general risk on move lead by $iwm When you have $eose selling off in that environment its usually forced de grossing some kind of hedging or systematic trading. Thats not a fundamental move. Added that its sitting on some significant trend lines and the 100ma Risk reward seemed attractive $eose Just know this is 100% factor and systematically driven at the moment. High beta is getting sold thats all $eose Just know this is 100% factor and systematically"
X Link 2026-02-03T10:28Z [----] followers, [----] engagements

"So $eose is getting double fucked here. Getting whacked down in the high beta basket all the while $iwm is ripping. Seeing some huge divergence and negative correlation"
X Link 2026-02-03T14:56Z [----] followers, [----] engagements

"@aleabitoreddit @kapitonov_ivan Have you had a look at $eose Battery energy storage Another American company with a 97% supply chain. Early stage and right at an inflection point in their ramp and growth. Very high short interest too"
X Link 2026-02-04T10:49Z [----] followers, [---] engagements

"$eose Smell like capitulation Creeping up on 10m shares already"
X Link 2026-02-04T15:48Z [----] followers, [----] engagements

"$EOSE Absolutely brutal day out there. "Morgan Stanley's Quant team noted that today was Momentums worst drawdown in [--] years (exceeding DeepSeek) as a one-way move in is met with laggards rallying across every sector." For those concerned. I am pretty confident to say that this has nothing to do with Eos fundamentals itself. You a seeing concentrated de levering of risk across tech. Especially high beta momo. I think the rout in software has some spooked as forced some serious risk reduction across the board. High risk to rewards It's a pure rotational move which has been happening the last"
X Link 2026-02-04T22:46Z [----] followers, [----] engagements

"$eose Why its so important for Eos to deliver this quarter. Theyve got to prove they can scale and drive costs down. They said theyll be contribution margin positive Q4 and GM positive exiting Q1. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully vertically integrated manufacturing of a simplified design with abundant materials. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully"
X Link 2026-02-05T00:10Z [----] followers, [----] engagements

"$EOSE This and That https://x.com/i/spaces/1DXxyWdOOAYGM https://x.com/i/spaces/1DXxyWdOOAYGM"
X Link 2026-02-05T02:07Z [----] followers, [----] engagements

"$EOSE Here a GS note explaining price action today"
X Link 2026-02-05T04:12Z [----] followers, [----] engagements

"I never understood the allure of $flnc. Just because it has revenues doesnt mean its a good buy. Theyve never looked like a profitable company even though theyre at scale. But I can understand people wanting exposure to BESS through what was perceived as a less risky company https://twitter.com/i/web/status/2019497082453913793 https://twitter.com/i/web/status/2019497082453913793"
X Link 2026-02-05T19:43Z [----] followers, [---] engagements

"$EOSE Just reading the last [--] transcripts again from Q3 and Q2. Just realised they were talking about Intensity in Q2. Clearly been a big project that they've been working on for some time. Got me thinking as to why we may have not seen the revenue cadence or data centre orders. Is it plausible that Eos was selling this potential new design but it wasn't quite ready for production. Maybe customers holding off until it was ready https://twitter.com/i/web/status/2019898728702963789 https://twitter.com/i/web/status/2019898728702963789"
X Link 2026-02-06T22:19Z [----] followers, [----] engagements

"$EOSE [----] guide is arguably going to be the most important piece of the Q4 call. A guide north of $500m isn't that hard to fathom Then you start thinking about [----] guide right Numbers get big fast once they bring on lines [--] and [--] into the new factory. How fast they can Bring on line [--] From John on Q3 "So first bipolar line comes in took us several weeks to get it up and running. [--] and [--] that we just got up now we're talking days. The same thing will fast forward to when we launch line [--] in the spring. All those learnings so we're able to shrink the ramp shrink the time to get up to full"
X Link 2026-02-06T23:37Z [----] followers, [----] engagements

"The bad news for the bear is that Friday's short covering at best unwound 20% of the recent short overhang which means that unless the sellers/shorts triple down on their bearish crusade Monday could see a monster rally not just across the most beaten up parts of the market but everywhere else too. https://www.zerohedge.com/markets/largest-short-selling-history-sets-market-brutal-short-squeeze https://www.zerohedge.com/markets/largest-short-selling-history-sets-market-brutal-short-squeeze"
X Link 2026-02-09T02:41Z [----] followers, [---] engagements

"$EOSE Risk to reward both idiosyncratically and systematically looks pretty good here. Tapped the December and Convert offering low and the [---] ema. Move last week largely driven by systematic de grossing and shorting. - From GS - Single Stocks were heavily net sold (-2.0 SDs one-year) and made up 70% of the total net selling driven by short sales outpacing long buys (2 to 1) this weeks notional short selling in US Single Stocks was the largest on our record (since [----] +3.2 Z score five-year). Could get squeezy this week. Software looking to have found a bottom. Kospi rallying in the Asia"
X Link 2026-02-09T07:05Z [----] followers, [----] engagements

"$eose Some interesting flow on the 14c for Feb20"
X Link 2026-02-10T01:05Z [----] followers, [----] engagements

"Markets looking for a reason higher Goldilocks setting up this week Retail sales Payrolls Inflation Want to see a resilient consumer a labour market that is steadying and inflation continuing to cool. Get this a we have a good enough reason to continue to grind higher"
X Link 2026-02-10T11:30Z [----] followers, [---] engagements

"Any IBKR users unable to connect/login to the servers"
X Link 2026-02-10T13:00Z [----] followers, [---] engagements

"$eose 🔥 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su"
X Link 2026-02-11T01:37Z [----] followers, [----] engagements

"$EOSE This is almost certainly going to be an Indensity project 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su"
X Link 2026-02-11T01:41Z [----] followers, [----] engagements

"$EOSE Starting to make sense now From the Q3 transcript "beginning to see a significant increase in activity in PJM and New York ISO along with the existing growth we've previously highlighted in SPP and MISO. For example the NYSERDA bulk storage RFP" "Last Thursday I was in a meeting in New York with the CEO of a large independent power producer the North American CEO of a large energy storage operator and the CEO of one of Eos' largest Financial investors" 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su 🚨🚨🚨 $EOSE New [----] MWh project"
X Link 2026-02-11T02:14Z [----] followers, [----] engagements

"$eose Perfectly summed up here. If and when this gets announced it will underwrite so much of the business as a whole. For a little old battery company currently ramping its first line to being shortlisted as the BESS supplier for a project like this say a lot. There a multiple stakeholders that have to sign off and give the green light. Eos must be ticking all the right boxes if they are being touted as the supplier for this project. Blueprint for the future. $EOSE If & when this project is confirmed. this is what it means. 👇 At $210 kwh its $500m project and this is only one of the MANY"
X Link 2026-02-11T04:00Z [----] followers, [----] engagements

"$eose Moar FELT $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p"
X Link 2026-02-11T12:48Z [----] followers, [----] engagements

"$eose Feel like I have to mention this again. These are factor driven moves. Same as yesterday. High volume at the open. Across multiple high beta momo tickers"
X Link 2026-02-11T22:19Z [----] followers, [----] engagements

"@Zac_Markovich Needs to be said. This has nothing to do with fundamentals or technicals. What youre seeing is systematic de grossing and shorting of high beta momentum stocks"
X Link 2026-02-11T23:05Z [----] followers, [---] engagements

"To echo The same thing is happening in $eose There a names being thrown out with the bath water. What youve seen the last couple of weeks is mass de grossing and some heavy shorting. Mostly in high beta/momentum/pre rev kind of names. Being able to differentiate systematic selling can present some very good opportunities if you understand the fundamentals Both $EOSE and $te are at significant inflection points If you can stomach vol and add on dips provided you have a holding period that you can withstand the volatility youll do very well. $TE: I added about 19K shares today and some"
X Link 2026-02-12T07:03Z [----] followers, [----] engagements

"$EOSE Itll all seem so obvious in hindsight The hardest part is doing nothing Joe is telling you black and white where this company is going. And there are hard data points to back up this path"
X Link 2026-02-12T11:26Z [----] followers, [----] engagements

"Dovish CPI tomorrow and we rip. Watch the squeeze on high beta $eose $asts $iren $te"
X Link 2026-02-12T14:12Z [----] followers, [----] engagements

"Im probably a lot more bullish on the market than most. Seeing so many post from big accounts saying we need a crash or a correction etc. But why I havent seen one good take as to why. We dont need one just for the sake of it. Have you looked under the hood. Half the market is in a bear market. All the while earnings have been solid with majority of companies beating ests Youre seeing the market reprice its risk. Huge huge rotations are happening. Its why I place very little weight on $spx and $ndx as there is so much more going on under the hood. CPI is going to be a big print. If it comes"
X Link 2026-02-13T02:38Z [----] followers, [---] engagements

"@charlesland123 Agree. The macro backdrop couldnt be much better if CPI is in line or cooler. Theres just lots of cross asset volatility Everything is pointing higher into end of year but the breadth of what rallies will be more selective"
X Link 2026-02-13T04:16Z [----] followers, [--] engagements

"$eose There is potential for a short squeeze here. I think youve had systematic shorting into a possible earnings catalyst. Youll get shorts forced to cover into think liquidity and hard to borrow. This is what happens when you get systematic shorting of a basket. There are no fundamental shorts here. $eose Getting hit by shorts https://t.co/HFKeiXFaw0 $eose Getting hit by shorts https://t.co/HFKeiXFaw0"
X Link 2026-02-13T04:46Z [----] followers, [----] engagements

"$eose In theory Eos should be a slam dunk win Energy / industrial company as a direct beneficiary from data centre build out. Its being held back however and lumped into the unprofitable tech/spec/meme/high beta etc Needless to say this earnings can go a long way in changing that narrative. They need to show the market they are the real deal. Simple AI SELLOFF GAINING MOMENTUM BARCLAYS WARNS Barclays says the AI-driven market selloff could continue with investors in a sell first think later mode. Analyst Emmanuel Cau notes markets are still broadly resilient but fears of AI disruption are"
X Link 2026-02-13T13:00Z [----] followers, [----] engagements

"@Yeah_Dave Exactly Dave There is no reason for a bear market. Youve got a Goldilocks backdrop in macro. Very solid earnings season. Feels more like a shakeout / pause before higher into year end"
X Link 2026-02-14T00:20Z [----] followers, [---] engagements

"Reading the latest GS equity rundown and my current thoughts - Tech and software weakness surrounded monthend with significant assetmanager selling in Nasdaq futures but flows have since stabilized and prompted covering on a few sessions rather than fresh derisking. - HFs finished the week $1bn net sellers but are now seeing long buying in macro products while singlestock short selling has slowed a sign the forcedselling phase in tech may be fading. - Software & Services P/E has compressed from 51x a year ago to 27x 2026E / 22x 2027E no longer the most expensive industry; media autos"
X Link 2026-02-15T06:27Z [----] followers, [---] engagements

"$EOSE $FLNC "China to Boost Batteries Sector with New Grid Backup Policy" This will only suck up more supply https://www.bloomberg.com/news/articles/2026-02-04/china-to-boost-batteries-sector-with-new-grid-backup-policysrnd=homepage-asia https://www.bloomberg.com/news/articles/2026-02-04/china-to-boost-batteries-sector-with-new-grid-backup-policysrnd=homepage-asia"
X Link 2026-02-04T02:27Z [----] followers, [----] engagements

"RT @LucasSacerdote_: $EOSE WHOLLY SH*T 🚨 2.4GWh order incoming. Brooklyn Navy Yard. Key Strategic and National Security Asset. Seem"
X Link 2026-02-11T02:10Z [----] followers, [--] engagements

"$eose Pretty darn good analysis @Bullstkpicks I dont think these are unreasonable numbers Would be a huge surprise to the upside if they guide anywhere near $600m We will know in a couple of weeks @GrassmanWilliam @FreemyerGreg @philroberts I spent a bunch of time working in ChatGPT and feed in the felt data quarterly 10qs and all call transcript to ask it what its best estimate is for Q4 and Q1 revenue (and finally a full 2026). Pretty interesting stuff. Thoughts @GrassmanWilliam @FreemyerGreg @philroberts I spent a bunch of time working in ChatGPT and feed in the felt data quarterly 10qs"
X Link 2026-02-12T12:56Z [----] followers, [----] engagements

"$eose Getting hit by shorts"
X Link 2026-02-13T04:29Z [----] followers, [----] engagements

"Garbage Used to like Dalios writing. Now he just sells fear. A boomer who has lived through the easiest of times. Now spends his time writing about how the end of the world is coming. Spoiler. The US isnt losing its status as the world superpower anytime soon https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"
X Link 2026-02-16T11:44Z [----] followers, [---] engagements

"$EOSE Eos have laid some serious foundations over the last [--] months. From its capital structure to its manufacturing capabilities. Theyre looking ready to jump from R&D to scaling up growth company. $EOSE Not one to comment on price action but its worth noting were back to late September levels. Heres whats changed since then: 300-350K ton felt runrate / qtr now vs 80K Q3 (sept) Revenue now at est $90-100M runrate vs $30M Q3 Sitting in late Sept the last $EOSE Not one to comment on price action but its worth noting were back to late September levels. Heres whats changed since then: 300-350K"
X Link 2026-02-17T03:24Z [----] followers, [----] engagements

"$EOSE So there's been some pretty vocal folks getting a bit jittery with earnings no the horizon Let me set it straight. I don't see how you can be bullish on the company and have zero trust in the companies management. It is very contradictory. IMO managements credibility gets overblown and is not taken into proper perspective. What the company has actually said and done over the last [--] years and especially in the last year has actually been spot on. This was a nearly bankrupt SPAC 2-3 years ago operating a semi auto line an old but promising technology doing small pilot projects in a very"
X Link 2026-01-29T05:53Z [----] followers, 10.4K engagements

"IMO that's not a good enough reason. I'm a little annoyed as there are a few people now saying they'll miss because mgmt history etc. Fact is mgmt did change their guide last year when they realised they weren't going to make it and then met the updated guide. Nothing wrong with that. Guidance isn't just some number that gets thrown out. So if they knowingly reaffirm unrealistic numbers while sitting on evidence that makes them unattainable that can create securitiesfraud exposure even though giving guidance itself is optional. In practice: management sets the numbers legal/IR drafts the"
X Link 2026-01-29T06:02Z [----] followers, [---] engagements

"$EOSE EU is probably an underweighted outcome for EOS Recent EU Data Centre announcements in Europe from GS We know they have an order from Germany from the transcript "adding an initial order for behind-the-meter storage for a large client in Germany" "We developed a relationship signed an MOU got a project pipeline. And every week we meet with Cerberus and we go through where we are in cash where we are "nancially how are we doing in performance. And we look at Frontier not as a transaction but as a platform. Cerberus "nanced Frontier because we view this as experienced operational"
X Link 2026-01-29T07:27Z [----] followers, [----] engagements

"$Eose Great post from Tony Perspective matters When you step back and take a Birds Eye view the company is tracking in the right direction $EOSE - strip away the noise for a moment. This is what Eos has accomplished over the past three years: Three years ago Eos was assembling products largely by hand on a semi-automated line. Today it operates a fully automated manufacturing line running 24/7 with utilization $EOSE - strip away the noise for a moment. This is what Eos has accomplished over the past three years: Three years ago Eos was assembling products largely by hand on a semi-automated"
X Link 2026-01-29T09:59Z [----] followers, [----] engagements

"Fully understand where youre coming from. I dont know how theyre going to recognise [---] either. There are simpy things we dont know. However What Im getting at is it you cannot simply reiterate your guide to the lower end with 6weeks left in the year if they know theyre not going to make it. Thats a potential law suit. They should have darn good visibility into year end backlog. Bar some manufacturing fault or last minute customer cancellation etc they should get close . https://twitter.com/i/web/status/2016866674725785941 https://twitter.com/i/web/status/2016866674725785941"
X Link 2026-01-29T13:31Z [----] followers, [---] engagements

"Exactly Jesse So many just ignoring this fact and think guidance is just some number pulled from a hat. They should have very very good visibility into the backlog with [--] weeks to run in the year There are very real implications reiterating guidance with [--] weeks left to run in the year. I don't think the board DOE and Cerberus would be happy if they come and miss that number by a wide margin"
X Link 2026-01-29T23:29Z [----] followers, [----] engagements

"$eose Someone has to be a bull around here Someone has faith in $eose . [--] million bet today on January [--] call Someone has faith in $eose . [--] million bet today on January [--] call"
X Link 2026-01-29T23:53Z [----] followers, [----] engagements

"$eose $flnc Im sure everyone has noticed the relative strength of Fluence. That would be the North Star imo of the current appetite for BESS. Theyre a mature company albeit average margins . There has been quite a divergence between Fluence and EOSE recently. IMO this comes down to Eos having not quite proven itself yet. What Im getting at is the catch up trade could be quite aggressive If Eos proves itself this quarter which I think it will. -$140m + for the year [-----] guide $450m+ -Data centre related order Then youll see capital rotate into Eos very quickly as the look to get more exposure"
X Link 2026-01-30T02:00Z [----] followers, [----] engagements

"Finding it hard to wrap my head around the current market. Macro seems to be setting up for a Goldilocks scenario. Growth is resilient inflation is coming down and the labour market stabilising. Liquidity also seems to be stable. Bulls and bears are fighting hard. Weve had some big sell offs with dip buyers stepping in hard. Metals have had their biggest rally in forever Ai trade seems to have legs still and earnings are solid. The dollar is selling off EM going higher. Geopolitics changing every week Credit spreads are at lows Crypto is dead Just seems to be divergence in lots of places. Im"
X Link 2026-01-30T02:54Z [----] followers, [---] engagements

"$eose And this is the reason Ive been adding big this month and on dips. Biggest exposure Ive added in a while today. Retail clearly getting impatient and imo starting to bail after a few months of sideways action. Always a good contrarian indicator when retail start throwing in the towel. If you actually believe Eos is going to deliver on orders and revenue then I think the market is underpricing this outcome. Just have to look at the demand for $flnc and $be The market wants this. $eose $flnc Im sure everyone has noticed the relative strength of Fluence. That would be the North Star imo of"
X Link 2026-01-30T03:03Z [----] followers, [----] engagements

"$EOSE Reposting for more visibility This is not the same as [----] or [----]. Reiterating the low end of guidance with a few weeks to run in the year should be accompanied by clear visibility into backlog and production capability. The risk to missing by a wide margin here is not just Joes credibility but the company as a whole. It could result in class action suits Investors both institutional and retail pulling capital and potential customers questioning deals. This in turn reduces the capitalisation of the company can affect opportunity for future financing and deal optionality. If there was"
X Link 2026-01-30T04:11Z [----] followers, [----] engagements

"@SpearfishingCap I understand not the best comp. But they generally run a decent correlation. Has been a divergence since the start of December that I think is notable enough"
X Link 2026-01-30T05:01Z [----] followers, [---] engagements

"@SpearfishingCap The pair trade is long $eose and short $flnc"
X Link 2026-01-30T05:03Z [----] followers, [---] engagements

"$eose So weve got MN8 now in the works Weve also got Robena mega site How many other projects that we just dont know about which are just waiting in the shadows to be announced. $eose How bout dem apples [--] MW project approved for MN8 with Eos specd (but not final) https://t.co/VXC1K8m5Pq https://t.co/lIXmtPdt4g (note: should say [---] kWh I believe) https://t.co/yK7pdp8JS5 $eose How bout dem apples [--] MW project approved for MN8 with Eos specd (but not final) https://t.co/VXC1K8m5Pq https://t.co/lIXmtPdt4g (note: should say [---] kWh I believe) https://t.co/yK7pdp8JS5"
X Link 2026-01-30T07:17Z [----] followers, [----] engagements

"Some Warsh thoughts. I think the market is worried about his prior hawkish views. But the past does not mean the future. Trump has been very clear he wants lower rates NOW Why would he pick a hawk then when he could have gone Rick or Hassett He's been pondering this decision for a while. I just don't see how Warsh can be a hawk here. He must be somewhat in line with Trump on his view on rates to get the job. Could be sell the rumour buy the news event today https://twitter.com/i/web/status/2017155554691400067 https://twitter.com/i/web/status/2017155554691400067"
X Link 2026-01-30T08:38Z [----] followers, [---] engagements

"$EOSE Lets not forget Frontier and Cerberus. When Cerberus is putting money behind it they probably a good chance of a return on their investment Going to be some big development's here this year "We aim to approve the first projects by Q2 2026." https://www.ofgem.gov.uk/sites/default/files/2025-09/LDES%20Eligibility%20Assessment%20Outcome.pdf https://www.ofgem.gov.uk/decision/long-duration-electricity-storage-ldes-window-1-eligibility-assessment-outcome https://www.frontierpower.biz/frontier-power-cerberus https://www.frontierpower.biz/frontier-power-cerberus"
X Link 2026-01-30T09:09Z [----] followers, [----] engagements

"$eose Nothing but rotation today High beta deleveraging across the board today. Looking forward to the day Eos isnt in this basket The volatility the last few months has been brutal"
X Link 2026-01-30T22:27Z [----] followers, [----] engagements

"@in_retrotech There's a lot of good fundamentals that just keep piling up. Hoping q4 ties a few things together. It's just a shame $eose is still lumped in the high beta/momo basket. We'll just continue to get thrown around at the markets whim"
X Link 2026-01-30T22:41Z [----] followers, [---] engagements

"$EOSE $ASTS $RKLB High Beta Momo Most of the selling has been an unwind of the high beta momo stocks. $RTY/$SPX unwinding this week too after a strong Jan"
X Link 2026-01-31T02:41Z [----] followers, [----] engagements

"Possibly Spear Eos is a funny one On one hand you've got a company which is at the whim of high beta factor trading. $eose just gets thrown out with the bath water whenever risk needs to reduced. High beta momo is the first to get sold. Can go both ways On the other hand Eos is actually on the cusp of scale and growth in a sector that has very clear demand for the product. So there are long term buyers stepping in but not enough to overcome the systematic trading of the factor. Pretty clear selling pressure the last [--] days. Need this factor to find some support"
X Link 2026-01-31T03:41Z [----] followers, [---] engagements

"You can definitely see periods where it's correlated with $EOSE like early/mid nov etc and all of Jan It's been a strong factor start of this month but chopped around last [--] days Absent of fundamentals we probably just trade with the factor But you're right any fundamental news and we'll get volatility to the upside I'm not concerned with Warsh either. End of the day Macro and economic data is what and will drive monetary and fiscal policy. Best thing Eos can do now is deliver a strong Q4 https://twitter.com/i/web/status/2017445762561667514 https://twitter.com/i/web/status/2017445762561667514"
X Link 2026-01-31T03:52Z [----] followers, [---] engagements

"@SpearfishingCap What didn't happen Factor selling"
X Link 2026-01-31T04:03Z [----] followers, [---] engagements

"$btc Digital gold No upside with the same downside"
X Link 2026-01-31T23:20Z [----] followers, [---] engagements

"@PharmD_KS Probably yes. The actual underlying drivers of the market. Growth inflation and liquidity continue to point higher. Earnings season is strong too. Id ask what would actually drive the market lower Maybe some forced margin and de levering. But thatll be one off"
X Link 2026-02-01T06:10Z [----] followers, [---] engagements

"Spot on Nothing to do with inflation. China has been the marginal bidder driving prices higher. Traders and retail piling in exacerbating the move. I'm uncomfortable with the idea that this move in gold/silver is about the market pricing forward inflation. 1) I think its mostly something else 2) This idea ignores the fact there's a market that prices forward inflation and it hasn't moved during this whole gold bull market. https://t.co/QcnEdqpDSh I'm uncomfortable with the idea that this move in gold/silver is about the market pricing forward inflation. 1) I think its mostly something else 2)"
X Link 2026-02-01T13:14Z [----] followers, [---] engagements

"$eose Tier [--] big picture analysis here $EOSE 🧵 🚗 🚗 Driving back from my brothers bach party today. we were talking about the different capital cycles Eos has moved through. I concluded- they will either hit 150m or be VERY close. But what matters more is the structural evolution. 💰 Eos hasnt just raised $EOSE 🧵 🚗 🚗 Driving back from my brothers bach party today. we were talking about the different capital cycles Eos has moved through. I concluded- they will either hit 150m or be VERY close. But what matters more is the structural evolution. 💰 Eos hasnt just raised"
X Link 2026-02-02T01:35Z [----] followers, [----] engagements

"@ConnorJBates_ So all of the stuff that is going to benefit massively from a low rate environment. Small caps are going outperform this year. Think there was a reason RTY has broken out"
X Link 2026-02-02T01:49Z [----] followers, [---] engagements

"$EOSE Folks some big picture stuff is that the price is going to be highly volatile. Eos is one of the major volitke stocks in the entire market at the moment. Could present some good dip buying opportunities Macro wise this is a dip/pullback and not a macro regime change or recession etc. this is still a bull market and dips will pricier bought. If you think Warsh is going to rock the boat or even Trump for that matter youre looking at it all wrong. Trump isnt going to rock the boat before mid terms Theyre going to run it hot 🔥 https://twitter.com/i/web/status/2018186941238587709"
X Link 2026-02-02T04:57Z [----] followers, [----] engagements

"@OBGInvestments Go longer dated. Gamma and theta can just blow you out over [--] months"
X Link 2026-02-02T14:24Z [----] followers, [---] engagements

"$eose Just know this is 100% factor and systematically driven at the moment. High beta is getting sold thats all"
X Link 2026-02-02T14:55Z [----] followers, [----] engagements

"@99_loss_capital @wittipol @SJCapitalInvest @ddbinvest Yeah definitely that Korean envx guy 😂"
X Link 2026-02-02T21:16Z [----] followers, [---] engagements

"$BE https://www.zerohedge.com/news/2026-02-02/fuel-cells-poised-capture-13-data-center-power-demand-2030 https://www.zerohedge.com/news/2026-02-02/fuel-cells-poised-capture-13-data-center-power-demand-2030"
X Link 2026-02-03T04:21Z [----] followers, [----] engagements

"@wittipol @99_loss_capital @SJCapitalInvest @ddbinvest @joceyreyes209 Um ok. Not sure what that's got to do with anything that was mentioned in this thread. But you do you buddy"
X Link 2026-02-03T06:28Z [----] followers, [--] engagements

"$EOSE When I put on a big position I want to know exactly whos on the other side of the trade. With a name like EOSE where selling at the moment is mostly about sector rotation and macro flows rather than broken fundamentals that dislocation starts to look attractive. Ideally you want to spot when those flows get stretched it sets up a compelling entry against a backdrop of structurally strong fundamentals. https://twitter.com/i/web/status/2018576539789803910 https://twitter.com/i/web/status/2018576539789803910"
X Link 2026-02-03T06:45Z [----] followers, [----] engagements

"$eose Will be another red day. Algos are slamming high beta again"
X Link 2026-02-03T14:45Z [----] followers, [----] engagements

"@MutaliskGluon You can blame the algos and systematic funds. Is is in the high beta non profitable sell basket. Its just an auto sell unfortunately"
X Link 2026-02-03T14:48Z [----] followers, [---] engagements

"@MutaliskGluon Massively lagging $flnc who luckily dont have the same problem. So weve got some catch up to play"
X Link 2026-02-03T14:50Z [----] followers, [---] engagements

"Its got zero to do with that sorry. Look at the felt. Not hard to see theyre building batteries. And they have been getting orders too. Eos is a high beta non profitable tech stock. Its the first stock to get sold as a risk management and hedging From the GS and JPM prime research I get theres definitely been pressure on these names. I can see it in my own factors too https://twitter.com/i/web/status/2018702780924580266 https://twitter.com/i/web/status/2018702780924580266"
X Link 2026-02-03T15:07Z [----] followers, [---] engagements

"@dmottco @JordanSolace You think the Joe Nathan. The board and Cerberus would knowingly reaffirm fake guidance [--] weeks from year end. Crazy thinking"
X Link 2026-02-03T15:10Z [----] followers, [--] engagements

"Too many people focused on the short term and idiosyncrasies of the current market. We are in a bull market and the underlying macro drivers of the economy are pointing higher not a recession. What we are seeing in the current market structure points more to a consolidation rather than a top. Dips are being bought higher and higher into an area of resistance. Anyone thats trying to sell you a bear market has no idea what theyre talking about. This is not to say we cant get pullbacks. But were not going into a bear market without some significant external shock."
X Link 2026-02-04T02:06Z [----] followers, [---] engagements

"$SPX This is not bearish structure. This is consolidation in a bull market. Basically a big ascending triangle. Higher highs into resistance. [----] is a key level to hold on the downside. [----] is the clear level to break"
X Link 2026-02-04T02:35Z [----] followers, [---] engagements

"$eose Algos suck. Just wait for them to finish their opening slam. The. Buy it back up"
X Link 2026-02-04T14:41Z [----] followers, [----] engagements

"$eose Will be a 10% + red day today unfortunately I dont make the rules"
X Link 2026-02-04T14:44Z [----] followers, [----] engagements

"$eose Probably a -20% day today now"
X Link 2026-02-04T14:57Z [----] followers, [----] engagements

"$eose Its pretty over done here Picked up a short trade"
X Link 2026-02-04T15:25Z [----] followers, [----] engagements

"$eose Almost the biggest loser in the R2K today. Might win something"
X Link 2026-02-04T15:38Z [----] followers, [----] engagements

"@MrNotAdvice I don think that's an unpopular opinion. Thats consensus"
X Link 2026-02-04T22:49Z [----] followers, [---] engagements

"Any interest ins potential last minute $eose spaces in an hr Blow off some steam"
X Link 2026-02-05T00:52Z [----] followers, [----] engagements

"$eose needs to have an absolute blow out quarter and show the market they are the real deal. Its not hard either. Theyve just got to do what they say theyre going to do. Hit guidance Continue line [--] and ramp line [--] = $450m guide Convert hyperscaler MOUs to orders Stock re rates instantly https://twitter.com/i/web/status/2019494093898842273 https://twitter.com/i/web/status/2019494093898842273"
X Link 2026-02-05T19:31Z [----] followers, [---] engagements

"Fed is going to be behind the curve again. They need to cut rates at the next meeting"
X Link 2026-02-05T19:33Z [----] followers, [---] engagements

"Picks and shovels of the hyper scalers are still the best plays right now. I just dont believe that this capex is just capital theyre lighting on fire. Infrastructure energy memory are home runs. Picking the right winners here could be home runs as everything is being indiscriminately sold off"
X Link 2026-02-05T22:56Z [----] followers, [----] engagements

"$EOSE $IREN + all HBMOM All dominated by negative gamma. So the directional move is amplified"
X Link 2026-02-06T01:22Z [----] followers, [---] engagements

"$eose I dont think there is a harder data point out there that points to potential manufacturing and revenue scenarios. Infer at your will. $eose 2026-02-04 charts https://t.co/yyWYmaFBWH $eose 2026-02-04 charts https://t.co/yyWYmaFBWH"
X Link 2026-02-06T04:46Z [----] followers, [----] engagements

"$EOSE Again from the Q2 call in July. End of year was always the target for the ramp in production. Q3 call confirmed this schedule too CM postive in Q4 GM motive in Q1 26"
X Link 2026-02-06T22:37Z [----] followers, [----] engagements

"@hiteshkar @KampnerSam EOSE is the one you want to hold long term. Not FLNC. Fluence margins arent that great and still rely on importing cells. Eos is volatile but is in the verge of some pretty incredible scale. You want to be in the growing company long term not the mature compamy"
X Link 2025-07-09T23:51Z [----] followers, [---] engagements

"$EOSE Not one to comment on price action but its worth noting were back to late September levels. Heres whats changed since then: 300-350K ton felt runrate / qtr now vs 80K Q3 (sept) Revenue now at est $90-100M runrate vs $30M Q3 Sitting in late Sept the last order PR was from May [--] [----] & small Faraday Cali No Talen MN8 or AI DC commentary Factory at just 15% utilization vs 90%+ Pre-GS running 35M shares @ $12.78 Pre-$1B capital raise & debt retirement Pre-Marshall Township 8GWh factory announcement Pre-Mahaz accelerating new lines & rearchitecting supply chain Pre-Tetra Investor Day"
X Link 2026-02-17T01:29Z 55.7K followers, 14.2K engagements

"Its Official: The World Order Has Broken Down At the Munich Security Conference the post-1945 world order was pronounced dead by most leaders and the picture behind it was laid out in the Security Report [----] entitled Under Destruction which http://x.com/i/article/2022788012598341633 http://x.com/i/article/2022788012598341633"
X Link 2026-02-14T21:43Z 2M followers, 76.1M engagements

"Look under the hood. There has been a ton of rotation. But at some point do you really want to be underweight tech with what is arguably the biggest tech revolution currently unfolding. I dont believe that all of a sudden no one wants to own tech and growth. After Record Shorting Hedge Funds Bought The Most Tech Stocks Since [----] https://t.co/EyMRUfqB8T After Record Shorting Hedge Funds Bought The Most Tech Stocks Since [----] https://t.co/EyMRUfqB8T"
X Link 2026-02-15T14:04Z [----] followers, [---] engagements

"After Record Shorting Hedge Funds Bought The Most Tech Stocks Since [----] https://www.zerohedge.com/markets/after-record-shorting-hedge-funds-bought-most-tech-stocks-2021 https://www.zerohedge.com/markets/after-record-shorting-hedge-funds-bought-most-tech-stocks-2021"
X Link 2026-02-15T13:45Z 2.5M followers, 79.9K engagements

"Spent this week deep in AI power consumption data. The numbers are staggering. $IREN and $EOSE are positioned perfectly. Thread coming tomorrow"
X Link 2026-02-14T19:00Z 10.7K followers, 11.7K engagements

"AI SELLOFF GAINING MOMENTUM BARCLAYS WARNS Barclays says the AI-driven market selloff could continue with investors in a sell first think later mode. Analyst Emmanuel Cau notes markets are still broadly resilient but fears of AI disruption are driving sharp sector dispersion. Traditional labels like cyclicals vs. defensives matter less; stocks are now grouped by perceived AI immunity or vulnerability. Commodities industrials healthcare and consumer goods are seen as relatively AI-safe. Media software financial services logistics commercial real estate and parts of tech are viewed as exposed"
X Link 2026-02-13T12:50Z 1.2M followers, 105.9K engagements

"$eose Getting hit by shorts"
X Link 2026-02-13T04:29Z [----] followers, [----] engagements

"Dovish CPI tomorrow and we rip. Watch the squeeze on high beta $eose $asts $iren $te"
X Link 2026-02-12T14:12Z [----] followers, [----] engagements

"@GrassmanWilliam @FreemyerGreg @philroberts I spent a bunch of time working in ChatGPT and feed in the felt data quarterly 10qs and all call transcript to ask it what its best estimate is for Q4 and Q1 revenue (and finally a full 2026). Pretty interesting stuff. Thoughts $EOSE Best Estimate of Q425 Q126 and [----] Revenue (Ops + SEC + Throughput) To evaluate revenue I use felt per day as the production proxy and anchor it to: SEC inventory filings Mahaz utilization disclosures Line capacity timing No reliance on guidance commentary from management. [--] Felt per Day The Regime Change Quarterly"
X Link 2026-02-12T12:15Z [----] followers, [----] engagements

"$TE: I added about 19K shares today and some warrants. For institutional investors volatility is the enemy. For the retail investor volatility is your best friend"
X Link 2026-02-11T19:07Z 43.8K followers, 37.1K engagements

"$EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts"
X Link 2026-02-11T12:44Z [----] followers, 37.7K engagements

"#NFP PREVIEW: January US Nonfarm Payrolls Expected to Rise by 68000; Unemployment Rate Seen at 4.4% Take A Look At What The Top Economists Are Forecasting In Today's US Jobs Report $USDJPY $DXY"
X Link 2026-02-11T10:00Z 334.7K followers, 13K engagements

"$EOSE If & when this project is confirmed. this is what it means. 👇 At $210 kwh its $500m project and this is only one of the MANY about to come down the pipe imo 😁 For context. that isnt a small order. Its scale. HA This project sits in the bkln navy yard NYISo Zone J. One of the most constrained and regulated zones in the country Urban. Dense. Safety is paramount If eos chemistry wins here. itll pass one of the hardest regulatory filters in the US Regulated mkt. strict oversight. Strict fire & safety. Winning lithium contracts in Texas is one thing. But winning the largest long duration"
X Link 2026-02-11T02:08Z [----] followers, 14.1K engagements

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