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@FreemyerGreg πGregπππ€²πGregπππ€² posts on X about $eose, guess, $250kwh, $800mm the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% automotive brands XXXX% countries XXXX% technology brands XXXX%
Social topic influence $eose #17, guess #2481, $250kwh #1, $800mm 6.67%, just a 6.67%, marshall #730, eos 3.33%, $flnc 3.33%, tesla 3.33%, $gev XXXX%
Top accounts mentioned or mentioned by @diamondcuttrr @memcculloch @mymorristribe @kristasoboh @srvc76 @hygrowth @maxonation @grassmanwilliam @thejefflutz @cpointx @pepemoonboy @incomesharks @javierblas @eiagov @pandaquantai @kwank22 @yianisz @obginvestments @philroberts @jakeb_d1
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Fluence Energy, Inc. Class A Common Stock (FLNC) Tesla, Inc. (TSLA) GE Vernova Inc. (GEV) NextEra Energy Inc (NEE) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last XX hours
"$eose Q4 is feeling like the "all at once quarter". This $500+ million loan is probably what NextEra was waiting on to PR their choice of Eos. I can envision a slew of PRs that were queued up waiting for this deal to turn real"
X Link 2025-11-19T14:22Z 1451 followers, 2657 engagements
"@pepemoonboy @IncomeSharks $flnc doesn't make their own battery cells. They are competing with Tesla and GE Vernova to buy LFP cells to put in their energy cubes then competing with them for energy cube customers. A tough business with minimal moat"
X Link 2025-11-24T12:35Z 1451 followers, XXX engagements
"$eose In the last X weeks X senior technician field jobs posted: FL VA CA OR NV === Interesting states FL = NextEra has a huge presence plus those X small school deploys VA = Home of Dominion CA = Pendleton OR = Sunstone NV = ========= As they say probably nothing"
X Link 2025-12-01T21:28Z 1451 followers, 7069 engagements
"$eose Looks like Q4 felt imports are 2x any previous quarter but not yet 3x. We need another shipment or two by the end of the year to hit the 3x number"
X Link 2025-12-03T15:06Z 1454 followers, 8138 engagements
"$eose Dream material: Given: - XX sec cycle time is dropping for line X (we were told that in the last EC) - Bert's chart tells us X GWh/yr production rate is based on XX% utilization rate - Line X is being designed to have a higher utilization rate (Joe told us that in the Q2 EC) - $250KWh is no longer the norm. More buyers than sellers is driving up the price (City Utilities was priced well above $250/KWh) ++++ XXX GWh at $290/KWh is $1B / yr per line ++++ Just thought everyone should know that. ++++ Merry Christmas and a Happy New Year"
X Link 2025-12-06T04:41Z 1454 followers, 5996 engagements
"$eose Updated quarterly table and chart. Remember X more weeks in Q4. I would like to see Q4 hit XXX tonnes of felt imports but that is based on my best guess of XXX tonnes of felt per cube"
X Link 2025-12-10T19:12Z 1456 followers, 2709 engagements
"I like $800mm - $1B for 2026 revenue 2.5GWh from line X (John Mahaz magic) $275/KWh ASP (Nathan is killing it) $687.5mm fro Line X The rest from line X in 2H 2026 Line X SAT by EOY 2026 but no revenue No guess on Line X SAT. Would they build lines 3&4 in parallel They have the cash"
X Link 2025-11-30T13:45Z 1454 followers, XXX engagements
"Got a nice $eose loan share payment yesterday. ($1200 but half of that was for loaning out $eosew for just a few days at the peak) Bless the shorts that allow me to accrue undervalued shares I'm sitting around 99k shares and trying to get to 100k"
X Link 2025-12-05T14:17Z 1452 followers, 1517 engagements
"Now do 2028 at $1B/line X Marshall Plant lines X UK lines X Factory X lines All in place and ramped at the start of 2028 $8B revenue And if revenue is only $800mm per line they just build X more lines at Factory X to make up for it. My old 2x per year isn't going to be exponential enough 3x: EOY 2025: $XX EOY 2026: $XX EOY 2027: $XXX EOY 2028: $XXX Stopping there for sanity sake"
X Link 2025-12-06T12:56Z 1454 followers, 1430 engagements
"Cubes manufactured But they don't tell us on the call. You have to dig the PTC out of the 10Q and then calculate it. Not too many assumptions needed in the calculation. I will update my tracking spreadsheet and post it between market close and market open most likely so cubes manufactured will be known before the EC Here's my latest spreadsheet:"
X Link 2025-12-07T02:32Z 1453 followers, XXX engagements
"Invested in $eose in 2022/2023. DCA around $XXXX. Now $XXXXX. (10x). It will likely be $XX by EOY 2026 (30X). And hopefully $XXX by EOY 2027 (90x). And I put a year's salary in for that $XXXX DCA. Now at XX years salary (unrealized). XX years salary at EOY 2026 XX years salary at EOY 2027 Not too late to enjoy the ride Took $50K out in November (and incurred taxes). Will take out another $50K in Jan (assuming SP is $XX or higher)"
X Link 2025-12-07T18:59Z 1452 followers, XXX engagements
"@HyGrowth I feel for Europe They seem to be living in the 1990s The USSR has fallen; China is a non-factor; and the US will be the world's policeman. XX years later the world has evolved but Europe has only devolved"
X Link 2025-12-08T04:52Z 1452 followers, XXX engagements
"Multiple GW of new AI data center power provided by NextEra. Who will NextEra pick for the batteries How many GWh of batteries will be required XX GWh XX GWh more"
X Link 2025-12-08T12:34Z 1452 followers, 3142 engagements
"My Q4 cube target is XXX cubes (Q3 was XXX cubes by my math). If my guess of XXX tonnes of felt per cube is right they need to import XXX tonnes of felt in Q4 not to eat into their inventory. And with Q1 set to be even more production than Q4 I doubt they want to eat into inventory. Let's see if we get to XXX tonnes by the end of Dec. So far it is looking promising"
X Link 2025-12-04T13:16Z 1456 followers, 2281 engagements
"@DiamondCuttrr @OBGInvestments What am I missing Sales/orders for Q1 not sufficient During the last EC they painted Q1 as seeing great utilization of the line. They won't be moving any production to the Marshall Plant that soon. Help a blind squirrel find a nut"
X Link 2025-12-10T12:57Z 1456 followers, XXX engagements
"@Maxonation @GrassmanWilliam Revenue I think is XX% of $250/KWh So XXX cubes @ XXX MWh/cube and a $250/KWh ASP is only $80mm Raise ASP or recognize more revenue on shipment and you can get to $100mm with XXX cubes. XXX cubes is just a solid guestimate"
X Link 2025-12-10T14:01Z 1456 followers, XX engagements
"Way too high XX cubes per XX tonnes of felt feels extremely optimistic. I'm at X cubes per tonne. And $250k per cube as recognized revenue is crazy bullish Way above what we saw in Q3. (Less than $200K recognized per cube). My calculation: Q3: XXX cubes manufactured - $30.2mm product revenue"
X Link 2025-12-10T14:33Z 1456 followers, XX engagements
"I have added a estimated amount of felt consumed based on cubes manufactured based on XXX tonnes/cube consumed. You can see that if a cube indeed consumes only XXX tonnes per cube $eose was over purchasing prior to Q3 2025. And in Q3 2025 they basically bought what they needed to maintain inventory. Presumably that is what we will see going forward. Purchases and consumption per quarter more or less match. === When the US provider steps in we will lose the ability to analyze like this But I'm getting fairly comfortable with XXX tonnes/cube as a +/-20% estimate"
X Link 2025-12-10T19:39Z 1456 followers, 1388 engagements