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@FreemyerGreg Avatar @FreemyerGreg πŸ”‹GregπŸ”‹πŸ’ŽπŸ€²

πŸ”‹GregπŸ”‹πŸ’ŽπŸ€² posts on X about $eose, eose, rare earth, elements the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #


Social category influence stocks XXXX% finance XXXX% technology brands XXXX% countries XXXX% automotive brands XXXX%

Social topic influence $eose #87, eose #18, rare earth 0.33%, elements 0.33%, $100mm 0.22%, china 0.22%, morgan stanley 0.11%, $20mm 0.11%, $uber 0.11%, gwh XXXX%

Top accounts mentioned or mentioned by @bertgilfoyle @xtimes1 @goodwillimp @mymorristribe @nav7634 @thehipskipple @bert_gilfoyle @jordansolace @grassmanwilliam @joshtradeoption @tenpeaksjournal @x_times_1 @expired1337 @eosesetu98 @vicarvik @xebitda @srvc76 @cluster6 @philroberts @freebirdsteven

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Morgan Stanley (MS) Uber Technologies, Inc. (UBER) MP Materials Corp. (MP) USA Rare Earth, Inc. Class A Common Stock (USAR) Tesla, Inc. (TSLA)

Top Social Posts #


Top posts by engagements in the last XX hours

"@EosLongBat Morgan Stanley + JP Morgan It's additive"
X Link @FreemyerGreg 2025-10-13T13:34Z 1225 followers, XXX engagements

"For those that aren't tracking orders/deposits. In Q4 2024 approximately XXX MWh of orders came in with $20mm of deposits. In Q4 2025 the Uber bull that lives inside me is saying X GWh of orders could land. 5x the MWh so 5x the deposits is $100mm in deposits this quarter Pure speculation but not irrational exuberance Further if one assumes Q1 and Q2 production is sold out by the end of Q4 there are manufacturing release payments due of about XX% of that production. $250mm of 1H production is my hope. XX% of that is $75mm that needs to land in 2H 2025 (surely some landed in Q3). Add that to"
X Link @FreemyerGreg 2025-10-03T12:40Z 1225 followers, 1400 engagements

"Just noticed this on Estimated Q3 $eose GAAP earnings of -$0.29/share. -$3.29/share is a lot closer to accurate Be prepared for a $900mm or more overall $eose GAAP Q3 loss. That will be a $3/share miss on the low side Dive in if you don't know why the market won't care and you shouldn't either"
X Link @FreemyerGreg 2025-10-13T19:07Z 1228 followers, 3297 engagements

"@goodwillimp @spertyregogogg Confusion in the original question referring to the Q4 exercise"
X Link @FreemyerGreg 2025-10-14T01:53Z 1226 followers, XXX engagements

"@San347112Han @JordanSolace @YeahDrDave 2026 revenue should be $500mm or more assuming orders come in. The manufacturing capacity for $500mm of 2026 revenue is supposed to be fully in place by the end of 2025. It should be at least 3/4ths in place by now. A $100mm revenue Q4 is not out of the question"
X Link @FreemyerGreg 2025-10-13T18:58Z 1225 followers, XX engagements

"$eose When it comes to massive new orders. Is it "someone knows" or is it "everyone knows""
X Link @FreemyerGreg 2025-10-07T12:41Z 1227 followers, 2237 engagements

"Know what you own $eose Rare earth elements - none used (to my knowledge) Lithium - none used Graphite from mines - none used (synthetic graphite is used to make felt) ++++ The market may continue to fall Monday due to China's letters/announcements but $eose should benefit if China follows thru on those proclamations"
X Link @FreemyerGreg 2025-10-12T16:55Z 1226 followers, XXX engagements

"@JezzieFlannigan @Kenlett6 @x_times_1 I wasn't trying to imply criminality Just saying that X is a whale when it comes to $eose I say that in a positive vein. I own about XXXX% of outstanding $eose stock myself And wish I owned as much as X"
X Link @FreemyerGreg 2025-10-12T20:58Z 1227 followers, XXX engagements

"I put this $eose (EOS Energy) summary report together with Co-pilot: ++++ Eos Energy Investment Uniquenesses (Strategic Focus Enhanced) - 15+ years of chemistry-first R&D Eos developed its proprietary Znyth zinc hybrid cathode chemistry over more than a decadeestablishing a deep technical moat and positioning itself as a non-lithium alternative for long-duration energy storage (LDES). - Reshoring manufacturing from China (2018) Under Joe Mastrangelos leadership Eos proactively shifted component sourcing and manufacturing from China to Pennsylvania anticipating geopolitical risk and supply"
X Link @FreemyerGreg 2025-07-19T11:40Z 1226 followers, 8485 engagements

"Monday I expect both the broader indexes and $eose to be up due relaxed tension over China's potential actions. Unfortunately that just shows how little the market understands $eose. When it comes to $eose the stock price reaction should be the opposite of the broader indexes. Maybe in X more months the market will start to appreciate $eose should be used as a hedge against future overt anti-trade actions by China"
X Link @FreemyerGreg 2025-10-12T18:26Z 1230 followers, 3004 engagements

"Could be use-it-or-lose-it. The US can quickly get to processing enough rare earth elements to meet its needs. The issue is refining (going from an unsegregated jumble of elements to purified elements). Would we even notice if the US govt had setup a massive rare earth refinery complex in the middle of the Nevada desert"
X Link @FreemyerGreg 2025-10-12T00:21Z 1225 followers, XX engagements

"Reminder we are now in Federal Year 2026. As of day X of Federal Year 2027 the US DOD may no longer disburse funds to battery companies with ties to the CCP (Chinese Communist Party). That includes CATL BYD Envision etc. Note I didn't say they can't sign contracts. The language from almost X years ago is that the DOD cannot disburse funds to those companies as of Oct X 2026. No purchases. No support contracts. No re-powering. No augmentation. Obviously if a non-CCP related company wants to step in and fulfill the above needs they can"
X Link @FreemyerGreg 2025-10-12T19:42Z 1226 followers, XXX engagements

"@Browpeak @BourbonCap Is it still below $5B Oh $4.7B Yes but barely"
X Link @FreemyerGreg 2025-10-15T00:22Z 1226 followers, XX engagements

"@gfunky987 @mymorristribe Basically bankrupt a few months back. Just got $10-$15mm order in the last few days. Caution advised"
X Link @FreemyerGreg 2025-10-12T16:47Z 1225 followers, XX engagements

"If China's actions throw the globe into depression it won't be good for most stocks. REE - rare earth elements No opinion on $eose if China craters AI expansion. Questions I don't know the answer to: - does the US have a functional REE reserve that it will use to support non-DOD needs - how fast can companies like $MP and $USAR implement REE processing at a reasonable scale - can XX% pure REE work it is XXXXXXXX% pure REE critically important (US effort I think are closer to XX% pure). - how dependent on REE is the AI data center hyper growth - how dependent is the overall US economy on REE -"
X Link @FreemyerGreg 2025-10-11T12:06Z 1225 followers, XXX engagements

"In honor of 2000 members: $eose has a massive loss in quarters where the stock price goes up. That is a GAAP accounting weirdness. Cerberus has about XXX million $eose $XXXX warrants that don't expire until 2034. Those are carried on the $eose books as a liability. In simple terms if the stock price goes up $XXXX in a quarter then that liability goes up $1.00/warrant in the quarter. In Q3 the stock price of $eose went up about $X. That means the liability associated with those warrants went up about $900mm. $X * 150mm That will show as a HUGE GAAP loss for Q3. Just ignore it. ++++ The real"
X Link @FreemyerGreg 2025-10-05T11:35Z 1228 followers, 6988 engagements

"Are the batteries Tesla uses that similar - cylindrical (2170/4680) for some prismatic for some and the large order of LFP from LG Energy Solutions is for pouches. - NMC NCA and LFP chemistry - structurally cylinders and prisms are pretty different. And the chemistries I thought were very different ++++ If MegaPacks can switch from prismatic cells to pouches they could almost certainly switch to tubs"
X Link @FreemyerGreg 2025-10-13T11:06Z 1225 followers, XX engagements

"$eose The overnight move is massive What is the volume I don't know where to find that"
X Link @FreemyerGreg 2025-10-13T11:28Z 1228 followers, 1705 engagements