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@LucasSacerdote_ Avatar @LucasSacerdote_ Lucas Sacerdote🔋

Lucas Sacerdote🔋 posts on X about eos, $nee, $eose, gas the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence stocks finance technology brands

Social topic influence eos #88, $nee #4, $eose #12, gas #712, investment #1583, datacenter #37, meta, i dont, $gev #86, has been

Top accounts mentioned or mentioned by @joemastrangelo8 @thehipskipple @bertgilfoyle @xtimes1 @netmelc @jordansolace @srvc76 @mcbee4 @mymorristribe @freemyergreg @zerosumgame33 @alputino @inretrotech @grassmanwilliam @cluster6 @stonksreddit @jigarshahdc @tenpeaksjournal @obginvestments @poweredbyeos

Top assets mentioned NextEra Energy Inc (NEE) Eos Energy Enterprises, Inc. (EOSE) GE Vernova Inc. (GEV) Metadium (META) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Eos Energy Full Investment Thesis: Everything You Need to Know About $EOSE $EOSE 🔋has been my biggest position since 2023 - studying it has been a part/full-time job in itself.🔋 Heres my 119-page two-hour presentation on Eos Energy. Many have reached out wanting to learn more about the company reshaping Americas grid. I did this video and tried including everything I know in here hopefully helping speed up the learning curve for anyone interested. This isnt meant to be flawless; its meant to be done. I hope it helps you grasp the companys story the team driving it and the potential they"
X Link 2025-10-16T21:41Z 3612 followers, 468.1K engagements

"$EOSE A thread on my analysis of NextEras Investor Day: NextEras $NEE Investor Day was a masterclass on the energy industry and the base case for the next decade. Anyone interested in this sector or with investments in any energy company should listen and analyze every word that came out of here. This is the biggest utility company in the world. They are the largest: gas nuclear renewable and storage operators IN THE WORLD. They've built more infrastructure than the next XX biggest utilities COMBINED. If they speak you listen. They clearly stated that the real bottleneck in U.S. power isnt"
X Link 2025-12-10T20:58Z 3614 followers, 29.5K engagements

"$NEE kicked off their investor day with multiple PRs. Among them: - A 2.5GW contract with X energy-storage agreements with $META. - An expansion with their $GOOG relationship building on their 3.5GW in operation or contracted capacity they have in place. Particularly developing three initial campuses for data-center hubs with a focus on clean energy capacity"
X Link 2025-12-10T20:58Z 3614 followers, 1571 engagements

"Basically $NEE has become the developer of choice of Hyperscalers data-centers. Interesting tidbit here. If I was a hyperscaler wanting Eos batteries at my datacenters NextEra is the top developers I am choosing. Nice to see Google and Meta putting the initialpieces together already:"
X Link 2025-12-10T20:58Z 3614 followers, 1256 engagements

"Please take a second to read this. Unless they have thousands of battery containers in some random warehouse or they chose $EOSE as they preferred supplier I don't see how they protected for: Tax credits Tariff exposure Domesticated supply chain to address FEOC Unless their battery supplier is Eos. Following this notice the tone. The opportunity in storage is really hard to overstate. Energy storage is the only capacity resource available in scale through the end of the decade. They have 95GW of storage in inventory which can translate into 190GW by doubling capacity. I dont know if this was"
X Link 2025-12-10T20:58Z 3614 followers, 1391 engagements

"Storage is the biggest part of the energy market. I dont know how many people really understand this. Roughly double the size than gas. Again $GEV which makes gas turbines which is not the biggest part of the market is $190billion company. NextEra plans to put into operation roughly EIGHT TIME MORE STORAGE THAN GAS IN THE NEXT SEVEN YEARS. 8X And 53X times more storage than nuclear. 53X While $OKLO is still a +$15B company. $NEE expects to put into operation at least 32GWs of storage which translates to at least 128GWh. (they are talking about 8-hour durations which would take it to 256GWh.)"
X Link 2025-12-10T20:58Z 3614 followers, XXX engagements

"Customers seem willing to spend more on gas generation. But the economics are clear. They are 2X more expensive per gigawatt than renewables+storage. In the long term economics will dictate the market (although diversification between energy technologies will always be a thing and makes sense)"
X Link 2025-12-10T20:58Z 3614 followers, XXX engagements

"How is NextEra going to keep up with their exceptional past performance First thing they mention: their 190GW pipeline opportunity in storage"
X Link 2025-12-10T20:58Z 3614 followers, XXX engagements

"Finally and the cherry on top.Florida is emerging as a key place for data-center development and NextEra couldn't be better positioned for it. Eos as $NEE battery supplier is too"
X Link 2025-12-10T20:58Z 3614 followers, 1267 engagements

"To conclude NextEras Investor Day makes one thing unmistakably clear: The grid is hitting an inflection point and energy storage is the centerpiece of the next decade of U.S. infrastructure buildout. For hyperscalers utilities and policymakers this is no longer theoretical its required. And as the market pivots toward long-duration domestic safe tariff-proof storage at scale Eos sits exactly where the world is heading. The next seven years in energy will be unlike anything weve seen. Patience"
X Link 2025-12-10T20:58Z 3614 followers, 3838 engagements

"The end customer needs to announce it not NextEra. It will happen eventually. Also I wouldn't be surprised for $NEE/Hyperscaler to take an equity stake in Eos if they are planning on buying billions in product. Until every dot every I and cross every T it plays against their incentives"
X Link 2025-12-10T21:20Z 3614 followers, XXX engagements

"@fools_gd $GEV is a monster. Dont own it but have huge respect for the company"
X Link 2025-12-10T21:22Z 3612 followers, XX engagements

"$EOSE I always liked it better to post on red days rather than green days. Seems way more quiet here. Macro has been harsh. Idiosyncratic fundamentals have never been better. Seems like shorts have been extremely aggressive during the last couple of weeks. Getting desperate. If anything there is an argument to be made that a bubble might be forming on the short side. Especially when done to hypergrowth companies that can blow you out of the water with just a couple of big deals. And with bankruptcy risk no longer in the table for many of them. $EOSE has $600M in cash in their balance sheet."
X Link 2025-12-03T15:45Z 3588 followers, 33.4K engagements

"@joceyreyes209 2026 will be the first break-out year of what will be a X year run for the history books. One could even argue the break out (in production and business development not talking about the stock per se) began in Q4 2025. 🚀"
X Link 2025-12-10T22:58Z 3612 followers, XXX engagements

"My estimates havent changed since this post Q3 Earnings Call update. Comments from John Mahaz lead me to believe $EOSE should reach XX second cycle time with Line X in Marshall Town just a couple months after commissioning. (Currently at 18s due to containerization inefficiencies in Factory X. Z3s come out of the line at one factory and need to travel to another building to be put into containers). If thats the case reaching +3.5GWh production and +$800M revenue should be the result"
X Link 2025-12-11T00:38Z 3612 followers, XXX engagements