[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@bert_gilfoyle Bert Gilfoyle πΊπΈ πΊπ¦ π π
°οΈBert Gilfoyle πΊπΈ πΊπ¦ π π °οΈ posts on X about $eose, eos, $iren, gas 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 XXXXX% cryptocurrencies XXXX% currencies XXXX% countries XXXX% technology brands XXXX% automotive brands XXXX%
Social topic influence $eose #45, eos #310, $iren #184, gas #803, $asst #210, doe 3.03%, will be 3.03%, bert #9, $200m 3.03%, bitcoin XXXX%
Top accounts mentioned or mentioned by @anishp144 @compoundingtony @xdotdan @krossroads @tgid1575 @jiahanjimliu @nav7634 @browpeak @obginvestments @cluster_6 @trendspider @bertgilfoyle @insidermonkey @nytimes @mymorristribe @thehipskipple @brineman56950 @srvc76 @tryharderinvest @dmottco
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) IREN Limited (IREN) Strive, Inc. (ASST) Bitcoin (BTC) Tesla, Inc. (TSLA)
Top posts by engagements in the last XX hours
"$EOSE Good morning bears. North Dakota utility regulators are considering the states first-ever battery storage sites for NextEra. North Dakota is part of NextEras DOE FUZES project along with Wisconsin and Oregon which will prove out EOS LDES for firming renewables like wind. NextEra recently installed a system an EOS system at its Torrecillas wind farm in Texas which is reportedly proving phenomenal data. NextEra has a X GWh offtake agreement with the company"
X Link 2025-11-17T14:44Z 5611 followers, 20.8K engagements
"Keeping me honest. This might be a little net dilutive. We will know more when Eos releases the actual numbers. For now I am assuming this may increase fully diluted count from about 540M to roughly 600M in my modeling. Everyone run your own numbers and range of assumptions"
X Link 2025-11-18T23:54Z 5612 followers, 5699 engagements
"Bitcoin reacting to Japanese Yen carry like a chihuahua hearing a doorbell. Not a hedge on anything"
X Link 2025-12-01T03:08Z 5606 followers, 3473 engagements
"@AnishP144 It's leveraged based on how they raise money by SATA"
X Link 2025-12-04T17:22Z 5611 followers, XXX engagements
"Texas SB6 requires data centers to have backup power equivalent to approximately XX% of their load. This is so backup power at the data center during times of grid curtailment can ensure smooth operations. Backup power can be batteries diesel generators gas turbines what not. Iren's core values promote clean energy. I believe $IREN and $EOSE have had discussions about this. Eos offers efficient and abuse tolerant batteries that can provide XX% immediately monetizable Investment Tax Credits. No guarantees and previous plans can change but I'm not the only one who has discussed this"
X Link 2025-12-05T03:20Z 5611 followers, 2691 engagements
"$ASST wen RS"
X Link 2025-12-05T15:45Z 5611 followers, 1571 engagements
"$IREN Comparing the Rittenhouse Flaws (RF) with the Correct Views (CV): Data Center Life RF: X yrs (full CapEx amortization) CV: 20+ yrs (ongoing EBITDA post-contract) X yr IRR: RF: X% (with X renewals) CV: XX% levered (pre-renewal) Total Value RF: $8.2B EBITDA vs. $8.8B CapEx (breakeven) CV: $9.7B TCV + $27B+ over XX yrs Post-Deal Upside RF: Zero (assumes no reuse) CV: $2B ARR from XXX MW alone; scales to XXX GW Rittenhouse's critique is a valid stress test for GPU heavy phases but errs by myopically capping the deal at five years undervaluing IREN's infrastructure moat in a power starved AI"
X Link 2025-11-29T16:16Z 5612 followers, XXX engagements
"I will continue to be a big buyer of $EOSE = $XXXXX. $XX price target by 2028 is reasonable if the company just executes in a reasonably approximating way on the Marshall facility buildout for Project AMAZE XXX. 90+% annualized side. Extreme bear case (straight line efficiencies fail): XX% annualized"
X Link 2025-12-03T07:27Z 5612 followers, 8575 engagements
"$EOSE The 1200 MW Sunstone Solar project (with 7200 MWh of BESS using Eos as an option in the approved application) in Morrow County Oregon has become uncertain after Pine Gate Renewables filed for bankruptcy on Nov. X. However Pine Gate insists the bankruptcy is only a hiccup saying it has more than $400m in financing to keep projects moving and expects Sunstone to stay on track under a future owner. Landowners and Gallatin Power ( the original developer that sold Sunstone to PG) warn that upcoming interconnection payments and other obligations could be missed putting the entire project at"
X Link 2025-12-03T20:11Z 5613 followers, 4111 engagements
"BTC looking good for a potential turnaround but $ASST seems to be disconnected from it. One explanation could be they are using their $450M ATM. I hope it's going to good use"
X Link 2025-12-04T16:59Z 5614 followers, 2319 engagements
"Rebranding to Bertina to improve engagement"
X Link 2025-12-01T03:21Z 5614 followers, 2906 engagements
"Antidilutive and bullish. Embrace the irrational pain. $IREN"
X Link 2025-12-01T23:00Z 5613 followers, 7087 engagements
"I was told an AI tool had $EOSE going down to $8"
X Link 2025-12-04T16:03Z 5614 followers, 5916 engagements
"Eos Energy Enterprises Inc. (EOSE): A Bull Case Theory @insidermonkey"
X Link 2025-12-06T17:07Z 5613 followers, 14.7K engagements
"NextEra CEO: "We are positioning our company around bring-your-own-generation and we are uniquely positioned to win this.""
X Link 2025-12-09T15:58Z 5613 followers, 2536 engagements
"The more I listen to financial advisors and some financial analysts the less respect I have them. Actually not disrespect per se just that that they're not for me. They are trained for looking at balance statements looking at recent past performance and near performance projections and getting base hits. That's appropriate advice for the majority of people honestly who save and invest and plan to retire modestly at the normal time. It's not good advice for achieving outsized wealth. Advisors dismiss "story stocks" because they probably haven't succeeded on one themselves. Or even if they have"
X Link 2025-12-10T03:57Z 5613 followers, 4464 engagements
"The Project Jupiter four-building data center campus (reportedly planned by OpenAI/Oracle) in southern New Mexico will be powered by a dedicated microgrid with 700900 MW natural gas generation large scale battery storage and plans for renewable integration. Sounds a lot like the Robena Megasite in concept"
X Link 2025-12-10T18:47Z 5613 followers, 2146 engagements
"Samsung SDI America has signed a deal to supply energy storage systems with prismatic LFP batteries to a U.S. "energy infrastructure development and operations company" for energy storage systems. The contract is valued at $1.36B and deliveries will run for three years starting in 2027. They reportedly denied the customer is Tesla (it sounds a lot like NextEra)"
X Link 2025-12-10T19:05Z 5613 followers, 6199 engagements
"@jiahanjimliu Would love to see the depreciation models for chips in space. How often do you replace them How much would that cost CAN you replace them"
X Link 2025-12-10T20:49Z 5613 followers, XXX engagements