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@bert_gilfoyle Avatar @bert_gilfoyle Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️

Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ posts on X about $eose, eos, $iren, china the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

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

Social topic influence $eose #23, eos #78, $iren #203, china #2813, nov #92, tariffs #1645, investment 0.25%, cancel 0.13%, money 0.13%, golden age XXXX%

Top accounts mentioned or mentioned by @freemyergreg @goodwillimp @thehipskipple @mymorristribe @xebitda @xtimes1 @stambush @seriously211 @obginvestments @joshtradeoption @srvc76 @philroberts @jordansolace @primedcapital @nav7634 @cluster6 @tenpeaksjournal @netmelc @grassmanwilliam @cluster_6

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) IREN Limited (IREN) Tesla, Inc. (TSLA) Palantir (PLTR) Morgan Stanley (MS) 4 (4)

Top Social Posts #

Top posts by engagements in the last XX hours

"$EOSE 🤔 Big volumes on Nov XX and Nov XX $XX call options"
X Link @bert_gilfoyle 2025-10-13T23:23Z 4812 followers, 17.3K engagements

"In addition to the NextEra FUZES project DOE is also threatening to cancel the project for demonstrating flexible grid-enhancing data centers with BESS. Time for Eos board members to lobby the administration to come to their senses and honor binding contracts"
X Link @bert_gilfoyle 2025-10-07T20:19Z 4785 followers, 4546 engagements

"Making money in this stock market is becoming an after hours hand/eye coordination skill"
X Link @bert_gilfoyle 2025-10-10T22:09Z 4789 followers, 3180 engagements

"NJ generation was in a deregulated wholesale market with regulated distribution. The generation and supply side operate under a merchant model. Low cost gas at the time combined with existing generation assets lacking long term contracts / PPAs caused many of them to go under. Same thing happened with Kewaunee in Wisconsin. The ironic thing was this was not a golden age for gas. Gas frackers had their own contracts that were causing a glut of supply on the market while they lost their shirts. It was bad for a lot of parties"
X Link @bert_gilfoyle 2025-10-05T19:16Z 4806 followers, 1492 engagements

"$EOSE If they deliver all of Camp Pendleton in 4Q 2025 Eos makes plan (revenue guidance of $150-190M for 2025). I dont think thats how they thought they would make plan though. And that doesnt appear to be the plan now. I dont know if the company will revise guidance again this year but Im very confident that if they do it wont be because they are production limited. And I wont believe it if they say that. But delivering cubes isnt the only way to recognize revenue. The second extended Cerberus sales milestone comes due 10/31. Smart investors understanding the big picture will capitalize on"
X Link @bert_gilfoyle 2025-10-15T02:02Z 4812 followers, 5083 engagements

"$EOSE Brattle report find that PJM will need to build at least XX GW of energy storage by 2032 and XX GW by 2040 to help stabilize electricity prices. Storage complements gas generation by managing fluctuating supply and demand enabling standby gas resources to operate more efficiently as baseload power. (Where have we heard this before)"
X Link @bert_gilfoyle 2025-10-10T14:17Z 4787 followers, 5281 engagements

"@don_njaime @thehipskipple Panic buying after hours. Everybody seems to know something except us"
X Link @bert_gilfoyle 2025-10-08T20:52Z 4785 followers, XXX engagements

"Some $EOSE speculation going on with $IREN lately in view of SB6 legislation in Texas. Worth a listen"
X Link @bert_gilfoyle 2025-10-13T14:31Z 4812 followers, 5736 engagements

"Eos could be in a good cash position soon. Raise $80m from warrant exercise plus another $30m from transferable PTC credits in 2H of 2025. Then first draw from Tranche X DOE funds. There is also the ATM. And remember Cerberus is locked up till June 2026"
X Link @bert_gilfoyle 2025-10-03T16:11Z 4807 followers, 4094 engagements

"High tariffs bad for Eos. Risk off"
X Link @bert_gilfoyle 2025-10-13T14:10Z 4812 followers, 4265 engagements

"Nothing in my portfolio will beat my $EOSE $X to $XX and then onto $60-100 in the coming years. But going forward $TSLA as an investment in 2025 is starting to look more interesting to me now looking to 2028 and then to 2035. Informed and unbiased research is hard to find but Im studying it"
X Link @bert_gilfoyle 2025-09-30T02:07Z 4784 followers, 7168 engagements

"12/12/2023 to-date returns: $EOSE: 1033% $IREN: XXX% $PLTR: 887%"
X Link @bert_gilfoyle 2025-10-13T20:52Z 4812 followers, 7321 engagements

"$EOSE 368k shares casually purchased just now in one block at $XXXXX after hours"
X Link @bert_gilfoyle 2025-10-08T20:29Z 4783 followers, 14.1K engagements

"Aaaaand he raised them 100%. XXXXX% tariffs on LFP next year even if we could import them and loss of effective investment tax credits starting next year for any BESS integrator using Chinese LFP cells. $EOSE is becoming a subsidized monopoly"
X Link @bert_gilfoyle 2025-10-10T21:15Z 4812 followers, 48.8K engagements

"@x_times_1 I didnt tag you or even mention Eos"
X Link @bert_gilfoyle 2025-10-11T02:58Z 4809 followers, 10.3K engagements

"@thehipskipple @JordanSolace And part of it is a methane fuel cell. The FUZES grant was Eos. Wonder if NextEra will still move forward with it on their own"
X Link @bert_gilfoyle 2025-10-09T22:55Z 4785 followers, XXX engagements

"$EOSE It should go without saying but to make it crystal clear to everyone: this is not a new order. IEP is the developer and they have specifically stated their intentions to use Eos batteries for the project. Their President Peter Dailey told the California Energy Commission that they studied the technology extensively and believe it is the best. IEP prefers using Eos for their projects. But there is no guarantee IEP will succeed and that this will ultimately happen. IEP has secured the land agreement and gas turbine deliveries and are looking for investors to take the project to the next"
X Link @bert_gilfoyle 2025-10-05T16:48Z 4786 followers, 30.5K engagements

"Maybe using the theoretically fully diluted shares for all time horizons is the wrong way to do these calculations. $EOSE"
X Link @bert_gilfoyle 2025-10-13T18:39Z 4812 followers, 3696 engagements

"@lawse What are we looking at here A proposal A sneak peak I dont see anything about this from Morgan Stanley"
X Link @bert_gilfoyle 2025-10-10T19:12Z 4812 followers, 5430 engagements

"$EOSE Xcel Energy said they will install up to XXX MW of distributed battery storage at strategic locations on the grid by 2028. X MW per container. Installed among local businesses and nonprofits. Storing energy when its cheap delivering it when its needed most and placing assets where they maximize grid value with revenue sharing to the hosts. This looks right up Eos alley. I hope theyre talking to Xcel"
X Link @bert_gilfoyle 2025-10-07T00:45Z 4811 followers, 7652 engagements

"@raudi_882 Was just noticing that. ASTS in the lead from a late surge"
X Link @bert_gilfoyle 2025-10-13T22:25Z 4812 followers, XXX engagements

"Ive been wearing Eos hats for months now and not one person has spotted it and said something. And I live in Silicon Valley. Thats how early we are"
X Link @bert_gilfoyle 2025-10-09T00:38Z 4790 followers, 10.6K engagements

"@WOLF_Financial $EOSE call options"
X Link @bert_gilfoyle 2025-10-13T20:32Z 4812 followers, 2272 engagements

"$EOSE Interesting coincidence. The XXXX MW Iron Mountain data center in NJ talked about on the podcast as their first "small entry point" is at 3003 Woodbridge Ave in Edison NJ a few minutes away from Eos. A 4-hr BESS that is equal to the size of the load would require roughly 160-170 cubes in a tightly spaced urban environment. Maybe the X GWh/acre indoor rack design with no fire suppression or cooling systems required makes a lot of sense in these situations"
X Link @bert_gilfoyle 2025-08-31T19:59Z 4811 followers, 12.3K engagements

"$EOSE The latest ERCOT GIS report still has next week (10/16) as the Commercial Operation Date of the Orchard BESS. The Orchard BESS consists of XXX Z3 cubes made at launch on the semi-automated line. They dont have some of the cost outs that were cut in last year and have energy density closer to XXX kWh per cube than XXX. Part of their strategy was to get a larger system like this online sooner rather than later in order to get field data to give additional confidence to customers. For whatever reason it took the better part of a year and a half to get it to the hot commissioning phase. The"
X Link @bert_gilfoyle 2025-10-10T02:16Z 4784 followers, 6685 engagements

"$EOSE The highly irrational sell off from $X to $X after the offering was meant to shake us out. Those who did the simple math on the potential dilution and Project AMAZE like me (who didn't time it perfectly) bought many more shares. And call options now up 1000%. After the shakeout there was a steady run up. Starting in September it inflected. There was a seemingly equally irrational run up of the SP in the absence of news. I believe this is also meant to shake us out. Numerous people around here claim to know something about multi-GW orders coming up not known the rest of us. I don't know"
X Link @bert_gilfoyle 2025-10-10T03:53Z 4812 followers, 10.1K engagements

"@Acyn These were funds appropriated by the bipartisan infrastructure law. As an example they cancelled a pilot project in Minnesota for Xcel Energy to demonstrate multi-day energy storage. But those batteries are manufactured in West Virginia who will lose out in that revenue"
X Link @bert_gilfoyle 2025-10-03T00:27Z 4808 followers, 5719 engagements

"@dannycheng2022 Why you even dealing with subscription price increases if you got $47M bro"
X Link @bert_gilfoyle 2025-10-07T03:16Z 4808 followers, 4802 engagements

"$IREN Here we go. 📉 Note holders likely hedging with a convertible note arbitrage strategy. Embrace the pain"
X Link @bert_gilfoyle 2025-10-08T15:28Z 4791 followers, 3798 engagements

"Hes not being precise with his language in my view but the CEO of NextEra is talking about $EOSE here. NextEra has not been satisfied with Li-ion BESS and have been looking to move on with a multi-year plan. In the past few years NextEra has helped Eos design their cubes so they could be installed and cold commissioned efficiently in the field. And they recently put that to the test. Last summer they installed a XX cube system at Torrecillas in Texas to pair batteries with wind and solar. It was cold commissioned in X days with X hour from truck to completion. NextEra have plans to add Eos"
X Link @bert_gilfoyle 2025-10-08T02:21Z 4785 followers, 27.2K engagements

"Mean tweet to China. Sell Eos"
X Link @bert_gilfoyle 2025-10-14T19:49Z 4812 followers, 4815 engagements

"$EOSE The proposed Greene County PA X GW data center using Eos batteries is sized for the same size as the load - XXX MW and must sustain that for at least X hours or at least XXXX GWh of energy. Likely the actual energy capacity is larger than XXX MW x X hour. Day in and day out the battery will interact with the grid and with the data centers daily loads to keep the X GW H-class gas turbines running at maximum efficiency rather than ramping the turbines themselves. Joe has talked about X hour durations at least twice in recent interviews and this also aligns with @tylerhnorris famously"
X Link @bert_gilfoyle 2025-10-04T16:58Z 4812 followers, 165.8K engagements

"@stocktalkweekly @UncleAlpha007 Eos and Enersys dont compete in the same space. Check the supply chains and chemistries"
X Link @bert_gilfoyle 2025-10-14T19:12Z 4812 followers, XXX engagements

"@thehipskipple X GWh off take agreement huh"
X Link @bert_gilfoyle 2025-10-07T23:54Z 4782 followers, XXX engagements

"@X_RKK_X @netflix"
X Link @bert_gilfoyle 2025-10-11T22:28Z 4788 followers, XXX engagements

"$EOSE Gap filled at $13.55"
X Link @bert_gilfoyle 2025-10-06T19:56Z 4800 followers, 4305 engagements

"$EOSE Shane said field data is still an issue. Back in 2023 and 2024 Eos made the strategic decision to make a semi-automated line before an automated one. One stated reason was to understand the pinch points in the manufacturing process. The semi-automated line would allow them to identify those and rapidly make changes in a way that wouldnt be as practical with an automated line. That was a success. A second stated reason was to get field data sooner rather than later. The semi-automated line produced XXX cubes. The first X went to Duke Energy for their testing facility in NC. X went to"
X Link @bert_gilfoyle 2025-10-03T02:54Z 4785 followers, 11.2K engagements

"$EOSE Im mentally prepared for the possibility that Eos misses revenue guidance for the year and also misses the 10/31 sales milestone extension again and then kills it with new big orders from Q4 through Q2. This is an extremely volatile stock. Know what you own. Have a plan. SP will follow the math just not on your schedule"
X Link @bert_gilfoyle 2025-10-06T02:38Z 4789 followers, 11.5K engagements

"$EOSE Beginning Nov X China will impose export controls on large scale Li-ion batteries cathode and anode materials and battery manufacturing machinery. Exports will be subject to licensing by Chinas Ministry of Commerce. The U.S. is highly reliant on battery imports to support rising demand from data center growth and grid stability. Although U.S. / Korean / Japanese companies are attempting to ramp grid scale LFP factories in the U.S. to avoid tariffs and capture 45x manufacturing credits their upstream material streams are still heavily China dependent. China controls XX% of global anode"
X Link @bert_gilfoyle 2025-10-11T17:15Z 4812 followers, 22.3K engagements

"@FransBakker9812 @JackMenshaw More generally what are your thoughts about Irens need for batteries Would it mitigate curtailment in ERCOT It sounds like in other places they have power guarantees and may not need them"
X Link @bert_gilfoyle 2025-10-12T23:06Z 4808 followers, XXX engagements