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

Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ posts on X about eos, $eose, enovix, investment 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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Social category influence stocks XXXXX% finance XXXXX% technology brands XXX% countries XXXX% travel destinations XXXX% fashion brands XXXX%

Social topic influence eos 8.74%, $eose 4.85%, enovix 3.88%, investment #2854, balance sheet 2.91%, $googl #2293, meta 1.94%, $envx 1.94%, westinghouse 1.94%, money XXXX%

Top accounts mentioned or mentioned by @freemyergreg @cluster_6 @thehipskipple @eenlien @goodwillimp @xebitda @tenpeaksjournal @bullstkpicks @xiaowang1984 @jordansolace @cluster6 @richard_x_roe @tartan31 @intothegroove70 @grassmanwilliam @freebirdsteven @mymorristribe @esteinberg24 @stefanpu13 @ryanthawks

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Enovix Corporation Common Stock (ENVX) Alphabet Inc Class A (GOOGL) BlackRock Inc (BLK) AST SpaceMobile, Inc. Class A Common Stock (ASTS) NextEra Energy Inc (NEE) Oklo Inc. (OKLO)

Top Social Posts #

Top posts by engagements in the last XX hours

"@xiaowang1984 @ParkerM_Energy @forrest_f_ @HKmacro19 @Daniel03187025 ITC Wont phase out for domestic LDES anytime soon. Developers can add 8-12 hour energy storage on existing renewable sites to add firming. Expect NextEra to do that over the coming years"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 01:26:37 UTC 3815 followers, XXX engagements

"Making some investment rotations currently and plan to get serious again about my $ENVX investments after the earnings call and after the warrant situation shakes out. I wont time it perfectly but that doesnt matter in the grand scheme of things if the investment thesis plays out. My limited edition META glasses arrive on Friday. I understand this edition is likely not Enovix but toying with them will get me into the mood of thinking about all this again"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-22 04:17:41 UTC 3803 followers, 4473 engagements

"Does NextEra begin exercising its X GWh off-take agreement with Eos this year"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-25 02:16:54 UTC 3817 followers, 1844 engagements

"$ASTS Short term pain incoming but we know the playbook. This is healthy for the balance sheet long term to retire debt coming due and can be paid back over time in a less dilutive way. Incoming dips are good opportunities for more shares and call options. This will pass"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 20:19:39 UTC 3817 followers, 5313 engagements

"NextEra has a sourcing agreement with Samsung where the tariff risk is on them. Longer term Samsung plans to make LFP in the U.S. like LG Energy. But either way Korea is not an FEOC country so something to be said about their strategy. I think LG Energy plant in MI is the only fully integrated LFP BESS at this point. Id be really interested if Envision AESC is finding the new law problematic as suggested above. Thats what Fluence is largely counting on and why their stock price rallied after the final bill"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-17 00:22:39 UTC 3818 followers, XX engagements

"I am quite certain very confident that next year Eos will see $XX and well all meet up in Sicily. Im as clear eyed about that as I was when I was buying up the stock on the dollar menu in 1H 2024. Some early Palantir investors are celebrating a 20x But I think well achieve that and more toward 2030. Moreover we bet far more on average than the collective of those investors and experienced the really scary arena together up close and personal. We objectively did. I think some of us will have close personal relationships and celebrate around the world for the next decade or two. We have a"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-17 04:21:29 UTC 3817 followers, 28.2K engagements

"Some big news to report later this month. Personal and otherwise. Change is afoot"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-21 04:18:11 UTC 3803 followers, 4759 engagements

"Looks like Westinghouse will be featured prominently. Maybe a new NPP"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-14 17:56:15 UTC 3802 followers, XXX engagements

"@xiaowang1984 Do we need 8760 The load demand profile is not flat. 8-12 hour flexible energy storage paired with renewables provides 90+% ELCC. NextEra will be proving that soon with the FUZES projects in Oregon Wisconsin and North Dakota"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-23 15:51:02 UTC 3815 followers, XXX engagements

"@eenLien @bleacherbum23 Is it a mix of former SolarEdge and Routejade employees They all seem to be wearing the same t-shirt which I cant make out what it is"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-19 17:32:08 UTC 3815 followers, XXX engagements

"@spacanpanmantmp Look for new note holders to hedge with convertible note arbitrage strategies. Pain incoming but all dips are opportunities and this is good for the balance sheet"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 20:26:23 UTC 3817 followers, 3177 engagements

"@esteinberg24 You confirmed that The tell may be the heat coming out of the arm after I charged it. I havent used an Enovix battery before but know enough that they shouldnt accumulate heat like that. These are like drone batteries"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 15:50:26 UTC 3820 followers, 1965 engagements

"I think the NextEra CEO misspoke or was exaggerating. But if he wasnt thats almost too good to be true. Because he was clearly talking about Eos. They do have a X GWh off take agreement but most dont believe thats extremely close to being utilized. Id be happy if they just started Phase X of the FUZES projects. Prove me wrong and send us"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 18:28:24 UTC 3819 followers, 1098 engagements

"@Cluster_6 Google also talked about utilizing untapped potential from the grid involving efficiently managing the electrons. It sounded a lot like at least in part battery storage but theyre probably not allowed to mention it"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-15 20:21:33 UTC 3809 followers, XXX engagements

"About one year later: Subassemblies are coming online to fully ramp Line X. Line X is ordered. The IRA tax credits uncertainty is sorted out to the great benefit of stationary energy storage in general and Eos Energy in particular. DOE is continuing to support the company. Over X GWh in new MOUs tailored to data centers and (imo) military. Im once again pretty excited to see Eos enter another chapter of its life. Im confident the next year and year after that will bring something even greater than the previous if they continue executing on the Project AMAZE plan in just a reasonably"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-07 01:32:23 UTC 3815 followers, 18.6K engagements

"@scottnixonish @Ben_son_of_Lars That would have to be beast mode with a quasi infinite amount of executable backlog to deliver on. For now my plan is assuming Eos executes on Project AMAZE in a reasonably approximating way. Anything beyond that is bonus money"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 18:25:03 UTC 3820 followers, XXX engagements

"After reviewing the Senate bill revision today it is objectively better than the previous from an Eos energy storage perspective. ITCs and PTCs are just as generous yet harder for Eos' competitors to qualify. In particular demonstrating compliance with FEOC requirements is hard for most vendors and will require detailed accounting and reporting of supply chains subcomponents chain of custody and filings with regulators. Eos makes it very easy to both comply and demonstrate compliance. Early sunsetting of solar and wind ITCs could indirectly hurt Eos along with everyone else in the solar/wind"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-06-29 01:02:46 UTC 3801 followers, 21.3K engagements

"@xiaowang1984 From NextEra earnings report today. The reason costs are going up is from transmission and distribution. Not the cost of firmed renewables"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-23 15:00:20 UTC 3815 followers, XXX engagements

"$EOSE I haven't been diligent with the pipeline tracking lately. But going through the earnings transcript again some new opportunities surfaced in Q1 amounting to $1.4B primarily driven by: - large project opportunities in Puerto Rico - multiple eight-hour projects in California - a series of projects with a traditional oil and gas player in ERCOT 🤔 - projects tied to both direct on site and indirect virtual PPA data center activity"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-05-09 01:55:23 UTC 3800 followers, 3013 engagements

"@bleacherbum23 @eenLien @stefanpu13 @jmalchow Rajs blog post talking about lithium sulfide and sulfur based cathodes and solid state being the next wave of new improvements in the battery world was a big clue. Enovixs stacked design is uniquely positioned to excel at it. Will take time though. For now AI-1 is the focus"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-20 17:53:22 UTC 3817 followers, 1953 engagements

"As part of the agreement Google has made a strategic investment in Milan-based Energy Dome which has developed a CO2 battery technology to support the energy transition through long-duration energy storage solutions the companies said in a joint statement. They did not disclose the financial details"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-25 16:20:43 UTC 3817 followers, XXX engagements

"NextEra has been able to source all of their batteries from a company here in the US. NextEra is sourcing batteries from Eos Energy. Therefore NextEra has been able to source all of their batteries from Eos Energy. Aristotle"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-05 16:49:12 UTC 3815 followers, 11.1K engagements

"Whats interesting about this is that its not an order but Google is making a strategic investment in the company. Sometimes Google Ventures can take an equity stake that helps fund initiatives. They did that for Fervo Energy and TAE Technologies. Alphabet proper also recently participated in AST SpaceMobiles PIPE and convertible notes"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-25 16:16:08 UTC 3817 followers, 1125 engagements

"@fredwhitridge 540M ish. Some different takes in this thread"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-23 14:42:47 UTC 3810 followers, XXX engagements

"@forrest_f_ @xiaowang1984 @ParkerM_Energy @HKmacro19 @Daniel03187025 NextEra has. Its a unicorn called Eos Energy"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 01:50:59 UTC 3809 followers, XXX engagements

"In 2023 I learned form my mistakes and from trusting others. Most people then believed a $400m DOE loan would be injected immediately and de-risk an imminent bankruptcy balance sheet. Everyone was wrong. And goes to show you cant base your investments on what one smart guy is saying with great strength and conviction. After the 12/12 call where most people were really bored werent paying attention to the technical strategy and were focused on term sheets that day was really bearish for a lot of you. A few of us others were really intrigued and listened to that call several times and held the"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-20 05:27:06 UTC 3803 followers, 17.8K engagements

"@Acyn The right hand at Fox is not talking to the left. We absolutely have the technology for long-duration energy storage and its being manufactured right here int the U.S. Paired with solar and wind it can provide 90+% Equivalent Load Carrying Capacity"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-25 21:18:20 UTC 3817 followers, 22.4K engagements

"@eenLien @jmalchow What if I told you Enovix batteries could be both silicon and solid state and that theyre probably working on that right now"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-20 15:23:55 UTC 3820 followers, 4306 engagements

"@FreemyerGreg If thats the location of the schools project then its definitively FPL"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-16 02:00:04 UTC 3804 followers, XXX engagements

"I lost a lot of respect for Marc Cahodes @AlderLaneEggs today. He used to be a hero of mine in standing up for what you believe in and for the truth Tienamin Square style. Bringing truth to power. Comforting the afflicted and afflicting the comfortable. But hes resting on his laurels and hes got nastier and less precise with the facts in his old age. While I am being XXX% honest about my feelings and analysis of the situation he simply doesnt tolerate fact based clap-back"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-13 04:39:29 UTC 3818 followers, 4690 engagements

"No OKLO reactor will come online anytime soon. They havent been approved by the regulator. They havent built them. They dont exist. They wont until 2035+. In the meantime theyll get some investor and government money to work on things. But have fun with the charts. Its real money"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 01:50:02 UTC 3813 followers, 2651 engagements

"@Cluster_6 @CompoundingTony @FreemyerGreg @RocketPenguin75 @Brownhornet1977 @philroberts @7MileCapital Enovix batteries are bespoke. Much lower tolerances. More difficult to get high yields"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-18 16:24:11 UTC 3801 followers, XXX engagements

"Everyone missed my big announcement hiding in plain view. Youll find out later if we meet later"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 04:10:58 UTC 3818 followers, 6330 engagements

"@MBluczech @Cluster_6 @Acyn From the NextEra earnings call this week and theyre not allowed to lie to investors. But you are on here"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-25 23:37:44 UTC 3815 followers, XXX engagements

"@SecretaryWright This slide from NextEra is amazing"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-23 13:38:21 UTC 3815 followers, 1244 engagements

"I had a long voice conversation with META AI asking about the details of my Oakley glasses. After some back and froth about whether the anodes are graphite or silicon it finally answered graphite. But I dont actually think it knows. On that topic this is a device that gets you exposed to another AI chatbot in this case METAs part of their long term strategy and ambitions. I have not used their chatbot before and and made me install the app. Some AI processing is done on the device itself such as voice commands and interpreation. AI processing of video and live imagery is done in the cloud."
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-24 01:08:36 UTC 3818 followers, 1861 engagements

"@TrendSpider Time to rally behind this American treasure"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-23 03:48:17 UTC 3801 followers, XXX engagements

"@isorry123 Lets see how we can come to that with the most optimistic assumptions. X lines XXXX GWh/line $90/kWh net income including credits 540m fully diluted shares XX P/E 6x2.25x90/540x35=78.75 SP 78.75/6=13.125 per line"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-23 20:17:50 UTC 3818 followers, 2400 engagements

"@ryanthawks @FinanceLancelot @HenrikZeberg Sell all and batten down the hatches"
@bert_gilfoyle Avatar @bert_gilfoyle on X 2025-07-16 00:51:23 UTC 3805 followers, XXX engagements