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@FreemyerGreg "I find myself thinking about US manufactured BESS with no FEOC components. If we apply FEOC retroactively then I believe none of the Tesla MegaPacks would qualify as US made. Same for Powin's BESS. I may be wrong but $eose (Eos Energy) has roughly 100MWh of Gen XXX BESS in use (Pine Gate's XX MWh project from 2022/2023 and the roughly XX MWh Viejas Project from the same timeframe). From the unique perspective of ignoring non-FEOC compliant BESS is $eose the leading vendor of operational US manufactured BESS in the US"
X Link @FreemyerGreg 2025-08-08T23:03Z 1237 followers, 3653 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 1239 followers, 8540 engagements

"The US graphite felt provider will get a huge boost from $eose sales. But we don't know who that is (or will be). They likely aren't public The South Korean supplier has done okay selling to $eose but $eose is hoping to move away from them as a supplier so I wouldn't invest there. For the rest of $eose suppliers I don't think $eose is a major customer"
X Link @FreemyerGreg 2025-10-15T12:38Z 1239 followers, XXX engagements

"@x_times_1 Going to be 25mm shares bought above $XX today. I'm still drinking your 201530 koolade. We will know within the next week as a guess. I don't attempt technical analysis just watching the broad strokes"
X Link @FreemyerGreg 2025-10-15T22:39Z 1240 followers, XXX engagements

"There are not XX more trading days before the $eosew warrants expire on 11/16. See this email I got from IR a year ago: +++++ Hi Greg There are Public Warrants and IPO Warrants The Public Warrants are from a public offering on May 222020 when the company sold warrants to purchase 9075000 shares of the Companys common stock. These warrants have an exercise price of $XXXXX with an expiration date of 11/16/2025. As of September 302024 there were 7052254 public records warrants outstanding. The IPO Warrants are in connection to when the company issued private placement warrants to B. Riley"
X Link @FreemyerGreg 2025-10-16T01:50Z 1241 followers, XXX engagements

"Every rack and/or row will need ultra-capacitors is my guess. But that is just tier-1 of the energy storage need. A 2-hr duration solution for tier-2 seems common. And then potentially longer for tier-3. $eose stock started its accelerated climb when the Robena Mega Site published they had selected $eose for the 2-hr tier"
X Link @FreemyerGreg 2025-10-16T08:22Z 1241 followers, XXX engagements

"@Primarch_Vulk @don_njaime Almost X GWh with 2hr duration but IEP has selected $eose for the BESS Robena Mega Site This is another mention confirming what we saw a few weeks ago"
X Link @FreemyerGreg 2025-10-16T12:18Z 1241 followers, XXX engagements

"$eose For those that don't know: It is very likely that the IEP Orchard project was booked as revenue during Q4 2023 and Q1 2024 but never actually invoiced Commissioning should trigger their invoice and subsequent payment About $12mm was carried on the books for the last X quarters as Contract Assets When the invoice is issued that $12mm will be removed from Contract Assets"
X Link @FreemyerGreg 2025-10-16T12:29Z 1240 followers, 3498 engagements

"Looks like at least some $eose shorts are using today to cover. I wonder what their cost basis was"
X Link @FreemyerGreg 2025-10-17T18:09Z 1241 followers, 1728 engagements

"If you don't know IEP has been the biggest $eose customer over the last XX months. 500MWh of firm orders over that time. The below is much more on the real side than the pie in the sky side"
X Link @FreemyerGreg 2025-10-18T16:00Z 1243 followers, 2587 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 1242 followers, XX 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 1242 followers, 3018 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 1243 followers, 1715 engagements

"I really want to 20x my $eosew warrants. I need $XXXXX SP for that. Come on $eose you can do it"
X Link @FreemyerGreg 2025-10-14T18:15Z 1241 followers, 2328 engagements

"@rg807 @amitisinvesting $eose is ramping BESS supply as fast as the can. Not enough for sure but it will mean huge profits for $eose for years. GM+ was guided to for Q1 2026. Just X months away"
X Link @FreemyerGreg 2025-10-17T03:16Z 1243 followers, XXX engagements

"I'm XX I took X years of math beyond the initial X years of calculus at Georgia Tech My undergrad degree is in physics so I understand the basics of most technology I have read about Bitcoin enough to understand how it works I have never invested a $X in crypto I have no interest in the rest of the coins. Dogecoin as an example. If a new category of coin can be created in less than a day it seems like the whole concept is nothing but a house of cards. Good luck to crypto investors but this XX year old will never be one"
X Link @FreemyerGreg 2025-10-18T12:29Z 1243 followers, XXX engagements

"@vicarvik IEP is a strong believer in the $eose Z3. Maybe the strongest. I'd be very surprised if they mixed BESS from multiple manufacturers"
X Link @FreemyerGreg 2025-10-18T17:44Z 1243 followers, XXX engagements

"$eose XX minutes in and voting is almost equal A key thing to think about is X potential momentous things in the last XX days and people can't even agree which is the most momentous. $eose - we aren't a meme stock"
X Link @FreemyerGreg 2025-10-18T13:52Z 1243 followers, 2635 engagements

"Do I hear XX lines $eose"
X Link @FreemyerGreg 2025-10-18T22:32Z 1243 followers, 2160 engagements

"@Volume_Stocks Interesting poll and comments. Are you sure you know all the momentus things that have happened to $eose in the last XX days. Are you sure they aren't enough to justify $XX. I think they justify $XX myself"
X Link @FreemyerGreg 2025-10-19T02:02Z 1243 followers, XXX engagements

"@NickGallantin @JackMenshaw Which isn't possible There are various videos showing the $eose manufacturing line. It is absolutely nothing like a LFP manufacturing line"
X Link @FreemyerGreg 2025-10-19T03:10Z 1243 followers, XXX engagements