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@bert_gilfoyle "For the doubters about Robena Mega Site. $EOSE"
X Link @bert_gilfoyle 2025-10-16T11:52Z 4834 followers, 5462 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 4830 followers, 4289 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 4834 followers, 48.9K 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 4821 followers, 10.6K 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 4825 followers, 12.3K 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 4827 followers, 10.1K engagements

"@dannycheng2022 Why you even dealing with subscription price increases if you got $47M bro"
X Link @bert_gilfoyle 2025-10-07T03:16Z 4819 followers, 4803 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 4828 followers, 166K engagements

"@Najninja They have chosen to not invest in new turbine manufacturing capacity because they think this will last only a few years. But they will make a lot of money. GE Vernova for example"
X Link @bert_gilfoyle 2025-10-16T13:30Z 4834 followers, XX engagements

"$EOSE Gap filled at $13.55"
X Link @bert_gilfoyle 2025-10-06T19:56Z 4819 followers, 4311 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 4826 followers, 22.5K 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

"$EOSE 🤔 Big volumes on Nov XX and Nov XX $XX call options"
X Link @bert_gilfoyle 2025-10-13T23:23Z 4834 followers, 18.2K 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 4819 followers, 5763 engagements

"Maybe $EOSE could offer OpenAI a substantial portion of the company in warrants in exchange for powering Stargate with its batteries. Dont know until you ask"
X Link @bert_gilfoyle 2025-10-06T16:00Z 4819 followers, 15.2K engagements

"12/12/2023 to-date returns: $EOSE: 1033% $IREN: XXX% $PLTR: 887%"
X Link @bert_gilfoyle 2025-10-13T20:52Z 4825 followers, 7455 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 4825 followers, 7656 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 4834 followers, XXX 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 4822 followers, 4550 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 4831 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 4826 followers, 3731 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 4834 followers, 5597 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 4821 followers, 3807 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 4818 followers, 27.3K engagements

"Mean tweet to China. Sell Eos"
X Link @bert_gilfoyle 2025-10-14T19:49Z 4834 followers, 5806 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 4831 followers, 11.5K 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 4825 followers, 1495 engagements

"$EOSE Even higher volume on Nov XX $XX calls. What a time to be alive. Full disclosure: I have no idea why this is happening beyond what Ive already written about ad naseum. And if Im not supposed to know I dont want to"
X Link @bert_gilfoyle 2025-10-14T02:44Z 4834 followers, 8589 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 4834 followers, 18.7K 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

"@raudi_882 Was just noticing that. ASTS in the lead from a late surge"
X Link @bert_gilfoyle 2025-10-13T22:25Z 4825 followers, XXX engagements

"@WOLF_Financial $EOSE call options"
X Link @bert_gilfoyle 2025-10-13T20:32Z 4827 followers, 2293 engagements