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@bert_gilfoyle "@shoogahsnaps A buy out while they are waist deep In execution is unlikely"
@bert_gilfoyle on X 2025-07-18 15:14:20 UTC 3784 followers, XXX engagements

"@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 on X 2025-07-24 01:26:37 UTC 3799 followers, XXX engagements

"Informed speculation only: I continue to believe that the XXX MWh Trip Ventures MOU is a BESS on Fort Buchanan. A Military Surety Microgrid in the model of Camp Pendleton that will become a replicable model for dozens of other bases in California and beyond. The developer pays part buys and sells power on the grid while help stabilizing it. The military pays the rest and gets resilience and backup power without needing to pay for standby diesel and fuel. NEPA review is the only thing standing in the way of an executable order and Eos said they could deliver the cubes rapidly. If it were a"
@bert_gilfoyle on X 2025-07-19 02:29:42 UTC 3786 followers, 3285 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 on X 2025-07-22 04:17:41 UTC 3801 followers, 4461 engagements

"Does NextEra begin exercising its X GWh off-take agreement with Eos this year"
@bert_gilfoyle on X 2025-07-25 02:16:54 UTC 3801 followers, XXX 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 on X 2025-07-24 20:19:39 UTC 3801 followers, 4425 engagements

"I think theyve been pretty transparent about progress. They told us Line X is ordered showed us progress on the subassemblies huge progress on the installation efficiency software management. As for material new orders well they cant really make things up so what are they supposed to say PR is awaiting NEPA review. Numerous MOUs awaiting financing. An uncertainty cloud overhangs the entire industry with tax credit clarity still not resolved. We are going to know a lot more a month from now. De-risk and make buy back decisions later if you feel more comfortable with that. Nobody is stopping"
@bert_gilfoyle on X 2025-06-28 02:12:53 UTC 3786 followers, XXX engagements

"$EOSE Data centers could bring alternative battery types into the mainstream developers say"
@bert_gilfoyle on X 2025-06-23 15:08:51 UTC 3799 followers, 6228 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 on X 2025-07-17 04:21:29 UTC 3801 followers, 28.1K engagements

"Some big news to report later this month. Personal and otherwise. Change is afoot"
@bert_gilfoyle on X 2025-07-21 04:18:11 UTC 3801 followers, 4752 engagements

"Looks like Westinghouse will be featured prominently. Maybe a new NPP"
@bert_gilfoyle on X 2025-07-14 17:56:15 UTC 3801 followers, XXX engagements

"Something else to consider for NextEra is the FUZES project funded in part from the DOEs OCED program. That was previously on the chopping block from DOGE but was not ultimately included in the list of cancelled projects. That project involves NextEra installing 10+ hour Eos systems at X existing renewable sites in Oregon Wisconsin and North Dakota. The Oregon one at Wagon Trail is described as up to XX MW. The other two at least 5-10 MW. All told we are looking at something on the order of 250-350 MWh. Added to existing Torrecillas project they already installed this year that would indeed"
@bert_gilfoyle on X 2025-07-05 20:08:45 UTC 3786 followers, 9517 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 on X 2025-07-23 15:51:02 UTC 3798 followers, XXX engagements

"Note: Im under no illusion that these must contain Enovix batteries. I give it a non-zero but less than XX% probability. But Im very interested in this space and it will help me understand battery performance and issues"
@bert_gilfoyle on X 2025-07-12 01:40:48 UTC 3786 followers, 1276 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 on X 2025-07-19 17:32:08 UTC 3786 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 on X 2025-07-24 20:26:23 UTC 3801 followers, 2805 engagements

"@JordanSolace @mymorristribe @OBGInvestments Would have a massive impact on budget. They didnt bring this up in the reconciliation bill and wont/cant anytime soon"
@bert_gilfoyle on X 2025-07-22 16:41:40 UTC 3790 followers, XXX 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 on X 2025-07-24 15:50:26 UTC 3800 followers, 1709 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 on X 2025-07-24 18:28:24 UTC 3801 followers, XXX engagements

"@freebirdsteven I dont know what it means but Tranche / Line X has site improvements associated with it"
@bert_gilfoyle on X 2025-07-19 14:36:02 UTC 3788 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 on X 2025-07-07 01:32:23 UTC 3786 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 on X 2025-07-24 18:25:03 UTC 3801 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 on X 2025-06-29 01:02:46 UTC 3786 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 on X 2025-07-23 15:00:20 UTC 3799 followers, XXX engagements

"@xEBITDA @seriously211 @x_times_1 @Markishereagain NextEra has 3-400 MWh of backlog with Eos and a X GWh offtake agreement to replicate those projects if successful. We really dont need to speculate more than that"
@bert_gilfoyle on X 2025-07-06 18:07:15 UTC 3785 followers, 1209 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 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 on X 2025-07-20 17:53:22 UTC 3801 followers, 1904 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 on X 2025-07-05 16:49:12 UTC 3786 followers, 11.1K engagements

"@fredwhitridge 540M ish. Some different takes in this thread"
@bert_gilfoyle on X 2025-07-23 14:42:47 UTC 3799 followers, XXX engagements

"@EcuaMexFi This is a priceless marketing event for Eos"
@bert_gilfoyle on X 2025-07-15 13:43:26 UTC 3786 followers, 6178 engagements

"@goodwillimp @mymorristribe @OBGInvestments @JordanSolace That was not due till effectively next March"
@bert_gilfoyle on X 2025-07-21 18:04:28 UTC 3786 followers, XXX engagements

"@2percentisfair I think you are onto something here. And solid state electrolytes dont flow so the stack requires pressure for good physical contact. Eos design that constrains silicon anode swelling is a potential advantage here"
@bert_gilfoyle on X 2025-07-13 20:34:59 UTC 3781 followers, XXX engagements

"@forrest_f_ @xiaowang1984 @ParkerM_Energy @HKmacro19 @Daniel03187025 NextEra has. Its a unicorn called Eos Energy"
@bert_gilfoyle on X 2025-07-24 01:50:59 UTC 3801 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 on X 2025-07-20 05:27:06 UTC 3801 followers, 17.8K engagements

"@EnovixBatteries Very innovative way to raise capital while looking out for shareholders. A model for others. Congrats"
@bert_gilfoyle on X 2025-07-21 14:41:07 UTC 3785 followers, 1750 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 on X 2025-07-20 15:23:55 UTC 3786 followers, 4257 engagements

"$ENVX has been in an oscillating hold pattern for some time now. I was wrong and frankly naive about the timing from sampling to commercial ramp but that's how we learn and grow. But I haven't forgotten about this company. Enovix has objectively the highest energy density by volume of any prospective smartphone Li-ion battery - including all the silicon anode derivatives - and is also the fastest charging by far because of its unique design and ability to quickly shed heat. It's the technical leader in both. Gen2 production is now live at its Malaysian Fab2 and multiple Tier X OEMs are in the"
@bert_gilfoyle on X 2025-06-09 05:30:08 UTC 3783 followers, 5652 engagements

"Gotta say its pretty cool how we have people all around the U.S. making cube sightings in Texas Virginia Nebraska California random places on freeways keeping an eye in Missouri and someday other continents. Were so lucky to be this connected and still so early. Cant wait till this extends to new factories being built and cubes being delivered to steel mills hospitals Sunstone VPPAs and BTM applications for data centers large scale utility applications and beyond"
@bert_gilfoyle on X 2025-06-25 01:18:29 UTC 3786 followers, 6730 engagements

"@FreemyerGreg If thats the location of the schools project then its definitively FPL"
@bert_gilfoyle on X 2025-07-16 02:00:04 UTC 3791 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 on X 2025-07-13 04:39:29 UTC 3799 followers, 4686 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 on X 2025-07-24 01:50:02 UTC 3800 followers, 2577 engagements

"@Cluster_6 @CompoundingTony @FreemyerGreg @RocketPenguin75 @Brownhornet1977 @philroberts @7MileCapital Enovix batteries are bespoke. Much lower tolerances. More difficult to get high yields"
@bert_gilfoyle on X 2025-07-18 16:24:11 UTC 3787 followers, XXX engagements

"Everyone missed my big announcement hiding in plain view. Youll find out later if we meet later"
@bert_gilfoyle on X 2025-07-24 04:10:58 UTC 3801 followers, 5830 engagements

"@SecretaryWright This slide from NextEra is amazing"
@bert_gilfoyle on X 2025-07-23 13:38:21 UTC 3800 followers, 1228 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 on X 2025-07-24 01:08:36 UTC 3801 followers, 1771 engagements

"@TrendSpider Time to rally behind this American treasure"
@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 on X 2025-07-23 20:17:50 UTC 3801 followers, 2213 engagements