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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 3777 followers, XXX engagements

"@xEBITDA It will snap back to XXX at some point but not yet. Not without bad news"
@bert_gilfoyle on X 2025-07-18 00:38:58 UTC 3772 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 3779 followers, 3120 engagements

"@groksalt I want to say Samsung. They are not FEOC. But they are certainly an Asian supplier"
@bert_gilfoyle on X 2025-07-05 14:13:19 UTC 3784 followers, 1191 engagements

"Not a crypto guy. Just dabbled in it. But in my view Ethereum is going to wildly outperform Bitcoin in the near term primarily because of its uniquely central role in stablecoins. Its the core infrastructure layer for the stablecoin economy. This is important in both current use and U.S. government policy conversations. Go back and listen to what Secretary Bessent has stammered on about stablecoins. I have no idea what Cantonese Cats estimate of 30-40k is but if true thats another near term 10x opportunity for degens. Dont risk what youre not willing to lose"
@bert_gilfoyle on X 2025-07-18 02:13:56 UTC 3779 followers, 4094 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 on X 2025-07-17 00:22:39 UTC 3784 followers, XX 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 3776 followers, 6226 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 3778 followers, 26K engagements

"@GrassmanWilliam @freebirdsteven XXX appears to be a narrow dilapidated brick building with boarded up windows and they are demolishing it and the skybridge. Theres an RIDC grant for AWR Bridge Reconstruction and Im guessing its related to this"
@bert_gilfoyle on X 2025-07-19 17:12:24 UTC 3778 followers, XXX engagements

"$EOSE The behavior I observed on this ticker over the last X and a half years has been decidedly mixed. The vast majority in this space are good moral people from all walks of life from multiple continents and from across the political ethnic and country of origin spectrum. But a few of you were objectively treacherous crossing over into criminality. Over time I have tried to let it go and forgive those people even if they arent asking for forgiveness. Just for my own desire to move on. But you keep popping up re-showing your character and pressing your luck. You are still welcome to come to"
@bert_gilfoyle on X 2025-07-12 04:02:39 UTC 3783 followers, 14.3K engagements

"Looks like Westinghouse will be featured prominently. Maybe a new NPP"
@bert_gilfoyle on X 2025-07-14 17:56:15 UTC 3785 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 3772 followers, 9498 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 3785 followers, 1192 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 3778 followers, XXX engagements

"@FreemyerGreg @x_times_1 @seriously211 @KroekerNathan Eos had a Community Benefits Plan tied to the loan application. Likely had goals related to job growth and workforce development"
@bert_gilfoyle on X 2025-07-20 15:10:06 UTC 3780 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 3781 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 3776 followers, 18.6K 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 3775 followers, 21.3K 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 3784 followers, 1203 engagements

"@John_A_Ridge Were semiconductors made into an American European and Taiwanese 3-way Mexican standoff by design Because it kind of feels like that"
@bert_gilfoyle on X 2025-07-19 02:40:58 UTC 3778 followers, 3598 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 3776 followers, 3012 engagements

"$EOSE Recent Vistra investor presentation. Reminder: the incumbent technology burned down Moss Landing and got their Morro Bay project torpedoed from community opposition. But the reality is blue chip utilities will wait until they see projects like Camp Pendleton and the NextEra and Dominion pilots working to assess their reliability and ability to monetize as advertised"
@bert_gilfoyle on X 2025-07-04 16:39:40 UTC 3784 followers, 3970 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 3778 followers, 1641 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 3775 followers, 11.1K engagements

"@freebirdsteven Looking at this again it seems they are working on the side that is not Eos. Eos building (700) is on the right from that view. A dilapidated structure (690) is on the left. Does this construction have anything to do with Eos"
@bert_gilfoyle on X 2025-07-19 16:55:24 UTC 3780 followers, XXX engagements

"@DesignClimate @Cluster_6 @ryanthawks @TenPeaksJournal @danielrucci @xEBITDA @thehipskipple @MrTimHa @ReidoFinancial @srvc76 @Jupupa1 @JordanSolace @RsnblAssurance @kremlingremlinn Seriously tho. I wonder such zinc air vendor Pine Gate has been playing footsie with. Every $eose investor:"
@bert_gilfoyle on X 2024-06-17 21:26:03 UTC 3776 followers, XXX engagements

"@goodwillimp @mymorristribe @OBGInvestments @JordanSolace That was not due till effectively next March"
@bert_gilfoyle on X 2025-07-21 18:04:28 UTC 3778 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 3772 followers, XXX engagements

"On the road to $20+ I would ask you to judge me by my credibility and by my enemies"
@bert_gilfoyle on X 2025-07-17 04:43:36 UTC 3786 followers, 1954 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 3778 followers, 15.8K engagements

"@Bullstkpicks Enovix being the first to crack the solid state code would be pretty fricken cool"
@bert_gilfoyle on X 2025-07-14 14:19:59 UTC 3784 followers, 1128 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 3778 followers, 1431 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 3778 followers, 4110 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 3785 followers, 5649 engagements

"@Cluster_6 @FreemyerGreg @thehipskipple @briand928 If BlackRocks purchase were purely index-driven they would own less than XX million shares"
@bert_gilfoyle on X 2025-07-18 03:45:07 UTC 3773 followers, XXX 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 3775 followers, 6722 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 3772 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 3778 followers, 4659 engagements

"@Cluster_6 @thehipskipple No. Not that alone"
@bert_gilfoyle on X 2025-07-18 03:10:43 UTC 3773 followers, XXX 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 3772 followers, XXX engagements

"$EOSE I have a theory that construction of the RIDC facility in Duquesne is dependent on DOE NEPA review. RIDC may not be responsible for that but their financing ultimately may require that to be de-risked. Duquesne is a greenfield expansion with new site prep with loan-backed expansion so DOE is doing a fresh NEPA screen likely an Environmental Assessment. Time will tell whether recent NEPA deregulation clears a log jam. Same issue with Puerto Rico"
@bert_gilfoyle on X 2025-07-11 18:43:27 UTC 3780 followers, 5452 engagements