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@FreemyerGreg πGregπππ€²πGregπππ€² posts on X about $eose, eose, $250kwh, target the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% countries XXXX%
Social topic influence $eose #35, eose 10.34%, $250kwh #1, target 6.9%, guess 6.9%, marshall #915, joe 3.45%, math 3.45%, post it 3.45%, $50k XXXX%
Top accounts mentioned or mentioned by @grassmanwilliam @mymorristribe @diamondcuttrr @memcculloch @kristasoboh @srvc76 @hygrowth @maxonation @thejefflutz @cpointx @pepemoonboy @incomesharks @kwank22 @yianisz @obginvestments @bertgilfoyle @thehipskipple @tenpeaksjournal @philroberts @jakeb_d1
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) NextEra Energy Inc (NEE) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last XX hours
"$eose Dream material: Given: - XX sec cycle time is dropping for line X (we were told that in the last EC) - Bert's chart tells us X GWh/yr production rate is based on XX% utilization rate - Line X is being designed to have a higher utilization rate (Joe told us that in the Q2 EC) - $250KWh is no longer the norm. More buyers than sellers is driving up the price (City Utilities was priced well above $250/KWh) ++++ XXX GWh at $290/KWh is $1B / yr per line ++++ Just thought everyone should know that. ++++ Merry Christmas and a Happy New Year"
X Link 2025-12-06T04:41Z 1462 followers, 6005 engagements
"$eose Looks like Q4 felt imports are 2x any previous quarter but not yet 3x. We need another shipment or two by the end of the year to hit the 3x number"
X Link 2025-12-03T15:06Z 1460 followers, 8150 engagements
"My Q4 cube target is XXX cubes (Q3 was XXX cubes by my math). If my guess of XXX tonnes of felt per cube is right they need to import XXX tonnes of felt in Q4 not to eat into their inventory. And with Q1 set to be even more production than Q4 I doubt they want to eat into inventory. Let's see if we get to XXX tonnes by the end of Dec. So far it is looking promising"
X Link 2025-12-04T13:16Z 1461 followers, 2282 engagements
"Cubes manufactured But they don't tell us on the call. You have to dig the PTC out of the 10Q and then calculate it. Not too many assumptions needed in the calculation. I will update my tracking spreadsheet and post it between market close and market open most likely so cubes manufactured will be known before the EC Here's my latest spreadsheet:"
X Link 2025-12-07T02:32Z 1461 followers, XXX engagements
"Invested in $eose in 2022/2023. DCA around $XXXX. Now $XXXXX. (10x). It will likely be $XX by EOY 2026 (30X). And hopefully $XXX by EOY 2027 (90x). And I put a year's salary in for that $XXXX DCA. Now at XX years salary (unrealized). XX years salary at EOY 2026 XX years salary at EOY 2027 Not too late to enjoy the ride Took $50K out in November (and incurred taxes). Will take out another $50K in Jan (assuming SP is $XX or higher)"
X Link 2025-12-07T18:59Z 1460 followers, XXX engagements
"Multiple GW of new AI data center power provided by NextEra. Who will NextEra pick for the batteries How many GWh of batteries will be required XX GWh XX GWh more"
X Link 2025-12-08T12:34Z 1460 followers, 3164 engagements
"@DiamondCuttrr @OBGInvestments What am I missing Sales/orders for Q1 not sufficient During the last EC they painted Q1 as seeing great utilization of the line. They won't be moving any production to the Marshall Plant that soon. Help a blind squirrel find a nut"
X Link 2025-12-10T12:57Z 1460 followers, XXX engagements
"Way too high XX cubes per XX tonnes of felt feels extremely optimistic. I'm at X cubes per tonne. And $250k per cube as recognized revenue is crazy bullish Way above what we saw in Q3. (Less than $200K recognized per cube). My calculation: Q3: XXX cubes manufactured - $30.2mm product revenue"
X Link 2025-12-10T14:33Z 1460 followers, XX engagements
"Now do 2028 at $1B/line X Marshall Plant lines X UK lines X Factory X lines All in place and ramped at the start of 2028 $8B revenue And if revenue is only $800mm per line they just build X more lines at Factory X to make up for it. My old 2x per year isn't going to be exponential enough 3x: EOY 2025: $XX EOY 2026: $XX EOY 2027: $XXX EOY 2028: $XXX Stopping there for sanity sake"
X Link 2025-12-06T12:56Z 1463 followers, 1448 engagements
"$eose I hit 99k shares this week. It is my retire wealthy plan. My ownership target for the last X years has been 100k shares so I'm basically there. I'm thinking $300/share by 2031. Under $XX today so that 20x in X years. That means $30mm of retirement funds Join me for a fun ride"
X Link 2025-11-16T04:02Z 1463 followers, 3831 engagements
"@GrassmanWilliam Does it say container With the double sets of locking bars it looks like an ocean going container to me. Confusing"
X Link 2025-12-10T11:38Z 1463 followers, XX engagements
"@Maxonation @GrassmanWilliam Revenue I think is XX% of $250/KWh So XXX cubes @ XXX MWh/cube and a $250/KWh ASP is only $80mm Raise ASP or recognize more revenue on shipment and you can get to $100mm with XXX cubes. XXX cubes is just a solid guestimate"
X Link 2025-12-10T14:01Z 1463 followers, XX engagements
"$eose Updated quarterly table and chart. Remember X more weeks in Q4. I would like to see Q4 hit XXX tonnes of felt imports but that is based on my best guess of XXX tonnes of felt per cube"
X Link 2025-12-10T19:12Z 1462 followers, 3446 engagements
"- X dark Fleet tankers now attacked in the Black Sea with Ukraine taking credit - one attacked and now abandoned and adrift off the coast of Bulgaria - one attacked off the coast of Senegal +++++ December has been exciting if your part of the Dark Fleet supporting Russian commerce"
X Link 2025-12-11T07:57Z 1462 followers, XXX engagements
"@mymorristribe @GrassmanWilliam @bert_gilfoyle @thehipskipple @TenPeaksJournal I would remember anything in Georgia We need an address or Lat/Lon"
X Link 2025-12-12T02:17Z 1462 followers, XXX engagements
"I have added a estimated amount of felt consumed based on cubes manufactured based on XXX tonnes/cube consumed. You can see that if a cube indeed consumes only XXX tonnes per cube $eose was over purchasing prior to Q3 2025. And in Q3 2025 they basically bought what they needed to maintain inventory. Presumably that is what we will see going forward. Purchases and consumption per quarter more or less match. === When the US provider steps in we will lose the ability to analyze like this But I'm getting fairly comfortable with XXX tonnes/cube as a +/-20% estimate"
X Link 2025-12-10T19:39Z 1462 followers, 1877 engagements
"Pay attention A shrinking US trade deficit overall is exactly Trump's goal. Are his trade and economic policies working"
X Link 2025-12-12T05:04Z 1462 followers, XXX engagements