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@philroberts Avatar @philroberts Phil Roberts 🔋☀️🔌 🅰️

Phil Roberts 🔋☀️🔌 🅰️ posts on X about $eose, $envx, morgan stanley, morgan the most. They currently have XXXXX followers and 1535 posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social Influence #

Social category influence stocks countries automotive brands technology brands cryptocurrencies finance

Social topic influence $eose #32, $envx, morgan stanley, morgan, china, $be, $flnc, $5b, $gev, mitsubishi

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Enovix Corporation Common Stock (ENVX) Morgan Stanley (MS) Bloom Energy Corporation (BE) Fluence Energy, Inc. Class A Common Stock (FLNC) GE Vernova Inc. (GEV) Oklo Inc. (OKLO) 4 (4) Tesla, Inc. (TSLA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Who are Brookfield going to pair with $BE could it be $eose or $flnc"
X Link @philroberts 2025-10-15T00:35Z 2836 followers, 1789 engagements

"Interesting read for $eose crowd to understand the limitations around gas turbine supply"
X Link @philroberts 2025-10-11T20:57Z 2821 followers, 3601 engagements

"@nav7634 Yeah Id bet when you go down that list the critical elements for most of those companies are US sourced US made no foreign dependence No $envx because fab is overseas"
X Link @philroberts 2025-10-11T09:20Z 2833 followers, XXX engagements

"Monster LFP project secures grid connection approval in UK 1GW / 8GWh For electrification of ports and charging of ships Be very surprised if this isnt also linked to the Anglo American Whitby Polyhalite (Potash) mine one of the worlds largest natural potash fertiliser mines that discharges at Teeside port via a dedicated XX mile tunnel (sadly not $eose) pretty low cost at $75-100kWh forecast pricing"
X Link @philroberts 2025-10-09T18:58Z 2837 followers, 1935 engagements

"@asymmetry292 Would be interesting to look at the MS fund selected companies and compare"
X Link @philroberts 2025-10-11T19:27Z 2828 followers, XXX engagements

"A sea of red but $OKLO is up XXX% Who on earth is buying this at Pets. com levels"
X Link @philroberts 2025-10-10T17:01Z 2835 followers, 1160 engagements

"@nav7634 Hell be complaining about the broker that convinced him to buy $envx rather than go all in $eose"
X Link @philroberts 2025-10-14T09:09Z 2836 followers, XXX engagements

"Interesting observation recent import data shows JNTG supplying felt to both EOS Energy and Invinity Energy. However the scale is very different: EOS received around 60000 kg representing roughly $XX million worth of production while Invinitys delivery was only about XXX kg. $eose"
X Link @philroberts 2025-10-08T13:43Z 2835 followers, 11.1K engagements

"Why Im suddenly very very bullish on $EOSE #1 in a series of posts People arent grasping the significance of the @OpenAI roadmap published this week it calls for XXX GW of power over the next X years. Think about it: a ramp from X to XXX GW by ONE company. US Power Snapshot (2025) Total U.S. generation capacity: 1324 GW Avg. capacity growth over last XX years: 1%/yr (13 GW/yr) Now add @OpenAI @xAI @OracleCloud @Microsoft @CoreWeave @awscloud plus dozens of smaller players all competing for power on the same timeline. That could mean 750+ GW of new generation needed. Spread over X years = 94"
X Link @philroberts 2025-10-01T13:08Z 2835 followers, 39.1K engagements

"The sprinklers over the top of the units 😭 $eose non flammable 30yr+ life fully recyclable no lithium the solution is clear to see"
X Link @philroberts 2025-10-14T09:14Z 2836 followers, 10.3K engagements

"$GWH up XXX% in pre market whats going"
X Link @philroberts 2025-10-10T11:59Z 2834 followers, 1536 engagements

"Company rankings by National Security risk and right at the top of the list next to rare earths $eose 😎"
X Link @philroberts 2025-10-10T18:43Z 2837 followers, 161.6K engagements

"Looks like raising cash for expansion at $eose could get much easier"
X Link @philroberts 2025-10-13T23:34Z 2835 followers, 1512 engagements

"@PhatChin @srvc76 Thats precisely why I love these all the fat blob SUVs sap the very life out of me every single China EV looks like everything else give me something a bit different"
X Link @philroberts 2025-10-15T01:07Z 2836 followers, XX engagements

"@SpearfishingCap Where do I sign up"
X Link @philroberts 2025-10-11T18:39Z 2824 followers, XXX engagements

"@grok @heartakeher @grok please supply a link for me to buy $eose at $X right now"
X Link @philroberts 2025-10-11T16:02Z 2822 followers, XXX engagements

"Thoughts on China battery materials export licensing and possible impacts on LFP in USA Likely 2040% increase in material costs if you switch fully from China to U.S./non-China supply for LFP batteries today. So for a cell that costs $50/kWh with China materials you might see $6070/kWh if fully localized to U.S./allied sources. Tesla said in 2022 that localizing battery materials in the U.S. without Chinese inputs could double cathode/anode costs short term. DOE analysis (2023) estimates U.S.-made LFP cell cost could be $6575/kWh without subsidies. Inflation Reduction Act (IRA) effectively"
X Link @philroberts 2025-10-10T13:11Z 2835 followers, 2497 engagements

"@PhatChin @srvc76"
X Link @philroberts 2025-10-15T00:59Z 2836 followers, XX engagements

"Food for thought $eose"
X Link @philroberts 2025-10-15T08:57Z 2837 followers, XXX engagements

"Take a good look at the Stankey diagram below specifically refining capacity for Lithium in USA and think about the Morgan Stanley National security ETF and why $eose is so high on their list"
X Link @philroberts 2025-10-15T07:13Z 2837 followers, XX engagements

"@asymmetry292 It was mentioned by some fellow $eose followers that they thought MS underwrote part of the recent offerings Or maybe its more a connection between MS / Cerberus"
X Link @philroberts 2025-10-11T19:30Z 2827 followers, XXX engagements

"This is one of the key things for $eose developing any batteries takes a long time I dont think that most people understand how hard it is to make something that works over a period of 15-20 years with minimal degradation/ defects thats manufacturable at scale and makes a profit Theres a very big moat to developing a winner even making changes to something that already works is incredibly difficult Tesla manufacturing defect rate is in region of X in 100000000 so moves to change stuff are very slow"
X Link @philroberts 2025-10-13T20:52Z 2835 followers, XXX engagements

"This is interesting Its an agreement to make dc dc converters for the batteries could be a play on achieving higher USA made content which could mean they are struggling to replace the Korean felt or could be a military requirement to have all power electronics from US suppliers"
X Link @philroberts 2025-10-06T14:56Z 2831 followers, XXX engagements