# ![@Browpeak Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1344582487788429312.png) @Browpeak LM

LM posts on X about $eose, eos, in the, $flnc the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1344582487788429312/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1344582487788429312/c:line/m:interactions.svg)

- [--] Week [------] -29%
- [--] Month [-------] -26%
- [--] Months [---------] +870%
- [--] Year [---------] +673%

### Mentions: [--] [#](/creator/twitter::1344582487788429312/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1344582487788429312/c:line/m:posts_active.svg)

- [--] Week [--] -31%
- [--] Month [---] -76%
- [--] Months [-----] +121%
- [--] Year [-----] +224%

### Followers: [-----] [#](/creator/twitter::1344582487788429312/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1344582487788429312/c:line/m:followers.svg)

- [--] Week [-----] +0.57%
- [--] Month [-----] +2.40%
- [--] Months [-----] +62%
- [--] Year [-----] +123%

### CreatorRank: [-------] [#](/creator/twitter::1344582487788429312/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1344582487788429312/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  91.16% [finance](/list/finance)  27.89% [automotive brands](/list/automotive-brands)  3.4% [countries](/list/countries)  3.4% [technology brands](/list/technology-brands)  2.04% [cryptocurrencies](/list/cryptocurrencies)  1.36% [social networks](/list/social-networks)  0.68%

**Social topic influence**
[$eose](/topic/$eose) #35, [eos](/topic/eos) #126, [in the](/topic/in-the) 10.88%, [$flnc](/topic/$flnc) 8.16%, [growth](/topic/growth) 6.8%, [end of](/topic/end-of) 6.12%, [market](/topic/market) #5117, [joe](/topic/joe) 5.44%, [imo](/topic/imo) 5.44%, [ai](/topic/ai) 4.76%

**Top accounts mentioned or mentioned by**
[@freemyergreg](/creator/undefined) [@philroberts](/creator/undefined) [@bullstkpicks](/creator/undefined) [@poweredbyeos](/creator/undefined) [@spearfishingcap](/creator/undefined) [@99losscapital](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@kapitonovivan](/creator/undefined) [@mrnotadvice](/creator/undefined) [@lucassacerdote](/creator/undefined) [@grassmanwilliam](/creator/undefined) [@zacmarkovich](/creator/undefined) [@charlesland123](/creator/undefined) [@investingluc](/creator/undefined) [@yeahdave](/creator/undefined) [@stealthqe4](/creator/undefined) [@expired1337](/creator/undefined) [@vicarvik](/creator/undefined) [@joemastrangelo8](/creator/undefined) [@powerlunch](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Tesla, Inc. (TSLA)](/topic/$tsla) [Iris Energy Limited (IREN)](/topic/$iren) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [NextEra Energy Inc (NEE)](/topic/$nee) [Bloom Energy Corporation (BE)](/topic/$be)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$EOSE Itll all seem so obvious in hindsight The hardest part is doing nothing Joe is telling you black and white where this company is going. And there are hard data points to back up this path"  
[X Link](https://x.com/Browpeak/status/2021908643843805422)  2026-02-12T11:26Z [----] followers, [----] engagements


"$EOSE Whats news about Eos dropped today Very very weird price action compared to everything else"  
[X Link](https://x.com/Browpeak/status/2016228226482495956)  2026-01-27T19:14Z [----] followers, [----] engagements


"$eose IMO this explains the price action. Significant negative gamma amplifies the move. Market makers have to sell more stock as the stock falls therefore amplifying the move. It does go both directions. The move today didnt make sense at all given majority of green energy solar and high beta stocks were all up big. https://twitter.com/i/web/status/2016312243126775831 https://twitter.com/i/web/status/2016312243126775831"  
[X Link](https://x.com/Browpeak/status/2016312243126775831)  2026-01-28T00:47Z [----] followers, [----] engagements


"This explains a lot of the volatility too for $eose Go look at others like $flnc and $te Youll see most strikes with positive gamma over the next 7-30 days. This dampens volatility and will often result in a more sustained move upwards"  
[X Link](https://x.com/Browpeak/status/2016313270152380690)  2026-01-28T00:51Z [----] followers, [---] engagements


"$eose Big picture stuff You couldnt have a more bullish backdrop for BESS over the coming years. For those complaining and whining about no big orders. Remember Eos isnt $flnc or $tsla. Theyve gone from near bankruptcy to have tier [--] deals and coverage and a nearing their first ramped line. Youre fooling yourself if you think this all happens over night or [--] quarter. Eos has put itself in a very good position. Attached some too manufacturing talent start of the art factory coming this year. Cleaned up the balance sheet. And are 100% working on MOUs so close with hyper scalers. Government"  
[X Link](https://x.com/Browpeak/status/2016322063108022735)  2026-01-28T01:26Z [----] followers, [----] engagements


"$EOSE Reading the last transcript again and listening to the Bloomberg and other TV interviews again. Joe was already selling Indensity when he was talking about putting a GWh in [--] acre. This has been in the works for a while and is what they want to sell to hyper scalers. I dont know if there was a Chinese wall and they were all ready pitching this to potential hyper scalers or not. Its a game changing product for BESS When they get a hyper scaler order for this its truly going to be a game changer and a thesis confirming moment. Theres many that seem to be writing Eos off. If they prove"  
[X Link](https://x.com/Browpeak/status/2016343743037628604)  2026-01-28T02:53Z [----] followers, [----] engagements


"$eose $flnc Im sure everyone has noticed the relative strength of Fluence. That would be the North Star imo of the current appetite for BESS. Theyre a mature company albeit average margins . There has been quite a divergence between Fluence and EOSE recently. IMO this comes down to Eos having not quite proven itself yet. What Im getting at is the catch up trade could be quite aggressive If Eos proves itself this quarter which I think it will. -$140m + for the year [-----] guide $450m+ -Data centre related order Then youll see capital rotate into Eos very quickly as the look to get more exposure"  
[X Link](https://x.com/Browpeak/status/2017055161232085201)  2026-01-30T02:00Z [----] followers, [----] engagements


"@SpearfishingCap The pair trade is long $eose and short $flnc"  
[X Link](https://x.com/Browpeak/status/2017101371489825164)  2026-01-30T05:03Z [----] followers, [---] engagements


"$EOSE Lets not forget Frontier and Cerberus. When Cerberus is putting money behind it they probably a good chance of a return on their investment Going to be some big development's here this year "We aim to approve the first projects by Q2 2026." https://www.ofgem.gov.uk/sites/default/files/2025-09/LDES%20Eligibility%20Assessment%20Outcome.pdf https://www.ofgem.gov.uk/decision/long-duration-electricity-storage-ldes-window-1-eligibility-assessment-outcome https://www.frontierpower.biz/frontier-power-cerberus https://www.frontierpower.biz/frontier-power-cerberus"  
[X Link](https://x.com/Browpeak/status/2017163143055843476)  2026-01-30T09:09Z [----] followers, [----] engagements


"$eose Nothing but rotation today High beta deleveraging across the board today. Looking forward to the day Eos isnt in this basket The volatility the last few months has been brutal"  
[X Link](https://x.com/Browpeak/status/2017364111554973992)  2026-01-30T22:27Z [----] followers, [----] engagements


"@99_loss_capital Plus this from JPM in October too and a couple other articles https://www.bloomberg.com/news/articles/2026-01-15/jpmorgan-brookfield-see-deals-revival-for-clean-energy-assets https://am.jpmorgan.com/hk/en/asset-management/liq/investment-themes/sustainable-investing/sustainable-insights/the-new-energy-security-age-assessing-the-implications-for-investors/ https://www.jpmorganchase.com/newsroom/press-releases/2025/jpmc-security-resiliency-initiative https://www.bloomberg.com/news/articles/2026-01-15/jpmorgan-brookfield-see-deals-revival-for-clean-energy-assets"  
[X Link](https://x.com/Browpeak/status/2017537125944873045)  2026-01-31T09:55Z [----] followers, [---] engagements


"$EOSE Folks some big picture stuff is that the price is going to be highly volatile. Eos is one of the major volitke stocks in the entire market at the moment. Could present some good dip buying opportunities Macro wise this is a dip/pullback and not a macro regime change or recession etc. this is still a bull market and dips will pricier bought. If you think Warsh is going to rock the boat or even Trump for that matter youre looking at it all wrong. Trump isnt going to rock the boat before mid terms Theyre going to run it hot 🔥 https://twitter.com/i/web/status/2018186941238587709"  
[X Link](https://x.com/Browpeak/status/2018186941238587709)  2026-02-02T04:57Z [----] followers, [----] engagements


"$FLNC $EOSE JPM on FLNC: "The company said that that its data center pipeline stood at [--] GWh 80% of which having originated since the end of September suggesting quite the pickup in a short period of time" JPM on FLNC: "The company said that that its data center pipeline stood at [--] GWh 80% of which having originated since the end of September suggesting quite the pickup in a short period of time""  
[X Link](https://x.com/Browpeak/status/2018271669798986104)  2026-02-02T10:33Z [----] followers, [----] engagements


"$EOSE Here are your street Q4 estimates Av $93.88 Low $88.46m High $100m So essentially the average est makes the low end of the guide of $150m for the year"  
[X Link](https://x.com/Browpeak/status/2018528384469676170)  2026-02-03T03:34Z [----] followers, [----] engagements


"$EOSE When I put on a big position I want to know exactly whos on the other side of the trade. With a name like EOSE where selling at the moment is mostly about sector rotation and macro flows rather than broken fundamentals that dislocation starts to look attractive. Ideally you want to spot when those flows get stretched it sets up a compelling entry against a backdrop of structurally strong fundamentals. https://twitter.com/i/web/status/2018576539789803910 https://twitter.com/i/web/status/2018576539789803910"  
[X Link](https://x.com/Browpeak/status/2018576539789803910)  2026-02-03T06:45Z [----] followers, [----] engagements


"$eose Will be another red day. Algos are slamming high beta again"  
[X Link](https://x.com/Browpeak/status/2018697325653205211)  2026-02-03T14:45Z [----] followers, [----] engagements


"$EOSE $FLNC "China to Boost Batteries Sector with New Grid Backup Policy" This will only suck up more supply https://www.bloomberg.com/news/articles/2026-02-04/china-to-boost-batteries-sector-with-new-grid-backup-policysrnd=homepage-asia https://www.bloomberg.com/news/articles/2026-02-04/china-to-boost-batteries-sector-with-new-grid-backup-policysrnd=homepage-asia"  
[X Link](https://x.com/Browpeak/status/2018874000378859949)  2026-02-04T02:27Z [----] followers, [----] engagements


"@aleabitoreddit @kapitonov_ivan Have you had a look at $eose Battery energy storage Another American company with a 97% supply chain. Early stage and right at an inflection point in their ramp and growth. Very high short interest too"  
[X Link](https://x.com/Browpeak/status/2019000406274413020)  2026-02-04T10:49Z [----] followers, [---] engagements


"$eose Algos suck. Just wait for them to finish their opening slam. The. Buy it back up"  
[X Link](https://x.com/Browpeak/status/2019058720907415700)  2026-02-04T14:41Z [----] followers, [----] engagements


"$eose Will be a 10% + red day today unfortunately I dont make the rules"  
[X Link](https://x.com/Browpeak/status/2019059381707657235)  2026-02-04T14:44Z [----] followers, [----] engagements


"$eose Probably a -20% day today now"  
[X Link](https://x.com/Browpeak/status/2019062797506658382)  2026-02-04T14:57Z [----] followers, [----] engagements


"$eose Its pretty over done here Picked up a short trade"  
[X Link](https://x.com/Browpeak/status/2019069928494821515)  2026-02-04T15:25Z [----] followers, [----] engagements


"$eose Almost the biggest loser in the R2K today. Might win something"  
[X Link](https://x.com/Browpeak/status/2019072973781835821)  2026-02-04T15:38Z [----] followers, [----] engagements


"$eose Smell like capitulation Creeping up on 10m shares already"  
[X Link](https://x.com/Browpeak/status/2019075506654568635)  2026-02-04T15:48Z [----] followers, [----] engagements


"$EOSE Absolutely brutal day out there. "Morgan Stanley's Quant team noted that today was Momentums worst drawdown in [--] years (exceeding DeepSeek) as a one-way move in is met with laggards rallying across every sector." For those concerned. I am pretty confident to say that this has nothing to do with Eos fundamentals itself. You a seeing concentrated de levering of risk across tech. Especially high beta momo. I think the rout in software has some spooked as forced some serious risk reduction across the board. High risk to rewards It's a pure rotational move which has been happening the last"  
[X Link](https://x.com/Browpeak/status/2019180849623888286)  2026-02-04T22:46Z [----] followers, [----] engagements


"@MrNotAdvice I don think that's an unpopular opinion. Thats consensus"  
[X Link](https://x.com/Browpeak/status/2019181637913760162)  2026-02-04T22:49Z [----] followers, [---] engagements


"$eose Why its so important for Eos to deliver this quarter. Theyve got to prove they can scale and drive costs down. They said theyll be contribution margin positive Q4 and GM positive exiting Q1. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully vertically integrated manufacturing of a simplified design with abundant materials. $FLNC still has negative EBITDA margin here. When $EOSE is fully scaled it will have a 40+% EBITDA margin assuming COGS of = $160/kWh. The advantage of fully"  
[X Link](https://x.com/Browpeak/status/2019201898818212111)  2026-02-05T00:10Z [----] followers, [----] engagements


"Any interest ins potential last minute $eose spaces in an hr Blow off some steam"  
[X Link](https://x.com/Browpeak/status/2019212579466572276)  2026-02-05T00:52Z [----] followers, [----] engagements


"$EOSE This and That https://x.com/i/spaces/1DXxyWdOOAYGM https://x.com/i/spaces/1DXxyWdOOAYGM"  
[X Link](https://x.com/Browpeak/status/2019231382493667418)  2026-02-05T02:07Z [----] followers, [----] engagements


"$eose needs to have an absolute blow out quarter and show the market they are the real deal. Its not hard either. Theyve just got to do what they say theyre going to do. Hit guidance Continue line [--] and ramp line [--] = $450m guide Convert hyperscaler MOUs to orders Stock re rates instantly https://twitter.com/i/web/status/2019494093898842273 https://twitter.com/i/web/status/2019494093898842273"  
[X Link](https://x.com/Browpeak/status/2019494093898842273)  2026-02-05T19:31Z [----] followers, [---] engagements


"Fed is going to be behind the curve again. They need to cut rates at the next meeting"  
[X Link](https://x.com/Browpeak/status/2019494533793272108)  2026-02-05T19:33Z [----] followers, [---] engagements


"I never understood the allure of $flnc. Just because it has revenues doesnt mean its a good buy. Theyve never looked like a profitable company even though theyre at scale. But I can understand people wanting exposure to BESS through what was perceived as a less risky company https://twitter.com/i/web/status/2019497082453913793 https://twitter.com/i/web/status/2019497082453913793"  
[X Link](https://x.com/Browpeak/status/2019497082453913793)  2026-02-05T19:43Z [----] followers, [---] engagements


"Picks and shovels of the hyper scalers are still the best plays right now. I just dont believe that this capex is just capital theyre lighting on fire. Infrastructure energy memory are home runs. Picking the right winners here could be home runs as everything is being indiscriminately sold off"  
[X Link](https://x.com/Browpeak/status/2019545778415628348)  2026-02-05T22:56Z [----] followers, [----] engagements


"$EOSE $IREN + all HBMOM All dominated by negative gamma. So the directional move is amplified"  
[X Link](https://x.com/Browpeak/status/2019582488650346714)  2026-02-06T01:22Z [----] followers, [---] engagements


"$eose I dont think there is a harder data point out there that points to potential manufacturing and revenue scenarios. Infer at your will. $eose 2026-02-04 charts https://t.co/yyWYmaFBWH $eose 2026-02-04 charts https://t.co/yyWYmaFBWH"  
[X Link](https://x.com/Browpeak/status/2019633695741837703)  2026-02-06T04:46Z [----] followers, [----] engagements


"$EOSE Again from the Q2 call in July. End of year was always the target for the ramp in production. Q3 call confirmed this schedule too CM postive in Q4 GM motive in Q1 26"  
[X Link](https://x.com/Browpeak/status/2019903232890593672)  2026-02-06T22:37Z [----] followers, [----] engagements


"$EOSE [----] guide is arguably going to be the most important piece of the Q4 call. A guide north of $500m isn't that hard to fathom Then you start thinking about [----] guide right Numbers get big fast once they bring on lines [--] and [--] into the new factory. How fast they can Bring on line [--] From John on Q3 "So first bipolar line comes in took us several weeks to get it up and running. [--] and [--] that we just got up now we're talking days. The same thing will fast forward to when we launch line [--] in the spring. All those learnings so we're able to shrink the ramp shrink the time to get up to full"  
[X Link](https://x.com/Browpeak/status/2019918285895266528)  2026-02-06T23:37Z [----] followers, [----] engagements


"The bad news for the bear is that Friday's short covering at best unwound 20% of the recent short overhang which means that unless the sellers/shorts triple down on their bearish crusade Monday could see a monster rally not just across the most beaten up parts of the market but everywhere else too. https://www.zerohedge.com/markets/largest-short-selling-history-sets-market-brutal-short-squeeze https://www.zerohedge.com/markets/largest-short-selling-history-sets-market-brutal-short-squeeze"  
[X Link](https://x.com/Browpeak/status/2020689589917344036)  2026-02-09T02:41Z [----] followers, [---] engagements


"$EOSE Risk to reward both idiosyncratically and systematically looks pretty good here. Tapped the December and Convert offering low and the [---] ema. Move last week largely driven by systematic de grossing and shorting. - From GS - Single Stocks were heavily net sold (-2.0 SDs one-year) and made up 70% of the total net selling driven by short sales outpacing long buys (2 to 1) this weeks notional short selling in US Single Stocks was the largest on our record (since [----] +3.2 Z score five-year). Could get squeezy this week. Software looking to have found a bottom. Kospi rallying in the Asia"  
[X Link](https://x.com/Browpeak/status/2020755882465022359)  2026-02-09T07:05Z [----] followers, [----] engagements


"$eose Some interesting flow on the 14c for Feb20"  
[X Link](https://x.com/Browpeak/status/2021027792733995249)  2026-02-10T01:05Z [----] followers, [----] engagements


"$eose There is potential for a short squeeze here. I think youve had systematic shorting into a possible earnings catalyst. Youll get shorts forced to cover into think liquidity and hard to borrow. This is what happens when you get systematic shorting of a basket. There are no fundamental shorts here. $eose Getting hit by shorts https://t.co/HFKeiXFaw0 $eose Getting hit by shorts https://t.co/HFKeiXFaw0"  
[X Link](https://x.com/Browpeak/status/2022170439804760120)  2026-02-13T04:46Z [----] followers, [----] engagements


"Markets looking for a reason higher Goldilocks setting up this week Retail sales Payrolls Inflation Want to see a resilient consumer a labour market that is steadying and inflation continuing to cool. Get this a we have a good enough reason to continue to grind higher"  
[X Link](https://x.com/anyuser/status/2021184970945921344)  2026-02-10T11:30Z [----] followers, [---] engagements


"Any IBKR users unable to connect/login to the servers"  
[X Link](https://x.com/anyuser/status/2021207693550387655)  2026-02-10T13:00Z [----] followers, [---] engagements


"$eose 🔥 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su"  
[X Link](https://x.com/anyuser/status/2021398256908107807)  2026-02-11T01:37Z [----] followers, [----] engagements


"$EOSE This is almost certainly going to be an Indensity project 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su"  
[X Link](https://x.com/anyuser/status/2021399132162883911)  2026-02-11T01:41Z [----] followers, [----] engagements


"RT @LucasSacerdote_: $EOSE WHOLLY SH*T 🚨 2.4GWh order incoming. Brooklyn Navy Yard. Key Strategic and National Security Asset. Seem"  
[X Link](https://x.com/anyuser/status/2021406378263519622)  2026-02-11T02:10Z [----] followers, [--] engagements


"$EOSE Starting to make sense now From the Q3 transcript "beginning to see a significant increase in activity in PJM and New York ISO along with the existing growth we've previously highlighted in SPP and MISO. For example the NYSERDA bulk storage RFP" "Last Thursday I was in a meeting in New York with the CEO of a large independent power producer the North American CEO of a large energy storage operator and the CEO of one of Eos' largest Financial investors" 🚨🚨🚨 $EOSE New [----] MWh project incoming 👀👀 https://t.co/SGDIqWTXOr https://t.co/IHLtDF65su 🚨🚨🚨 $EOSE New [----] MWh project"  
[X Link](https://x.com/anyuser/status/2021407428873683274)  2026-02-11T02:14Z [----] followers, [----] engagements


"$EOSE "NYC Energy facility WILL be using Zinc Halide chemistry from EOS Energy Technology to store energy and discharge energy to the grid EOS technology is non-flammable with no thermal runaway and no fires. This solution is one of the safest solutions and perfect for urban settings" https://twitter.com/i/web/status/2021409334832627835 https://twitter.com/i/web/status/2021409334832627835"  
[X Link](https://x.com/anyuser/status/2021409334832627835)  2026-02-11T02:21Z [----] followers, [----] engagements


"$eose Perfectly summed up here. If and when this gets announced it will underwrite so much of the business as a whole. For a little old battery company currently ramping its first line to being shortlisted as the BESS supplier for a project like this say a lot. There a multiple stakeholders that have to sign off and give the green light. Eos must be ticking all the right boxes if they are being touted as the supplier for this project. Blueprint for the future. $EOSE If & when this project is confirmed. this is what it means. 👇 At $210 kwh its $500m project and this is only one of the MANY"  
[X Link](https://x.com/anyuser/status/2021434094702502144)  2026-02-11T04:00Z [----] followers, [----] engagements


"$eose Moar FELT $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p $EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts https://t.co/TfUqEK9h0p"  
[X Link](https://x.com/anyuser/status/2021567139002614113)  2026-02-11T12:48Z [----] followers, [----] engagements


"$eose Feel like I have to mention this again. These are factor driven moves. Same as yesterday. High volume at the open. Across multiple high beta momo tickers"  
[X Link](https://x.com/anyuser/status/2021710760918102338)  2026-02-11T22:19Z [----] followers, [----] engagements


"To echo The same thing is happening in $eose There a names being thrown out with the bath water. What youve seen the last couple of weeks is mass de grossing and some heavy shorting. Mostly in high beta/momentum/pre rev kind of names. Being able to differentiate systematic selling can present some very good opportunities if you understand the fundamentals Both $EOSE and $te are at significant inflection points If you can stomach vol and add on dips provided you have a holding period that you can withstand the volatility youll do very well. $TE: I added about 19K shares today and some"  
[X Link](https://x.com/anyuser/status/2021842705291321768)  2026-02-12T07:03Z [----] followers, [----] engagements


"$eose Pretty darn good analysis @Bullstkpicks I dont think these are unreasonable numbers Would be a huge surprise to the upside if they guide anywhere near $600m We will know in a couple of weeks @GrassmanWilliam @FreemyerGreg @philroberts I spent a bunch of time working in ChatGPT and feed in the felt data quarterly 10qs and all call transcript to ask it what its best estimate is for Q4 and Q1 revenue (and finally a full 2026). Pretty interesting stuff. Thoughts @GrassmanWilliam @FreemyerGreg @philroberts I spent a bunch of time working in ChatGPT and feed in the felt data quarterly 10qs"  
[X Link](https://x.com/anyuser/status/2021931471423091047)  2026-02-12T12:56Z [----] followers, [----] engagements


"Im probably a lot more bullish on the market than most. Seeing so many post from big accounts saying we need a crash or a correction etc. But why I havent seen one good take as to why. We dont need one just for the sake of it. Have you looked under the hood. Half the market is in a bear market. All the while earnings have been solid with majority of companies beating ests Youre seeing the market reprice its risk. Huge huge rotations are happening. Its why I place very little weight on $spx and $ndx as there is so much more going on under the hood. CPI is going to be a big print. If it comes"  
[X Link](https://x.com/anyuser/status/2022138284869398849)  2026-02-13T02:38Z [----] followers, [---] engagements


"$eose Getting hit by shorts"  
[X Link](https://x.com/anyuser/status/2022166239184138633)  2026-02-13T04:29Z [----] followers, [----] engagements


"$eose In theory Eos should be a slam dunk win Energy / industrial company as a direct beneficiary from data centre build out. Its being held back however and lumped into the unprofitable tech/spec/meme/high beta etc Needless to say this earnings can go a long way in changing that narrative. They need to show the market they are the real deal. Simple AI SELLOFF GAINING MOMENTUM BARCLAYS WARNS Barclays says the AI-driven market selloff could continue with investors in a sell first think later mode. Analyst Emmanuel Cau notes markets are still broadly resilient but fears of AI disruption are"  
[X Link](https://x.com/Browpeak/status/2022294915519336813)  2026-02-13T13:00Z [----] followers, [----] engagements


"$eose Its incredible how much of a lay up this investment opportunity has been and still is. I think were all going to be shocked at what comes down the pipe for Eos over the next [--] months. $EOSE battery: No rare earths or lithium ion or other critical raw materials under this Nov 8th China NEW export control. This is a huge positive for @PoweredByEos but really needs to be resolved for the US more broadly (cont below) 👇 https://t.co/VJXK742TZM $EOSE battery: No rare earths or lithium ion or other critical raw materials under this Nov 8th China NEW export control. This is a huge positive"  
[X Link](https://x.com/Browpeak/status/1977192043534598332)  2025-10-12T01:58Z [----] followers, [----] engagements


"$eose Ive always thought Stan Druckenmiller is the goat of all goats. Ive tried to emulate his investment philosophy to some extent. Im looking out [--] months from now Youve got rates being cut end of QT liquidity on the sidelines Energy storage as one of the biggest and fastest growing sectors with years of growth ahead. I think the sector is going to see a ton of capital flow into it over the next couple of years. I dont really care what q3 results are. What matters is where the market thinks revenues margins etc will be in [----]. Thats where you have to look. Dont skate to where the puck is"  
[X Link](https://x.com/Browpeak/status/1981603741661794767)  2025-10-24T06:08Z [----] followers, [----] engagements


"$EOSE The biggest bottleneck is power. Demand is going to outstrip supply for a long long time Eos is going to help alleviate that gap This year is the start of a multi year run that is going to see at least a dozen more quarters of Revenue growth and margin expansion. I don't think the market really understands how to price this thing yet. And I think the team and investors behind Eos are thinking even bigger than we are"  
[X Link](https://x.com/Browpeak/status/1988794304291340629)  2025-11-13T02:21Z [----] followers, [----] engagements


"$EOSE [----] will be an inflection year for the company. I am entirely focused now on where the company will be end of [----] New Factory New Headquarters [--] operational lines - exit [----] with a revenue run rate of $1b Gross Margin positive Operating Margin postive Lines 3/4 will be ordered Exponential backlog growth through new diversified customers"  
[X Link](https://x.com/Browpeak/status/1990206059819217185)  2025-11-16T23:51Z [----] followers, [----] engagements


"$EOSE I like the new Chairman. - Currently serves on the board of Talen Energy - Senior advisor to Blackstone Inc.s energy transition group I get the feeling the company is laying the foundations for its next stage of growth. This feels like transition from startup to growth phase https://twitter.com/i/web/status/2003242323422134658 https://twitter.com/i/web/status/2003242323422134658"  
[X Link](https://x.com/Browpeak/status/2003242323422134658)  2025-12-22T23:12Z [----] followers, 13.9K engagements


"$EOSE $FLNC $IWM So big divergences here. Big negative correlation I have added $EOSE significantly down here. Eos massively lagging Fluence when they are usually pretty correlated. IMO reason being is that Eos gets lumped into the high beta/unprofitable tech basket and gets systematically sold off. Volumes dont indicate anything fundamental. Just trading at the whim of the market direction. Could see that yesterday too with Many high beta names struggling whilst $IWM outperformed. Tells me there is definitely an appetite for small caps but the risk is being hedged by shorting high beta. When"  
[X Link](https://x.com/Browpeak/status/2018518048966394013)  2026-02-03T02:52Z [----] followers, [----] engagements


"$eose So I was a big buyer yesterday in some calls and shares. Big thing was the overall market reaction. All indices ripping higher and a general risk on move lead by $iwm When you have $eose selling off in that environment its usually forced de grossing some kind of hedging or systematic trading. Thats not a fundamental move. Added that its sitting on some significant trend lines and the 100ma Risk reward seemed attractive $eose Just know this is 100% factor and systematically driven at the moment. High beta is getting sold thats all $eose Just know this is 100% factor and systematically"  
[X Link](https://x.com/Browpeak/status/2018632742095974668)  2026-02-03T10:28Z [----] followers, [----] engagements


"So $eose is getting double fucked here. Getting whacked down in the high beta basket all the while $iwm is ripping. Seeing some huge divergence and negative correlation"  
[X Link](https://x.com/Browpeak/status/2018700004655853959)  2026-02-03T14:56Z [----] followers, [----] engagements


"$EOSE $FLNC $BE and a number of other energy storage and solar plays close to the Ai theme have shown some good relative strength recently. Maybe a contrarian take maybe not but with the rout in software and rally in hardware its kind of confirming that the Ai trade is very much real and the demand for data centres and power is not going away These energy related companies should continue to outperform this year. $EOSE has lagged but more due to the fact it's still somewhat a high beta play and needs a solid Q4 results to confirm the story. If so watch out. Lots of Solar performing too as"  
[X Link](https://x.com/Browpeak/status/2018837561112965261)  2026-02-04T00:02Z [----] followers, [----] engagements


"$EOSE Here a GS note explaining price action today"  
[X Link](https://x.com/Browpeak/status/2019262872212369419)  2026-02-05T04:12Z [----] followers, [----] engagements


"$EOSE Just reading the last [--] transcripts again from Q3 and Q2. Just realised they were talking about Intensity in Q2. Clearly been a big project that they've been working on for some time. Got me thinking as to why we may have not seen the revenue cadence or data centre orders. Is it plausible that Eos was selling this potential new design but it wasn't quite ready for production. Maybe customers holding off until it was ready https://twitter.com/i/web/status/2019898728702963789 https://twitter.com/i/web/status/2019898728702963789"  
[X Link](https://x.com/Browpeak/status/2019898728702963789)  2026-02-06T22:19Z [----] followers, [----] engagements


"@Zac_Markovich Needs to be said. This has nothing to do with fundamentals or technicals. What youre seeing is systematic de grossing and shorting of high beta momentum stocks"  
[X Link](https://x.com/Browpeak/status/2021722247594152228)  2026-02-11T23:05Z [----] followers, [---] engagements


"@charlesland123 Agree. The macro backdrop couldnt be much better if CPI is in line or cooler. Theres just lots of cross asset volatility Everything is pointing higher into end of year but the breadth of what rallies will be more selective"  
[X Link](https://x.com/Browpeak/status/2022163020827570584)  2026-02-13T04:16Z [----] followers, [--] engagements


"@investingluc No. The pain trade is up where all the shorts came in last week. If the data from GS is correct then only about 20% of shorts covered Friday"  
[X Link](https://x.com/Browpeak/status/2020797977883722239)  2026-02-09T09:52Z [----] followers, [---] engagements


"Dovish CPI tomorrow and we rip. Watch the squeeze on high beta $eose $asts $iren $te"  
[X Link](https://x.com/Browpeak/status/2021950532559213011)  2026-02-12T14:12Z [----] followers, [----] engagements


"@Yeah_Dave Exactly Dave There is no reason for a bear market. Youve got a Goldilocks backdrop in macro. Very solid earnings season. Feels more like a shakeout / pause before higher into year end"  
[X Link](https://x.com/Browpeak/status/2022465989129216031)  2026-02-14T00:20Z [----] followers, [--] engagements


"@StealthQE4 Content creator. Id bet that 99% of these interactions are not real"  
[X Link](https://x.com/anyuser/status/1876517018696044722)  2025-01-07T06:31Z [----] followers, 18.3K engagements


"$TSLA $EOSE Triple digit growth for energy storage. Clear demand for Energy storage. Tesla is the dominant player and imo a leading indicator for Eos. Demand for"  
[X Link](https://x.com/anyuser/status/1884758579342946609)  2025-01-30T00:20Z [----] followers, [----] engagements


"$Eose My prediction is EOS absolutely rips some faces this year. The barriers to entry are high and the business is capital intensive. Seen BESS companies fail and struggle this year. IMO Eos is positioning itself to the be non lithium ion leader Shorts are continuing to add on the premise that they will suffer the same fate as $FLNC $ESS or Redflow. Were seeing a clear rhetoric from multiple companies and sources that demand in the US is massive and this is the market you want to be positioned in. $TSLA and $FLNC have noted this in their numbers and calls. Joe has also reiterated this on"  
[X Link](https://x.com/anyuser/status/1890629090547495075)  2025-02-15T05:07Z [----] followers, [----] engagements


"$EOSE Republicans are weighing whether to keep a coveted IRA manufacturing tax credit while putting stricter guardrails on Chinese imports. Why it matters: The 45X tax credit is among the most popular incentives from the climate law boosting the U.S. supply chain for EVs solar panels and other energy tech undercut by Chinese competition. It appears likely to stay in place as Republicans look to take a "scalpel" to the law in reconciliation to pay for tax cuts. Driving the news: The 45X incentive "has probably been the biggest conversation piece" around the IRA's fate Rep. Troy Balderson told"  
[X Link](https://x.com/anyuser/status/1894683207469355489)  2025-02-26T09:37Z [----] followers, 14.9K engagements


"$EOSE This company is going to be worth a lot more in [--] months time. Thats the tweet"  
[X Link](https://x.com/anyuser/status/1897301405138051276)  2025-03-05T15:01Z [----] followers, [----] engagements


"$EOSE Its clear to me that Joe and the team are very confident on closing some large orders in the near term"  
[X Link](https://x.com/anyuser/status/1897309418674634905)  2025-03-05T15:33Z [----] followers, [----] engagements


"$EOSE I just want to clear up what @Expired1337 is saying regarding the dilution. He technically isn't wrong. When the Cerberus shares are added to the current outstanding shares it creates real dilution. If you have 'X' amount of shares out of [---] Million and now Cerberus adds any amount of their 158m shares to the outstanding common stock there is real dilution. However where I think paths are getting crossed is this potential dilutive stock has been known for almost a year. In an efficient market this should be almost fully priced in. These 'dilutive' shares should not cause a drop in the"  
[X Link](https://x.com/anyuser/status/1920461506329690422)  2025-05-08T12:51Z [----] followers, [----] engagements


"$EOSE Success breeds Success I think Eos sees $9-10 next on or before next earnings My Est for Q2 revs are $24.7mm That's 150% QoQ and 2500% YoY. Joe stated they did 75% of the Q1 volume In April alone 7.5mm I est they could add another 10% capacity each month. So May $8.2mm and June $9.0mm Giving $24.7 mm for the quarter. Will are going to have forced R2K buying and front running over the next month or so Short interest of about 30% - When does any covering start to occur An option chain only up to [----] - Significant amount of delta and gamma becoming ITM. Could fuel a squeeze higher if no"  
[X Link](https://x.com/anyuser/status/1922926736251158869)  2025-05-15T08:07Z [----] followers, [----] engagements


"$EOSE My theory is that this was part of a requirement for a large customer. This blindsided a few people. They didn't need to raise capital right now. So why then They had cash and a revolver available to them More to the story imo Clean up the balance sheet. We want to know you're going to be here in the future"  
[X Link](https://x.com/anyuser/status/1928086298566479941)  2025-05-29T13:49Z [----] followers, [----] engagements


"$EOSE Why is Cerberus taking the risk on the equity Doesnt make any sense What do they tell there LPs They are risking all their equity on EOSs execution over the next few quarters. They just gave up $1b unlocking in less than a month o just make back their 220m plus 7% of things dont work out. How do you justify that to your LPs The risk to reward seems way off. There is still execution risk imo whilst I think Eos will execute there is still risk. Its now or never for EOS. There entire business plan rests on execution of the line and revenue growth this year. Undoubtedly the most important"  
[X Link](https://x.com/anyuser/status/1928789217817321733)  2025-05-31T12:22Z [----] followers, [----] engagements


"$EOSE Powin filed for chapter [--] bankruptcy Going forward Powin said it plans on making money by servicing its products. Not a chance they are getting the Sunstone project now Whats becoming clear is how razor thin the margins are for companies with their supply chains out of China. Eos is in a seriously good and unique position with its supply chains predominantly in the US https://usaherald.com/powin-files-for-bankruptcy-amid-325m-crisis/3/ https://www.oregonlive.com/business/2025/06/oregon-clean-energy-company-files-for-bankruptcy-claiming-more-than-300-million-in-debt.htmloutputType=amp"  
[X Link](https://x.com/anyuser/status/1932599496858611912)  2025-06-11T00:43Z [----] followers, [----] engagements


"Absolute garbage. Sorry. How has the strategy changed I know exactly what Eos is doing right now. I don't need them to tell me. Both of those events were explained in their 8k $Eose has outperformed majority of the market over the last year. Don't let short term price action dictate the bigger picture"  
[X Link](https://x.com/anyuser/status/1932799747657543995)  2025-06-11T13:59Z [----] followers, [----] engagements


"$EOSE LINE [--] ordered"  
[X Link](https://x.com/anyuser/status/1934557887466217480)  2025-06-16T10:25Z [----] followers, 12K engagements


"$EOSE So what are Eos long term objectives [--] lines Second Factory Hyper scale 8GWh + Like others have said. This wasn't just a cut and dry cap raise. Strategic move. Cleans the balance sheet Lowers cost of Cap $100's of millions in future debt savings +$139m Cash"  
[X Link](https://x.com/anyuser/status/1934587437889790196)  2025-06-16T12:22Z [----] followers, [----] engagements


"$EOSE Depending on how you read the latest PR. Lots of wordage with regard to how the capital allows them to unlock their ability to scale. As if saying that this gives them the capital to sign a large order or perhaps finalise the second factory. Almost like this was the key they needed to unlock the next stage"  
[X Link](https://x.com/anyuser/status/1934589789757731133)  2025-06-16T12:32Z [----] followers, [----] engagements


"$EOSE Why order a second line if they aren't going to fill it. Fill in the gap you better know the orders are going to come [--] lines = $1b year run rate"  
[X Link](https://x.com/anyuser/status/1934591968707063893)  2025-06-16T12:40Z [----] followers, [----] engagements


"$EOSE The risk reward from the Eos trade is not one that comes around too often. The biggest thing for be in a trade is asymmetry. With Eos there is very little downside from here imo. $4 is a good baseline with where the concerts were priced. With what the company is guiding and building out $3 would be a steal. Realistically end of [----] Eos could be trading around $20. Day a range of $12-$28 As long as Eos doesnt fumble the ball massively I dont see a trade below $3 So youre looking at a loss of $1 to a potential gain $8-$24. The risk reward is just too good to pass up"  
[X Link](https://x.com/anyuser/status/1937270121103605840)  2025-06-23T22:02Z [----] followers, [----] engagements


"$EOSE Next couple of years are going to be huge for Eos as you see Energy storage build out accelerate. Youre going to see top line growth cost out and manufacturing capacity compound. Being on the front end of an accelerating growth company is an investors dream. Q2 done tmr and expecting another record quarter of $25m with costs continuing to come down. Cogs are going to rapidly improve as they move from older sales to their newer recently added backlog"  
[X Link](https://x.com/anyuser/status/1939683478364418407)  2025-06-30T13:52Z [----] followers, [----] engagements


"$EOSE And many Pittsburgh-area companies will be there aiming to impress encouraged by Mr. McCormicks office to come armed with big plans Mr.Kennedy said.That resulted in a flurry of phone calls and after-hours conversations between local founders and industry executives trying to figure out how to plan and collaborate for big announcements on summit day. https://www.post-gazette.com/business/tech-news/2025/07/13/pittsburgh-artificial-intelligence-energy-summitt-cmu/stories/202507090066"  
[X Link](https://x.com/anyuser/status/1944389302466810089)  2025-07-13T13:31Z [----] followers, [----] engagements


"$EOSE Project Amaze guidance [--] lines [----] 8GWh capacity 90% utilisation 7.2GWh production $260KWh $1.87B Revenue EBITDA Margin 30% $561m 20x multiple EV $11.22B $500m net debt Equity Value $10.72B 550m Fully Diluted shares $19.5 share price. This is what I expect the market to price in [--] months time. Lines 3/4 to be ordered together early next year. But for simplicity this is my [--] month target"  
[X Link](https://x.com/anyuser/status/1945716088102101328)  2025-07-17T05:23Z [----] followers, [----] engagements


"$EOSE v $RKLB Two very very similar structures. One played out. Could Eos follow a similar trajectory Both traded in multi year ranges and exhibited very similar action. RKLB had a big multi week breakout on increasing volume on the weekly leading to a big run in the price for Rocket Lab. successful launches financial strength and strong guidance were the catalysts needed. Set up is very similar for EOS. Waiting for a catalyst/trigger with significant volume. There are a number of possible catalyst that the market is waiting on. The key being a large hyper scaler Data Center utility order."  
[X Link](https://x.com/anyuser/status/1947541659774054643)  2025-07-22T06:18Z [----] followers, [----] engagements


"What if I told you $EOSE is actually a play on AI Data centres National security Defense and Energy"  
[X Link](https://x.com/anyuser/status/1947546657689894986)  2025-07-22T06:38Z [----] followers, [----] engagements


"$EOSE Not putting a lot of expectations on the earnings tbh. Base case is about $22.5m on the top line. [----] guidance reaffirmed Sub Assemblies on schedule Colour on Factory [--] Improved margins Another $1b+ on the pipeline Main thing really is just no delays or set backs. Just want to hear they are making week to week improvements across the board and on track. $20-$25m still gives cadence to meet [----] guidance given Q3/Q4 is where the real output from the SubAssemblies/Line is to happen. Even a $20m Q still leaves $120m in Q3/Q4 to get the low end of guidance which could very much look like"  
[X Link](https://x.com/anyuser/status/1950083925206061069)  2025-07-29T06:40Z [----] followers, [----] engagements


"$EOSE So I think Eos did actually ramp up production to what I expected for Q2 based of the PTC sales. Eos sold $4.562M of Production Tax Credits in Q2. At a 10% discount they sell at $40.5KWh 4.562/40.5 =113 MWh produced in Q2. Rev of $15.236m / [---] MWh gives an ASP of $135KWh. So if they were recognising old sales at a lower ASP this quarter would make sense from a revenue point of view. Going forward we should see higher ASP combined with higher production. If Q3 production can double to around 200MWh and ASP around $200KWh then Revenue could be in the $40m range This would make sense if"  
[X Link](https://x.com/anyuser/status/1950763313744511187)  2025-07-31T03:39Z [----] followers, [----] engagements


"$EOSE So after having some time to go through everything and think a little I believe this earnings is pretty much base case/net neutral. Biggest point from the PR when you read between the lines "driven by increased production volumes. Factory shipments increased 122% quarter-over-quarter with 50% of the production volume delivered for a strategic customer project." Clearly production was up significantly but not at the same proportion as revenue. Specifically the undisclosed strategic customer accounting for 50%. Production is far more important right now than revenue. I am very confident"  
[X Link](https://x.com/Browpeak/status/1950829423286210987)  2025-07-31T08:02Z [----] followers, [----] engagements


"$EOSE Data centre order coming "Last quarter we announced a seven fifty megawatt hour MOU with a developer which is a very good example of an indirect project. We have advanced this initiative and are currently finalizing contract terms for our first ten hour project supporting a well known hyperscaler in the PJM service territory.""  
[X Link](https://x.com/anyuser/status/1950902736922534329)  2025-07-31T12:53Z [----] followers, [----] engagements


"$EOSE Joe is a seriously underrated CEO. He knows exactly what he's doing. The Eos story isn't going to materialise overnight. But holy moly. What this company could look like in a couple of years. HUGE $EOSE We are not Bullish enough. Thats scary. 🔋 $EOSE We are not Bullish enough. Thats scary. 🔋"  
[X Link](https://x.com/anyuser/status/1966630306502635622)  2025-09-12T22:29Z [----] followers, [----] engagements


"$EOSE One of the reason why energy storage is looking like a really good bet for the rest of the decade. Solar + BESS is essentially ready and deployable now"  
[X Link](https://x.com/anyuser/status/1966732840453939706)  2025-09-13T05:17Z [----] followers, [----] engagements


"$EOSE [---] EMPLOYEES You dont hire like this as a company that does $15m quarters IMO this is a huge leading indicator of where the company is going to be in a years time. They want staff trained and ready to go when the orders come in. You dont want to be understaffed or training people when youre trying to ramp and rapidly grow. @vicarvik @PoweredByEos @JoeMastrangelo8 @PowerLunch @SullyCNBC @CNBC https://t.co/sYSHhYEUSu @vicarvik @PoweredByEos @JoeMastrangelo8 @PowerLunch @SullyCNBC @CNBC https://t.co/sYSHhYEUSu"  
[X Link](https://x.com/Browpeak/status/1968870536563548307)  2025-09-19T02:51Z [----] followers, 19.1K engagements


"$EOSE This is what institutional buying and rotation looks like"  
[X Link](https://x.com/anyuser/status/1969182539601396022)  2025-09-19T23:31Z [----] followers, [----] engagements


"$EOSE This is something I had talked about a long time ago too. It's not a conspiracy at all. $EOSE has an actual order from the military at Marine Corps Base Camp Pendleton in San Diego through IEP. There are real significant ties between Eos and the current Administration. Eos ticks all the boxes in terms of national security. Thier supply chain is nearly all American. They have no FEOC concerns. Their new DawnOS software is developed and hosted in the US. Energy security is going to be a real threat going forward. I think there is a chance that Eos may secure a large government or DOD"  
[X Link](https://x.com/Browpeak/status/1969267967860097378)  2025-09-20T05:10Z [----] followers, 68.8K engagements


"$EOSE IS GOING TO LEAD THE SMALL CAP CHARGE Lets talk small-mid caps. In short they look like theyre on the verge of exploding higher. The monthly cup and handle on an index is very rare $IWM hasnt had this type of setup going back [--] years. On top of that look at what the Russell has done each time its broken a https://t.co/xpU2ubmnAI Lets talk small-mid caps. In short they look like theyre on the verge of exploding higher. The monthly cup and handle on an index is very rare $IWM hasnt had this type of setup going back [--] years. On top of that look at what the Russell has done each time its"  
[X Link](https://x.com/anyuser/status/1969759298730512409)  2025-09-21T13:43Z [----] followers, 11.3K engagements


"$EOSE For those new to the name This is not some hype meme company. There is a high chance that we are at the start of a significant inflection point in the companies growth. Hopefully the large orders the company has talked about materials soon along with proof of manufacturing growth of line [--]. Each line is essentially a copy and paste of each other. Plus id expect there to be further improvements and efficiencies that they can get from future lines. This would prove that scale manufacturing is possible Second point is large orders. Ideally from hyper scalers and large utilities. This would"  
[X Link](https://x.com/anyuser/status/1969988075016351870)  2025-09-22T04:52Z [----] followers, 22.4K engagements


"$EOSE $FLNC $TSLA Market is finally waking up to the huge energy demands thats AI and Data centres pose. This alpha was in plain sight"  
[X Link](https://x.com/anyuser/status/1970962760843641214)  2025-09-24T21:25Z [----] followers, [----] engagements


"$EOSE Current thoughts To be a great investor/trader you've got to be good at being emotionless. You have to remain objective in the bad times and the good. I am not getting too excited regarding Eos at the moment. Mostly because this is what I expected to happen. I don't believe we are at this price by chance. The countless days and weeks of due diligence has ultimately built a significant amount of conviction in the name. I am still looking towards end of [----] and [----]. I believe we are only at the beginning of a significant move. The market is coming around to the significant amount of"  
[X Link](https://x.com/anyuser/status/1971108107758752045)  2025-09-25T07:02Z [----] followers, [----] engagements


"$EOSE It takes balls and conviction to take on a sizeable position in something that the market doesnt necessarily see. Taking a non consensus view on a position can make you some serious alpha. Ideally you want the non consensus trade to become the consensus trade. Youve seen this with $PLTR $IREN $BTC $ASTS $RKLB The biggest voices have been there since the beginning screaming their DD. Majority often ignore it or dont put the effort in to research themselves. But in all these cases the market has come around and the trade starts to become consensus and price reflects that. I believe $EOSE"  
[X Link](https://x.com/anyuser/status/1971464107607118048)  2025-09-26T06:37Z [----] followers, [----] engagements


"$EOSE Were going to need a bigger battery"  
[X Link](https://x.com/anyuser/status/1971930404816110038)  2025-09-27T13:30Z [----] followers, 17.9K engagements


"$EOSE Ask yourself why Eos is moving like it is It's been relentless the last couple of weeks. IMO it's not a retail driven rally. This is institutional buying. Energy has really become a theme and talking point recently and how it relates to AI and data centres. I don't have to explain to most of you how well Eos is positioned to be a major player in the market. Eos is doing all the right things and laying the foundations to become an absolute behemoth in the Energy storage market"  
[X Link](https://x.com/anyuser/status/1972792767706497082)  2025-09-29T22:37Z [----] followers, [----] engagements


"$EOSE This is a lesson for anyone who is young and new to investing. Its so important to understand the capital structure of the company What is new news and what is old news These public warrants have been know about for years. They have a strike price of $11.5 They are now in the money. This is easy capital for Eos. I all honesty its great that they were able to get above [----] before they expired soon. The old after hours shenanigans are back $EOSE Form S-3ASR This filing REGISTERS [---] million potential new shares from outstanding warrants plus [------] resaleable private warrants. If"  
[X Link](https://x.com/Browpeak/status/1973879040491635038)  2025-10-02T22:33Z [----] followers, 11.2K engagements


"$EOSE Biggest takeaway from this recent information regarding the Robena Mega Site data centres is the 2hr duration. Not something that Eos has advertised in the past. CEO Joe has specifically mentioned the 2hr duration only recently on interviews. This CNBC interview from [--] weeks ago is his most recent mention. If Eos can be competitive now on a 2hr duration it opens up a huge portion of the BESS TAM. https://youtu.be/dBjSMAbWp5osi=mwCAKL48mA5JpF-E $EOSE This will be one of many future orders for Eos https://t.co/D4gAe780SG https://t.co/Lce4tUdaDu"  
[X Link](https://x.com/anyuser/status/1975024965901824190)  2025-10-06T02:27Z [----] followers, 17.9K engagements


"$eose So maybe $30 plus eoy isnt that far fetched. Because who is really selling here If Eos proves itself as a data centre solution at 2hr+ then the TAM is enormous. The real big gains will be throughout [--] and into [--] I think you start to see far more institutional interest as the theme materialises. As an early investor I have no intention of selling anytime soon. I would imagine many others are the same. The real trade has been to see Eos with [--] lines under project amaze and at least [--] more lines under factory [--] expansion"  
[X Link](https://x.com/anyuser/status/1975104111264899172)  2025-10-06T07:41Z [----] followers, [----] engagements


"$EOSE An OpenAI x Eos deal is definitely one of bingo cards"  
[X Link](https://x.com/anyuser/status/1975329003067351131)  2025-10-06T22:35Z [----] followers, [----] engagements


"$EOSE Blows my mind the objective foundations Eos have been laying over the last year. From partnerships to physical capital to human capital. Right across the whole company. They're are setting up a launch pad for hyper growth. Congrats to all those that paid attention. We still haven't even seen the benefits of this build out yet. The real acceleration is going to come over the next 18-24 months"  
[X Link](https://x.com/anyuser/status/1975399788716965906)  2025-10-07T03:16Z [----] followers, [----] engagements


"$EOSE I cant wait for 13Fs to be filed. This price action stinks of a party or parties building out big positions. Big blocks and big AH transactions Again I think youre seeing the market really understand that energy storage is going to play a big part in the data center build out. Smart money is seeing whats coming down the pipeline over the next couple of years"  
[X Link](https://x.com/anyuser/status/1976122803515687327)  2025-10-09T03:09Z [----] followers, 10.3K engagements


"$eose Right now I see a confluence of things happening Remember Eos is still not a widely known name outside of of FinX bubble. China making a clear effort to curb exports of rare earths and batteries etc US data centre build out is happening 100% But the realisation that there is a huge amount of infrastructure that is needed that is severely supply constrained especially energy. BESS and LDES are definite part of the Data Centre ecosystem So youve got demand and supply down Short interest hasnt budged Youve had a very clear demand for shares associated with significant volume. This doesnt"  
[X Link](https://x.com/anyuser/status/1976495622682444073)  2025-10-10T03:50Z [----] followers, [----] engagements


"$eose So when is the US government and Trump taking a stake in Eos If this MS Index fund is real then Eos certainly must be looking like a very good hold for the next few years if its at the top of the fund now. Its honestly been a pretty quiet year in terms on announcements from the company. Partly because I think they laying out the foundations of a huge ramp and working through the terms of large deals and a second factory. Joe has always been risk averse. So I think it makes sense that they dont want to rush into anything. Kinda like they want to pick who they want to build batteries for."  
[X Link](https://x.com/anyuser/status/1976909150514036803)  2025-10-11T07:14Z [----] followers, 19.8K engagements


"$EOSE Another big reason why I'm not going to get too cute with Eos. Demand is going to significantly outweigh supply for the next few years. IMO they are going to be able to charge a premium while at the same time continue to see technological advances that drive down costs. We've seen the the hyper scalers are insensitive to price. They will pay almost anything just to be first. I think Eos is going to be in a unique position where they will get to choose the best projects and partners going forward"  
[X Link](https://x.com/anyuser/status/1978279277629166018)  2025-10-15T01:58Z [----] followers, [----] engagements


"$EOSE Stifel raise to $22"  
[X Link](https://x.com/anyuser/status/1978412063694155986)  2025-10-15T10:46Z [----] followers, 13.7K engagements


"$EOSE Been in the model today revising some numbers. For my thesis there has been a clear thematic shift over the last month or so. We've seen commentary and references to Energy storage and LDES from some of the biggest names. Not only the storage itself but the imperative need for American made goods and national Secuity as a top priority. We also saw the reference to Eos being used in the Robena Mega site data centre. MS - National security Index JPM - $1.5 Trillion investment OpenAI - There has been clear buying across multiple energy storage names in the sector leading be to believe that"  
[X Link](https://x.com/Browpeak/status/1978731934529511583)  2025-10-16T07:57Z [----] followers, 21.8K engagements


"$eose Must listen Eos is laying the foundations to becoming a behemoth of a company. Eos isnt some shitco with a dream. They have a real product with a real ramp solving imo the biggest problem that the US is going to face. ENERGY. Eos Energy Full Investment Thesis: Everything You Need to Know About $EOSE $EOSE 🔋has been my biggest position since [----] - studying it has been a part/full-time job in itself.🔋 Heres my 119-page two-hour presentation on Eos Energy. Many have reached out wanting to https://t.co/2oylmZawfA Eos Energy Full Investment Thesis: Everything You Need to Know About $EOSE"  
[X Link](https://x.com/Browpeak/status/1978989953506779555)  2025-10-17T01:02Z [----] followers, [----] engagements


"$EOSE HUGE NEWS 🚨🚨🚨 Governor Josh Shapiro and PA Department of Community and Economic Development Secretary Rick Siger will visit Eos Energy Enterprises to make a major economic development announcement. Tuesday October [--] [----] at 1:00 PM LIVE STREAM: Since taking office the Shapiro Administration has secured over $25.6 billion in private sector investments creating nearly [-----] jobs. From day one Governor Shapiro has worked to spur economic development in Pennsylvania creating the Economic Development Strategy securing historic funding for site development and speeding up the"  
[X Link](https://x.com/anyuser/status/1980540105900335221)  2025-10-21T07:42Z [----] followers, 22K engagements


"$EOSE Eos is laying the foundations to become a multi billion dollar leader in the energy storage space. Government and state support combined now with very legitimate partners that are building out the Ai and data centre infrastructure in America Its crystal clear that the state of PA has chosen its horse to back. Youll continue to see deals flow to Eos now. The writing is on the wall and has been for a while for those that paid attention early on. You will only continue to see the company strengthen from here. More and more orders will flow"  
[X Link](https://x.com/anyuser/status/1980658532480422123)  2025-10-21T15:32Z [----] followers, [----] engagements


"$eose Should be like +30% today We are up massively relatively to the sector which is getting nuked today. Sell algo is certainly going after energy storage solar battery related companies today. The company just significantly de risked itself and its relatively cheaper today than yesterday"  
[X Link](https://x.com/anyuser/status/1980689735384461561)  2025-10-21T17:36Z [----] followers, [----] engagements


"$EOSE Im so freaking bullish right now. All the breadcrumbs are starting to come together. I could write so much but simply: Eos is becoming a direct competitor to lithium ion in one of the biggest growing sectors right now Battery energy storage. Eos biggest problem is theyre not going to be able to produce cubes fast enough for the demand theyre going to see. The best problem to have"  
[X Link](https://x.com/anyuser/status/1981589323205005619)  2025-10-24T05:11Z [----] followers, [----] engagements


"$Eose Too many nervous nancys Zoom out. Weve just over a 20x in [--] months. Look out [--] months from now. We have the biggest data centres and Ai build out upon us. Energy has quickly become the biggest talking point around that. Energy storage and LDES has become an essential part of the Ai data centres build out. If you dont think the Joe Nathan Cerberus and the entire Eos team dont know whats at stake then you should put your money somewhere else. They know whats at stake more than any of us could ever imagine. There is not another sector or theme that I would want to be invested in right"  
[X Link](https://x.com/anyuser/status/1981600020525691278)  2025-10-24T05:53Z [----] followers, [----] engagements


"$EOSE So you put all your capital into this little battery company and its up 15x Yes Dave. And you think its the biggest secular theme right now and going higher Thats correct Dave"  
[X Link](https://x.com/anyuser/status/1981661274522947606)  2025-10-24T09:57Z [----] followers, 11.4K engagements


"$EOSE I see everyone talking about guidance now and Q3 expectations. There is no formal guidance from the company apart for the full year of $150m-$190m However there are [--] analyst estimates for Q3 ranging from $35-$43m. For momentum and credibility etc hitting this range is obviously ideal I have $41.4m as my estimate for Q3 With regard to what happens with full year guidance I don't know. Company has reiterated a few times now they see a clear path to meet this guidance. IMO they've got to hit roughly $40m in Q3 and then obviously reaffirm they are on track to hit the guidance range. This"  
[X Link](https://x.com/anyuser/status/1983694931282817232)  2025-10-30T00:38Z [----] followers, 10.7K engagements


"$EOSE Will be adding significantly today. All of this report is utter garbage that has been refuted on multiple occasions"  
[X Link](https://x.com/anyuser/status/1983886404146098280)  2025-10-30T13:19Z [----] followers, [----] engagements


"$EOSE I want this fuzzy fucking panda to have his position squeezed to oblivion"  
[X Link](https://x.com/anyuser/status/1983888248746471881)  2025-10-30T13:26Z [----] followers, [----] engagements


"$eose Panda is going to get squeezed His reports are a pretty good contrarian indicator. Having had some time to read through it. Reeks of desperation. A lot of his points are outdated and have all been debunked and talked about by EOS. The fact that this is all someone can come up with as a bear thesis honestly makes me more bullish"  
[X Link](https://x.com/anyuser/status/1984055067297902926)  2025-10-31T00:29Z [----] followers, [----] engagements


"$EOSE I think by now we all should know how much influence Cerberus has in this investment. All along theyve been a leading indicator imo as to what is coming. The latest investment in Frontier imo is a huge tell"  
[X Link](https://x.com/anyuser/status/1984320109872365857)  2025-10-31T18:02Z [----] followers, [----] engagements


"$eose However big you are thinking Eos is going to become. Think bigger. Much bigger"  
[X Link](https://x.com/anyuser/status/1984322285357195475)  2025-10-31T18:11Z [----] followers, [----] engagements


"$EOSE Earnings Estimates REVs $41.4m (172%mom 4748%yoy) COGS $61.2 GM% -48% PTCs $8.64m [---] MWh produced I expect guidance to be [----] reaffirmed. Not expecting a guide for [----] yet. But I think $500m for [----] should be achievable with line [--] coming online mid year ish. I expect the pipeline to be north of $20b Backlog $700m I think the call will be far more important than any of the numbers given. This has been the case this year. Each call over the last year has gotten stronger and stronger. A indicator of business confidence. Joe and Nathan have been pretty spot on with their commentary so"  
[X Link](https://x.com/Browpeak/status/1985953654353121463)  2025-11-05T06:13Z [----] followers, [----] engagements


"$EOSE Quick read Guidance reaffirmed on the low end. Positive but implies at $94m Q4. What are they cooking up Revs miss - I assume a slower sub assembly installation. 88% installed and all equip now on site. Goal is to triple output in Q4. That would align with low end of the guide PTCs of $5660000 imply [---] MWh in Q3 and ASP $233KWh Margins improvement across the board -R&D and SG&A both down -Total open down The trend is looking good"  
[X Link](https://x.com/anyuser/status/1986197885575438512)  2025-11-05T22:24Z [----] followers, [----] engagements


"$EOSE This chart looks so ready for a break out Textbook bull flag Still holding all key MAs Volume has been essentially all below the 20ma during this consolidation"  
[X Link](https://x.com/anyuser/status/1986707561551368318)  2025-11-07T08:09Z [----] followers, 12.1K engagements


"$EOSE Now thats what I call a breakout $EOSE This chart looks so ready for a break out Textbook bull flag Still holding all key MAs Volume has been essentially all below the 20ma during this consolidation. https://t.co/cjGJ8ctvDs $EOSE This chart looks so ready for a break out Textbook bull flag Still holding all key MAs Volume has been essentially all below the 20ma during this consolidation. https://t.co/cjGJ8ctvDs"  
[X Link](https://x.com/anyuser/status/1986924524517114199)  2025-11-07T22:31Z [----] followers, [----] engagements


"$EOSE Someone casually [-----] shares at the bid @ $18.9"  
[X Link](https://x.com/anyuser/status/1987697613878288643)  2025-11-10T01:43Z [----] followers, 14.5K engagements


"$EOSE This is what forward growth looks like. I wouldn't be surprised to see higher than this too. I believe John Mahaz has been recruited to drive fast growth along with efficiency. Joe and Nathan know whats at stake. You've got hyper scalers wanting to build out as quick as possible. Eos has to be ready to deliver. The fact Eos has already diversified out its automation supply chain to be able to stand a line up in [--] days is a big indicator imo. Like Joe mentioned on the call. They can now match Nathans sale cadence with manufacturing. Land a big purchase order Order line Line up in [--] days"  
[X Link](https://x.com/Browpeak/status/1989581851368067521)  2025-11-15T06:30Z [----] followers, [----] engagements


"$EOSE $TSLA Im trying to find the MS note by Adam Jonas on his Tesla Megapck valuation. I think its was something like $183b valuation July last year. Approx 20-25% of Teslas market cap. Tesla did [----] GWh in [----] Teslas market cap after closing Q4 earnings was roughly $1.4T Lets say 20% of that value was the energy storage component. That gives the energy storage business a value of $280B With trailing 31.4GWh Thats $8.9B in market cap per 1GWh of production Theyve done 32.5GWh so far this year [----] Most likely end the year around 45GWh So the forward value from the [----] Q4 call of this year"  
[X Link](https://x.com/anyuser/status/1990055044612342206)  2025-11-16T13:51Z [----] followers, [----] engagements


"$tan and $icln hit today. Probably why $eose caught a bit of the brunt"  
[X Link](https://x.com/Browpeak/status/1995643867664908433)  2025-12-01T23:59Z [----] followers, [----] engagements


"$EOSE The Eos factory floor currently $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt delivered yesterday 1/6/26 @philroberts @FreemyerGreg https://t.co/ninZYvQC3Y $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt delivered yesterday 1/6/26 @philroberts @FreemyerGreg https://t.co/ninZYvQC3Y"  
[X Link](https://x.com/Browpeak/status/2008863172980338770)  2026-01-07T11:27Z [----] followers, 10.4K engagements


"$EOSE Assuming the green shoe gets exercised EOS nets $474m Fully diluted shares upto 589.2m from 560m So about 5% dilution. Incredible rate. So lowered there cost of capital and have well north of $600m is cash now"  
[X Link](https://x.com/Browpeak/status/1991475992310006236)  2025-11-20T11:57Z [----] followers, [----] engagements


"$flsr doesnt care about tariffs $eose"  
[X Link](https://x.com/Browpeak/status/1907790190879629485)  2025-04-03T13:40Z [----] followers, [---] engagements


"Seeing a ton of green across green related stocks again today $eose $tsla $flsr $run"  
[X Link](https://x.com/Browpeak/status/1961066837355180145)  2025-08-28T14:02Z [----] followers, [---] engagements

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