# ![@SpearfishingCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1874178627165892608.png) @SpearfishingCap Spearfishing Capital

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

### Engagements: [-----] [#](/creator/twitter::1874178627165892608/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874178627165892608/c:line/m:interactions.svg)

- [--] Week [-------] -2.90%
- [--] Month [-------] +16%
- [--] Months [---------] +455%
- [--] Year [---------] +15,382%

### Mentions: [--] [#](/creator/twitter::1874178627165892608/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874178627165892608/c:line/m:posts_active.svg)

- [--] Month [---] -54%
- [--] Months [---] +118%
- [--] Year [-----] +3,584%

### Followers: [-----] [#](/creator/twitter::1874178627165892608/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874178627165892608/c:line/m:followers.svg)

- [--] Week [-----] +2.40%
- [--] Month [-----] +14%
- [--] Months [-----] +135%
- [--] Year [-----] +1,599%

### CreatorRank: [-------] [#](/creator/twitter::1874178627165892608/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1874178627165892608/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.93% [finance](/list/finance)  19.01% [technology brands](/list/technology-brands)  8.26% [cryptocurrencies](/list/cryptocurrencies)  4.13% [countries](/list/countries)  3.31% [financial services](/list/financial-services)  #527 [automotive brands](/list/automotive-brands)  1.65% [travel destinations](/list/travel-destinations)  1.65% [celebrities](/list/celebrities)  0.83%

**Social topic influence**
[$eose](/topic/$eose) #17, [eos](/topic/eos) 18.18%, [solar](/topic/solar) #1258, [bullish](/topic/bullish) #688, [gas](/topic/gas) 4.13%, [in the](/topic/in-the) 4.13%, [flow](/topic/flow) 4.13%, [the new](/topic/the-new) 3.31%, [floor](/topic/floor) 3.31%, [the most](/topic/the-most) 3.31%

**Top accounts mentioned or mentioned by**
[@genxjerk70](/creator/undefined) [@freemyergreg](/creator/undefined) [@oldmateengineer](/creator/undefined) [@bullstkpicks](/creator/undefined) [@chriswh77089699](/creator/undefined) [@jordansolace](/creator/undefined) [@diamondcuttrr](/creator/undefined) [@thehipskipple](/creator/undefined) [@schroedy222](/creator/undefined) [@only4cbn](/creator/undefined) [@myriaego](/creator/undefined) [@brycexgreene](/creator/undefined) [@sxsouthlamar](/creator/undefined) [@4fun1984](/creator/undefined) [@bluedoor626](/creator/undefined) [@jupupa1](/creator/undefined) [@kwank22](/creator/undefined) [@grok](/creator/undefined) [@breynirk](/creator/undefined) [@temu143](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/$tsla) [First Solar, Inc. (FSLR)](/topic/$fslr) [NextEra Energy Inc (NEE)](/topic/$nee) [Goldman Sachs (GS)](/topic/goldman-sachs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Duke Energy Corp (DUK)](/topic/$duk) [EQT, Corp. (EQT)](/topic/$eqt) [Williams Companies Inc (WMB)](/topic/$wmb) [GE Vernova Inc. (GEV)](/topic/$gev) [Clearway Energy, Inc. Class C Common Stock (CWEN)](/topic/$cwen) [Quanta Services Inc (PWR)](/topic/$pwr) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [pepe in a memes world (PEW)](/topic/$pew) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [Enphase Energy Inc (ENPH)](/topic/$enph) [10s (10S)](/topic/$10s) [Capital One Financial Corp. (COF)](/topic/$cof) [Metadium (META)](/topic/$meta) [Dana Incorporated (DAN)](/topic/$dan)
### Top Social Posts
Top posts by engagements in the last [--] hours

""Regulators need to focus on accelerating new energy permitting to unlock new capacity and energy. China famously is adding an entire US grid every 12-18 months. New capacity is what will keep energy costs low." Agree. But it's also the path of most resistance at the moment. https://t.co/liFZh3XI35 https://t.co/liFZh3XI35"  
[X Link](https://x.com/SpearfishingCap/status/2022410379394253089)  2026-02-13T20:39Z [----] followers, [---] engagements


"Duke highlights $EOSE in its Q4 [----] reporting deck as part of its plan to research and accelerate battery storage development with the goal of [---] GW of capacity online by [----]. New: Duke Energy has signed deals with Microsoft and Compass to power expansive data center complexes under construction in North Carolina. https://t.co/IvewkMp14O New: Duke Energy has signed deals with Microsoft and Compass to power expansive data center complexes under construction in North Carolina. https://t.co/IvewkMp14O"  
[X Link](https://x.com/SpearfishingCap/status/2021637662382469352)  2026-02-11T17:29Z [----] followers, [----] engagements


"The MACR thresholds are scheduled to tighten annually through [----]. By setting the starting point at 55% for storage the IRS has effectively mandated a "Domestic-First" procurement strategy for the U.S. grid. The $EOSE monopoly era can begin. $EOSE $TE $FLNC $TSLA The IRS just released Notice 2026-15: "Guidance to Apply Interim Safe Harbors for Purposes of Determining a Taxpayers Material Assistance from a Prohibited Foreign Entity; Other Prohibited Foreign Entity Guidance" This provides approved guidance for $EOSE $TE $FLNC $TSLA The IRS just released Notice 2026-15: "Guidance to Apply"  
[X Link](https://x.com/SpearfishingCap/status/2022385397830160532)  2026-02-13T19:00Z [----] followers, [----] engagements


"This week was an extreme shakeout event for high beta across sectors. The stock bent but did not break. The supply chain is sprinting. The chart is signaling a gap up. We have aerial footage and an earnings date. And the latest 13F filings show new Long Owners. $EOSE 🔋 Q4 [--] Results: Reported March 4-5 [----] Q4 [--] Results: Reported March 4-5 [----] Q4 [--] (Expected): March 4-5 [----] Q4 [--] (Actual): February [--] [----] (Pre-market) It implies the audit was clean and finalized early and management is eager to share the results. $EOSE 🔋 Q4 [--] Results: Reported March 4-5 [----] Q4 [--] Results: Reported"  
[X Link](https://x.com/SpearfishingCap/status/2022460536387178965)  2026-02-13T23:59Z [----] followers, [----] engagements


"On the Q4 [--] 13F filings this week: Institutional rotation (likely continued into Q1 26) from large financial/hedge funds (fast money) to Pensions Sovereign Funds (Long Owners). There are also Quant HFT desks on the stock particularly HRT (3x their position). This week was an extreme shakeout event for high beta across sectors. The stock bent but did not break. The supply chain is sprinting. The chart is signaling a gap up. We have aerial footage and an earnings date. And the latest 13F filings show new Long Owners. $EOSE 🔋 https://t.co/y3kWEndinb This week was an extreme shakeout event for"  
[X Link](https://x.com/SpearfishingCap/status/2022517206341554678)  2026-02-14T03:44Z [----] followers, [---] engagements


"Data Centers are going to need to bring their own power. Pre-2030: Natural Gas - $EQT $WMB Solar - $FSLR $TAN Batteries - $EOSE Post 2030: Nuclear - $NLR https://t.co/n6yambNWdH https://t.co/n6yambNWdH"  
[X Link](https://x.com/SpearfishingCap/status/2004619450558070791)  2025-12-26T18:24Z [----] followers, [----] engagements


"1 GWh Per Acre. Nearly 4x any competitor. $EOSE 🔋 https://www.washingtonexaminer.com/opinion/4417774/eos-energy-announces-a-breakthrough-in-battery-energy-storage/ https://www.washingtonexaminer.com/opinion/4417774/eos-energy-announces-a-breakthrough-in-battery-energy-storage/"  
[X Link](https://x.com/SpearfishingCap/status/2011411153931448566)  2026-01-14T12:12Z [----] followers, 12.4K engagements


"Thoughts on Proper Comparisons and the Lack Thereof w/ Eos Energy Wall Street does not know how to value Eos right now because the file folder for an American-Made Non-Lithium Manufacturing Giant doesn't exist yet. Tthat is Alpha"  
[X Link](https://x.com/SpearfishingCap/status/2013386631596687616)  2026-01-19T23:02Z [----] followers, [----] engagements


"West Texas wind blows hardest at night. $NEE owns the wind farms. $GEV builds the turbines. $PWR constructs the infrastructure. $CWEN is repowering its assets for hyperscalers. Texas power buildout in one picture: wind (green) laid the foundation solar (yellow) is the new wave and energy storage (purple) is clustering around load. This is the grid transition mapped. https://t.co/mnrlYPUsdG Texas power buildout in one picture: wind (green) laid the foundation solar (yellow) is the new wave and energy storage (purple) is clustering around load. This is the grid transition mapped."  
[X Link](https://x.com/SpearfishingCap/status/2014380705166590290)  2026-01-22T16:52Z [----] followers, [----] engagements


"$EOSE is the #8 holding in this new retail ETF $DKNG behind $AMD and $INTC. https://finance.yahoo.com/news/defiance-etfs-futurum-equities-launch-140000150.html https://finance.yahoo.com/news/defiance-etfs-futurum-equities-launch-140000150.html"  
[X Link](https://x.com/SpearfishingCap/status/2015827669267685618)  2026-01-26T16:42Z [----] followers, [----] engagements


"$SWBI +2.82% $PEW +1.29% $RGR +0.62 Trump: You can't have guns. You can't walk in with guns. It's a very unfortunate thing. https://t.co/DyxasQjf9u Trump: You can't have guns. You can't walk in with guns. It's a very unfortunate thing. https://t.co/DyxasQjf9u"  
[X Link](https://x.com/SpearfishingCap/status/2016237473777823776)  2026-01-27T19:50Z [----] followers, [---] engagements


"There aren't enough American-made batteries so $NEE locked up supply for the next [--] years. Even if they didn't source from Eos (maybe they did): They sucked up all the capacity. Any other utility that needs domestic batteries now must look to alternatives like $EOSE. $EOSE NextEra $NEE Reported Q4 [----] Results today. As always this is a great source of signal over the industry and energy market as a whole. What is the largest utility renewable gas and nuclear operator in the world saying - They secured a domestic supply of BESS https://t.co/hvcKQelYIs $EOSE NextEra $NEE Reported Q4 2025"  
[X Link](https://x.com/SpearfishingCap/status/2016295045536874701)  2026-01-27T23:39Z [----] followers, [----] engagements


"Without a PR ahead of earnings (still expecting something by Tuesday 😅) price action will depend largely on order flow and this [--] MW / [---] MWh MN8 Energy/Twisted Gun news filtering to the street. $EOSE 🔋 $eose How bout dem apples [--] MW project approved for MN8 with Eos specd (but not final) https://t.co/VXC1K8m5Pq https://t.co/lIXmtPdt4g (note: should say [---] kWh I believe) https://t.co/yK7pdp8JS5 $eose How bout dem apples [--] MW project approved for MN8 with Eos specd (but not final) https://t.co/VXC1K8m5Pq https://t.co/lIXmtPdt4g (note: should say [---] kWh I believe) https://t.co/yK7pdp8JS5"  
[X Link](https://x.com/SpearfishingCap/status/2017013118434759072)  2026-01-29T23:12Z [----] followers, [----] engagements


"@Yeah_Dave 📌 https://investors.eose.com/news-releases/news-release-details/mn8-energy-signs-supply-agreement-eos-energy-deploy-750-mwh https://investors.eose.com/news-releases/news-release-details/mn8-energy-signs-supply-agreement-eos-energy-deploy-750-mwh"  
[X Link](https://x.com/SpearfishingCap/status/2017044429773914136)  2026-01-30T01:17Z [----] followers, [---] engagements


"Here's the rub. As $FLNC tries to be a manufacturer to control their costs (by buying a line.good luck 😬) they'll be re-rated lower. As $EOSE sells DawnOS which isn't just UI software it is a Risk Mitigation Tool they'll be re-rated higher as tech field data accumulates. @SpearfishingCap They talked about buying out AESCs factory if they had to to qualify for the ITC credits which feels extreme. Maybe those following it closely understand the risk better than me but to me it feels unresolved. Their secondary supplier will take some time to ramp up. @SpearfishingCap They talked about buying"  
[X Link](https://x.com/SpearfishingCap/status/2017097773590704303)  2026-01-30T04:49Z [----] followers, [----] engagements


"2026 Eos Energy $EOSE +20.4% [----] Nat Gas $UNG +38% Oil Svs $OIH +22% Copper $COPX +18% Silver $SLV +17% Brazil $EWZ +17% Uranium $SRUUF +16% Coal $COAL +13% Gold $GLD +12% Global Value $GVAL +11% Palladium $PALL +6% Platinum $PLTM +4% China $KWEB +4% Mag7 $MAGS +0% Bitcoin $IBIT -4% Software $CLOU -9% [----] Nat Gas $UNG +38% Oil Svs $OIH +22% Copper $COPX +18% Silver $SLV +17% Brazil $EWZ +17% Uranium $SRUUF +16% Coal $COAL +13% Gold $GLD +12% Global Value $GVAL +11% Palladium $PALL +6% Platinum $PLTM +4% China $KWEB +4% Mag7 $MAGS +0% Bitcoin $IBIT -4% Software $CLOU -9%"  
[X Link](https://x.com/SpearfishingCap/status/2017661779955093596)  2026-01-31T18:10Z [----] followers, [----] engagements


"Another one. https://www.oldfieldssolar.com/ https://www.oldfieldssolar.com/"  
[X Link](https://x.com/SpearfishingCap/status/2017729611833180169)  2026-01-31T22:40Z [----] followers, [---] engagements


"@JoshTradeOption Short Term Stagnation Feb6 $18 C - Capitulation Feb13 $17 C - Rollout to March Then.$15 -- $17 -- $20"  
[X Link](https://x.com/SpearfishingCap/status/2018111469741809834)  2026-02-01T23:57Z [----] followers, [----] engagements


"This is the only new $EOSE headline from over the weekend that algos had to start the trading day. 😂 https://www.nasdaq.com/articles/eos-energy-cco-sells-50k-shares-amid-strong-bull-run Eos Energy $EOSE Form [--] 🚨 Chief Commercial Officer (and Interim CFO) Nathan Kroeker sees an 8.2% increase in share count following an RSU grant and subsequent tax sale. https://t.co/9DZqmMIhH5 https://www.nasdaq.com/articles/eos-energy-cco-sells-50k-shares-amid-strong-bull-run Eos Energy $EOSE Form [--] 🚨 Chief Commercial Officer (and Interim CFO) Nathan Kroeker sees an 8.2% increase in share count following"  
[X Link](https://x.com/SpearfishingCap/status/2018432936488657192)  2026-02-02T21:14Z [----] followers, [----] engagements


"$ENPH up +18% ah on the beat. $ENPH Enphase Energy Q4 Earnings Highlights Q4 Results (Beat): 🔹 EPS: $0.71 beat by $0.12 vs. $0.59 consensus 🔹 Revenue: $343.3M (10.3% YoY) vs. $338.4M consensus Q1 Guidance (Above Consensus): 🔹 Revenue: $270M$300M vs. $262.2M consensus 🔹 IQ Battery Shipments: [------] $ENPH Enphase Energy Q4 Earnings Highlights Q4 Results (Beat): 🔹 EPS: $0.71 beat by $0.12 vs. $0.59 consensus 🔹 Revenue: $343.3M (10.3% YoY) vs. $338.4M consensus Q1 Guidance (Above Consensus): 🔹 Revenue: $270M$300M vs. $262.2M consensus 🔹 IQ Battery Shipments: 100120"  
[X Link](https://x.com/SpearfishingCap/status/2018809273414001079)  2026-02-03T22:10Z [----] followers, [----] engagements


"Once these bills pass (again) and are signed into law in February/March [----] Virginia instantly becomes the LDES growth engine in the PJM. Dominion's LDES procurement cycle begins and Eos is the frontrunner for that [---] MW slice. It's great seeing $EOSE show up. 🔋 $eose is showing up https://t.co/Q91gVCXjJU $eose is showing up https://t.co/Q91gVCXjJU"  
[X Link](https://x.com/SpearfishingCap/status/2018836212136690003)  2026-02-03T23:57Z [----] followers, [----] engagements


"Notwithstanding today's macro flush across sectors a lot of the February price action of $EOSE is simply seasonality. That doesn't mean all of Feb but as we observed over the weekend re: this month's OI 1HFeb looks like a down cycle on no news. One big question we have: Will Institutions continue accumulating through the seasonal February curse or are they positioning as a bet against it Historical Feb $EOSE Returns: 2025: -18.47% 2024: -16.47% 2022: -31.60% 2021: -5.38% [----] (Outlier): +51.03% https://t.co/qMR7PJ5wpE One big question we have: Will Institutions continue accumulating through"  
[X Link](https://x.com/SpearfishingCap/status/2019169197432139871)  2026-02-04T22:00Z [----] followers, [----] engagements


"$FSLR ☑ interesting concerted effort by first solar the us solar manufacturing company: they got trump pollsters to do a poll of republicans and it says they like solar now katie miller is tweeting about it https://t.co/ME996SZs8L interesting concerted effort by first solar the us solar manufacturing company: they got trump pollsters to do a poll of republicans and it says they like solar now katie miller is tweeting about it https://t.co/ME996SZs8L"  
[X Link](https://x.com/SpearfishingCap/status/2019175429933003019)  2026-02-04T22:25Z [----] followers, [---] engagements


"No. It's being delivered to the manufacturing floor (not a warehouse) on a weekly JIT logistical cadence. Trust the Felt. $EOSE 🔋 @SpearfishingCap it could also just mean they are building up inventory @SpearfishingCap it could also just mean they are building up inventory"  
[X Link](https://x.com/SpearfishingCap/status/2019453065082941443)  2026-02-05T16:48Z [----] followers, [----] engagements


"Buying $EOSE in the $10s today like it's September [----] 🔋"  
[X Link](https://x.com/SpearfishingCap/status/2019464171960832194)  2026-02-05T17:32Z [----] followers, [----] engagements


"She has to be seeding the ground for her clients knowing what's to come (vis-a-vis access to the WH issues calendar). Mapping out a long-term narrative shift. katie miller continues be solar-and-battery pilled https://t.co/VwlAJy9JAM katie miller continues be solar-and-battery pilled https://t.co/VwlAJy9JAM"  
[X Link](https://x.com/SpearfishingCap/status/2019489522455834995)  2026-02-05T19:13Z [----] followers, [---] engagements


"We agree with Jesse. Also the fact that Eos raised $1 Billion via Goldman Sachs just two weeks later (11/25) makes a "blind bluff" extremely unlikely. There's a due diligence shield in play. GS would have required a WIP report and confirmed with 3rd parties. $EOSE 🔋 @OldMateEngineer My take. We have zero trend to base anything on [----] guidance. SotA line [--] timeline has been so stretched out that we need to see line 2s cadence to replicate a rinse and repeat. Indensity has also thrown more variability into the mix. I believe Global could be sooner. than @OldMateEngineer My take. We have zero"  
[X Link](https://x.com/SpearfishingCap/status/2019501513425711414)  2026-02-05T20:00Z [----] followers, [----] engagements


"Buying $AMZN below $200 🥳 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates) Growth is https://t.co/yWRfuXGpxW 🚨 $AMZN SLIDES 10%: CLOUD IS BOOMING BUT PROFITS MISSED Amazon just dropped to $200 in after-hours trading. Here is the reality check: Good (Cloud is Back): AWS is arguably the most important metric here and it crushed it. AWS Sales: $35.6B (Beat estimates) Growth is"  
[X Link](https://x.com/SpearfishingCap/status/2019518789025710266)  2026-02-05T21:09Z [----] followers, [----] engagements


"One line capacity buyout changes everything. 🔋 @SpearfishingCap CapEx numbers being announced by $AMZN $GOOG $META are huge. $EOSE is that CapEx Thats what $EOSE stock price should be correlated to. @SpearfishingCap CapEx numbers being announced by $AMZN $GOOG $META are huge. $EOSE is that CapEx Thats what $EOSE stock price should be correlated to"  
[X Link](https://x.com/SpearfishingCap/status/2019526552753697168)  2026-02-05T21:40Z [----] followers, [----] engagements


"Data Centers have to pay for their own co-location of power and storage. All deals must be updated. Michigan Attorney General Dana Nessel filed a motion with state regulators to reconsider their approval for utility DTE Energy to power a massive data center development planned by Oracle and OpenAI https://t.co/817niOMEfV Michigan Attorney General Dana Nessel filed a motion with state regulators to reconsider their approval for utility DTE Energy to power a massive data center development planned by Oracle and OpenAI https://t.co/817niOMEfV"  
[X Link](https://x.com/SpearfishingCap/status/2019543521087430682)  2026-02-05T22:47Z [----] followers, [----] engagements


"@4fun1984 @thehipskipple @ChrisWh77089699 Just importing just-in-time graphite felt and delivering it directly to their manufacturing floor every week for the love of the game"  
[X Link](https://x.com/SpearfishingCap/status/2019560549210812537)  2026-02-05T23:55Z [----] followers, [----] engagements


"We kid but there are people who actually believe this is the case 😂 $EOSE 🔋 @4fun1984 @thehipskipple @ChrisWh77089699 Just importing just-in-time graphite felt and delivering it directly to their manufacturing floor every week for the love of the game. @4fun1984 @thehipskipple @ChrisWh77089699 Just importing just-in-time graphite felt and delivering it directly to their manufacturing floor every week for the love of the game"  
[X Link](https://x.com/SpearfishingCap/status/2019562131809792290)  2026-02-06T00:01Z [----] followers, [----] engagements


"@ChrisWh77089699 @4fun1984 @thehipskipple You think they pre-arranged weekly importation and delivery of graphite felt (instead of a bulk order) to their manufacturing floor where they're now storing over [---] tonnes of felt You really think this Why would they increase their "pre-arrangement" from Q3 to Q4"  
[X Link](https://x.com/SpearfishingCap/status/2019567493258572258)  2026-02-06T00:23Z [----] followers, [---] engagements


"Capital Flow for February 5th Today was a massive accumulation event. When there's a divergence between price and truth go with truth. $EOSE 🔋 The entire BESS sector in [----] will move toward: "innovative long-duration energy storage solutions that do not rely on materials or components from foreign entities of concern." An Invitation written specifically for non-lithium domestic manufacturers like Eos. $EOSE 🔋 The entire BESS sector in [----] will move toward: "innovative long-duration energy storage solutions that do not rely on materials or components from foreign entities of concern." An"  
[X Link](https://x.com/SpearfishingCap/status/2019595874142388563)  2026-02-06T02:15Z [----] followers, [----] engagements


"@atmickelson26 Yes shares and calls (see Feb 200k $14 C)"  
[X Link](https://x.com/SpearfishingCap/status/2019610214488813998)  2026-02-06T03:12Z [----] followers, [--] engagements


"In Felt We Trust 🔋 $EOSE Q3 revenue hit a record $30.5 Million doubling Q2 performance. This proves the factory is actively shipping product validating the Felt import data. As Q4 Felt import data validates guidance of "more than triple" production output in Q4. $eose 2026-02-04 charts https://t.co/yyWYmaFBWH $eose 2026-02-04 charts https://t.co/yyWYmaFBWH"  
[X Link](https://x.com/SpearfishingCap/status/2019618784080982491)  2026-02-06T03:46Z [----] followers, [----] engagements


"@OldMateEngineer Likely accurate. [----] GWh (Line [--] Conservative) + [----] GWh (Line [--] Ramp) = [---] GWh (FY 2026) Their stated goal for Line [--] was to ramp production to an annualized rate of [--] GWh per year by year-end 2025"  
[X Link](https://x.com/SpearfishingCap/status/2019798256830534060)  2026-02-06T15:40Z [----] followers, [---] engagements


"Demand Supply L1 - fully optimized and purchased (2 GWh) L2 - revenue back loaded to Q4 [--] / [----] 1H26 - Revenue will look flat because it's capped by L1 capacity 2H26 Revenue will accelerate due to L2 inventory conversion to cash "Ramp is Hell" 🔋 @thehipskipple Are you ready for me to blow your mind What if it wasnt the hyperscaler that wanted the MOU what about if it was EOSE that wanted the MOU @thehipskipple Are you ready for me to blow your mind What if it wasnt the hyperscaler that wanted the MOU what about if it was EOSE that wanted the MOU"  
[X Link](https://x.com/SpearfishingCap/status/2019828466842235314)  2026-02-06T17:40Z [----] followers, [----] engagements


"@bluedoor626 Ordered Stood up It's likely we get the L3 order and location announcement in [----] but expect 9-12 months for it to begin production"  
[X Link](https://x.com/SpearfishingCap/status/2019832159109018026)  2026-02-06T17:54Z [----] followers, [--] engagements


""Battery storage is no longer just enabling renewables it is actively replacing gas generation." The world needs [---] GWh of batteries in [----]. Eos can build 2.5-3 GWh in [----]. The demand-based scarcity is real. This is where Talen comes in as the bridge. $TLN 🤝 $EOSE Rystad says: "Battery storage is no longer just enabling renewables it is actively replacing gas generation." Batteries globally jump [---] GW/350 GWh in [----] 2X [--] GW added in [----] Just [----] addition jumps by 50% the [----] global [---] GW TOTAL. https://t.co/GINgriiQqL https://t.co/aglzMLo4PE Rystad says: "Battery storage is no"  
[X Link](https://x.com/SpearfishingCap/status/2019864451185525245)  2026-02-06T20:03Z [----] followers, [----] engagements


"The Lux Research brief paints a picture of a market that is desperate for a product that is safe [--] hours duration and under $300/kWh. It inadvertently proves that Eos has no commercial competition in the 6-10 hour duration sector. $EOSE 🔋 Long-duration energy storage is no longer a one-size-fits-all solution. As grids evolve leaders need clarity on which technologies are scaling and where real momentum is building. Explore the landscape: https://t.co/gqE6F4WrTt https://t.co/5PbqKxJC0x Long-duration energy storage is no longer a one-size-fits-all solution. As grids evolve leaders need clarity"  
[X Link](https://x.com/SpearfishingCap/status/2019871203226447984)  2026-02-06T20:29Z [----] followers, [----] engagements


"@Bullstkpicks @schroedy222 Yup or that could be L3/L4 in [----]. Either scenario is bullish"  
[X Link](https://x.com/SpearfishingCap/status/2019903853047738781)  2026-02-06T22:39Z [----] followers, [--] engagements


"What a week: -MN8 projects in W.V. -DoD Maui pilot and other DoD RFPs -NY RFP VA and NJ LDES legislation -Graphite Felt imports = revenue ☑ -Institutional accumulation continues . . . A restful and happy weekend to our fellow $EOSE investors who neither beg nor fear 🔋 Capital Flow for February 5th Today was a massive accumulation event. When there's a divergence between price and truth go with truth. $EOSE 🔋 https://t.co/zkwdu1LdXz Capital Flow for February 5th Today was a massive accumulation event. When there's a divergence between price and truth go with truth. $EOSE 🔋"  
[X Link](https://x.com/SpearfishingCap/status/2019919253613473827)  2026-02-06T23:40Z [----] followers, [----] engagements


"@GenXJerk70 That's the critical question. The short answer is that L3 and L4 are already guaranteed by the DoE once L2 launches (Project AMAZE). So there is no need for Eos to feel rushed to rapidly grow in [----]. A silver lining to constrained growth in '26 is margin expansion in '27"  
[X Link](https://x.com/SpearfishingCap/status/2020183466512642432)  2026-02-07T17:10Z [----] followers, [--] engagements


"@FreemyerGreg @GenXJerk70 Yup these "Availability Periods" are often extended by DoE. It's not a hard deadline. Point taken on L3 though"  
[X Link](https://x.com/SpearfishingCap/status/2020188550520795264)  2026-02-07T17:30Z [----] followers, [--] engagements


"@GenXJerk70 @FreemyerGreg Our assumption is they get the extension so they can use [----] to fully optimize L2. L3 is likely to be announced w/ a confirmed location this year but unlikely it begins production until 2027"  
[X Link](https://x.com/SpearfishingCap/status/2020197411495506049)  2026-02-07T18:06Z [----] followers, [--] engagements


"@GenXJerk70 @FreemyerGreg Yes and no. Marshall will build out as the domestic hub w/ additional lines (L2-L4) according to DoE loan specifications. Once L2 clears DoE's tests they will build the domestic L3 on-site. However there's an unrestricted foreign subsidiary loophole"  
[X Link](https://x.com/SpearfishingCap/status/2020205335919882380)  2026-02-07T18:37Z [----] followers, [--] engagements


"@GenXJerk70 @FreemyerGreg This loophole allows Eos to bypass DoE' restrictions. For example: Eos creates "Eos UK Ltd." That new entity owns U.K. lines for Frontier's UK cap & floor program and is not restricted by the debt covenants Eos U.S. has with DoE. The question re: L3 is which will happen first"  
[X Link](https://x.com/SpearfishingCap/status/2020207245875892657)  2026-02-07T18:45Z [----] followers, [--] engagements


"@GenXJerk70 @FreemyerGreg Think of it as two tracks: Restricted Group (US): Eos Energy (Parent) + Turtle Creek Assets. This is what the DOE lien covers. Unrestricted Group (Foreign): Eos creates "Eos UK Ltd." Can scale w/o DoE restrictions meaning it can sign a hyperscaler deal (First Priority Lien)"  
[X Link](https://x.com/SpearfishingCap/status/2020209084956574207)  2026-02-07T18:52Z [----] followers, [--] engagements


"@FreemyerGreg @Jupupa1 @GenXJerk70 Correct. This hypothetical loophole gives a hyperscaler speed and capacity but they loose the OBBB tax credits. U.K. Cap & Floor credits go to project developers (Frontier)"  
[X Link](https://x.com/SpearfishingCap/status/2020228295300907311)  2026-02-07T20:08Z [----] followers, [--] engagements


"Question: If there is high demand why hasn't a hyperscaler bought Eos line capacity for x number of years yet The DoE Loan Guarantee terms and Negative Pledge covenants prevent them from attaining a First Priority Lien required for such a deal. But there are workarounds . . "  
[X Link](https://x.com/SpearfishingCap/status/2020250261705617542)  2026-02-07T21:36Z [----] followers, [----] engagements


"@Bullstkpicks Domestically yes not without a waiver (unlikely) because their agreement states that they prioritize all resources toward Project AMAZE (Lines 1-4). But they can announce Factory [--] and it's location ahead of time"  
[X Link](https://x.com/SpearfishingCap/status/2020268720069951968)  2026-02-07T22:49Z [----] followers, [--] engagements


"@Bullstkpicks Yes moving from "MOU to firm projects" requires figuring out the right workarounds. Hyperscaler: Wants security (Lien on assets) for their capital. DoE/Cerberus: Already has the lien and won't give it up. Eos: Needs the revenue but can't break its covenants"  
[X Link](https://x.com/SpearfishingCap/status/2020273689267433845)  2026-02-07T23:09Z [----] followers, [--] engagements


"@OldMateEngineer Got to store all that felt somewhere"  
[X Link](https://x.com/SpearfishingCap/status/2020288901374689520)  2026-02-08T00:09Z [----] followers, [---] engagements


"@OldMateEngineer @K_Wank22 90% Capacity Utilization on a 24/7 basis with 90% OEE performance. "We will exit Q4 running our complete asset base 24/7 moving from 15% to over 90% capacity utilization." -John Mahaz"  
[X Link](https://x.com/SpearfishingCap/status/2020298454392807457)  2026-02-08T00:47Z [----] followers, [---] engagements


"Hot Take #2: Once the Frontier/UK project secures 5GWh of orders Eos will build a European manufacturing hub"  
[X Link](https://x.com/SpearfishingCap/status/2020332012083769364)  2026-02-08T03:01Z [----] followers, [----] engagements


"Distributed batteries are the shale boom of the electric grid. https://t.co/eiJRAgpMAy Distributed batteries are the shale boom of the electric grid. https://t.co/eiJRAgpMAy"  
[X Link](https://x.com/SpearfishingCap/status/2020920322992767160)  2026-02-09T17:58Z [----] followers, [----] engagements


"The Market is at an inflection point the reliability of high cash flows is more important and is given a higher premium than the rate of growth of cash flow quarter over quarter. This won't last in Bull market. Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point https://t.co/eiVFAlt3S7 Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point https://t.co/eiVFAlt3S7"  
[X Link](https://x.com/SpearfishingCap/status/2020937052225929528)  2026-02-09T19:05Z [----] followers, [---] engagements


"While fintwit is busy comparing $GOOG w/ J.C. Penney and Motorola the most conservative bond markets are lining up to absorb their debt"  
[X Link](https://x.com/SpearfishingCap/status/2020944515717329289)  2026-02-09T19:34Z [----] followers, [---] engagements


"@JordanSolace $XOM Started building a position last year in the $100-$110 range and will continue accumulating @ $125"  
[X Link](https://x.com/SpearfishingCap/status/2020960217471791143)  2026-02-09T20:37Z [----] followers, [--] engagements


"What Trump says China will eliminate the Stanley Cup. And Trump says he's so mad at Canada that he won't let a new bridge open between Ontario and Michigan. https://t.co/WhjNQ9WRGb Trump says China will eliminate the Stanley Cup. And Trump says he's so mad at Canada that he won't let a new bridge open between Ontario and Michigan. https://t.co/WhjNQ9WRGb"  
[X Link](https://x.com/SpearfishingCap/status/2021001300725604855)  2026-02-09T23:20Z [----] followers, [---] engagements


"Today's price action was important. This week's OpEx looks neutral (RSI cool off likely). 2/20 OpEx is hyper bullish (20:1.). 2027/2028 LEAPs are strong. Nobody is betting against $EOSE long-term. 🔋 $EOSE options flow looking bullish https://t.co/3sCmXkOa5v $EOSE options flow looking bullish https://t.co/3sCmXkOa5v"  
[X Link](https://x.com/SpearfishingCap/status/2021046902222209056)  2026-02-10T02:21Z [----] followers, [----] engagements


"@SullyCNBC Lol no. He owns property in Hawaii too do you think Meta is moving offices from CA to HI Or are you just engagement farming"  
[X Link](https://x.com/SpearfishingCap/status/2021059664394453211)  2026-02-10T03:12Z [----] followers, [---] engagements


"@xdotdan It makes total sense you feel that way. https://x.com/xdotdan/status/2019097726148075719s=20 I fucked up a while ago and sold my $eose on a 4am panic. So I went all in on $inv instead which dropped 33%. The excellent news is $eose dropped 34% since then so I have successfully succeeded in the worlds most convoluted 1% trade to the upside 🚀 https://x.com/xdotdan/status/2019097726148075719s=20 I fucked up a while ago and sold my $eose on a 4am panic. So I went all in on $inv instead which dropped 33%. The excellent news is $eose dropped 34% since then so I have successfully succeeded"  
[X Link](https://x.com/SpearfishingCap/status/2021129198568632572)  2026-02-10T07:48Z [----] followers, [---] engagements


"Probably nothing 🔋 FlexGen has brought two major battery energy storage system (BESS) projects online in partnership with Alliant Energy strengthening grid reliability across the American Midwest. https://t.co/XFW4SjnLme #BatteryNews #Batteries #BESS @FlexGenPower @alliantenergy FlexGen has brought two major battery energy storage system (BESS) projects online in partnership with Alliant Energy strengthening grid reliability across the American Midwest. https://t.co/XFW4SjnLme #BatteryNews #Batteries #BESS @FlexGenPower @alliantenergy"  
[X Link](https://x.com/SpearfishingCap/status/2021300946681344396)  2026-02-10T19:11Z [----] followers, [----] engagements


"@DumbMoneyCapitl @0marginalreturn Good developer intel"  
[X Link](https://x.com/SpearfishingCap/status/2021331643055866135)  2026-02-10T21:13Z [----] followers, [--] engagements


"Happy Mechanical Retest & Shakeout Day What we saw today w/ $EOSE: - RSI cool off on low volume (74 -- 37) - Higher Low: $12.03 floor was tested (via the $12.15 proxy) and held - Whale Accumulation: 3/20 $15 C (15401 Volume vs. [-----] OI) $20 C (29287 OI is holding) Today's price action was important. This week's OpEx looks neutral (RSI cool off likely). 2/20 OpEx is hyper bullish (20:1.). 2027/2028 LEAPs are strong. Nobody is betting against $EOSE long-term. 🔋 https://t.co/iA15nisK6e Today's price action was important. This week's OpEx looks neutral (RSI cool off likely). 2/20 OpEx is hyper"  
[X Link](https://x.com/SpearfishingCap/status/2021343304512946488)  2026-02-10T21:59Z [----] followers, [----] engagements


"Just going to say it: This Ohio Project is likely a Hybrid Gas + Eos Storage Microgrid where Steel Nation provided the building that houses the batteries and switchgear. 🔋 $EOSE BESS Building As in building a BESS Or is it Building a building for BESS 🤔 https://t.co/0wVRHjGWBj https://t.co/YFZMz8NtgR $EOSE BESS Building As in building a BESS Or is it Building a building for BESS 🤔 https://t.co/0wVRHjGWBj https://t.co/YFZMz8NtgR"  
[X Link](https://x.com/SpearfishingCap/status/2021347179252826193)  2026-02-10T22:14Z [----] followers, [----] engagements


"@K_Wank22 Doesn't seem like it was an anti-BESS decision more generally anti-industrialization of agriculture land. Good thing is that Talen is going to go back w/ an updated bid. It would be wise for them to fully embrace Eos in future proposals. https://www.alliednews.com/pennsylvania/news/update-montour-county-unanimously-denies-talen-energy-rezoning-request/article_4e7373c1-a56c-540a-9495-379606b7e3e5.html https://www.alliednews.com/pennsylvania/news/update-montour-county-unanimously-denies-talen-energy-rezoning-request/article_4e7373c1-a56c-540a-9495-379606b7e3e5.html"  
[X Link](https://x.com/SpearfishingCap/status/2021348929540100098)  2026-02-10T22:21Z [----] followers, [---] engagements


"$TLN now has a billion-dollar data center problem. They have the power (Nuclear/Gas) but they don't have the land (Zoning). To reverse this vote Talen must prove the "Public Benefit" demanded by the Commissioners. Here it is: The Montour Solar + Storage Project (Queue AI2-473) Well the talen hearing didnt go well for $eose counties really dont want data centers and that sucks for the company. There needs to be better education about zinc technology. Well the talen hearing didnt go well for $eose counties really dont want data centers and that sucks for the company. There needs to be better"  
[X Link](https://x.com/SpearfishingCap/status/2021350182231867852)  2026-02-10T22:26Z [----] followers, [----] engagements


"Talen can re-submit the proposal as a "Hybrid Community Energy Hub." The Pitch: "We aren't just building a data center; we are building a 100MW Solar Farm and a [---] MWh $EOSE Battery System to stabilize your local grid and lower your rates while we also build the data center.""  
[X Link](https://x.com/SpearfishingCap/status/2021350184039706715)  2026-02-10T22:26Z [----] followers, [---] engagements


"@GenXJerk70 @K_Wank22 It's tough but definitely doable. We don't think Talen would plan to update the bid if they weren't given certain feedback and assurances"  
[X Link](https://x.com/SpearfishingCap/status/2021357343259361626)  2026-02-10T22:55Z [----] followers, [--] engagements


"Oh. 🚨🚨🚨 $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/SpearfishingCap/status/2021385376502513806)  2026-02-11T00:46Z [----] followers, [----] engagements


"Floating Energy Storage System (FESS) The best part of this mega deal is that Halmar switched from CATL to $EOSE. Halmar/NYC Energy abandoned CATL in favor of Eos likely to secure the 8-Hour LDES incentives and bypass the Fire Safety permitting wall"  
[X Link](https://x.com/SpearfishingCap/status/2021396355026125252)  2026-02-11T01:30Z [----] followers, 16.5K engagements


"@Detroit_Degen @grok take a shot at answering this question"  
[X Link](https://x.com/SpearfishingCap/status/2021444305353850881)  2026-02-11T04:40Z [----] followers, [---] engagements


"$EOSE volume on the monthly OpEx for Feb & March makes a lot more sense now"  
[X Link](https://x.com/SpearfishingCap/status/2021454113494663313)  2026-02-11T05:19Z [----] followers, [----] engagements


""Founders Ridge will utilize non-flammable zinc hybrid batteries housed in fully sealed containers. Each container can house about 700kWh of stored energy. At [---] MW and [---] MWh the project will include approximately [----] containers." https://eipstorage.com/foundersridge/ $EOSE Filing Discovery: A Potential [---] MWh Zinc Project The "Founder's Ridge" proposal in NY just dropped and the tech specs are telling. The Details: Cap: [---] MW Duration: [--] Hours (800 MWh) Tech Listed: "Zinc Hybrid Cathode Battery" https://t.co/ghOKf8EorC https://eipstorage.com/foundersridge/ $EOSE Filing Discovery: A"  
[X Link](https://x.com/SpearfishingCap/status/2021647059502477466)  2026-02-11T18:06Z [----] followers, [----] engagements


"In New York: $EOSE is winning the deployable 8hr lane. These can be built and deployed anywhere (land/buildings). Hydrostor/Mineville are winning the large civil engineering projects. These take 5-10 years. Lithium is stuck in the 4hr lane due to fire codes and degradation. $EOSE These three projects alone would satisfy 70% of the minimum [--] hour tranche. Energy Dome also proposed a [----] MW 8-hour project. I have not seen any other LDES proposals yet but I don't necessarily know how to look for them all. $EOSE These three projects alone would satisfy 70% of the minimum [--] hour tranche. Energy"  
[X Link](https://x.com/SpearfishingCap/status/2021674064763633687)  2026-02-11T19:53Z [----] followers, 11.9K engagements


"Let's go $EOSE 🔋 $EOSE to release Q4 on February [--] before market open and have a call the same morning. Thats progress https://t.co/fVOhzajFrZ $EOSE to release Q4 on February [--] before market open and have a call the same morning. Thats progress https://t.co/fVOhzajFrZ"  
[X Link](https://x.com/SpearfishingCap/status/2021701675917226468)  2026-02-11T21:43Z [----] followers, [----] engagements


"@ReidoFinancial Future Past They hit guide though"  
[X Link](https://x.com/SpearfishingCap/status/2021711190599381054)  2026-02-11T22:21Z [----] followers, [---] engagements


"@AshtonArocho Doubtful. There's always rumors and Eos does have a NY insider on the payroll but doubt they were given official pre-notice. However it's likely they were approved for a number of the projects just based on the queue itself"  
[X Link](https://x.com/SpearfishingCap/status/2021725482446975430)  2026-02-11T23:18Z [----] followers, [--] engagements


"@JordanSolace Likely won't end until sector leaders prove that their TAM and Moats are stronger due to their AI investments (likely includes a lot more layoffs) and are not susceptible to being destroyed by the latest Claude rollout"  
[X Link](https://x.com/SpearfishingCap/status/2021740991892607391)  2026-02-12T00:19Z [----] followers, [---] engagements


"@bReynirk If Eos wins the NYC Energy award (Material Event) they cannot wait for the Q2 photo-op. SEC rules require them to disclose material backlog additions promptly. They'll do the photo-op with the Governor and Mayor in Q2"  
[X Link](https://x.com/SpearfishingCap/status/2021801059761762693)  2026-02-12T04:18Z [----] followers, [--] engagements


"@Only4CBN 😂"  
[X Link](https://x.com/SpearfishingCap/status/2022143820222366001)  2026-02-13T03:00Z [----] followers, [--] engagements


"Banks are selling. Pensions/Quants are buying. Retail is selling. Whales are buying"  
[X Link](https://x.com/SpearfishingCap/status/2022517208006692992)  2026-02-14T03:44Z [----] followers, [---] engagements


"RT @JessePeltan: solar panels use too much land the land:"  
[X Link](https://x.com/SpearfishingCap/status/2022784928388452359)  2026-02-14T21:28Z [----] followers, [---] engagements


"A windfall for the B-T-M ecosystem. $EOSE $TSLA $BE $CAT $GNRC $TPL The new Hawley-Blumenthal bill bans new grid-connected data centers. No one may build a data center unless it "derives all of its energy.from a captive power plant on-site power generation or some other source.separate from and not deriving power from the electric grid." The new Hawley-Blumenthal bill bans new grid-connected data centers. No one may build a data center unless it "derives all of its energy.from a captive power plant on-site power generation or some other source.separate from and not deriving power from the"  
[X Link](https://x.com/SpearfishingCap/status/2022041258672410880)  2026-02-12T20:12Z [----] followers, [----] engagements


"@myriaego If they missed they would have released revised guidance w/ a positive outlook"  
[X Link](https://x.com/SpearfishingCap/status/2022067409512018375)  2026-02-12T21:56Z [----] followers, [---] engagements


"@JordanSolace This sounds desperate 😅"  
[X Link](https://x.com/SpearfishingCap/status/2022358052138274961)  2026-02-13T17:11Z [----] followers, [---] engagements


"@QuincyEdmundLee Which is what the bill is trying to unlock instead of trying to get utilities and operators to adapt overnight which would stall growth in the near-to-medium term"  
[X Link](https://x.com/SpearfishingCap/status/2022419615264251984)  2026-02-13T21:16Z [----] followers, [--] engagements


"@brycexgreene @bert_gilfoyle @FreemyerGreg @Rsulli6300 Hedging is perfectly normal. If they do have a short position on anything over 5% would be reported which has not happened. Cerb has two seats on the board young man"  
[X Link](https://x.com/SpearfishingCap/status/2022444693335023673)  2026-02-13T22:56Z [----] followers, [--] engagements


"@grok @Thetruebluedog It's just the data @grok. https://www.forbes.com/sites/simonmoore/2019/01/30/the-hidden-signal-in-delayed-earnings-announcements/ https://www.forbes.com/sites/simonmoore/2019/01/30/the-hidden-signal-in-delayed-earnings-announcements/"  
[X Link](https://x.com/SpearfishingCap/status/2022471588575412580)  2026-02-14T00:42Z [----] followers, [--] engagements


"@schroedy222 Yes it was a joke Benjamin"  
[X Link](https://x.com/SpearfishingCap/status/2022480196394439113)  2026-02-14T01:17Z [----] followers, [--] engagements


"Major development. Bearish for NJ utilities: $PEG $FE Bullish for Solar & Storage in NJ: - Solar: $AMRC - Storage: $EOSE (specifically via their MN8 Energy partnership) $FLNC (if they can assuage local fire hazard concerns) New Jersey new Governor Mikie Sherrill issued [--] new Executive Orders on her first day in office related to energy affordability with an emphasis on solar and storage. Because of exploding PJM capacity prices both orders formally declare an electricity affordability emergency https://t.co/yLLoQ73B5H New Jersey new Governor Mikie Sherrill issued [--] new Executive Orders on her"  
[X Link](https://x.com/SpearfishingCap/status/2014393304356684235)  2026-01-22T17:42Z [----] followers, [----] engagements


"Mohnish Pabrai's mutual fund ( $WGNIX / $WAGNX ) is converting to a ETF (ticker: $WAGN) effective February [--] [----]. We're not investors but enjoy tracking his trades. ETF version of mutual fund filed Pabrai Wagons ETF Ticker: $WAGN Fees: tba Effective date: Dec. [--] [----] Strategy: buy and hold quality stocks. Dhandho Funds LLC: https://t.co/y7IOqfBG69 Mohnish Pabrai PM: https://t.co/4ycwAiH1mM Wagons Fund: https://t.co/7y0TVMJzzB https://t.co/CrLadbmOG9 ETF version of mutual fund filed Pabrai Wagons ETF Ticker: $WAGN Fees: tba Effective date: Dec. [--] [----] Strategy: buy and hold quality stocks."  
[X Link](https://x.com/SpearfishingCap/status/2015906232452972723)  2026-01-26T21:54Z [----] followers, 13.9K engagements


"Pricing (best guess): Conservative ($160/kWh): $384M Base ($180/kWh): $432M High ($200/kWh): $480M Service Agreement (20yr LTSA) $60M$80M Added to Backlog in Q1/Q2 '26 (once the award is announced and signed). Revenue recognized [----] months prior to commissioning (2027). $EOSE Pricing should be submitted by now. Can we get this por favor https://t.co/JJTf8APNs6 $EOSE Pricing should be submitted by now. Can we get this por favor https://t.co/JJTf8APNs6"  
[X Link](https://x.com/SpearfishingCap/status/2021433984304214447)  2026-02-11T03:59Z [----] followers, [----] engagements


"Gread read by @Peter_J_Beck in the new edition of @HarvardBiz. He identifies four principles driving @RocketLab: [--]. Fierce Efficiency [--]. Show Dont Tell [--]. Smart Speed [--]. Vertical Integration $RKLB 🚀🛰 https://hbr.org/2026/03/the-founder-of-rocket-lab-on-competing-with-billionaires-to-lead-in-space https://hbr.org/2026/03/the-founder-of-rocket-lab-on-competing-with-billionaires-to-lead-in-space"  
[X Link](https://x.com/SpearfishingCap/status/2022015832889696690)  2026-02-12T18:31Z [----] followers, [---] engagements


"Why would Eos management waste all that good felt reserve on this battery deployment $EOSE CU Phase [--] batteries from the sky There are 60+ more around the corner. https://t.co/wXKivDav6W $EOSE CU Phase [--] batteries from the sky There are 60+ more around the corner. https://t.co/wXKivDav6W"  
[X Link](https://x.com/SpearfishingCap/status/2022101344157675765)  2026-02-13T00:11Z [----] followers, [----] engagements


"@annmarie @grok how many times is Kathy Ruemmler mention in the Epstein files compared to Donald Trump"  
[X Link](https://x.com/SpearfishingCap/status/2022132136145563902)  2026-02-13T02:14Z [----] followers, [---] engagements


"Yes as it cuts against the "smart" narrative. $EOSE Is everyone ignoring felt import data that strongly suggests they hit 2GWh run rate exactly when they needed to Q4 will be fine. Insane value on offer today. Will continue buying tomorrow. $EOSE Is everyone ignoring felt import data that strongly suggests they hit 2GWh run rate exactly when they needed to Q4 will be fine. Insane value on offer today. Will continue buying tomorrow"  
[X Link](https://x.com/SpearfishingCap/status/2022133053922136205)  2026-02-13T02:17Z [----] followers, [---] engagements


"@jeffsaintjohn This makes a strong case for the @PoweredByEos Z3/Indensity architecture. Because Eos's zinc-aqueous batteries are non-flammable and non-combustible they bypass "fire fear." Eos's technology is the only 12-hour LDES solution capable of being sited in high-density Zone J"  
[X Link](https://x.com/SpearfishingCap/status/2022168765287608332)  2026-02-13T04:39Z [----] followers, [---] engagements


"ComEd Reliability Needs Report - January [----] (New York) $EOSE 🔋 https://www.coned.com/-/media/files/coned/documents/business-partners/business-opportunities/non-emitting-reliability-solutions/reliability-needs-report.pdf https://www.coned.com/-/media/files/coned/documents/business-partners/business-opportunities/non-emitting-reliability-solutions/reliability-needs-report.pdf"  
[X Link](https://x.com/SpearfishingCap/status/2022171187326206200)  2026-02-13T04:49Z [----] followers, [---] engagements


"Shorts are aggressively attacking the entire Alternative Energy/Nuclear sector. By ranking $EOSE #7 on the "NonGC" list Goldman Sachs is signaling to its clients that institutional short interest is peaking. Note: on 2/10 Goldman reduced its short put position in EOSE by 37%. $eose Getting hit by shorts https://t.co/HFKeiXFaw0 $eose Getting hit by shorts https://t.co/HFKeiXFaw0"  
[X Link](https://x.com/SpearfishingCap/status/2022189737868767656)  2026-02-13T06:02Z [----] followers, [----] engagements


"@ReidoFinancial [--]. Indensity is a compliment not a teplacement. [--]. It's commercially available now: "Indensity is our answer. And it's ready now." - Joe Mastrangelo [--]. Yes the new form factor needs a new listing but the hard part is done as the certification sticks w/ the module. Paperwork"  
[X Link](https://x.com/SpearfishingCap/status/2022420890508837150)  2026-02-13T21:21Z [----] followers, [---] engagements


"RT @EconomPic: Citadel"  
[X Link](https://x.com/anyuser/status/2022772519040905346)  2026-02-14T20:38Z [----] followers, [--] engagements


"RT @cat_n_the_house: http://x.com/i/article/2022764221876797441 http://x.com/i/article/2022764221876797441"  
[X Link](https://x.com/SpearfishingCap/status/2022781281298473062)  2026-02-14T21:13Z [----] followers, [--] engagements


"RT @ManuInvests: Listen to earnings calls not headlines. $SPGI: we see AI really as a net tailwind for the business last year Claude fo"  
[X Link](https://x.com/SpearfishingCap/status/2022827873850266035)  2026-02-15T00:18Z [----] followers, [--] engagements


"Hot take: $EOSE hit Q4 & FY25 revenue guidance. "Let me say that again." - Mahaz 🔋"  
[X Link](https://x.com/SpearfishingCap/status/2020316438297473270)  2026-02-08T01:59Z [----] followers, 14.8K engagements


"It will pass shortly and be signed into law in a few weeks. 🔋 Nearly two-thirds of Virginia counties have blocked utility-scale solar projects. New legislation could prevent those blanket bans. https://t.co/oSnZWttIwT Nearly two-thirds of Virginia counties have blocked utility-scale solar projects. New legislation could prevent those blanket bans. https://t.co/oSnZWttIwT"  
[X Link](https://x.com/SpearfishingCap/status/2022783296770576822)  2026-02-14T21:21Z [----] followers, [---] engagements


"RT @scarylawyerguy: Turns out it was "no tips no tax" b/c Trump has scared away foreigners who want to visit our country"  
[X Link](https://x.com/SpearfishingCap/status/2022830483592360373)  2026-02-15T00:29Z [----] followers, [---] engagements


"There are enough data points to say that the massive felt deliveries we saw in Q4 [----] are continuing at full velocity in Q1 [----]. $EOSE is not slowing down they are accelerating production and are on track to hit 330-350 tonnes this quarter. 🔋 Weekly $eose felt chart update. It's almost boring https://t.co/BZsoNQPspU Weekly $eose felt chart update. It's almost boring https://t.co/BZsoNQPspU"  
[X Link](https://x.com/SpearfishingCap/status/2021642398036906240)  2026-02-11T17:48Z [----] followers, [----] engagements


"Moving an earnings date forward is one of the most reliable bullish signals in the market. No news = Good news. I think were gonna miss guidance but now have orders in Q1 that already surpass $150M I think were gonna miss guidance but now have orders in Q1 that already surpass $150M"  
[X Link](https://x.com/SpearfishingCap/status/2022065705101983763)  2026-02-12T21:50Z [----] followers, [----] engagements


"This shouldn't be a partisan issue"  
[X Link](https://x.com/SpearfishingCap/status/2022784637538570342)  2026-02-14T21:26Z [----] followers, [---] engagements


"RT @StatisticUrban: It's not a conspiracy. It's just a combination of demand for American beef exports falling worldwide drought in much o"  
[X Link](https://x.com/SpearfishingCap/status/2022794279064649773)  2026-02-14T22:05Z [----] followers, [--] engagements


"Q4 [--] Results: Reported March 4-5 [----] Q4 [--] Results: Reported March 4-5 [----] Q4 [--] (Expected): March 4-5 [----] Q4 [--] (Actual): February [--] [----] (Pre-market) It implies the audit was clean and finalized early and management is eager to share the results. $EOSE 🔋 Moving an earnings date forward is one of the most reliable bullish signals in the market. No news = Good news. Moving an earnings date forward is one of the most reliable bullish signals in the market. No news = Good news"  
[X Link](https://x.com/SpearfishingCap/status/2022105514650521631)  2026-02-13T00:28Z [----] followers, [----] engagements


"PJM plan could accelerate data center power deals. Analysts predict a "flurry of deals" because this plan removes the uncertainty of a 5-year wait. It creates a predictable albeit expensive path for Hyperscalers. $EOSE 🔋 $TLN https://www.reuters.com/business/energy/pjm-plan-could-accelerate-data-center-power-deals-analysts-say-2026-02-13/ https://www.reuters.com/business/energy/pjm-plan-could-accelerate-data-center-power-deals-analysts-say-2026-02-13/"  
[X Link](https://x.com/SpearfishingCap/status/2022411688734228680)  2026-02-13T20:44Z [----] followers, [----] engagements


"Brightline is a known tourist (overhang). They run a small book when they find a new opportunity they have to close out an old one Q4 [--] price action stopped them out. They sold to Vanguard Nuveen Deutsche Bank NY State Pension Swiss National Bank etc. Brightline Capital Management LLC reported selling out its entire position in$Eose Energy Enterprises divesting [-------] shares in a transaction estimated at $19.98 million. Brightline Capital Management LLC reported selling out its entire position in$Eose Energy Enterprises divesting [-------] shares in a transaction estimated at $19.98 million"  
[X Link](https://x.com/SpearfishingCap/status/2022524626514121120)  2026-02-14T04:13Z [----] followers, [----] engagements


"This is good if not a bit conservative because we always have to keep in mind when averaging in Q2 [--] numbers that it was the bad "strategic customer" discounted revenue quarter. What if we simply used the Q3 ramp as a clean baseline for pricing and manufacturing efficiency $EOSE Thank you to @FreemyerGreg for providing the felt deliveries chart in another post. I used the felt deliveries chart to calculate potential revenue for Q4 [----]. Would love to hear everyone's thoughts on the calc. If accurate I now feel very good about Q4 [----] revenue https://t.co/VcPx0RWgaW $EOSE Thank you to"  
[X Link](https://x.com/SpearfishingCap/status/2022974634346316242)  2026-02-15T10:01Z [----] followers, [---] engagements


"This article highlights NineDot's community-scale batteries and links to an interesting ConEd report that projects a shortfall of 2350MW by [----]. NineDot's Reach: [---] GWh across [--] separate sites by [----]. $EOSE Reach: [---] GWh NYC Energy project is a single site in Brooklyn. New York City needs more batteries to cushion peak power demands and close dirty power plants. "Community battery" projects could help a lotand NineDot Energy's new $431M financing will let it build [---] megawatt-hours of them in the next two years: https://t.co/awXr7pQdgH New York City needs more batteries to cushion peak"  
[X Link](https://x.com/SpearfishingCap/status/2022171184272748618)  2026-02-13T04:49Z [----] followers, [----] engagements


"@LarryMarcs79 @EosLongBat This transaction happened in Q4 [----] they're within the [--] day reporting window. The sell had nothing to do with the timing of the upcoming earnings report"  
[X Link](https://x.com/SpearfishingCap/status/2022809260703555992)  2026-02-14T23:04Z [----] followers, [--] engagements


"Never forget: "Q2 was the anomaly because we had one strategic customer that was a drag on revenue in Q2. What we're seeing in Q3 was revenue rates reverting back to what we view as a more normal run rate." - Nathan Kroeker November [--] [----]. https://www.youtube.com/watchv=EfdG1ZYBVtk https://www.youtube.com/watchv=EfdG1ZYBVtk"  
[X Link](https://x.com/SpearfishingCap/status/2022976469186879855)  2026-02-15T10:09Z [----] followers, [--] engagements

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