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# ![@bert_gilfoyle Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3354408919.png) @bert_gilfoyle Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️

Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ posts on X about $eose, money, stocks, $iren the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::3354408919/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3354408919/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +192%
- X Months XXXXXXXXX +20%
- X Year XXXXXXXXX +234%

### Mentions: XX [#](/creator/twitter::3354408919/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3354408919/c:line/m:posts_active.svg)

- X Week XX +4.20%
- X Month XXX +18%
- X Months XXX -XX%
- X Year XXXXX +31%

### Followers: XXXXX [#](/creator/twitter::3354408919/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3354408919/c:line/m:followers.svg)

- X Week XXXXX +5%
- X Month XXXXX +17%
- X Months XXXXX +60%
- X Year XXXXX +97%

### CreatorRank: XXXXXXX [#](/creator/twitter::3354408919/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3354408919/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3354408919/influence)
---

**Social category influence**
[stocks](/list/stocks)  #6540 [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$eose](/topic/$eose) #16, [money](/topic/money) 2.75%, [stocks](/topic/stocks) #1101, [$iren](/topic/$iren) #426, [china](/topic/china) 1.83%, [over the](/topic/over-the) 1.83%, [has been](/topic/has-been) 0.92%, [nov](/topic/nov) 0.92%, [data center](/topic/data-center) 0.92%, [export controls](/topic/export-controls) XXXX%

**Top accounts mentioned or mentioned by**
[@xebitda](/creator/undefined) [@obginvestments](/creator/undefined) [@freemyergreg](/creator/undefined) [@vicarvik](/creator/undefined) [@thehipskipple](/creator/undefined) [@xtimes1](/creator/undefined) [@ryanthawks](/creator/undefined) [@hygrowth](/creator/undefined) [@temu143](/creator/undefined) [@sathyeshbhat](/creator/undefined) [@grassmanwilliam](/creator/undefined) [@tylerhnorris](/creator/undefined) [@fransbakker9812](/creator/undefined) [@hiteshkar](/creator/undefined) [@rjccapital](/creator/undefined) [@tulipcritique](/creator/undefined) [@cluster6](/creator/undefined) [@briand928](/creator/undefined) [@patrickfete](/creator/undefined) [@najninja](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [IREN Limited (IREN)](/topic/$iren) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Open Custody Protocol (OPEN)](/topic/$open) [Shopify Inc (SHOP)](/topic/$shop) [Morgan Stanley (MS)](/topic/morgan-stanley) [GE Vernova Inc. (GEV)](/topic/$gev) [Goldman Sachs (GS)](/topic/goldman-sachs) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [GammaSwap (GS)](/topic/$gs)
### Top Social Posts [#](/creator/twitter::3354408919/posts)
---
Top posts by engagements in the last XX hours

"$EOSE Lets look at it another way using the messaging from the company. Eos always said they could make a profit even without the credits it just would take longer. We now know that Eos has been extended very generous 45x tax credits by Republicans in the recent budget reconciliation bill. These are roughly $45-50 per kWh including the active electrode credits. Assume that net income is roughly twice that of the credits themselves or $100/kWh. 100$/kWh x XXXX GWh/yr / 650m fully diluted shares = XXXX EPS. With a modest P/E of XX (for an AI hyperscaler) of XX for killing it thats $XX. The"  
[X Link](https://x.com/bert_gilfoyle/status/1979380500008734817) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T02:54Z 5036 followers, 21.5K engagements


"Most likely to have gay adjacent thoughts from time to time (no judgement):"  
[X Link](https://x.com/bert_gilfoyle/status/1979745764596462043) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-19T03:05Z 5036 followers, 4339 engagements


"Ive been wearing Eos hats for months now and not one person has spotted it and said something. And I live in Silicon Valley. Thats how early we are"  
[X Link](https://x.com/bert_gilfoyle/status/1976084915130335730) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-09T00:38Z 5012 followers, 11.4K engagements


"$EOSE The highly irrational sell off from $X to $X after the offering was meant to shake us out. Those who did the simple math on the potential dilution and Project AMAZE like me (who didn't time it perfectly) bought many more shares. And call options now up 1000%. After the shakeout there was a steady run up. Starting in September it inflected. There was a seemingly equally irrational run up of the SP in the absence of news. I believe this is also meant to shake us out. Numerous people around here claim to know something about multi-GW orders coming up not known the rest of us. I don't know"  
[X Link](https://x.com/bert_gilfoyle/status/1976496399748563107) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-10T03:53Z 5011 followers, 10.2K engagements


"$EOSE Beginning Nov X China will impose export controls on large scale Li-ion batteries cathode and anode materials and battery manufacturing machinery. Exports will be subject to licensing by Chinas Ministry of Commerce. The U.S. is highly reliant on battery imports to support rising demand from data center growth and grid stability. Although U.S. / Korean / Japanese companies are attempting to ramp grid scale LFP factories in the U.S. to avoid tariffs and capture 45x manufacturing credits their upstream material streams are still heavily China dependent. China controls XX% of global anode"  
[X Link](https://x.com/bert_gilfoyle/status/1977060400840806658) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-11T17:15Z 5011 followers, 22.6K engagements


"On a 2-3% downturn VIX is XX. Fake and gay. When its XX with a lot lower downturn its basically free money. Stay calm and just adapt in a reasonably approximating way. Think back to the April lows or the dip after the $EOSE offering in May. You dont have to play it perfect. Just act and dont get paralyzed by fear"  
[X Link](https://x.com/bert_gilfoyle/status/1979031164095729975) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-17T03:46Z 5015 followers, 4915 engagements


"California hasnt issued an emergency plea for the public to conserve energy known as a Flex Alert since 2022. Experts credit much of the progress to a surge in battery energy storage systems in recent years. Battery storage in California has grown more than 3000% since 2020"  
[X Link](https://x.com/bert_gilfoyle/status/1979184016638251204) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-17T13:53Z 5012 followers, 2081 engagements


"High beta high alpha stocks all on sale now for no particular reason. Averaging into more $IREN and $ASTS if my limits hit"  
[X Link](https://x.com/bert_gilfoyle/status/1979231896694591767) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-17T17:03Z 5012 followers, 2359 engagements


"@temu143 @urbnsteezus Only thing I know about $OPEN is the CEO who gave up his COO job at Shopify for this doesnt get paid till its $XX. I bought a bunch plus options when it was below $4"  
[X Link](https://x.com/bert_gilfoyle/status/1979364490878816639) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T01:50Z 5012 followers, XXX engagements


"@hiteshkar @RJCcapital Cerberus cant go to XX% now bc Eos has already passed XX of XX milestone tests. XX% is the max at this point. And Cerberus has generally given Eos multiple extensions on the 16th test. They dont want more than XX% and want Eos to succeed"  
[X Link](https://x.com/bert_gilfoyle/status/1979371638652309777) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T02:19Z 5012 followers, 1209 engagements


"I havent heard this except from you now. If theres truth to it it could be analogous to a term sheet. Looking back to 12/12 Nathan talked about having them on his desk and he was pleased with the nature of those discussions. We didnt find out until X months later and brutal dilution that Cerberus was waiting in the wings. Eos has closed one XXX MW MOU for virtual PPAs and Joe told Bloomberg they are working on closing several other data center related MOUs. I see MOUs like term sheets and possibly conditional on both sides meeting some terms. I would say this takes excruciatingly long but you"  
[X Link](https://x.com/bert_gilfoyle/status/1979559935605391580) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T14:47Z 5013 followers, 1657 engagements


"High tariffs bad for Eos. Risk off"  
[X Link](https://x.com/bert_gilfoyle/status/1977738613048709238) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-13T14:10Z 5022 followers, 4309 engagements


"Mean tweet to China. Sell Eos"  
[X Link](https://x.com/bert_gilfoyle/status/1978186458583191739) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-14T19:49Z 5021 followers, 5880 engagements


"@LucasSacerdote_ Great job This distills a wealth of information that only someone following the company very closely over the last 2+ years could pull off"  
[X Link](https://x.com/bert_gilfoyle/status/1978992131243978890) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-17T01:11Z 5022 followers, 2626 engagements


"@BlueATLGeorgia Abundance not socialism is the way"  
[X Link](https://x.com/bert_gilfoyle/status/1979581030395965559) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T16:11Z 5020 followers, 3050 engagements


"I like the story of the lady who worked at Nvidia in the early days and chose company stock instead of a diversified portfolio. Then moved on and over the years almost forgot about her account there before realizing it was worth $17m. Theres a huge difference between safely growing an existing fortune and getting to one in the first place. For ordinary people they need at least one extraordinary concentrated return to get to that level. Most attempts fail"  
[X Link](https://x.com/bert_gilfoyle/status/1979593883060506731) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T17:02Z 5021 followers, 1062 engagements


"Ok who was this and what happened on Sep X Unusual $EOSE options activity detected on Sep 2"  
[X Link](https://x.com/bert_gilfoyle/status/1979627268466217327) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T19:14Z 5021 followers, 6731 engagements


"I have decreased the number of stocks I own in recent months to high conviction ones. I can only follow details of so many anyway. I have large positions in each adding most during fear cycles. I have a multi year price target in mind and keep a spreadsheet of the current price and the annualized upside for each. If the upside is not high especially if its a large position I question why Im sized like that or whether to get out. I also keep my cash between X levels. When the stocks go up and cash as a percentage is low its time to trim. When theyve gone down and cash is higher as a percentage"  
[X Link](https://x.com/bert_gilfoyle/status/1979670721484955757) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T22:07Z 5019 followers, 1118 engagements


"$EOSE Interesting coincidence. The XXXX MW Iron Mountain data center in NJ talked about on the podcast as their first "small entry point" is at 3003 Woodbridge Ave in Edison NJ a few minutes away from Eos. A 4-hr BESS that is equal to the size of the load would require roughly 160-170 cubes in a tightly spaced urban environment. Maybe the X GWh/acre indoor rack design with no fire suppression or cooling systems required makes a lot of sense in these situations"  
[X Link](https://x.com/bert_gilfoyle/status/1962243768146661519) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-08-31T19:59Z 5027 followers, 12.3K engagements


"Hes not being precise with his language in my view but the CEO of NextEra is talking about $EOSE here. NextEra has not been satisfied with Li-ion BESS and have been looking to move on with a multi-year plan. In the past few years NextEra has helped Eos design their cubes so they could be installed and cold commissioned efficiently in the field. And they recently put that to the test. Last summer they installed a XX cube system at Torrecillas in Texas to pair batteries with wind and solar. It was cold commissioned in X days with X hour from truck to completion. NextEra have plans to add Eos"  
[X Link](https://x.com/bert_gilfoyle/status/1975748337027653646) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-08T02:21Z 5025 followers, 27.3K engagements


"$EOSE Xcel Energy said they will install up to XXX MW of distributed battery storage at strategic locations on the grid by 2028. X MW per container. Installed among local businesses and nonprofits. Storing energy when its cheap delivering it when its needed most and placing assets where they maximize grid value with revenue sharing to the hosts. This looks right up Eos alley. I hope theyre talking to Xcel"  
[X Link](https://x.com/bert_gilfoyle/status/1975361760409583625) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-07T00:45Z 5029 followers, 7672 engagements


"@lawse What are we looking at here A proposal A sneak peak I dont see anything about this from Morgan Stanley"  
[X Link](https://x.com/bert_gilfoyle/status/1976727609439658468) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-10T19:12Z 5030 followers, 5769 engagements


"@x_times_1 @PatrickFete Im trained. The only way you could knock me out is by taking off your shoes"  
[X Link](https://x.com/bert_gilfoyle/status/1979763607429959714) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-19T04:16Z 5031 followers, XXX engagements


"@Najninja They have chosen to not invest in new turbine manufacturing capacity because they think this will last only a few years. But they will make a lot of money. GE Vernova for example"  
[X Link](https://x.com/bert_gilfoyle/status/1978815815336993136) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-16T13:30Z 5035 followers, XXX engagements


"There is a huge difference between one quietly trading and managing risk while not contradicting their previous public statements and intentions and doing the exact opposite. The latter is at the very minimum an unethical way to make a few extra bucks at the expense of others. I dont respect it. We are wired differently and cut from a different cloth"  
[X Link](https://x.com/bert_gilfoyle/status/1976833024928170111) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-11T02:11Z 5034 followers, 11.3K engagements


"$EOSE 🤔 Big volumes on Nov XX and Nov XX $XX call options"  
[X Link](https://x.com/bert_gilfoyle/status/1977877885307457578) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-13T23:23Z 5034 followers, 18.5K engagements


"$EOSE If they deliver all of Camp Pendleton in 4Q 2025 Eos makes plan (revenue guidance of $150-190M for 2025). I dont think thats how they thought they would make plan though. And that doesnt appear to be the plan now. I dont know if the company will revise guidance again this year but Im very confident that if they do it wont be because they are production limited. And I wont believe it if they say that. But delivering cubes isnt the only way to recognize revenue. The second extended Cerberus sales milestone comes due 10/31. Smart investors understanding the big picture will capitalize on"  
[X Link](https://x.com/bert_gilfoyle/status/1978280222031270187) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-15T02:02Z 5034 followers, 19.6K engagements


"Fully diluted shares dont have to be counted until and if they happen. Even so consider them up front and even worse: Project AMAZE base case: X lines ramped to X GWh/yr by 2028 (late as usual) $250/kWh ASP - $2B forward revenue XX% EBIDTA margin - $80M EBIDTA XX x 2028 EBIDTA - $16B EV for 2027 Subtract $1.5B for debt financing $14.5B market cap 600M fully diluted shares to raise more funds $XX SP in 2027 Bull case with Factory X Works: X lines at XXXX GWh/y nameplate - XXXX GWh/yr by 2028 $250/kWh ASP - $3.375B revenue XX% EBIDTA margin - $1.35B EBIDTA XX x 2028 EBIDTA - $40.5B EV Subtract"  
[X Link](https://x.com/bert_gilfoyle/status/1979368528915632462) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T02:06Z 5036 followers, 17.1K engagements


"$EOSE The new facility enables Eos to transition from single piece flow operations to high-efficiency large-scale production"  
[X Link](https://x.com/bert_gilfoyle/status/1980631827724591507) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T13:46Z 5038 followers, 7708 engagements


"$EOSE Open Interest: $XX Nov 21: 14256 $XX Jan 16: 10881"  
[X Link](https://x.com/bert_gilfoyle/status/1980670301496349156) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T16:19Z 5038 followers, 2695 engagements


"$EOSE Unfortunate timing. Today is a bloodbath sell off for high beta hot stocks. Last week would have been ideal but first world problems"  
[X Link](https://x.com/bert_gilfoyle/status/1980700879390142660) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T18:21Z 5038 followers, 12.7K engagements


"Some $EOSE speculation going on with $IREN lately in view of SB6 legislation in Texas. Worth a listen"  
[X Link](https://x.com/bert_gilfoyle/status/1977743975239811276) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-13T14:31Z 5036 followers, 5809 engagements


"Maybe using the theoretically fully diluted shares for all time horizons is the wrong way to do these calculations. $EOSE"  
[X Link](https://x.com/bert_gilfoyle/status/1977806427151610207) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-13T18:39Z 5036 followers, 3755 engagements


"$EOSE Open interest changes to call options over last day: XX Oct $XX +3654 XX Oct $XX -5284 XX Nov $XX +10734 🤔 XX Nov $XX -2673"  
[X Link](https://x.com/bert_gilfoyle/status/1979285269191999519) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-17T20:35Z 5036 followers, 16.2K engagements


"$EOSE Open Interest on $XX and $XX Nov XX calls increased a bit since Friday. Biggest increase is $XX Jan XX up 4350 to 10652. $XX Jan XX at 18912"  
[X Link](https://x.com/bert_gilfoyle/status/1980285565175284061) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-20T14:50Z 5038 followers, 11.6K engagements


"$EOSE I don't know what this is telling us but thank you for coming to my Ted Talk. @cantonmeow"  
[X Link](https://x.com/bert_gilfoyle/status/1980434094107639865) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T00:40Z 5036 followers, 7649 engagements


"Will $EOSE PA respect conservative forward math from the expectation of Project AMAZE Or will Americas battery be a killer app commanding a much larger market share than previously anticipated How will the market see it going into 2026"  
[X Link](https://x.com/bert_gilfoyle/status/1980464380253991047) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T02:41Z 5038 followers, 2165 engagements


"$EOSE My initial read. Talen currently manages over XX GW across nuclear (Susquehanna in Pennsylvania) and natural gas oil and legacy coal assets. They are now targeting large data center loads including a major deal with AWS for power adjacent to the Susquehanna plant. Simultaneously it is leveraging legacy fossil sites for redevelopment either as supply hubs or battery storage + data center. Joe previously talked about how batteries enable fossil plants to run at XXX% steady state power and maximum efficiency rather than ramping and wasting energy and capacity. Eos batteries get a XX% ITC"  
[X Link](https://x.com/bert_gilfoyle/status/1980638290706591872) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T14:12Z 5038 followers, 10K engagements


"$EOSE Goldman also owns a domestic inverter manufacturing company"  
[X Link](https://x.com/bert_gilfoyle/status/1980737911474852347) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T20:48Z 5036 followers, 2397 engagements


"$EOSE Be Not clear to me if this eliminates Duquesne or another location in Mon Valley for Lines X and X. Also whether DOE loan money will be used to fund it since its outside Mon Valley"  
[X Link](https://x.com/bert_gilfoyle/status/1980739583139885563) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T20:54Z 5038 followers, 4075 engagements


"Big yellow candles today for $EOSE & $IREN on similar setups. I guess all data center infrastructure is cancelled"  
[X Link](https://x.com/bert_gilfoyle/status/1979001153539961212) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-17T01:46Z 5036 followers, 9215 engagements


"$EOSE In 2023 and early 2024 the leaders of this space showed they couldnt give two shits for their followers who were admiring and following them at the time. Even worse than abanding them they betrayed them. They were duplicitous. That can never be forgiven in my view. Dont act like we forgot or that it doesnt matter. Horrible human beings conspired against Joe Six Pack in 2023. You ruined some lives. Thats a fact. Im not letting this go"  
[X Link](https://x.com/bert_gilfoyle/status/1979398261283918314) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-18T04:04Z 5035 followers, 21.2K engagements


"Said goodbye to my son tonight. He joined the Marines and is off to boot camp tomorrow. Very proud of him but it will not be the same without him around"  
[X Link](https://x.com/bert_gilfoyle/status/1980109357649174967) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-20T03:10Z 5038 followers, 6201 engagements


"@CooperRichmond0 Petty partisan punishment politics with no strategy. Eos seems to be largely immune thus far. Important to Senator McCormick"  
[X Link](https://x.com/bert_gilfoyle/status/1980332302036328728) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-20T17:56Z 5035 followers, XXX engagements


"@srvc76 @99_loss_capital @NetMelc @FreemyerGreg Brochure says 2Q2026 is when its available"  
[X Link](https://x.com/bert_gilfoyle/status/1980757801715839425) [@bert_gilfoyle](/creator/x/bert_gilfoyle) 2025-10-21T22:07Z 5036 followers, XXX engagements