[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @bert_gilfoyle Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ posts on X about eos, $eose, enovix, $nee the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::3354408919/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +7.30% - X Months XXXXXXXXX +100% - X Year XXXXXXXXX +507% ### Mentions: XX [#](/creator/twitter::3354408919/posts_active)  - X Week XX -XXXX% - X Month XXX +32% - X Months XXXXX +40% - X Year XXXXX +87% ### Followers: XXXXX [#](/creator/twitter::3354408919/followers)  - X Week XXXXX +1.20% - X Month XXXXX +7.50% - X Months XXXXX +32% - X Year XXXXX +61% ### CreatorRank: XXXXXXX [#](/creator/twitter::3354408919/influencer_rank)  ### Social Influence [#](/creator/twitter::3354408919/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [eos](/topic/eos) #26, [$eose](/topic/$eose) 4.67%, [enovix](/topic/enovix) 3.74%, [$nee](/topic/$nee) 2.8%, [$envx](/topic/$envx) 2.8%, [westinghouse](/topic/westinghouse) 1.87%, [fort](/topic/fort) 0.93%, [italy](/topic/italy) 0.93%, [blackrock](/topic/blackrock) 0.93%, [bessent](/topic/bessent) XXXX% **Top accounts mentioned or mentioned by** [@freemyergreg](/creator/undefined) [@thehipskipple](/creator/undefined) [@cluster_6](/creator/undefined) [@xebitda](/creator/undefined) [@goodwillimp](/creator/undefined) [@tenpeaksjournal](/creator/undefined) [@cluster6](/creator/undefined) [@philroberts](/creator/undefined) [@poweredbyeos](/creator/undefined) [@srvc76](/creator/undefined) [@intothegroove70](/creator/undefined) [@howlongtoretire](/creator/undefined) [@ryanthawks](/creator/undefined) [@senmccormickpa](/creator/undefined) [@bullstkpicks](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@joseywalespace](/creator/undefined) [@primedcapital](/creator/undefined) [@barhopper69](/creator/undefined) [@stambush](/creator/undefined) **Top assets mentioned** [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Enovix Corporation Common Stock (ENVX)](/topic/enovix) [NextEra Energy Inc (NEE)](/topic/$nee) [BlackRock Inc (BLK)](/topic/blackrock) [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts [#](/creator/twitter::3354408919/posts) --- Top posts by engagements in the last XX hours "@shoogahsnaps A buy out while they are waist deep In execution is unlikely"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946227041801768977) 2025-07-18 15:14:20 UTC 3772 followers, XXX engagements "@xEBITDA It will snap back to XXX at some point but not yet. Not without bad news"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946006748801958294) 2025-07-18 00:38:58 UTC 3772 followers, XXX engagements "Informed speculation only: I continue to believe that the XXX MWh Trip Ventures MOU is a BESS on Fort Buchanan. A Military Surety Microgrid in the model of Camp Pendleton that will become a replicable model for dozens of other bases in California and beyond. The developer pays part buys and sells power on the grid while help stabilizing it. The military pays the rest and gets resilience and backup power without needing to pay for standby diesel and fuel. NEPA review is the only thing standing in the way of an executable order and Eos said they could deliver the cubes rapidly. If it were a"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946397003950571549) 2025-07-19 02:29:42 UTC 3774 followers, 2698 engagements "Not a crypto guy. Just dabbled in it. But in my view Ethereum is going to wildly outperform Bitcoin in the near term primarily because of its uniquely central role in stablecoins. Its the core infrastructure layer for the stablecoin economy. This is important in both current use and U.S. government policy conversations. Go back and listen to what Secretary Bessent has stammered on about stablecoins. I have no idea what Cantonese Cats estimate of 30-40k is but if true thats another near term 10x opportunity for degens. Dont risk what youre not willing to lose"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946030648478642496) 2025-07-18 02:13:56 UTC 3776 followers, 4030 engagements "NextEra has a sourcing agreement with Samsung where the tariff risk is on them. Longer term Samsung plans to make LFP in the U.S. like LG Energy. But either way Korea is not an FEOC country so something to be said about their strategy. I think LG Energy plant in MI is the only fully integrated LFP BESS at this point. Id be really interested if Envision AESC is finding the new law problematic as suggested above. Thats what Fluence is largely counting on and why their stock price rallied after the final bill"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1945640253848785269) 2025-07-17 00:22:39 UTC 3769 followers, XX engagements "@VinnyVolatility @ENERGY Such a doubting Thomas. NextEra operates the largest gas-fired generation facility in the United States and is the seventh-largest nuclear operator in the world"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1942732115969204732) 2025-07-08 23:46:45 UTC 3768 followers, XXX engagements "NextEra Q1 2024 earnings: To continue to meet growth and reliably serve customers FPL plans to invest nearly $XX billion from 2025 to 2029 and add more than XX gigawatts of new generation of battery storage by 2034. Our team had the foresight last year to secure arrangements to purchase U.S.-made batteries for a significant portion of our backlog with the remainder of the battery sourced outside of China where tariff exposure is contractually allocated to the supplier Taking most tariff exposure off the table for our customers in need of battery storage solutions is a big win and a way for us"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1941552398419493229) 2025-07-05 17:38:58 UTC 3768 followers, 1044 engagements "$EOSE Data centers could bring alternative battery types into the mainstream developers say"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1937165963629306279) 2025-06-23 15:08:51 UTC 3767 followers, 6224 engagements "I am quite certain very confident that next year Eos will see $XX and well all meet up in Sicily. Im as clear eyed about that as I was when I was buying up the stock on the dollar menu in 1H 2024. Some early Palantir investors are celebrating a 20x But I think well achieve that and more toward 2030. Moreover we bet far more on average than the collective of those investors and experienced the really scary arena together up close and personal. We objectively did. I think some of us will have close personal relationships and celebrate around the world for the next decade or two. We have a"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1945700359395295678) 2025-07-17 04:21:29 UTC 3776 followers, 16.8K engagements "Check my math: Eos said they could get to profitability without the IRA it would just take longer. But they now have the IRA. Eyeballing the chart below lets assume Eos profitability without the credits is about equal to the credits themselves or roughly $100/kWh. X yr forward net income on X lines assuming: - XXXX GWh/yr/line - X lines (Project AMAZE + Factory X Works) - $100/kWh profit - XX% depreciation per year on each line ($5M per) - No taxes due for ages Net income = $1.32B With 545M fully diluted shares thats an EPS of XXXX and with a P/E of XX thats a share price of $XX or so."  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1943479329918455936) 2025-07-11 01:15:55 UTC 3759 followers, 2853 engagements "@GrassmanWilliam @freebirdsteven XXX appears to be a narrow dilapidated brick building with boarded up windows and they are demolishing it and the skybridge. Theres an RIDC grant for AWR Bridge Reconstruction and Im guessing its related to this"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946619143664398633) 2025-07-19 17:12:24 UTC 3776 followers, XXX engagements "Looks like Westinghouse will be featured prominently. Maybe a new NPP"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1944818237377798530) 2025-07-14 17:56:15 UTC 3772 followers, XXX engagements "Something else to consider for NextEra is the FUZES project funded in part from the DOEs OCED program. That was previously on the chopping block from DOGE but was not ultimately included in the list of cancelled projects. That project involves NextEra installing 10+ hour Eos systems at X existing renewable sites in Oregon Wisconsin and North Dakota. The Oregon one at Wagon Trail is described as up to XX MW. The other two at least 5-10 MW. All told we are looking at something on the order of 250-350 MWh. Added to existing Torrecillas project they already installed this year that would indeed"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1941590092629540864) 2025-07-05 20:08:45 UTC 3772 followers, 9498 engagements "Note: Im under no illusion that these must contain Enovix batteries. I give it a non-zero but less than XX% probability. But Im very interested in this space and it will help me understand battery performance and issues"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1943847982073565693) 2025-07-12 01:40:48 UTC 3772 followers, 1188 engagements "@eenLien @bleacherbum23 Is it a mix of former SolarEdge and Routejade employees They all seem to be wearing the same t-shirt which I cant make out what it is"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946624105949864183) 2025-07-19 17:32:08 UTC 3774 followers, XXX engagements "@EnovixBatteries Alternatives like solid-state batteries and lithium-sulfur batteries hold the greatest promise for significant short-term gains in energy density and better scaling in the future. Oh"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1943335356998521148) 2025-07-10 15:43:49 UTC 3767 followers, 1711 engagements "About one year later: Subassemblies are coming online to fully ramp Line X. Line X is ordered. The IRA tax credits uncertainty is sorted out to the great benefit of stationary energy storage in general and Eos Energy in particular. DOE is continuing to support the company. Over X GWh in new MOUs tailored to data centers and (imo) military. Im once again pretty excited to see Eos enter another chapter of its life. Im confident the next year and year after that will bring something even greater than the previous if they continue executing on the Project AMAZE plan in just a reasonably"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1942033923053408340) 2025-07-07 01:32:23 UTC 3769 followers, 18.6K engagements "After reviewing the Senate bill revision today it is objectively better than the previous from an Eos energy storage perspective. ITCs and PTCs are just as generous yet harder for Eos' competitors to qualify. In particular demonstrating compliance with FEOC requirements is hard for most vendors and will require detailed accounting and reporting of supply chains subcomponents chain of custody and filings with regulators. Eos makes it very easy to both comply and demonstrate compliance. Early sunsetting of solar and wind ITCs could indirectly hurt Eos along with everyone else in the solar/wind"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1939127370134471136) 2025-06-29 01:02:46 UTC 3769 followers, 21.3K engagements "@xEBITDA @seriously211 @x_times_1 @Markishereagain NextEra has 3-400 MWh of backlog with Eos and a X GWh offtake agreement to replicate those projects if successful. We really dont need to speculate more than that"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1941921903956087131) 2025-07-06 18:07:15 UTC 3768 followers, 1199 engagements "@John_A_Ridge Were semiconductors made into an American European and Taiwanese 3-way Mexican standoff by design Because it kind of feels like that"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946399837366477114) 2025-07-19 02:40:58 UTC 3776 followers, 3001 engagements "$EOSE I haven't been diligent with the pipeline tracking lately. But going through the earnings transcript again some new opportunities surfaced in Q1 amounting to $1.4B primarily driven by: - large project opportunities in Puerto Rico - multiple eight-hour projects in California - a series of projects with a traditional oil and gas player in ERCOT 🤔 - projects tied to both direct on site and indirect virtual PPA data center activity"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1920658829894963359) 2025-05-09 01:55:23 UTC 3770 followers, 3011 engagements "$EOSE Recent Vistra investor presentation. Reminder: the incumbent technology burned down Moss Landing and got their Morro Bay project torpedoed from community opposition. But the reality is blue chip utilities will wait until they see projects like Camp Pendleton and the NextEra and Dominion pilots working to assess their reliability and ability to monetize as advertised"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1941175086037574030) 2025-07-04 16:39:40 UTC 3768 followers, 3965 engagements "NextEra has been able to source all of their batteries from a company here in the US. NextEra is sourcing batteries from Eos Energy. Therefore NextEra has been able to source all of their batteries from Eos Energy. Aristotle"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1941539871564365856) 2025-07-05 16:49:12 UTC 3767 followers, 11.1K engagements "@freebirdsteven Looking at this again it seems they are working on the side that is not Eos. Eos building (700) is on the right from that view. A dilapidated structure (690) is on the left. Does this construction have anything to do with Eos"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946614863440355518) 2025-07-19 16:55:24 UTC 3774 followers, XXX engagements "Eos is not the sole supplier but they may be the sold American supplier that is receiving 45x tax credits like he was talking about. And at the time he said that they may have been the sole supplier for their needs so far this year amidst the tariff wars and IRA uncertainty. More precise language from the earnings call: Our team had the foresight last year to secure arrangements to purchase U.S.-made batteries for a significant portion of our backlog with the remainder of the battery sourced outside of China where tariff exposure is contractually allocated to the supplier. We know Eos is a"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1941904428354928675) 2025-07-06 16:57:49 UTC 3768 followers, 4298 engagements "@2percentisfair I think you are onto something here. And solid state electrolytes dont flow so the stack requires pressure for good physical contact. Eos design that constrains silicon anode swelling is a potential advantage here"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1944495796935602381) 2025-07-13 20:34:59 UTC 3772 followers, XXX engagements "On the road to $20+ I would ask you to judge me by my credibility and by my enemies"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1945705925593182257) 2025-07-17 04:43:36 UTC 3774 followers, 1862 engagements "In 2023 I learned form my mistakes and from trusting others. Most people then believed a $400m DOE loan would be injected immediately and de-risk an imminent bankruptcy balance sheet. Everyone was wrong. And goes to show you cant base your investments on what one smart guy is saying with great strength and conviction. After the 12/12 call where most people were really bored werent paying attention to the technical strategy and were focused on term sheets that day was really bearish for a lot of you. A few of us others were really intrigued and listened to that call several times and held the"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946804036939952545) 2025-07-20 05:27:06 UTC 3776 followers, 6604 engagements "@Bullstkpicks Enovix being the first to crack the solid state code would be pretty fricken cool"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1944763812584005711) 2025-07-14 14:19:59 UTC 3771 followers, 1127 engagements "$ENVX has been in an oscillating hold pattern for some time now. I was wrong and frankly naive about the timing from sampling to commercial ramp but that's how we learn and grow. But I haven't forgotten about this company. Enovix has objectively the highest energy density by volume of any prospective smartphone Li-ion battery - including all the silicon anode derivatives - and is also the fastest charging by far because of its unique design and ability to quickly shed heat. It's the technical leader in both. Gen2 production is now live at its Malaysian Fab2 and multiple Tier X OEMs are in the"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1931946895834046870) 2025-06-09 05:30:08 UTC 3772 followers, 5648 engagements "@Cluster_6 @FreemyerGreg @thehipskipple @briand928 If BlackRocks purchase were purely index-driven they would own less than XX million shares"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946053595432137161) 2025-07-18 03:45:07 UTC 3773 followers, XXX engagements "Gotta say its pretty cool how we have people all around the U.S. making cube sightings in Texas Virginia Nebraska California random places on freeways keeping an eye in Missouri and someday other continents. Were so lucky to be this connected and still so early. Cant wait till this extends to new factories being built and cubes being delivered to steel mills hospitals Sunstone VPPAs and BTM applications for data centers large scale utility applications and beyond"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1937681772998951311) 2025-06-25 01:18:29 UTC 3767 followers, 6717 engagements "@FreemyerGreg If thats the location of the schools project then its definitively FPL"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1945302383866577290) 2025-07-16 02:00:04 UTC 3772 followers, XXX engagements "I lost a lot of respect for Marc Cahodes @AlderLaneEggs today. He used to be a hero of mine in standing up for what you believe in and for the truth Tienamin Square style. Bringing truth to power. Comforting the afflicted and afflicting the comfortable. But hes resting on his laurels and hes got nastier and less precise with the facts in his old age. While I am being XXX% honest about my feelings and analysis of the situation he simply doesnt tolerate fact based clap-back"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1944255337239876065) 2025-07-13 04:39:29 UTC 3771 followers, 4641 engagements "Fun fact: the DOE had full access into their pipeline order flow planned path to profitability and growth cadence based on likely TAM growth. Eos doesnt need to start paying the loan back till 2028 and it matures in 2034 with the convertibles maturing 2030+. And its going to be a PTC and ITC party every step of the way. 2027-2030 is going to be the real juggernaut period of free cash flow. My only question is what is Cerberus exit plan and when. If its 2030+ we could be looking at $75-100/share by 2030. Good things come to those who wait. But for now Im just holding out for $XX by 2027"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1945623108502917240) 2025-07-16 23:14:31 UTC 3768 followers, 2275 engagements "I youre an $ENVX bull before it was popular and got dispirited along the way the time window for you to go full degen is rapidly narrowing. No guarantees. But 10x or bust in the next 12-24 months is on the table in my view"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1945679078117556399) 2025-07-17 02:56:55 UTC 3770 followers, 7066 engagements "@primedcapital I think Eos made their sales target for delivery of cubes. On order down payments pray for a fucking NEPA review"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1945950616368390482) 2025-07-17 20:55:55 UTC 3769 followers, 1134 engagements "@Cluster_6 @thehipskipple No. Not that alone"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946044935662452870) 2025-07-18 03:10:43 UTC 3773 followers, XXX engagements "@Cluster_6 @CompoundingTony @FreemyerGreg @RocketPenguin75 @Brownhornet1977 @philroberts @7MileCapital Enovix batteries are bespoke. Much lower tolerances. More difficult to get high yields"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1946244620880658703) 2025-07-18 16:24:11 UTC 3772 followers, XXX engagements "While nuclear CC gas and beautiful clean coal plants are being built and making their way through the interconnection queues for 5-10 years the fastest way to get adequate power to data centers in the meantime is to add firming capacity to existing renewable sites with 8-12 hour energy storage and simultaneously provide on data center sites behind the meter energy storage that is tolerant of high cycling. Theres only one American-made system that can provide that solution at scale right now"  [@bert_gilfoyle](/creator/x/bert_gilfoyle) on [X](/post/tweet/1944929662079263004) 2025-07-15 01:19:01 UTC 3768 followers, 5337 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@bert_gilfoyle Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️
Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️ posts on X about eos, $eose, enovix, $nee the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +7.30%
- X Months XXXXXXXXX +100%
- X Year XXXXXXXXX +507%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX +32%
- X Months XXXXX +40%
- X Year XXXXX +87%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +7.50%
- X Months XXXXX +32%
- X Year XXXXX +61%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXX% countries XXX% technology brands XXXX% cryptocurrencies XXXX%
Social topic influence eos #26, $eose 4.67%, enovix 3.74%, $nee 2.8%, $envx 2.8%, westinghouse 1.87%, fort 0.93%, italy 0.93%, blackrock 0.93%, bessent XXXX%
Top accounts mentioned or mentioned by @freemyergreg @thehipskipple @cluster_6 @xebitda @goodwillimp @tenpeaksjournal @cluster6 @philroberts @poweredbyeos @srvc76 @intothegroove70 @howlongtoretire @ryanthawks @senmccormickpa @bullstkpicks @alderlaneeggs @joseywalespace @primedcapital @barhopper69 @stambush
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Enovix Corporation Common Stock (ENVX) NextEra Energy Inc (NEE) BlackRock Inc (BLK) Ethereum (ETH) Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"@shoogahsnaps A buy out while they are waist deep In execution is unlikely"
@bert_gilfoyle on X 2025-07-18 15:14:20 UTC 3772 followers, XXX engagements
"@xEBITDA It will snap back to XXX at some point but not yet. Not without bad news" @bert_gilfoyle on X 2025-07-18 00:38:58 UTC 3772 followers, XXX engagements
"Informed speculation only: I continue to believe that the XXX MWh Trip Ventures MOU is a BESS on Fort Buchanan. A Military Surety Microgrid in the model of Camp Pendleton that will become a replicable model for dozens of other bases in California and beyond. The developer pays part buys and sells power on the grid while help stabilizing it. The military pays the rest and gets resilience and backup power without needing to pay for standby diesel and fuel. NEPA review is the only thing standing in the way of an executable order and Eos said they could deliver the cubes rapidly. If it were a" @bert_gilfoyle on X 2025-07-19 02:29:42 UTC 3774 followers, 2698 engagements
"Not a crypto guy. Just dabbled in it. But in my view Ethereum is going to wildly outperform Bitcoin in the near term primarily because of its uniquely central role in stablecoins. Its the core infrastructure layer for the stablecoin economy. This is important in both current use and U.S. government policy conversations. Go back and listen to what Secretary Bessent has stammered on about stablecoins. I have no idea what Cantonese Cats estimate of 30-40k is but if true thats another near term 10x opportunity for degens. Dont risk what youre not willing to lose" @bert_gilfoyle on X 2025-07-18 02:13:56 UTC 3776 followers, 4030 engagements
"NextEra has a sourcing agreement with Samsung where the tariff risk is on them. Longer term Samsung plans to make LFP in the U.S. like LG Energy. But either way Korea is not an FEOC country so something to be said about their strategy. I think LG Energy plant in MI is the only fully integrated LFP BESS at this point. Id be really interested if Envision AESC is finding the new law problematic as suggested above. Thats what Fluence is largely counting on and why their stock price rallied after the final bill" @bert_gilfoyle on X 2025-07-17 00:22:39 UTC 3769 followers, XX engagements
"@VinnyVolatility @ENERGY Such a doubting Thomas. NextEra operates the largest gas-fired generation facility in the United States and is the seventh-largest nuclear operator in the world" @bert_gilfoyle on X 2025-07-08 23:46:45 UTC 3768 followers, XXX engagements
"NextEra Q1 2024 earnings: To continue to meet growth and reliably serve customers FPL plans to invest nearly $XX billion from 2025 to 2029 and add more than XX gigawatts of new generation of battery storage by 2034. Our team had the foresight last year to secure arrangements to purchase U.S.-made batteries for a significant portion of our backlog with the remainder of the battery sourced outside of China where tariff exposure is contractually allocated to the supplier Taking most tariff exposure off the table for our customers in need of battery storage solutions is a big win and a way for us" @bert_gilfoyle on X 2025-07-05 17:38:58 UTC 3768 followers, 1044 engagements
"$EOSE Data centers could bring alternative battery types into the mainstream developers say" @bert_gilfoyle on X 2025-06-23 15:08:51 UTC 3767 followers, 6224 engagements
"I am quite certain very confident that next year Eos will see $XX and well all meet up in Sicily. Im as clear eyed about that as I was when I was buying up the stock on the dollar menu in 1H 2024. Some early Palantir investors are celebrating a 20x But I think well achieve that and more toward 2030. Moreover we bet far more on average than the collective of those investors and experienced the really scary arena together up close and personal. We objectively did. I think some of us will have close personal relationships and celebrate around the world for the next decade or two. We have a" @bert_gilfoyle on X 2025-07-17 04:21:29 UTC 3776 followers, 16.8K engagements
"Check my math: Eos said they could get to profitability without the IRA it would just take longer. But they now have the IRA. Eyeballing the chart below lets assume Eos profitability without the credits is about equal to the credits themselves or roughly $100/kWh. X yr forward net income on X lines assuming: - XXXX GWh/yr/line - X lines (Project AMAZE + Factory X Works) - $100/kWh profit - XX% depreciation per year on each line ($5M per) - No taxes due for ages Net income = $1.32B With 545M fully diluted shares thats an EPS of XXXX and with a P/E of XX thats a share price of $XX or so." @bert_gilfoyle on X 2025-07-11 01:15:55 UTC 3759 followers, 2853 engagements
"@GrassmanWilliam @freebirdsteven XXX appears to be a narrow dilapidated brick building with boarded up windows and they are demolishing it and the skybridge. Theres an RIDC grant for AWR Bridge Reconstruction and Im guessing its related to this" @bert_gilfoyle on X 2025-07-19 17:12:24 UTC 3776 followers, XXX engagements
"Looks like Westinghouse will be featured prominently. Maybe a new NPP" @bert_gilfoyle on X 2025-07-14 17:56:15 UTC 3772 followers, XXX engagements
"Something else to consider for NextEra is the FUZES project funded in part from the DOEs OCED program. That was previously on the chopping block from DOGE but was not ultimately included in the list of cancelled projects. That project involves NextEra installing 10+ hour Eos systems at X existing renewable sites in Oregon Wisconsin and North Dakota. The Oregon one at Wagon Trail is described as up to XX MW. The other two at least 5-10 MW. All told we are looking at something on the order of 250-350 MWh. Added to existing Torrecillas project they already installed this year that would indeed" @bert_gilfoyle on X 2025-07-05 20:08:45 UTC 3772 followers, 9498 engagements
"Note: Im under no illusion that these must contain Enovix batteries. I give it a non-zero but less than XX% probability. But Im very interested in this space and it will help me understand battery performance and issues" @bert_gilfoyle on X 2025-07-12 01:40:48 UTC 3772 followers, 1188 engagements
"@eenLien @bleacherbum23 Is it a mix of former SolarEdge and Routejade employees They all seem to be wearing the same t-shirt which I cant make out what it is" @bert_gilfoyle on X 2025-07-19 17:32:08 UTC 3774 followers, XXX engagements
"@EnovixBatteries Alternatives like solid-state batteries and lithium-sulfur batteries hold the greatest promise for significant short-term gains in energy density and better scaling in the future. Oh" @bert_gilfoyle on X 2025-07-10 15:43:49 UTC 3767 followers, 1711 engagements
"About one year later: Subassemblies are coming online to fully ramp Line X. Line X is ordered. The IRA tax credits uncertainty is sorted out to the great benefit of stationary energy storage in general and Eos Energy in particular. DOE is continuing to support the company. Over X GWh in new MOUs tailored to data centers and (imo) military. Im once again pretty excited to see Eos enter another chapter of its life. Im confident the next year and year after that will bring something even greater than the previous if they continue executing on the Project AMAZE plan in just a reasonably" @bert_gilfoyle on X 2025-07-07 01:32:23 UTC 3769 followers, 18.6K engagements
"After reviewing the Senate bill revision today it is objectively better than the previous from an Eos energy storage perspective. ITCs and PTCs are just as generous yet harder for Eos' competitors to qualify. In particular demonstrating compliance with FEOC requirements is hard for most vendors and will require detailed accounting and reporting of supply chains subcomponents chain of custody and filings with regulators. Eos makes it very easy to both comply and demonstrate compliance. Early sunsetting of solar and wind ITCs could indirectly hurt Eos along with everyone else in the solar/wind" @bert_gilfoyle on X 2025-06-29 01:02:46 UTC 3769 followers, 21.3K engagements
"@xEBITDA @seriously211 @x_times_1 @Markishereagain NextEra has 3-400 MWh of backlog with Eos and a X GWh offtake agreement to replicate those projects if successful. We really dont need to speculate more than that" @bert_gilfoyle on X 2025-07-06 18:07:15 UTC 3768 followers, 1199 engagements
"@John_A_Ridge Were semiconductors made into an American European and Taiwanese 3-way Mexican standoff by design Because it kind of feels like that" @bert_gilfoyle on X 2025-07-19 02:40:58 UTC 3776 followers, 3001 engagements
"$EOSE I haven't been diligent with the pipeline tracking lately. But going through the earnings transcript again some new opportunities surfaced in Q1 amounting to $1.4B primarily driven by: - large project opportunities in Puerto Rico - multiple eight-hour projects in California - a series of projects with a traditional oil and gas player in ERCOT 🤔 - projects tied to both direct on site and indirect virtual PPA data center activity" @bert_gilfoyle on X 2025-05-09 01:55:23 UTC 3770 followers, 3011 engagements
"$EOSE Recent Vistra investor presentation. Reminder: the incumbent technology burned down Moss Landing and got their Morro Bay project torpedoed from community opposition. But the reality is blue chip utilities will wait until they see projects like Camp Pendleton and the NextEra and Dominion pilots working to assess their reliability and ability to monetize as advertised" @bert_gilfoyle on X 2025-07-04 16:39:40 UTC 3768 followers, 3965 engagements
"NextEra has been able to source all of their batteries from a company here in the US. NextEra is sourcing batteries from Eos Energy. Therefore NextEra has been able to source all of their batteries from Eos Energy. Aristotle" @bert_gilfoyle on X 2025-07-05 16:49:12 UTC 3767 followers, 11.1K engagements
"@freebirdsteven Looking at this again it seems they are working on the side that is not Eos. Eos building (700) is on the right from that view. A dilapidated structure (690) is on the left. Does this construction have anything to do with Eos" @bert_gilfoyle on X 2025-07-19 16:55:24 UTC 3774 followers, XXX engagements
"Eos is not the sole supplier but they may be the sold American supplier that is receiving 45x tax credits like he was talking about. And at the time he said that they may have been the sole supplier for their needs so far this year amidst the tariff wars and IRA uncertainty. More precise language from the earnings call: Our team had the foresight last year to secure arrangements to purchase U.S.-made batteries for a significant portion of our backlog with the remainder of the battery sourced outside of China where tariff exposure is contractually allocated to the supplier. We know Eos is a" @bert_gilfoyle on X 2025-07-06 16:57:49 UTC 3768 followers, 4298 engagements
"@2percentisfair I think you are onto something here. And solid state electrolytes dont flow so the stack requires pressure for good physical contact. Eos design that constrains silicon anode swelling is a potential advantage here" @bert_gilfoyle on X 2025-07-13 20:34:59 UTC 3772 followers, XXX engagements
"On the road to $20+ I would ask you to judge me by my credibility and by my enemies" @bert_gilfoyle on X 2025-07-17 04:43:36 UTC 3774 followers, 1862 engagements
"In 2023 I learned form my mistakes and from trusting others. Most people then believed a $400m DOE loan would be injected immediately and de-risk an imminent bankruptcy balance sheet. Everyone was wrong. And goes to show you cant base your investments on what one smart guy is saying with great strength and conviction. After the 12/12 call where most people were really bored werent paying attention to the technical strategy and were focused on term sheets that day was really bearish for a lot of you. A few of us others were really intrigued and listened to that call several times and held the" @bert_gilfoyle on X 2025-07-20 05:27:06 UTC 3776 followers, 6604 engagements
"@Bullstkpicks Enovix being the first to crack the solid state code would be pretty fricken cool" @bert_gilfoyle on X 2025-07-14 14:19:59 UTC 3771 followers, 1127 engagements
"$ENVX has been in an oscillating hold pattern for some time now. I was wrong and frankly naive about the timing from sampling to commercial ramp but that's how we learn and grow. But I haven't forgotten about this company. Enovix has objectively the highest energy density by volume of any prospective smartphone Li-ion battery - including all the silicon anode derivatives - and is also the fastest charging by far because of its unique design and ability to quickly shed heat. It's the technical leader in both. Gen2 production is now live at its Malaysian Fab2 and multiple Tier X OEMs are in the" @bert_gilfoyle on X 2025-06-09 05:30:08 UTC 3772 followers, 5648 engagements
"@Cluster_6 @FreemyerGreg @thehipskipple @briand928 If BlackRocks purchase were purely index-driven they would own less than XX million shares" @bert_gilfoyle on X 2025-07-18 03:45:07 UTC 3773 followers, XXX engagements
"Gotta say its pretty cool how we have people all around the U.S. making cube sightings in Texas Virginia Nebraska California random places on freeways keeping an eye in Missouri and someday other continents. Were so lucky to be this connected and still so early. Cant wait till this extends to new factories being built and cubes being delivered to steel mills hospitals Sunstone VPPAs and BTM applications for data centers large scale utility applications and beyond" @bert_gilfoyle on X 2025-06-25 01:18:29 UTC 3767 followers, 6717 engagements
"@FreemyerGreg If thats the location of the schools project then its definitively FPL" @bert_gilfoyle on X 2025-07-16 02:00:04 UTC 3772 followers, XXX engagements
"I lost a lot of respect for Marc Cahodes @AlderLaneEggs today. He used to be a hero of mine in standing up for what you believe in and for the truth Tienamin Square style. Bringing truth to power. Comforting the afflicted and afflicting the comfortable. But hes resting on his laurels and hes got nastier and less precise with the facts in his old age. While I am being XXX% honest about my feelings and analysis of the situation he simply doesnt tolerate fact based clap-back" @bert_gilfoyle on X 2025-07-13 04:39:29 UTC 3771 followers, 4641 engagements
"Fun fact: the DOE had full access into their pipeline order flow planned path to profitability and growth cadence based on likely TAM growth. Eos doesnt need to start paying the loan back till 2028 and it matures in 2034 with the convertibles maturing 2030+. And its going to be a PTC and ITC party every step of the way. 2027-2030 is going to be the real juggernaut period of free cash flow. My only question is what is Cerberus exit plan and when. If its 2030+ we could be looking at $75-100/share by 2030. Good things come to those who wait. But for now Im just holding out for $XX by 2027" @bert_gilfoyle on X 2025-07-16 23:14:31 UTC 3768 followers, 2275 engagements
"I youre an $ENVX bull before it was popular and got dispirited along the way the time window for you to go full degen is rapidly narrowing. No guarantees. But 10x or bust in the next 12-24 months is on the table in my view" @bert_gilfoyle on X 2025-07-17 02:56:55 UTC 3770 followers, 7066 engagements
"@primedcapital I think Eos made their sales target for delivery of cubes. On order down payments pray for a fucking NEPA review" @bert_gilfoyle on X 2025-07-17 20:55:55 UTC 3769 followers, 1134 engagements
"@Cluster_6 @thehipskipple No. Not that alone" @bert_gilfoyle on X 2025-07-18 03:10:43 UTC 3773 followers, XXX engagements
"@Cluster_6 @CompoundingTony @FreemyerGreg @RocketPenguin75 @Brownhornet1977 @philroberts @7MileCapital Enovix batteries are bespoke. Much lower tolerances. More difficult to get high yields" @bert_gilfoyle on X 2025-07-18 16:24:11 UTC 3772 followers, XXX engagements
"While nuclear CC gas and beautiful clean coal plants are being built and making their way through the interconnection queues for 5-10 years the fastest way to get adequate power to data centers in the meantime is to add firming capacity to existing renewable sites with 8-12 hour energy storage and simultaneously provide on data center sites behind the meter energy storage that is tolerant of high cycling. Theres only one American-made system that can provide that solution at scale right now" @bert_gilfoyle on X 2025-07-15 01:19:01 UTC 3768 followers, 5337 engagements