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[@FreemyerGreg](/creator/twitter/FreemyerGreg)
"$eose For those that don't know: It is very likely that the IEP Orchard project was booked as revenue during Q4 2023 and Q1 2024 but never actually invoiced Commissioning should trigger their invoice and subsequent payment About $12mm was carried on the books for the last X quarters as Contract Assets When the invoice is issued that $12mm will be removed from Contract Assets"  
[X Link](https://x.com/FreemyerGreg/status/1978800513220321365) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-16T12:29Z 1247 followers, 3518 engagements


"If you don't know IEP has been the biggest $eose customer over the last XX months. 500MWh of firm orders over that time. The below is much more on the real side than the pie in the sky side"  
[X Link](https://x.com/FreemyerGreg/status/1979578428778029400) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-18T16:00Z 1246 followers, 3236 engagements


"I find myself thinking about US manufactured BESS with no FEOC components. If we apply FEOC retroactively then I believe none of the Tesla MegaPacks would qualify as US made. Same for Powin's BESS. I may be wrong but $eose (Eos Energy) has roughly 100MWh of Gen XXX BESS in use (Pine Gate's XX MWh project from 2022/2023 and the roughly XX MWh Viejas Project from the same timeframe). From the unique perspective of ignoring non-FEOC compliant BESS is $eose the leading vendor of operational US manufactured BESS in the US"  
[X Link](https://x.com/FreemyerGreg/status/1953955290790973653) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-08-08T23:03Z 1247 followers, 3654 engagements


"@max138497066263 @GrassmanWilliam @bert_gilfoyle I save William's data in a spreadsheet. I have at least XX months of imports in my spreadsheet"  
[X Link](https://x.com/FreemyerGreg/status/1975718277138817247) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-08T00:21Z 1247 followers, XX engagements


"Could be use-it-or-lose-it. The US can quickly get to processing enough rare earth elements to meet its needs. The issue is refining (going from an unsegregated jumble of elements to purified elements). Would we even notice if the US govt had setup a massive rare earth refinery complex in the middle of the Nevada desert"  
[X Link](https://x.com/FreemyerGreg/status/1977167807801389328) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-12T00:21Z 1247 followers, XX engagements


"Monday I expect both the broader indexes and $eose to be up due relaxed tension over China's potential actions. Unfortunately that just shows how little the market understands $eose. When it comes to $eose the stock price reaction should be the opposite of the broader indexes. Maybe in X more months the market will start to appreciate $eose should be used as a hedge against future overt anti-trade actions by China"  
[X Link](https://x.com/FreemyerGreg/status/1977440809407402486) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-12T18:26Z 1247 followers, 3020 engagements


"$eose The overnight move is massive What is the volume I don't know where to find that"  
[X Link](https://x.com/FreemyerGreg/status/1977698011615494570) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-13T11:28Z 1247 followers, 1716 engagements


"Looks like at least some $eose shorts are using today to cover. I wonder what their cost basis was"  
[X Link](https://x.com/FreemyerGreg/status/1979248382188175559) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-17T18:09Z 1247 followers, 1756 engagements


"I'm XX I took X years of math beyond the initial X years of calculus at Georgia Tech My undergrad degree is in physics so I understand the basics of most technology I have read about Bitcoin enough to understand how it works I have never invested a $X in crypto I have no interest in the rest of the coins. Dogecoin as an example. If a new category of coin can be created in less than a day it seems like the whole concept is nothing but a house of cards. Good luck to crypto investors but this XX year old will never be one"  
[X Link](https://x.com/FreemyerGreg/status/1979525122865115279) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-18T12:29Z 1247 followers, XXX engagements


"$eose XX minutes in and voting is almost equal A key thing to think about is X potential momentous things in the last XX days and people can't even agree which is the most momentous. $eose - we aren't a meme stock"  
[X Link](https://x.com/FreemyerGreg/status/1979546217005683119) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-18T13:52Z 1247 followers, 2900 engagements


"@vicarvik IEP is a strong believer in the $eose Z3. Maybe the strongest. I'd be very surprised if they mixed BESS from multiple manufacturers"  
[X Link](https://x.com/FreemyerGreg/status/1979604638505595002) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-18T17:44Z 1247 followers, XXX engagements


"@Volume_Stocks Interesting poll and comments. Are you sure you know all the momentus things that have happened to $eose in the last XX days. Are you sure they aren't enough to justify $XX. I think they justify $XX myself"  
[X Link](https://x.com/FreemyerGreg/status/1979729833140932874) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-19T02:02Z 1247 followers, 1031 engagements


"@NickGallantin @JackMenshaw Which isn't possible There are various videos showing the $eose manufacturing line. It is absolutely nothing like a LFP manufacturing line"  
[X Link](https://x.com/FreemyerGreg/status/1979746851923607832) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-19T03:10Z 1247 followers, XXX engagements


"@kremsnite Sad. Very sad. $eose is only up XXXX% for the month (so far). Maybe they will do better next month"  
[X Link](https://x.com/FreemyerGreg/status/1979911541823508797) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-19T14:04Z 1246 followers, XXX engagements


"Do I hear XX lines $eose"  
[X Link](https://x.com/FreemyerGreg/status/1979676887195779341) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-18T22:32Z 1246 followers, 3740 engagements


"@RickKiessig @MWSieb @RaMansell @memcculloch @SJuan1797 @MFJ0564 @human1961 "burn" may not be the right word for a purely electric thruster"  
[X Link](https://x.com/FreemyerGreg/status/1979902686632767628) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-19T13:29Z 1246 followers, XX engagements


"@mymorristribe @JackMenshaw Serial number tracking I think puts $eose Q3 as $30-$40mm And we only know about what went to City Utilities in Missouri. Another mystery project out there enhance that"  
[X Link](https://x.com/FreemyerGreg/status/1980272889854034356) [@FreemyerGreg](/creator/x/FreemyerGreg) 2025-10-20T14:00Z 1247 followers, XXX engagements