# ![@Bullstkpicks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1658827178879119365.png) @Bullstkpicks Bull Stock Picks

Bull Stock Picks posts on X about $eose, $inv, in the, $inbx the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1658827178879119365/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658827178879119365/c:line/m:interactions.svg)

- [--] Week [---------] +3,770%
- [--] Month [---------] +3,205%
- [--] Months [---------] +409%
- [--] Year [---------] +353%

### Mentions: [--] [#](/creator/twitter::1658827178879119365/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658827178879119365/c:line/m:posts_active.svg)

- [--] Week [--] -1.30%
- [--] Month [---] +175%
- [--] Months [---] -4.50%
- [--] Year [---] +135%

### Followers: [-----] [#](/creator/twitter::1658827178879119365/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658827178879119365/c:line/m:followers.svg)

- [--] Week [-----] +3.40%
- [--] Month [-----] +9.90%
- [--] Months [-----] +30%
- [--] Year [-----] +169%

### CreatorRank: [-------] [#](/creator/twitter::1658827178879119365/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1658827178879119365/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47.02% [finance](/list/finance)  24.5% [cryptocurrencies](/list/cryptocurrencies)  17.22% [technology brands](/list/technology-brands)  6.62% [automotive brands](/list/automotive-brands)  3.31% [countries](/list/countries)  1.99% [currencies](/list/currencies)  1.32% [celebrities](/list/celebrities)  0.66%

**Social topic influence**
[$eose](/topic/$eose) #21, [$inv](/topic/$inv) #4, [in the](/topic/in-the) 11.26%, [$inbx](/topic/$inbx) 10.6%, [ai](/topic/ai) 7.95%, [$envx](/topic/$envx) 6.62%, [$pbi](/topic/$pbi) 5.96%, [$alto](/topic/$alto) 4.64%, [history](/topic/history) 4.64%, [strong](/topic/strong) 3.97%

**Top accounts mentioned or mentioned by**
[@accelsiusatx](/creator/undefined) [@spearfishingcap](/creator/undefined) [@mrderivatives](/creator/undefined) [@domocapital](/creator/undefined) [@freemyergreg](/creator/undefined) [@philroberts](/creator/undefined) [@oldmammoth69](/creator/undefined) [@leadlagreport](/creator/undefined) [@xebitda](/creator/undefined) [@poweredbyeos](/creator/undefined) [@grok](/creator/undefined) [@thejefflutz](/creator/undefined) [@jonchimpo23](/creator/undefined) [@julilivi4](/creator/undefined) [@zerosumgame33](/creator/undefined) [@spenbaker](/creator/undefined) [@aukm_42](/creator/undefined) [@phoenix3million](/creator/undefined) [@amaymd](/creator/undefined) [@weareinnventure](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Inverse Finance (INV)](/topic/$inv) [Inhibrx, Inc. (INBX)](/topic/$inbx) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Tesla, Inc. (TSLA)](/topic/$tsla) [BioAtla, Inc. (BCAB)](/topic/$bcab) [Iris Energy Limited (IREN)](/topic/$iren) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Energy Transfer, LP. (ET)](/topic/$et) [CalciMedica, Inc. (CALC)](/topic/$calc) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Walmart, Inc. (WMT)](/topic/$wmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ClarkSquareCap $INV which owns a controlling interest in @AccelsiusATX https://t.co/rheQM9U6AT https://t.co/rheQM9U6AT"  
[X Link](https://x.com/Bullstkpicks/status/2021258386260557973)  2026-02-10T16:22Z [----] followers, [---] engagements


"$INBX Ive done a ton of DD on this and spoken to management 3x. [---] is goin to likely be sold in q1 for $150-$200 per share alone. If [---] results hit (smaller chance) this is a $500 stock. Remaining assets will likely be spun into a private spinCo as they have some other interesting stuff https://twitter.com/i/web/status/1992130456884478037 https://twitter.com/i/web/status/1992130456884478037"  
[X Link](https://x.com/Bullstkpicks/status/1992130456884478037)  2025-11-22T07:18Z [----] followers, [---] engagements


"$INBX The Most Mispriced Oncology Asset in Small-Cap Biotech Deep Dive on INBRX-109 Value: Most people still think INBRX-109 is a tiny rare-disease drug worth a few hundred million. That thesis is now completely wrong in my opinion: With the new CRC & Ewing data INBRX-109 looks like a multi-indication first-in-class DR5 agonist that could command a $2.5B$3B sale price on its own. Heres is my opinion based on discussion with managment and several oncology doctors: [--]. Registrational Data: Overlooked Strength - PFS doubled in conventional chondrosarcoma (5.52 vs [----] months) - HR = [-----] p"  
[X Link](https://x.com/Bullstkpicks/status/1994842560007655848)  2025-11-29T18:55Z [----] followers, [---] engagements


"@Phoenix3million @A_May_MD $INBX is undervalued in my opinion. They are currently taking [---] to market and I estimate $125-$150 in sale price per share for that drug alone. Likely announcement in late q1"  
[X Link](https://x.com/Bullstkpicks/status/1998447775327920181)  2025-12-09T17:40Z [----] followers, [---] engagements


"$INBX - here is my bull case reasoning from ChatGPT. The managment team here is top notch and trust me I talk to a lot. I have probably talked to [--] biotech management teams in the last 12-18 months and I would say this team is the best I have spoken to. They have a track record of doing this and I am confident they will get $120ish on the low end and $150 on the high end. @Phoenix3million @DavidCo44802292 @A_May_MD It's really not that hard to see. I feed all the data into to ChatGPT and here is the summary: 🔥 INBX The Market Is Mispricing INBRX-109 by Billions. Heres the Real Valuation"  
[X Link](https://x.com/Bullstkpicks/status/1999115656130617617)  2025-12-11T13:54Z [----] followers, [---] engagements


"$INBX not a hard rebuttal all you have to do is plug their results and deck into ChatGPT up against your post. Buying here at $82 is a steal with low risk IMHO 🔥 Thread: A Balanced Rebuttal to the Bearish INBX Take + What [---] Alone Is Worth Per Share A lot of bearish commentary on $INBX focuses on: small TAM liver tox no OS overvaluation. Heres a factual data-driven breakdown of whats true whats exaggerated and what [---] alone is actually worth on a per-share basis. 👇 [--] The market is too small for [---] to matter. True: [--------] U.S. chondrosarcoma cases per year. 20% unresectable 300400"  
[X Link](https://x.com/Bullstkpicks/status/1999332937028755538)  2025-12-12T04:18Z [----] followers, [---] engagements


"$INBX update after recent management commentary: INBRX-106: Management explicitly stated [---] is performing better than Keytruda otherwise they would have killed it. Not a slam dunk but also not a moonshot internally framed as roughly 60/40. Key driver is durability & OS with immune-memory signal emerging. Data needs to mature into H226. Real asset longer-dated upside. INBRX-109: Active discussions ongoing. Timing intentionally being optimized into late Q1 as CRC durability continues to mature. Large pharma interest is primarily driven by CRC not just chondrosarcoma. Management was clear: they"  
[X Link](https://x.com/Bullstkpicks/status/2001370178882539600)  2025-12-17T19:13Z [----] followers, [---] engagements


"$INBX this aged well. Only difference is [---] I believe is worth $120 min. And then other assets will be spun into another company. Still a lot of room with little risk in my opinion. $INBX After my call this morning I doubled my position at $50-$51 as there is so little risk now but massive upside. The [---] data was so strong and so a bear case on sale of that drug is $80 in my book in q1 of [--] and a high case would be $150. If [---] data is positive in $INBX After my call this morning I doubled my position at $50-$51 as there is so little risk now but massive upside. The [---] data was so strong"  
[X Link](https://x.com/Bullstkpicks/status/2001724454599021019)  2025-12-18T18:41Z [----] followers, [---] engagements


"$CALC a newer name for me that I bought a ton of around $4.25-$4.50. New [--] week high today. This os going to rocket after data in early 2026z $calc is an under the radar name that offers a very interesting opportunity here. They have decent-good probability of success in their Kourage trial and extreme upside potential if they get a clean win. I will dig into the past data and explain why the opportunity exists. 🧵1/12 $calc is an under the radar name that offers a very interesting opportunity here. They have decent-good probability of success in their Kourage trial and extreme upside"  
[X Link](https://x.com/Bullstkpicks/status/2004573716848717906)  2025-12-26T15:23Z [---] followers, [---] engagements


"$INBX - this is what happens when you short companies that have great management and solid drugs. This is going to $120+ in 3-6 months"  
[X Link](https://x.com/Bullstkpicks/status/2008706763088965759)  2026-01-07T01:06Z [----] followers, [---] engagements


"@grok @GoatedJosep @ShanuMathew93 @grok how do you leave off $EOSE"  
[X Link](https://x.com/Bullstkpicks/status/2010181350641545303)  2026-01-11T02:45Z [---] followers, [---] engagements


"$INBX - new seeking alpha article with similar views. Huge upside here still - https://seekingalpha.com/article/4859331gt=448f99c501b5aca1 [--]. INBRX-109 Is NOT a 300-Patient Drug New data show it has real multi-tumor potential: - Chondrosarcoma: $120170M U.S. - CRC: $300700M+ if randomized results hold -Ewing: $75150M - Global peak across indications: $500M$1B+ Big pharma is always looking for: - https://seekingalpha.com/article/4859331gt=448f99c501b5aca1 [--]. INBRX-109 Is NOT a 300-Patient Drug New data show it has real multi-tumor potential: - Chondrosarcoma: $120170M U.S. - CRC: $300700M+ if"  
[X Link](https://x.com/Bullstkpicks/status/2011170185512661171)  2026-01-13T20:15Z [----] followers, [---] engagements


"$INV is a great opportunity here. You are buying at a level with incredibly low downside and multiple x upside. These opportunities are how wealth is made. Reminds me of buying $EOSE under $2 not as much upside as $EOSE but a 5-10x in 18-24 months in my opinion. $INV Great job last night by @joseyreyes and Josh Claymen CEO of Accelsius. I am overseas and my internet wasnt working but I have listened to the spaces this morning and wanted to share my ruminations and key take-aways: 1.) Josh did a great job explaining the https://t.co/CLRSjcNKxV $INV Great job last night by @joseyreyes and Josh"  
[X Link](https://x.com/Bullstkpicks/status/2012154913045020789)  2026-01-16T13:28Z [----] followers, [----] engagements


"I would love your thoughts on $INBX. [---] is worth more than the current share price and way more with positive colorectal data which seems likely based on discussions with managment. I feel sale of [---] alone will likely be around $120 or more per share. Than they have [---] and they clearly said they would scrap if data was bad and they are proceeding. If that hits this is a whole new ball game. But even without that I think [---] is clearly a big winner how big is dependent but I think way more the current stock price https://twitter.com/i/web/status/2017323470225629660"  
[X Link](https://x.com/Bullstkpicks/status/2017323470225629660)  2026-01-30T19:46Z [----] followers, [----] engagements


"$INV This weekend I have spent a huge amount of time on my outsized investment here to make sure there is nothing I may have missed. When I invest in new tech one of the biggest questions I ask is what is the potential downside risk that some other breakthrough makes the tech less relevant or outright obsolete. That risk is real in all tech. Just look at how Software tech right now is being affected by opinions on how AI will affect their business. No matter if it is correct or not the market is saying that almost all software will be affected by the advancement of AI. Ignoring this is how"  
[X Link](https://x.com/Bullstkpicks/status/2018071296794300632)  2026-02-01T21:17Z [----] followers, [----] engagements


"Here is ChatGPTs thoughts. 💥 Whats actually going on (most likely) This looks like AES personnel doing technology evaluation / site diligence at an Eos Energy Enterprises facility not AES showing up to install lithium at an EOSE site. Large IPPs and utilities (AES included) routinely: Visit non-lithium vendors they dont currently deploy Run parallel tech diligence for constrained geographies Evaluate alternatives where lithium faces permitting safety or community pushback That fits perfectly with the context in the screenshot about community opposition to lithium BESS. Why AES would care"  
[X Link](https://x.com/Bullstkpicks/status/2018145054410301812)  2026-02-02T02:10Z [---] followers, [---] engagements


"@ohnonotcameron They just did a raise with the $JCI and Legrand investment those werent on the balance sheet last quarter end. Cash is fine and they have mentioned sales of $125 million for Accelsius and positive cash flow by year end"  
[X Link](https://x.com/Bullstkpicks/status/2018244405988036665)  2026-02-02T08:45Z [----] followers, [---] engagements


"$EOSE - updated seeking alpha article. Always good to hear the other side https://seekingalpha.com/article/4864887gt=961be137fccaea4b https://seekingalpha.com/article/4864887gt=961be137fccaea4b"  
[X Link](https://x.com/Bullstkpicks/status/2018310450551693347)  2026-02-02T13:08Z [----] followers, [----] engagements


"$INV - great summary https://t.co/lKB3thDMMi https://t.co/lKB3thDMMi"  
[X Link](https://x.com/Bullstkpicks/status/2018352443722002711)  2026-02-02T15:54Z [----] followers, [----] engagements


"$EOSE $INV no bubble just getting started $GOOGL former Chairman & CEO Eric Schmidt on AI scaling: The scaling laws of AI have not slowed down yet. If you put more data and more electricity and more chips you get this emergent behavior one after the other Hyperscalers demand for HPC starts with electricity https://t.co/fNWZXLjkvc $GOOGL former Chairman & CEO Eric Schmidt on AI scaling: The scaling laws of AI have not slowed down yet. If you put more data and more electricity and more chips you get this emergent behavior one after the other Hyperscalers demand for HPC starts with electricity"  
[X Link](https://x.com/Bullstkpicks/status/2018523575679099170)  2026-02-03T03:14Z [----] followers, [----] engagements


"@leadlagreport @TeucriumETFs @MacroView_Jake @GilbertieSal 100% agree great detail. I am invested in $ALTO due to this"  
[X Link](https://x.com/Bullstkpicks/status/2018823436538429830)  2026-02-03T23:06Z [----] followers, [---] engagements


"$EOSE - trust the felt Unless we diversified into a pool table manufacturer $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt was delivered on 2/4/26. (It was supposed to be delivered on 2/3/26 but not every thing is always on time when coming from overseas) @FreemyerGreg @philroberts https://t.co/KXfcufapjg $EOSE 🚨 FELT DELIVERY 🚨 [-----] K of felt was delivered on 2/4/26. (It was supposed to be delivered on 2/3/26 but not every thing is always on time when coming from overseas) @FreemyerGreg @philroberts https://t.co/KXfcufapjg"  
[X Link](https://x.com/Bullstkpicks/status/2019384283098751363)  2026-02-05T12:15Z [---] followers, [----] engagements


"@Mr_Derivatives They are forcing liquidation. The addition of funds and other synthetics has created forced selling. The worst thing for crypto was all these other way to invest in it"  
[X Link](https://x.com/Bullstkpicks/status/2019566714376319386)  2026-02-06T00:20Z [---] followers, [----] engagements


"@xEBITDA Look at crypto everything high risk is dumping. There was some short report that hit on a ticker that is close that caused it to sell off and it never came back"  
[X Link](https://x.com/Bullstkpicks/status/2019568192063184945)  2026-02-06T00:25Z [----] followers, [---] engagements


"@HexagonKri33900 @Mr_Derivatives Agree at some point no idea where"  
[X Link](https://x.com/Bullstkpicks/status/2019573699956076913)  2026-02-06T00:47Z [---] followers, [--] engagements


"@WarrenPies The hysteria is out of control with 4%+ gdp growth and earnings strong across the board"  
[X Link](https://x.com/Bullstkpicks/status/2019594898262143225)  2026-02-06T02:12Z [----] followers, [----] engagements


"@leadlagreport So is the bottom close are we going to see 20%+ drawdown for equities from peak If you call that and it happens you were definitely right but if we only get a 5-10% pullback and your saying 20% more than 🤔"  
[X Link](https://x.com/Bullstkpicks/status/2019601792771018863)  2026-02-06T02:39Z [---] followers, [---] engagements


"@OldMammoth69 @DOMOCAPITAL Agree but what is not priced in is nationwide e15 (if that gets done) and the European sales advantages $alto has. They are well positioned finally as long as they dont mess it up"  
[X Link](https://x.com/Bullstkpicks/status/2019620878087025024)  2026-02-06T03:55Z [----] followers, [---] engagements


"@BondDoc17 @leadlagreport Stupid comment has never happened in history. Bears are so dumb long term. They should take the win they got this week. Sure we get 5-10% pullbacks from time but we have years left in this secular bull market. America is winning open your eyes to bull ride we are just starting"  
[X Link](https://x.com/Bullstkpicks/status/2019872827856269330)  2026-02-06T20:36Z [---] followers, [--] engagements


"Now imagine you are smart and did your research and believe the company is a long term winner. You didnt buy all at once like most idiots. You average down and buy another $100000 now you [----] shares at an average price of $80 and an average yield of 4.5%. [--] years later the stock has grown 8% a year plus the 4.5% dividend was reinvested each month. Sounds pretty good to me. Hypothetical"  
[X Link](https://x.com/Bullstkpicks/status/2019874001565413645)  2026-02-06T20:41Z [----] followers, [----] engagements


"@Jake__Wujastyk Very possible for $EOSE to do this year what $IREN did last year"  
[X Link](https://x.com/Bullstkpicks/status/2019893128011071664)  2026-02-06T21:57Z [---] followers, [---] engagements


"@SpearfishingCap @schroedy222 Could surprise to the upside with a hyperscaler order that says let me give you a down payment to accelerate production. 🤞"  
[X Link](https://x.com/Bullstkpicks/status/2019903115948908813)  2026-02-06T22:36Z [---] followers, [--] engagements


"I agree there is some cooking but WMT is looked at as a beneficiary even if that happens with pricing power and trade down. My post really wasnt about support to buying it here I dont own it and wouldnt buy it. My point is just how multiples are set and Walmarts earners are just seen safe and stable. Overall we are clearly in a secular bull market and I think the 2020s will be the best decade on record for s&p returns. I think a lot of tech is a strong buy here as AI is just getting started"  
[X Link](https://x.com/Bullstkpicks/status/2020009510358683869)  2026-02-07T05:39Z [---] followers, [--] engagements


":) no argument. I wouldnt buy $WMT here but was just trying to educate people that PE is not just growth but long term viability. The market is just saying for years and years we see WMT doing pretty well. See below on how this applies to software. Brad does a good job of saying fog over an industries long term stability of cash flow just brings multiples down. Software stocks dropped not because they missed earnings but due to the future uncertainty coming from AI. Long-term (10-30 years) cash flows are suddenly not that clearly visible. Brad Gerstner (@altcap) founder of Altimeter Capital"  
[X Link](https://x.com/Bullstkpicks/status/2020011272465514594)  2026-02-07T05:46Z [---] followers, [--] engagements


"@APompliano Jensen on CNBC half time yesterday. AI revolution is just getting started. [----] will be the best decade of stock returns in mark history. And it wont even be close Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable https://t.co/lSjoKoBE7m Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable https://t.co/lSjoKoBE7m"  
[X Link](https://x.com/Bullstkpicks/status/2020136118818082969)  2026-02-07T14:02Z [---] followers, [---] engagements


"@SpearfishingCap So what about when Joe said on the last call that they had an MOU with a hyperscaler that they were hoping would be an order soon"  
[X Link](https://x.com/Bullstkpicks/status/2020268999423193146)  2026-02-07T22:50Z [---] followers, [--] engagements


"@Mr_Derivatives Yes likely. 5-10% twice. We had one so far. But it is highly likely we are higher at year end so you slam the buy button in those. My prediction is from the March [----] low to march of [----] we will have the strongest bull market in history and it wont even be close"  
[X Link](https://x.com/Bullstkpicks/status/2020355788028395740)  2026-02-08T04:35Z [---] followers, [---] engagements


"@Mr_Derivatives $qqq had a 6% draw down. With the Rotation spy did not but I look at several metrics and consider this a registered 5% pullback and [--] of [--] I think we get this year but see 8k spy by year end. 15k+ by March of [----] is coming - Greatest [--] years in history"  
[X Link](https://x.com/Bullstkpicks/status/2020358843276911058)  2026-02-08T04:47Z [---] followers, [---] engagements


"@Mr_Derivatives I get it and not saying Spx hit just saying broader ways to measure a pullback. This was one of two pullbacks this year if you want to measure on spx alone we will only get one. I see this past week as [--] as [--] with one more"  
[X Link](https://x.com/Bullstkpicks/status/2020378349240304068)  2026-02-08T06:05Z [---] followers, [--] engagements


"$SPY $QQQ $IWM $EOSE $INV - I wrote this comment on a bearish market article on seeking alpha and thought I would post on here. Dont miss this 🐂 Run. This article completely misses the plot. Calling $600B of AI capex bubble behavior is a basic misunderstanding of how infrastructure transitions work. Capex always comes before monetization. Railroads electrification telecom cloud same movie every time. If you measured AWS in [----] the way this author measures AI in [----] youd have called cloud a failure too. The grid constraint argument is accidentally bullish. Power scarcity doesnt kill AI it"  
[X Link](https://x.com/Bullstkpicks/status/2020493261102563816)  2026-02-08T13:41Z [----] followers, [---] engagements


"@StockMktTV @SuttmeierTS @JC_ParetsX @SSuttmeier If that is the most bearish then this post may be the most bullish - Trucking volumes continued to surge as we close out the week and are now at the highest levels they've been since October [----]. This is a remarkable freight market with no signs of slowing. It continues to reinforce the narrative that market tightness is not just a weather https://t.co/GFD56CCtix Trucking volumes continued to surge as we close out the week and are now at the highest levels they've been since October [----]. This is a remarkable freight market with no signs of"  
[X Link](https://x.com/Bullstkpicks/status/2020494870952181896)  2026-02-08T13:48Z [---] followers, [---] engagements


"$EOSE is being valued like a commodity battery company when it should be analyzed like a tax-advantaged U.S. manufacturing platform. That disconnect is where the opportunity is. The most misunderstood part of $EOSE right now is that people are modeling it like a normal battery hardware company competing purely on ASP vs Chinese LFP. Thats the wrong framework. Those in the $EOSE community who have been here a long time understand this but I dont think its broadly appreciated yet and it is not priced in. Under IRA Section 45X U.S. battery manufacturers can earn refundable production tax credits"  
[X Link](https://x.com/Bullstkpicks/status/2020596606744014962)  2026-02-08T20:32Z [----] followers, [----] engagements


"Fair enough but lack of progress is an opinion not a fact. Not every order or shipment is PRed. What the felt data clearly shows is that the line is running at high utilization which management explicitly said would happen on the last earnings call. Separately we already know the company is taking orders like M8 that are not PRed with play-by-play updates. Revenue and utilization will ultimately settle the debate I agree on that but buying after this pull back is a tremendous risk reward and the next ER could easily send this over $20 in a blink of an eye."  
[X Link](https://x.com/Bullstkpicks/status/2020618472967782708)  2026-02-08T21:59Z [----] followers, [---] engagements


"Total get what youre saying and dont necessarily disagree but I wouldnt call Q3 a miss. The company guided to full-year revenue not quarterly and it was always expected to be back-end weighted. Q3 was still early ramp with inventory build. The felt data shows Q4 was a step change in sustained production which is consistent with landing near the annual guide and Q1 is tracking well ahead of Q4 so far. Revenue will confirm it but the inputs suggests the ramp is here. https://twitter.com/i/web/status/2020627146264252446 https://twitter.com/i/web/status/2020627146264252446"  
[X Link](https://x.com/Bullstkpicks/status/2020627146264252446)  2026-02-08T22:33Z [----] followers, [--] engagements


"Secular Bull market to [----] is what I have been saying. This is well worth the listen. Set a reminder for my upcoming Space https://t.co/D9XfgbslpW Set a reminder for my upcoming Space https://t.co/D9XfgbslpW"  
[X Link](https://x.com/Bullstkpicks/status/2020631647155351983)  2026-02-08T22:51Z [----] followers, [---] engagements


"$INV Microsoft $MSFT on their last earnings call: Fairwaters 2-story design and liquid cooling allow us to run higher GPU densities and improve performance + latency. We added nearly [--] GW of capacity this quarter. This is a big tell on where things are and are continuing to head on cooling. As chips get more efficient that efficiency isnt used to lower power its used to push density higher. More GPUs per rack more heat in less space. Air cooling isnt enough thus Liquid scales. Air Single Phase Water Dual Phase liquid = Accelsius ($INV) Thats why NVIDIA Meta Google and Microsoft all converge"  
[X Link](https://x.com/Bullstkpicks/status/2018623694252212241)  2026-02-03T09:52Z [----] followers, [----] engagements


"@thejefflutz Agree a lot going on but the liquidity reduction through FED balance sheet decline potential definitely played a big part to trigger"  
[X Link](https://x.com/Bullstkpicks/status/2019587009346732344)  2026-02-06T01:40Z [----] followers, [---] engagements


"@JordanSolace People act as if he is going to come in and take it to zero. It was an excuse to sell off cause fear and the big boys pick up shares from weak retail. The AI super cycle is 1000x more powerful and important than some Fed balance sheet slow decline. Just my opinion"  
[X Link](https://x.com/Bullstkpicks/status/2019863743061193138)  2026-02-06T20:00Z [----] followers, [---] engagements


"$EOSE - I think this puts EOS in the driver seat for many of the other NY projects. 🚨🚨🚨 $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/Bullstkpicks/status/2021422119096361050)  2026-02-11T03:12Z [----] followers, [----] engagements


"$EOSE Data centers can tap batteries microgrids for faster interconnection: NEMA Battery systems are increasingly critical for data center operators willing to pay a premium for resilience and faster time to power industry analysts say. https://t.co/8TKRR6Bugv Data centers can tap batteries microgrids for faster interconnection: NEMA Battery systems are increasingly critical for data center operators willing to pay a premium for resilience and faster time to power industry analysts say. https://t.co/8TKRR6Bugv"  
[X Link](https://x.com/anyuser/status/2021434168425754998)  2026-02-11T04:00Z [----] followers, [----] engagements


"@JasonL_Capital @grok which is the next buy of these that has a chance to 3-5x in the next [--] years"  
[X Link](https://x.com/Bullstkpicks/status/2021435067432829377)  2026-02-11T04:04Z [----] followers, [---] engagements


"@julilivi4 Just need some larger projects announced for [----]. The 2027-2028 pipeline is building"  
[X Link](https://x.com/Bullstkpicks/status/2021646952170181108)  2026-02-11T18:06Z [----] followers, [---] engagements


"Are you asking in general They may be. We will know more on the ER call. We havent see major additional orders PRed for this year that would add up to sold out so we dont know. Based on just general demand in the market and Felt orders it appears they are pumping out as fast as they can. For me biggest questions are: 1) orders for [----] and how does that compare to capacity 2) what can line [--] produce in [----] 3) comments on line [--] & [--]. If they say they are or are ordering line [--] shortly and line [--] they expect to in the next few months that is the biggest thing for me as it shows the demand. 4)"  
[X Link](https://x.com/Bullstkpicks/status/2021652386612150759)  2026-02-11T18:27Z [----] followers, [--] engagements


"@DeLuks07 @FreemyerGreg @julilivi4 My 400k share position hopes so :) I completely agree we just need them to say it"  
[X Link](https://x.com/Bullstkpicks/status/2021680188308762767)  2026-02-11T20:18Z [----] followers, [--] engagements


"@SpearfishingCap Who is going to a post a question to ask when they will pay a dividend 😂"  
[X Link](https://x.com/Bullstkpicks/status/2021707435983925503)  2026-02-11T22:06Z [----] followers, [---] engagements


"@OldMateEngineer @GrassmanWilliam @FreemyerGreg @philroberts They would not scrap line one they would move to Marshall and use there or yes maybe for small runs / new testing in time. But that is not until we have many lines like 2029-2030 as they need all production they can get now as is it is go time"  
[X Link](https://x.com/Bullstkpicks/status/2022041874174022015)  2026-02-12T20:15Z [----] followers, [--] engagements


"@propst_austin Is this a drone shot from your drone Need to pay you to fly this thing into the Marshall building 😂"  
[X Link](https://x.com/Bullstkpicks/status/2022068156978847851)  2026-02-12T21:59Z [----] followers, [---] engagements


"@philroberts @propst_austin Trust me I tried AI :)"  
[X Link](https://x.com/Bullstkpicks/status/2022132711755002136)  2026-02-13T02:16Z [----] followers, [--] engagements


"@xEBITDA You nailed it with derisking and coming back in today. Buying $eose and $inv here is an incredible risk reward"  
[X Link](https://x.com/Bullstkpicks/status/2019473068003860829)  2026-02-05T18:07Z [----] followers, [---] engagements


"@genZinvest0r If they were smart they would be looking forward to where things are headed which us2 phase liquid cooling. They should be talking to @AccelsiusATX $INV $IREN"  
[X Link](https://x.com/Bullstkpicks/status/2019546130045149429)  2026-02-05T22:58Z [----] followers, [----] engagements


"@DOMOCAPITAL Pretty easy path to $20 in short order (6 months) $25 year end $30 [--] months. Focus on some debt reduction and then share repurchase unless some additional capex can boost earnings"  
[X Link](https://x.com/Bullstkpicks/status/2019722287558394114)  2026-02-06T10:38Z [----] followers, [----] engagements


"$EOSE $INV what is this odd greenish color on my screen"  
[X Link](https://x.com/Bullstkpicks/status/2019728801861923306)  2026-02-06T11:04Z [----] followers, [---] engagements


"If you arent listening to Jensen on CNBC right now you are missing it. The critics will say he is just talking his book. I say the game is just getting started. $INV $EOSE"  
[X Link](https://x.com/Bullstkpicks/status/2019827574814437816)  2026-02-06T17:36Z [----] followers, [----] engagements


"Driehaus Micro-Cap Growth Fund $DMCRX is a long-standing micro-cap growth fund with a strong history of beating peers. It owns both $INV and $EOSE. Its consistently delivered strong returns and sits well above average in performance vs category over time. https://www.morningstar.com/funds/xnas/dmcrx/performance https://www.morningstar.com/funds/xnas/dmcrx/performance"  
[X Link](https://x.com/Bullstkpicks/status/2020186034022281297)  2026-02-07T17:20Z [----] followers, [----] engagements


"$INV Why Accelsius Is Already Being Designed Into AI Data Centers (Before Anyone Says the Name) Theres a misconception that Accelsius needs a headline hyperscaler announcement to matter. I do expect that to come but the breadcrumbs already show its already happening. Cooling architectures are http://x.com/i/article/2020845472479424512 http://x.com/i/article/2020845472479424512"  
[X Link](https://x.com/anyuser/status/2020846603469263034)  2026-02-09T13:05Z [----] followers, [----] engagements


"$INV @weareinnventure @AccelsiusATX"  
[X Link](https://x.com/Bullstkpicks/status/2020846700827468253)  2026-02-09T13:06Z [----] followers, [---] engagements


"@datacenterpost [--] phase cooling is the future - @AccelsiusATX solves this $INV"  
[X Link](https://x.com/Bullstkpicks/status/2020995606810914935)  2026-02-09T22:57Z [----] followers, [---] engagements


"$INV - yes it comes down to sales no question. The estimates are extremely low and in my opinion will be proven so. The DarkNx deal alone I think is underestimated but I expect further orders. They have hinted at positive cash flow for Accelsius this year. With the backlog and the breadcrumbs I mention I think orders come and the rerate happens quickly. Time will tell but the price you can pay here is below the valuation paid by $JCI and Legrand. I think that is an outsized risk reward investment in an industry (cooling) that is exploding https://twitter.com/i/web/status/2021211226533941637"  
[X Link](https://x.com/Bullstkpicks/status/2021211226533941637)  2026-02-10T13:14Z [----] followers, [---] engagements


"@Mr_Derivatives $INV and $EOSE - bought both on the pullback and both are huge outsized risk / reward here"  
[X Link](https://x.com/Bullstkpicks/status/2021211613752070645)  2026-02-10T13:16Z [----] followers, [----] engagements


"No sale doesnt mean no interest it means not the right price. I am sure they have received offers for Pekin but if only $150 million or even $200 million the board would not accept. You can sell the west assets and have a company left you cant sell Pekin and have anything left thus you need a buyer for all. With 45z I am very confident right now they could sell the full company for at least $3.5 a share very quickly which would be around $350 million. Thus the board must see much higher value. $GPRE had many more plants in better areas than altos western plants and of course that made it"  
[X Link](https://x.com/Bullstkpicks/status/2021543676741124262)  2026-02-11T11:15Z [----] followers, [--] engagements


"@x_times_1 💯 agree. Monster growing TAM top tech and strong management. Huge outsized risk / reward here"  
[X Link](https://x.com/Bullstkpicks/status/2021941634917908819)  2026-02-12T13:37Z [----] followers, [---] engagements


"@cat_n_the_house - I think we may miss slightly. I did a very indepth post and AI using chat taking all into account (not guidance but Mahzas actuals financial statements and weekly felt it calculates $95m but even if $85m that would put us around [---]. I agree going forward is what matters more. Not sure if they guide to annual or quarterly. If they guide to over $105 quarterly (I could see $115-$120) that is what matters especially if they say demand is extremely strong and if they say anything around ordering line [--]. Time will tell"  
[X Link](https://x.com/Bullstkpicks/status/2022067670422532295)  2026-02-12T21:57Z [----] followers, [---] engagements


"$EOSE - list your top question you would like them to answer on call. Ill go first: - What timing do you see for line [--] and [--] at Marshall and how do you think about that in relation additional factory locations"  
[X Link](https://x.com/anyuser/status/2021712336591954026)  2026-02-11T22:25Z [----] followers, [----] engagements


"@Tesla_Teslaway $EOSE for energy especially now with their Indensity product $INV for their ownership on @AccelsiusATX for advanced [--] phase direct to chip cooling Great article"  
[X Link](https://x.com/Bullstkpicks/status/2022655434964774958)  2026-02-14T12:53Z [----] followers, [---] engagements


"This narrative continues to be a massive leap imho. For this to turn into a global margin call oil would need to stay $120+ for months USD/JPY disorderly and funding markets freezing up. None of that is happening is likely to happen at all. US is a top producer now central banks have swap lines and carry exposure isnt what it was in past crises. You cant talk about a carry trade black swan event for over [--] months and still expect it to be a black swan. Talk to any large bank fund manages the carry trade is not even close to the risk it was [--] months ago. Headlines spike volatility so of"  
[X Link](https://x.com/Bullstkpicks/status/2022672927821381857)  2026-02-14T14:03Z [----] followers, [----] engagements


"@braden_tewinkel The market is in total risk off right now algos selling everything down especially higher beta / AI related. Setting up for a major snap back just not sure when"  
[X Link](https://x.com/Bullstkpicks/status/2021983578616476157)  2026-02-12T16:23Z [----] followers, [---] engagements


"@GrassmanWilliam @FreemyerGreg @philroberts I spent a bunch of time working in ChatGPT and feed in the felt data quarterly 10qs and all call transcript to ask it what its best estimate is for Q4 and Q1 revenue (and finally a full 2026). Pretty interesting stuff. Thoughts $EOSE Best Estimate of Q425 Q126 and [----] Revenue (Ops + SEC + Throughput) To evaluate revenue I use felt per day as the production proxy and anchor it to: SEC inventory filings Mahaz utilization disclosures Line capacity timing No reliance on guidance commentary from management. [--] Felt per Day The Regime Change Quarterly"  
[X Link](https://x.com/anyuser/status/2021921136481599869)  2026-02-12T12:15Z [----] followers, [----] engagements


"Feed your responses into the model. Here is what it said. Very possible if demand is there. I think the steady-state math per line is directionally correct. If Line [--] is running 2.12.2 GWh effective and backlog ASP is $260M/GWh that implies $550575M annual revenue per fully optimized line. That part checks. Where models diverge is timing and ramp. For [----] specifically we need to separate: 1.Mature line output 2.Ramp-year contribution from Line [--] 3.Realistic uptime (not theoretical OEE) [--] Line [--] [----] Full Year Assumptions: [---] GWh theoretical throughput 9294% sustained uptime (not peak) $260"  
[X Link](https://x.com/Bullstkpicks/status/2021937575762485755)  2026-02-12T13:20Z [----] followers, [---] engagements


"@Cluster_6 Moving up is bullish. If I had to ask questions as an analyst I may way a delay but since we listen I think it allows them to add color and set the narrative before the market just moves on numbers. I think this will be a game changer earnings call"  
[X Link](https://x.com/Bullstkpicks/status/2022353439758733461)  2026-02-13T16:53Z [----] followers, [--] engagements


"If you dig in I think youll get more excited not less. Would love to have you validate what I and others are seeing or give your critique of we are off (I dont think we are) On dilution this isnt some science project burning cash forever. Its tied to real deployments. If pipeline converts capital follows revenue not blind equity raises. The mentioned Accelsius being cash flow positive exiting this year. Mgmt comp alignment this is the key. $INV management owns a ton of stock. Theyre real equity holders not just salary guys. Their upside is the same as ours. If this 1020xs they win big. If it"  
[X Link](https://x.com/Bullstkpicks/status/2022727185061085693)  2026-02-14T17:38Z [----] followers, [---] engagements


"Great questions. @x_times_1 probably best and weighing in but here is how I look at it. On the S-curve the JCI and Legrand involvement is a pretty strong signal this isnt lab tech. Those guys dont lean in unless its commercially ready. Management has also stated this and I think backlog supports. On competition; yes there are other liquid players but true two-phase direct-to-chip with real commercial traction is still a very small club and I think Accelsius is it at the moment. Most others are either single-phase or not broadly deployed yet. New data centers want tech that will be able to"  
[X Link](https://x.com/Bullstkpicks/status/2022736618696659292)  2026-02-14T18:16Z [----] followers, [---] engagements


"$INV / @AccelsiusATX I mentioned this in some questions @Zerosumgame33 had today so I thought I would share broadly about adoption patterns on cooling in general. Accelsius has talked about this and in my research here is what I would say: Every industry seems follows the same cooling progression. Air to single-phase liquid then to two-phase when heat density advances and requires the change. Cars started air-cooled. As horsepower rose they moved to liquid. Aerospace electronics moved from air to liquid to phase-change when flux got extreme. Nuclear literally relies on boiling because latent"  
[X Link](https://x.com/anyuser/status/2022746721726480583)  2026-02-14T18:56Z [----] followers, [---] engagements


"Agree 💯 I see $1.35-$1.4 for [----] and $1.55-1.65 for [----]. Which means we are trading at roughly 5.9x [--] EPS. We should be at $12-$13 today and $15-$17 by year end. Easy money The great thing about this is that $PBI is going to exceed Sidoti's [----] EPS estimate in [----] 🤣🤣 The great thing about this is that $PBI is going to exceed Sidoti's [----] EPS estimate in [----] 🤣🤣"  
[X Link](https://x.com/Bullstkpicks/status/1889655456718635075)  2025-02-12T12:39Z [----] followers, [----] engagements


"@DOGE_USPS Outsource back office operations to companies like $PBI and keep front end delivery drivers. In certain areas cut delivery to every other day"  
[X Link](https://x.com/Bullstkpicks/status/1891923616817635669)  2025-02-18T18:51Z [----] followers, [----] engagements


"$PBI - I asked Grok to analyze @DOMOCAPITAL article as well as all other public data and give its opinion. Very interesting. Share prediction of $16-$18 by year end and $20-$23 by end of [----] with upside based on USPS potential. https://x.com/i/grok/share/Orq7SMoAD5bGXcdsH8JgQG810 https://x.com/i/grok/share/Orq7SMoAD5bGXcdsH8JgQG810"  
[X Link](https://x.com/Bullstkpicks/status/1893403383463080260)  2025-02-22T20:51Z [----] followers, [----] engagements


"$PBI Crew. Next monster opportunity is $ALTO. Bradley Radoff just filled a 13D to help lead board / command take over just like he did with $PBI and Kurt Wolf. Beteeen @DOMOCAPITAL Radoff and Kaufman they now own over 17% https://www.sec.gov/Archives/edgar/data/778164/000092189525000585/xslSCHEDULE_13D_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/778164/000092189525000585/xslSCHEDULE_13D_X01/primary_doc.xml"  
[X Link](https://x.com/Bullstkpicks/status/1894101435630940319)  2025-02-24T19:05Z [----] followers, [----] engagements


"$ENVX so @joceyreyes209 legit question are you are now in the camp that $ENVX is a potential massive fraud as that is what @Richard_X_Roe says I have no problem hearing out legit concerns. Yes timing has slipped and the CEO sold some shares but what else has massively changed"  
[X Link](https://x.com/anyuser/status/1898288522970247355)  2025-03-08T08:23Z [----] followers, [----] engagements


"$ENVX @CarolS062142810 brings up a good question here that to me is really the crux of why this is exciting. Here are my guesses / thoughts in a 🧵 @doh_in @eenLien So I dont get it. What becomes of Maylasia One line wonder @doh_in @eenLien So I dont get it. What becomes of Maylasia One line wonder"  
[X Link](https://x.com/anyuser/status/1908498195052642714)  2025-04-05T12:33Z [----] followers, [----] engagements


"Thus to me this is 1) not Malaysia issues - Malaysia will support IoT / Chinese cell OEMs and will expand 2) this is all about military Routejade type sales initially but ultimately Samsung which is a game changer if / when it is announced. Just my humble opinion"  
[X Link](https://x.com/anyuser/status/1908498243463356487)  2025-04-05T12:33Z [----] followers, [---] engagements


"@elonmusk Tell the president to stop this madness we are already in the start of a guaranteed recession and a potential for a depression. You can go from what we had to a trade surplus overnight focus on taxes spending cuts and deregulation and work on trade more tactically over time"  
[X Link](https://x.com/anyuser/status/1909170405098606994)  2025-04-07T09:04Z [----] followers, 10.1K engagements


"@mcinnes_danny I think it is just as simple as TJ was very upset with how Farhan and Raj (but he blames Farhan in his role) of not being honest and forward on timing slip and the need for equity raise. I wouldnt read into it more than that"  
[X Link](https://x.com/anyuser/status/1912875203140481034)  2025-04-17T14:26Z [----] followers, [---] engagements


"@leadlagreport Just dont see it the VIX yelled capitulation. Trade news is only going to improve taxes going down regulation down consumer is strong"  
[X Link](https://x.com/anyuser/status/1917396743508857096)  2025-04-30T01:53Z [----] followers, 12.1K engagements


"$ENVX The investor deck is awesome. The best part is this slide where they are saying multiple lines and multiple hundred million in Revenue https://ir.enovix.com/static-files/667425e2-44ef-4ab0-978b-991a2e6be186 https://ir.enovix.com/static-files/667425e2-44ef-4ab0-978b-991a2e6be186"  
[X Link](https://x.com/anyuser/status/1917679640774169051)  2025-04-30T20:37Z [----] followers, [----] engagements


"@DOMOCAPITAL Collaboration on how $PBI can help usps save money. New usps is all about getting to breakeven and the new leadership will look at all options. Congress will likely protect mail delivery but they can help in sorting efficiency to help usps cut background costs"  
[X Link](https://x.com/Bullstkpicks/status/1920322245727011158)  2025-05-08T03:37Z [----] followers, [----] engagements


"$PBI - my initial take: Overall very positive and the stock should easily head to all time highs. A lot is misunderstood. Here is my 🧵:"  
[X Link](https://x.com/anyuser/status/1920331505718464906)  2025-05-08T04:14Z [----] followers, 14.2K engagements


"@DOMOCAPITAL Between $212m down to $170 depending on debt reduction from March [--] until today. Hard to know without knowing if they paid any down after March. Guessing they did pay some. Either way massive increase. Adjusted EBITDA in q1 was $148m"  
[X Link](https://x.com/Bullstkpicks/status/1925321418872340698)  2025-05-21T22:42Z [----] followers, [----] engagements


"Update [--] months in. Sold $BABA at $130 in late March for a large gain Used it to buy more $PBI and $EOSE which are my largest two positions. Followed by $ENVX (added 10k shares at 6.25) and $ET. Also went long in $ALTO a bit earlier but added more in the .85 range Heading into [----] my largest positions are $PBI $ENVX $ET $EOSE & $BABA. I am up a lot in all of these positions and I feel all of these will outperform the market this next year again. Heading into [----] my largest positions are $PBI $ENVX $ET $EOSE & $BABA. I am up a lot in all of these positions and I feel all of these will"  
[X Link](https://x.com/anyuser/status/1925376279781527972)  2025-05-22T02:20Z [----] followers, [----] engagements


"$EOSE - bought [---] $5 July [--] calls have a good amount of the $5 & $7 July [--] calls and a bunch of shares. Second largest position after $PBI"  
[X Link](https://x.com/anyuser/status/1930282849174700480)  2025-06-04T15:17Z [----] followers, [----] engagements


"$ENVX - only open question now is are we in the current Meta glasses or the Hypernova ones later this year. If they are in the Oakleys and they PR that on the 11th look out"  
[X Link](https://x.com/anyuser/status/1942209252136792095)  2025-07-07T13:09Z [----] followers, [---] engagements


"@DOMOCAPITAL PBI could clearly help the usps be closer to breakeven with no impact on rural / nationwide delivery. Should be an easy win for @USPS"  
[X Link](https://x.com/anyuser/status/1943771230454395333)  2025-07-11T20:35Z [----] followers, [---] engagements


"$ENVX $ENVXW - pretty crazy to think the the [----] Warrants I will get as of today are worth roughly $7. So that is $56k addition profit if I sold here (I will likely exercise but will hold and see) This is such a creative shareholder friendly way to raise equity. The company is basically taking less cash than they could have to reward shareholders. While it is dilutive from a macro perspective the dilution is paid for in a way that doesnt hurt shareholders and in fact should significantly benefit them. Hard to know where the stock trades when the Warrants are able to be sold (7/21) but even"  
[X Link](https://x.com/anyuser/status/1946637595867336759)  2025-07-19T18:25Z [----] followers, 13.6K engagements


"Here are your options: 1) instantly sell the warrants (they will show up at $envxw) in your account. They should trade around the share price minus $8.75) so you would Net $16700 with short term capital gains 2) excise right away or anytime before expiration could be as soon as [--] days from Monday. To exercise you will call your broker and you would need cash of (2400* [----] = $21000) but they would be worth $37200 right away. Your cost basis would show as $8.75 and if you sold them within a year you would be hit with short term capital gains or if over a year long term gains. Hope that helps"  
[X Link](https://x.com/anyuser/status/1946642633297711564)  2025-07-19T18:45Z [----] followers, [----] engagements


"@Mr_Derivatives Flipped Green :)"  
[X Link](https://x.com/anyuser/status/1947064280865501257)  2025-07-20T22:41Z [----] followers, [----] engagements


"Way too low for $envx. With the number of batteries they need it will need to be a JV and probably looking at [----]. We dont need Samsung at this stage to be wildly successful. This timeline below is the one that is realistic and wildly successful and shows Samsung phones in early 2027"  
[X Link](https://x.com/Bullstkpicks/status/1948327404725997662)  2025-07-24T10:20Z [----] followers, [----] engagements


"$ENVX One additional anecdotal observation the prior CFO (Farhan) that left or was asked to leave (really doesnt matter) still owns all the share he left with (over $5M worth). If someone like the that who is no longer working there is still holding with no requirement it should make you at least pause to think why"  
[X Link](https://x.com/anyuser/status/1949082491303637454)  2025-07-26T12:20Z [----] followers, [---] engagements


"@RocketPenguin75 I only see one of those three as winners. $QS is way overvalued / overhyped with a lot of downside. $AMPX I dont see a huge opportunity for them. $ENVX the sky is the limit"  
[X Link](https://x.com/Bullstkpicks/status/1949890103435780451)  2025-07-28T17:50Z [----] followers, [----] engagements


"Wrong - didnt take it that way. OEM [--] was late next year but OEM one they said they expect a PO in [--] months from final sample at actual size to test in the phone it will go in. This is what raj said: Here we've now sampled this battery to our lead smartphone OEM and they are doing all the different tests that they do to make sure this battery is working well in the phone that they want to launch in. And this testing takes time [----] cycles takes multiple months to test because when you -- when they put a new indiscernible battery in they go through the full cycle life test. And we started"  
[X Link](https://x.com/anyuser/status/1951286795070574744)  2025-08-01T14:19Z [----] followers, [---] engagements


"Well not sure what you make of these two quotes from the call Plus if you go back to all calls since Sept of [----] Raj has consistently said q4 of 2025: July [----] call Quote [--] - Raj we've now sampled this battery to our lead smartphone OEM and they are doing all the different tests that they do to make sure this battery is working well in the phone that they want to launch in. And this testing takes time [----] cycles takes multiple months to test because when you -- when they put a new indiscernible battery in they go through the full cycle life test. And we started sampling them in July so in"  
[X Link](https://x.com/anyuser/status/1952354647353520355)  2025-08-04T13:03Z [----] followers, [----] engagements


"$EOSE incredible weakness in light of small caps ripping. Just need a large order announcement to flip the script"  
[X Link](https://x.com/anyuser/status/1955627829997052398)  2025-08-13T13:49Z [----] followers, [----] engagements


"$BCAB should be a 3-4x on a positive partnership $PEPG ended up cashing out the profit. Now turning attention to $BCAB for their "comeback story" with imminent business development and Epcam data coming at ESMO. Started rebuying $ARTV for q4 data as well https://t.co/Pxz44EE4hw $PEPG ended up cashing out the profit. Now turning attention to $BCAB for their "comeback story" with imminent business development and Epcam data coming at ESMO. Started rebuying $ARTV for q4 data as well https://t.co/Pxz44EE4hw"  
[X Link](https://x.com/Bullstkpicks/status/1970975906681499722)  2025-09-24T22:17Z [----] followers, [----] engagements


"$BCAB had a great call with the management team today: here are my thoughts: 1) Still expect partnership deal on ROR2 by year end and phase [--] with partner in first half of [--] 2) they felt EpCAM data was positive for dosage and timing . May get timing on future data readouts with ER. 3) AXL is a program with several paths forward. Get continued interest a partner is ideal here. 4) Likely Milestones from Context Pharama soon but more than just the financial side also it is also about the story and pretty they seem hopeful here. Overall my opinion is: - partnership deals and warrants (hit at"  
[X Link](https://x.com/Bullstkpicks/status/1981928904920351140)  2025-10-25T03:40Z [----] followers, [----] engagements


"@marcuskiner @leadlagreport Portfolio is great I was way up today. Dont own NVDA. With that said Michael has been wrong on NVDA for about [--] years and a few [----] percent so going great for them as well. My largest positions are $EOSE $INV $INBX $ALTO and $BCAB up about 400% YTD"  
[X Link](https://x.com/Bullstkpicks/status/1991648848364568726)  2025-11-20T23:24Z [----] followers, [---] engagements


"$INBX you are definitely missing it. Reach out and speak to management they are very open to talk. I Maher meet with them 3x in mast [--] days. They are looking to sell [---] in q1 and are in active talks. My guess is north of $150 for that alone. [---] readouts in next few weeks. Less likely but if it hits this is a $500 stock or more. Reamining assets to be spun into a private spinCo https://twitter.com/i/web/status/1992132240592003459 https://twitter.com/i/web/status/1992132240592003459"  
[X Link](https://x.com/Bullstkpicks/status/1992132240592003459)  2025-11-22T07:25Z [----] followers, [---] engagements


"$INBX Not sure what the short case is The drug is a home-run. They are in active negotiations to sell [---] alone and I am estimating north of $150 for just [---] if not over $200. [---] read outs in next few weeks. If positive this is a 5-10x from here if not they scrap it. A short here is insane from all my research on talking with several oncology doctors and the company https://twitter.com/i/web/status/1992135694337159293 https://twitter.com/i/web/status/1992135694337159293"  
[X Link](https://x.com/Bullstkpicks/status/1992135694337159293)  2025-11-22T07:38Z [----] followers, [---] engagements


"My Favorite Weekly analysis. Thank you @CiovaccoCapital $EOSE $INV $INBX $ALTO $PBI $BCAB $ET Is This Normal Stock Market Behavior Or Something To Be Concerned About Details Charts & Scores: https://t.co/FEHxYqAq5i https://t.co/dW3Oz6H0F3 Is This Normal Stock Market Behavior Or Something To Be Concerned About Details Charts & Scores: https://t.co/FEHxYqAq5i https://t.co/dW3Oz6H0F3"  
[X Link](https://x.com/Bullstkpicks/status/1992236479234572438)  2025-11-22T14:19Z [----] followers, [----] engagements


"@pick1998_2 @AaronRosenblum5 💯 agree on $INBX sale of [---] for $125-$150 plus outside chance [---] hits. Data within the next [--] weeks"  
[X Link](https://x.com/Bullstkpicks/status/1996522089357214154)  2025-12-04T10:08Z [----] followers, [---] engagements


"$INBX - if anyone wants to look at the upside just look at how much options are going for. March [----] $130 calls selling for $6+"  
[X Link](https://x.com/Bullstkpicks/status/1999219379666584008)  2025-12-11T20:46Z [----] followers, [---] engagements


"$INV Why Accelsius Is Already Being Designed Into AI Data Centers (Before Anyone Says the Name) Theres a misconception that Accelsius needs a headline hyperscaler announcement to matter. I do expect that to come but the breadcrumbs already show its already happening. Cooling architectures are http://x.com/i/article/2020845472479424512 http://x.com/i/article/2020845472479424512"  
[X Link](https://x.com/anyuser/status/2020846603469263034)  2026-02-09T13:05Z [----] followers, [----] engagements


"$INV / @AccelsiusATX I mentioned this in some questions @Zerosumgame33 had today so I thought I would share broadly about adoption patterns on cooling in general. Accelsius has talked about this and in my research here is what I would say: Every industry seems follows the same cooling progression. Air to single-phase liquid then to two-phase when heat density advances and requires the change. Cars started air-cooled. As horsepower rose they moved to liquid. Aerospace electronics moved from air to liquid to phase-change when flux got extreme. Nuclear literally relies on boiling because latent"  
[X Link](https://x.com/anyuser/status/2022746721726480583)  2026-02-14T18:56Z [----] followers, [---] engagements


"Supercut of Eos Energy CEO Joe Mastrangelo and Engie North America SVP Dave Carroll from today's Main Stage panel at AI Horizons Pittsburgh Summit. Runtime of the original has been reduced by 31%. Enjoy 🔋 $EOSE $ENGIY @JoeMastrangelo8 @PoweredByEos @ENGIENorthAm"  
[X Link](https://x.com/anyuser/status/1966615346661802079)  2025-09-12T21:30Z [----] followers, 72.2K engagements


"RT @thejefflutz: The selection bias toward @PoweredByEos just got stronger and more concrete w/this new IRS guidance in the post below from"  
[X Link](https://x.com/anyuser/status/2022403821054628204)  2026-02-13T20:13Z [----] followers, [--] engagements


"The selection bias toward @PoweredByEos just got stronger and more concrete w/this new IRS guidance in the post below from @bert_gilfoyle . $EOSE Before this notice utility and grid-scale storage buyers knew the PFE rules were coming but faced ambiguity about how compliance would actually work. That ambiguity arguably let some procurement teams punt on the question and keep evaluating Chinese-supply-chain batteries on price alone. Now theres a specific published framework with calculable thresholds safe harbor mechanics and documentation requirements. That changes the internal conversation at"  
[X Link](https://x.com/anyuser/status/2022397588083708330)  2026-02-13T19:48Z 55.6K followers, 14.8K engagements


"$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 determining eligibility for ITC and 45x credits for batteries solar etc. It will take me some time to fully absorb the relevant impacts relative to what I already knew or was assuming. But in the meantime have fun reading and share your thoughts if you see anything noteworthy."  
[X Link](https://x.com/anyuser/status/2022374257712599358)  2026-02-13T18:16Z [----] followers, 18.9K engagements


"RT @SpearfishingCap: The MACR thresholds are scheduled to tighten annually through [----]. By setting the starting point at 55% for storage"  
[X Link](https://x.com/anyuser/status/2022386877798715808)  2026-02-13T19:06Z [----] 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/anyuser/status/2022385397830160532)  2026-02-13T19:00Z [----] followers, [----] engagements


"As Stanley Druckenmiller says making money isnt that hard. The biggest mistake investors make is they invest in the present instead of looking forward. Its very important never to invest in the present. Always try to envision the situation as you see it in [--] to [--] months. Thats exactly whats happening with the AI frenzy right now. The market is obsessing over this years free cash flow and ignoring what AI will unlock over the next few years. https://twitter.com/i/web/status/2022045148230598882 https://twitter.com/i/web/status/2022045148230598882"  
[X Link](https://x.com/anyuser/status/2022045148230598882)  2026-02-12T20:28Z 18.3K followers, 231.6K engagements


"$EOSE CU Phase [--] batteries from the sky There are 60+ more around the corner"  
[X Link](https://x.com/anyuser/status/2022067664307597670)  2026-02-12T21:57Z [---] followers, 24.3K engagements


"RT @braden_tewinkel: $inv Lets go Just need some orders"  
[X Link](https://x.com/anyuser/status/2022063161156022763)  2026-02-12T21:40Z [----] followers, [--] engagements


"$inv Lets go Just need some orders We're thrilled to be kicking off our partnership with @Legrand For more details be sure to check out the full press release from Legrand: https://t.co/odwkG2mOXU https://t.co/WzDfW1Gsxa We're thrilled to be kicking off our partnership with @Legrand For more details be sure to check out the full press release from Legrand: https://t.co/odwkG2mOXU https://t.co/WzDfW1Gsxa"  
[X Link](https://x.com/anyuser/status/2022063124946563337)  2026-02-12T21:39Z [---] followers, [---] engagements


"We're thrilled to be kicking off our partnership with @Legrand For more details be sure to check out the full press release from Legrand: https://www.legrand.us/about-us/newsroom/press/legrand-acquires-kratos-industries https://www.legrand.us/about-us/newsroom/press/legrand-acquires-kratos-industries"  
[X Link](https://x.com/anyuser/status/2022057852572250241)  2026-02-12T21:18Z [---] followers, [----] engagements


"CPS Energy (San Antonio) [---] MW battery storage RFP (deadline 01/2026) [---] MW award would likely move $EOSE from a developmental scale to a major utility-scale player potentially generating $800M$1B in immediate hardware backlog"  
[X Link](https://x.com/anyuser/status/2021668638206701618)  2026-02-11T19:32Z [--] followers, 22.4K engagements


"RT @McClellanOsc: History shows this is a bottoming indication"  
[X Link](https://x.com/anyuser/status/2021999650027581960)  2026-02-12T17:27Z [----] followers, [---] engagements


"History shows this is a bottoming indication. Tech sector $XLK Short Interest is at the highest level of this decade. Short-tech and software is a crowded trade. https://t.co/wQV9FtxryF Tech sector $XLK Short Interest is at the highest level of this decade. Short-tech and software is a crowded trade. https://t.co/wQV9FtxryF"  
[X Link](https://x.com/anyuser/status/2021977306382958772)  2026-02-12T15:58Z 143.3K followers, 384.4K engagements


"Tech sector $XLK Short Interest is at the highest level of this decade. Short-tech and software is a crowded trade"  
[X Link](https://x.com/anyuser/status/2021914754911179206)  2026-02-12T11:50Z 49.1K followers, 505.4K engagements


"@GrassmanWilliam @FreemyerGreg @philroberts I spent a bunch of time working in ChatGPT and feed in the felt data quarterly 10qs and all call transcript to ask it what its best estimate is for Q4 and Q1 revenue (and finally a full 2026). Pretty interesting stuff. Thoughts $EOSE Best Estimate of Q425 Q126 and [----] Revenue (Ops + SEC + Throughput) To evaluate revenue I use felt per day as the production proxy and anchor it to: SEC inventory filings Mahaz utilization disclosures Line capacity timing No reliance on guidance commentary from management. [--] Felt per Day The Regime Change Quarterly"  
[X Link](https://x.com/anyuser/status/2021921136481599869)  2026-02-12T12:15Z [----] followers, [----] engagements


"$EOSE 🚨 FELT DELIVERED 🚨 [-----] K of felt delivered on 02/10/2026. @FreemyerGreg @philroberts"  
[X Link](https://x.com/GrassmanWilliam/status/2021566037029011508)  2026-02-11T12:44Z [----] followers, 37.2K engagements


"You know one additional thing as I was working on this - here is Mahazs quote: In Q4 we expect to ship [--] times the volume we did in Q3. Ship can mean sale or it can mean it left the factory but the revenue wasnt recognized as revenue could be upon acceptance. I think if they do miss slightly they may say we shipped $x but $x was recognized as revenue. As long as it is close and [----] or q1 (however they chose to guide) is strong and demand comments are strong it will be fine. To me the biggest bullish comment we can hear is demand / orders are strong and we had or will be shortly ordering line"  
[X Link](https://x.com/anyuser/status/2021939516383100993)  2026-02-12T13:28Z [----] followers, [---] engagements


"🚨Single. Largest. Deregulatory. Action. EVER.Incoming: TOMORROW"  
[X Link](https://x.com/anyuser/status/2021710575642751166)  2026-02-11T22:18Z 257.2K followers, 868.1K engagements


"$EOSE - list your top question you would like them to answer on call. Ill go first: - What timing do you see for line [--] and [--] at Marshall and how do you think about that in relation additional factory locations"  
[X Link](https://x.com/anyuser/status/2021712336591954026)  2026-02-11T22:25Z [----] followers, [----] engagements


"RT @SpearfishingCap: There are enough data points to say that the massive felt deliveries we saw in Q4 [----] are continuing at full velocity"  
[X Link](https://x.com/anyuser/status/2021643483652747653)  2026-02-11T17:52Z [----] 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/anyuser/status/2021642398036906240)  2026-02-11T17:48Z [----] followers, [----] engagements


"Weekly $eose felt chart update. It's almost boring"  
[X Link](https://x.com/anyuser/status/2021592541364105227)  2026-02-11T14:29Z [----] followers, [----] engagements


"$VRT blowout all of the cooling technologies blowout $INV orders en route and stock re-rate coming"  
[X Link](https://x.com/anyuser/status/2021572111597211930)  2026-02-11T13:08Z [----] followers, [---] engagements


"$ALTO - https://seekingalpha.com/article/4868666gt=d44502aa5a23c541 https://seekingalpha.com/article/4868666gt=d44502aa5a23c541"  
[X Link](https://x.com/anyuser/status/2021573532086354383)  2026-02-11T13:14Z [----] followers, [---] engagements


"RT @AlPutino: @thejefflutz @PoweredByEos $TSLA investors take note there is huge upside in the energy storage sector as seen by growth in"  
[X Link](https://x.com/anyuser/status/2021560550413787388)  2026-02-11T12:22Z [----] followers, [--] engagements


"@thejefflutz @PoweredByEos $TSLA investors take note there is huge upside in the energy storage sector as seen by growth in Megapack deployments $EOSE is manufactured and getting it done in the Check out this great due diligence post $ASTS $PLTR $HOOD $IREN Eos Energy Full Investment Thesis: Everything You Need to Know About $EOSE $EOSE 🔋has been my biggest position since [----] - studying it has been a part/full-time job in itself.🔋 Heres my 119-page two-hour presentation on Eos Energy. Many have reached out wanting to https://t.co/2oylmZawfA Eos Energy Full Investment Thesis: Everything You"  
[X Link](https://x.com/anyuser/status/2021556609680601406)  2026-02-11T12:07Z [----] followers, [---] engagements


"Eos Energy Full Investment Thesis: Everything You Need to Know About $EOSE $EOSE 🔋has been my biggest position since [----] - studying it has been a part/full-time job in itself.🔋 Heres my 119-page two-hour presentation on Eos Energy. Many have reached out wanting to learn more about the company reshaping Americas grid. I did this video and tried including everything I know in here hopefully helping speed up the learning curve for anyone interested. This isnt meant to be flawless; its meant to be done. I hope it helps you grasp the companys story the team driving it and the potential they"  
[X Link](https://x.com/anyuser/status/1978939256442872069)  2025-10-16T21:41Z [----] followers, 522.1K engagements


"$EOSE Data centers can tap batteries microgrids for faster interconnection: NEMA Battery systems are increasingly critical for data center operators willing to pay a premium for resilience and faster time to power industry analysts say. https://t.co/8TKRR6Bugv Data centers can tap batteries microgrids for faster interconnection: NEMA Battery systems are increasingly critical for data center operators willing to pay a premium for resilience and faster time to power industry analysts say. https://t.co/8TKRR6Bugv"  
[X Link](https://x.com/anyuser/status/2021434168425754998)  2026-02-11T04:00Z [----] followers, [----] engagements


"Data centers can tap batteries microgrids for faster interconnection: NEMA Battery systems are increasingly critical for data center operators willing to pay a premium for resilience and faster time to power industry analysts say. https://www.utilitydive.com/news/data-centers-can-tap-batteries-microgrids-for-faster-interconnection-nema/811850/ https://www.utilitydive.com/news/data-centers-can-tap-batteries-microgrids-for-faster-interconnection-nema/811850/"  
[X Link](https://x.com/anyuser/status/2021297682862551520)  2026-02-10T18:58Z 24.6K followers, 20.1K engagements


"@Browpeak [--] lines up in [--] Robena 1.8GWh BNY 2.4GWh UK 5GWh Alone gives 9.2GWh for 27/28 delivery"  
[X Link](https://x.com/anyuser/status/2021398704562094454)  2026-02-11T01:39Z [----] followers, [----] engagements

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