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# ![@JordanSolace Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1392908184436756484.png) @JordanSolace 🔋ContributionMarginPositive

🔋ContributionMarginPositive posts on X about $eose, $asts, $enph, $rklb the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1392908184436756484/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1392908184436756484/c:line/m:interactions.svg)

- X Week XXXXXX +72%
- X Month XXXXXX +64%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +10%

### Mentions: XX [#](/creator/twitter::1392908184436756484/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1392908184436756484/c:line/m:posts_active.svg)

- X Week XX +13%
- X Month XX +13%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXX [#](/creator/twitter::1392908184436756484/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1392908184436756484/c:line/m:followers.svg)

- X Week XXX +3.90%
- X Month XXX +10%
- X Months XXX +35%
- X Year XXX +50%

### CreatorRank: XXXXXXX [#](/creator/twitter::1392908184436756484/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1392908184436756484/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1392908184436756484/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [finance](/list/finance)  XXXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$eose](/topic/$eose) #45, [$asts](/topic/$asts) 6.06%, [$enph](/topic/$enph) 6.06%, [$rklb](/topic/$rklb) 6.06%, [has been](/topic/has-been) 3.03%, [announces](/topic/announces) 3.03%, [$oklo](/topic/$oklo) 3.03%, [$tsla](/topic/$tsla) 3.03%, [blackrock](/topic/blackrock) 3.03%, [morgan stanley](/topic/morgan-stanley) XXXX%

**Top accounts mentioned or mentioned by**
[@rsnblassurance](/creator/undefined) [@xebitda](/creator/undefined) [@obginvestments](/creator/undefined) [@dmottco](/creator/undefined) [@jpmorgan](/creator/undefined) [@morganstanley](/creator/undefined) [@blackrock](/creator/undefined) [@wagiecapital](/creator/undefined) [@shoogahsnaps](/creator/undefined) [@srvc76](/creator/undefined) [@howlongtoretire](/creator/undefined) [@lucassacerdote_](/creator/undefined) [@grimmmiee](/creator/undefined) [@joceyreyes209](/creator/undefined) [@poweredbyeos](/creator/undefined) [@joemastrangelo8](/creator/undefined) [@lucassacerdote](/creator/undefined) [@theanimal23](/creator/undefined) [@thejefflutz](/creator/undefined) [@seriously211](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Enphase Energy Inc (ENPH)](/topic/$enph) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Oklo Inc. (OKLO)](/topic/$oklo) [Tesla, Inc. (TSLA)](/topic/$tsla) [BlackRock Inc (BLK)](/topic/blackrock) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bloom Energy Corporation (BE)](/topic/$be)
### Top Social Posts [#](/creator/twitter::1392908184436756484/posts)
---
Top posts by engagements in the last XX hours

"$EOSE This ⛓💥 is gold"  
[X Link](https://x.com/JordanSolace/status/1981128501949583484) [@JordanSolace](/creator/x/JordanSolace) 2025-10-22T22:40Z XXX followers, 3892 engagements


"$EOSE When you think about secular tailwinds you need to anchor to structural forces driving growth for the battery sector (&eos). Some examples such as: - Electrification/grid stress -renewables + storage - longer duration use cases - US Mfg IRA credits non flammable & stable - data center buildout Structural growth my point. and to Lucas's post- the probability the sector is catching a bid relative idiosyncratic eos outperformance is higher than i wouldve guessed a week or two ago. Its more likely than not this sector will continue to run hot into yr end. The EOS-specific announcements we"  
[X Link](https://x.com/JordanSolace/status/1977557032589783351) [@JordanSolace](/creator/x/JordanSolace) 2025-10-13T02:08Z XXX followers, 4445 engagements


"$EOSE Whenever the day comes where eos announces an order. Not only do I expect an idiosyncratic bump in the equity value. I think it could actually reverberate so deep the entire battery sector gets a bid for the day/days that follow Nonetheless There is so much differentiation between the tech in this sector. just comparing one battery company to another and trying to pint point to valuation arguments is futile Two icebergs also look very similar above water but what lies underneath is VASTLY different"  
[X Link](https://x.com/JordanSolace/status/1978870656222581212) [@JordanSolace](/creator/x/JordanSolace) 2025-10-16T17:08Z XXX followers, 3699 engagements


"$EOSE $ASTS $ENPH $TSLA $RKLB $OKLO Yall gonna wanna watch this. @jpmorgan @MorganStanley @BlackRock"  
[X Link](https://x.com/JordanSolace/status/1978940344931627286) [@JordanSolace](/creator/x/JordanSolace) 2025-10-16T21:45Z XXX followers, 2654 engagements


"Youre missing out if you dont go to a horse race. Experience it Just saying . Beautiful 🤌🤌"  
[X Link](https://x.com/JordanSolace/status/1979757988786397500) [@JordanSolace](/creator/x/JordanSolace) 2025-10-19T03:54Z XXX followers, 1035 engagements


"Fair enough lol- didnt know I need a onesie for maximum PPT ethos. Thought I would just get that once I enter the room in a sharp blazer 👀 Ill Tell them about the vernacular I use in my day to day hf world But Being a professor would be so dope a few years down the line Education is paramount imo. and like many of my future students I will appeal to your class bc I care deeply about making the material relevant & exciting (pathos) and I will hit them facts based on evidence (logos) . you like that They will be engaged and remember me Ill only talk about getting fucked up for the last XX mins"  
[X Link](https://x.com/JordanSolace/status/1980733154228060357) [@JordanSolace](/creator/x/JordanSolace) 2025-10-21T20:29Z XXX followers, XX engagements


"That was well said. Raising at $XX or $XX is much different than raising at $X to stay alive The dollar we raise at $12/$20 goes way farther than the dollar we raise at $X The return on investment is way higher. And thats undeniable AND its less overall dilution for the longs as well. Lower % So if one is short . and the shorts were and have always been short (400%) ago. They are already underwater and going to need to slowly cover or remove hedges at higher and higher values as eos ramps and generate real revs Even if eos raised at $XX tomorrow they would dip only to be bought back up by all"  
[X Link](https://x.com/JordanSolace/status/1980822559940657431) [@JordanSolace](/creator/x/JordanSolace) 2025-10-22T02:24Z XXX followers, XXX engagements


"@srvc76 Im tempted. The AI infra plays are getting hit across the board. When I say hit I mean it on a very short timeframe. Obviously these names have run a good bit last couple months"  
[X Link](https://x.com/JordanSolace/status/1981014580521550021) [@JordanSolace](/creator/x/JordanSolace) 2025-10-22T15:07Z XXX followers, XXX engagements


"$EOSE When you look at many (smallish) companies in eos like positions. $enph $rklb $be $asts etc Generally pre rev newer (idea) technology to market coming off a balance sheet de risk You tend to see equity value re rates when these sorts of companies announce iron clad partnerships. The factors that separate eos are two fold The competitive advantage they have when it comes to supply chain which actually leads to margin ENHANCEMENT And the proximity to revenues eos looks to be relative to when we hope they announce a blue chip order. Blue chip order followed by ramp in 12months is one thing"  
[X Link](https://x.com/JordanSolace/status/1980260135206293769) [@JordanSolace](/creator/x/JordanSolace) 2025-10-20T13:09Z XXX followers, 5779 engagements


"Idk about that. We are all speculating but it truly may not be worth it to scale with inefficiencies. They may not be so incremental It could cost a metric fuck ton to change things down the line. Maybe you grab more mkt share today but it will lead to a massive downfall in the future when you need to augment an entire factory. I was asking @thejefflutz about that last night"  
[X Link](https://x.com/JordanSolace/status/1981100832708780047) [@JordanSolace](/creator/x/JordanSolace) 2025-10-22T20:50Z XXX followers, XX engagements


"$EOSE The opportunity is still binary in my view. Macro trading aside. The folks who call Eos a shit co will not relent until the company displays material progress in terms of commercialization and bringing revs to the market Even though the value of the equity has increased 1500% from my basis I cannot help but anchor to financial operational and commercial milestones when thinking about what stage Im at with this investment. It could go to zero or could be a XXX bagger. Nonetheless. Making drastic portfolio changes off of no news or non fundamental events is how you lose this game - with"  
[X Link](https://x.com/JordanSolace/status/1979262399762042908) [@JordanSolace](/creator/x/JordanSolace) 2025-10-17T19:05Z XXX followers, 8265 engagements


"$EOSE Just a thought but if there was something wrong in terms of delays in revs cancellation of orders some issue w supply chain or the line. It would be malpractice to not raise at these valuations Somewhat telling and positive we havent seen another raise. If Cerb and the board were looking at a company That needed capital because they are X amt of months away from revs they wouldve raise capital already. Soon close 🤔"  
[X Link](https://x.com/JordanSolace/status/1979913932383916352) [@JordanSolace](/creator/x/JordanSolace) 2025-10-19T14:14Z XXX followers, 8200 engagements


"$EOSE Anchor to this. even if you underwrite the entire business on one mfg. line you can get to $500-$550m (per yr) based on asp ranging from $250-275 $/kwh with decent margins interestingly enough (imo) The run rate per quarter (with one line) is absolutely enough for them to prove out the ramp as they bring on L2 in Marshall township The efficiencies they will be able to carve out in the new building relative to TC will save them millions down the road. Itll likely help them generate more millions in top line as well. The other thing to consider is maybe it makes more sense to bring on the"  
[X Link](https://x.com/JordanSolace/status/1980976704026759557) [@JordanSolace](/creator/x/JordanSolace) 2025-10-22T12:37Z XXX followers, 2390 engagements


"$EOSE Pure play. Love seeing this though. Hopefully we get some nice tidbits from Elon"  
[X Link](https://x.com/JordanSolace/status/1981096597347062212) [@JordanSolace](/creator/x/JordanSolace) 2025-10-22T20:33Z XXX followers, 2324 engagements


"$eose negative beta play"  
[X Link](https://x.com/JordanSolace/status/1981441709637849169) [@JordanSolace](/creator/x/JordanSolace) 2025-10-23T19:24Z XXX followers, 1601 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.]

@JordanSolace Avatar @JordanSolace 🔋ContributionMarginPositive

🔋ContributionMarginPositive posts on X about $eose, $asts, $enph, $rklb the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +72%
  • X Month XXXXXX +64%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXXXX +10%

Mentions: XX #

Mentions Line Chart

  • X Week XX +13%
  • X Month XX +13%
  • X Months XXX -XX%
  • X Year XXXXX -XX%

Followers: XXX #

Followers Line Chart

  • X Week XXX +3.90%
  • X Month XXX +10%
  • X Months XXX +35%
  • X Year XXX +50%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% automotive brands XXXX% finance XXXX% social networks XXXX% technology brands XXXX% celebrities XXXX%

Social topic influence $eose #45, $asts 6.06%, $enph 6.06%, $rklb 6.06%, has been 3.03%, announces 3.03%, $oklo 3.03%, $tsla 3.03%, blackrock 3.03%, morgan stanley XXXX%

Top accounts mentioned or mentioned by @rsnblassurance @xebitda @obginvestments @dmottco @jpmorgan @morganstanley @blackrock @wagiecapital @shoogahsnaps @srvc76 @howlongtoretire @lucassacerdote_ @grimmmiee @joceyreyes209 @poweredbyeos @joemastrangelo8 @lucassacerdote @theanimal23 @thejefflutz @seriously211

Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Enphase Energy Inc (ENPH) Rocket Lab USA, Inc. Common Stock (RKLB) Oklo Inc. (OKLO) Tesla, Inc. (TSLA) BlackRock Inc (BLK) Morgan Stanley (MS) Bloom Energy Corporation (BE)

Top Social Posts #


Top posts by engagements in the last XX hours

"$EOSE This ⛓💥 is gold"
X Link @JordanSolace 2025-10-22T22:40Z XXX followers, 3892 engagements

"$EOSE When you think about secular tailwinds you need to anchor to structural forces driving growth for the battery sector (&eos). Some examples such as: - Electrification/grid stress -renewables + storage - longer duration use cases - US Mfg IRA credits non flammable & stable - data center buildout Structural growth my point. and to Lucas's post- the probability the sector is catching a bid relative idiosyncratic eos outperformance is higher than i wouldve guessed a week or two ago. Its more likely than not this sector will continue to run hot into yr end. The EOS-specific announcements we"
X Link @JordanSolace 2025-10-13T02:08Z XXX followers, 4445 engagements

"$EOSE Whenever the day comes where eos announces an order. Not only do I expect an idiosyncratic bump in the equity value. I think it could actually reverberate so deep the entire battery sector gets a bid for the day/days that follow Nonetheless There is so much differentiation between the tech in this sector. just comparing one battery company to another and trying to pint point to valuation arguments is futile Two icebergs also look very similar above water but what lies underneath is VASTLY different"
X Link @JordanSolace 2025-10-16T17:08Z XXX followers, 3699 engagements

"$EOSE $ASTS $ENPH $TSLA $RKLB $OKLO Yall gonna wanna watch this. @jpmorgan @MorganStanley @BlackRock"
X Link @JordanSolace 2025-10-16T21:45Z XXX followers, 2654 engagements

"Youre missing out if you dont go to a horse race. Experience it Just saying . Beautiful 🤌🤌"
X Link @JordanSolace 2025-10-19T03:54Z XXX followers, 1035 engagements

"Fair enough lol- didnt know I need a onesie for maximum PPT ethos. Thought I would just get that once I enter the room in a sharp blazer 👀 Ill Tell them about the vernacular I use in my day to day hf world But Being a professor would be so dope a few years down the line Education is paramount imo. and like many of my future students I will appeal to your class bc I care deeply about making the material relevant & exciting (pathos) and I will hit them facts based on evidence (logos) . you like that They will be engaged and remember me Ill only talk about getting fucked up for the last XX mins"
X Link @JordanSolace 2025-10-21T20:29Z XXX followers, XX engagements

"That was well said. Raising at $XX or $XX is much different than raising at $X to stay alive The dollar we raise at $12/$20 goes way farther than the dollar we raise at $X The return on investment is way higher. And thats undeniable AND its less overall dilution for the longs as well. Lower % So if one is short . and the shorts were and have always been short (400%) ago. They are already underwater and going to need to slowly cover or remove hedges at higher and higher values as eos ramps and generate real revs Even if eos raised at $XX tomorrow they would dip only to be bought back up by all"
X Link @JordanSolace 2025-10-22T02:24Z XXX followers, XXX engagements

"@srvc76 Im tempted. The AI infra plays are getting hit across the board. When I say hit I mean it on a very short timeframe. Obviously these names have run a good bit last couple months"
X Link @JordanSolace 2025-10-22T15:07Z XXX followers, XXX engagements

"$EOSE When you look at many (smallish) companies in eos like positions. $enph $rklb $be $asts etc Generally pre rev newer (idea) technology to market coming off a balance sheet de risk You tend to see equity value re rates when these sorts of companies announce iron clad partnerships. The factors that separate eos are two fold The competitive advantage they have when it comes to supply chain which actually leads to margin ENHANCEMENT And the proximity to revenues eos looks to be relative to when we hope they announce a blue chip order. Blue chip order followed by ramp in 12months is one thing"
X Link @JordanSolace 2025-10-20T13:09Z XXX followers, 5779 engagements

"Idk about that. We are all speculating but it truly may not be worth it to scale with inefficiencies. They may not be so incremental It could cost a metric fuck ton to change things down the line. Maybe you grab more mkt share today but it will lead to a massive downfall in the future when you need to augment an entire factory. I was asking @thejefflutz about that last night"
X Link @JordanSolace 2025-10-22T20:50Z XXX followers, XX engagements

"$EOSE The opportunity is still binary in my view. Macro trading aside. The folks who call Eos a shit co will not relent until the company displays material progress in terms of commercialization and bringing revs to the market Even though the value of the equity has increased 1500% from my basis I cannot help but anchor to financial operational and commercial milestones when thinking about what stage Im at with this investment. It could go to zero or could be a XXX bagger. Nonetheless. Making drastic portfolio changes off of no news or non fundamental events is how you lose this game - with"
X Link @JordanSolace 2025-10-17T19:05Z XXX followers, 8265 engagements

"$EOSE Just a thought but if there was something wrong in terms of delays in revs cancellation of orders some issue w supply chain or the line. It would be malpractice to not raise at these valuations Somewhat telling and positive we havent seen another raise. If Cerb and the board were looking at a company That needed capital because they are X amt of months away from revs they wouldve raise capital already. Soon close 🤔"
X Link @JordanSolace 2025-10-19T14:14Z XXX followers, 8200 engagements

"$EOSE Anchor to this. even if you underwrite the entire business on one mfg. line you can get to $500-$550m (per yr) based on asp ranging from $250-275 $/kwh with decent margins interestingly enough (imo) The run rate per quarter (with one line) is absolutely enough for them to prove out the ramp as they bring on L2 in Marshall township The efficiencies they will be able to carve out in the new building relative to TC will save them millions down the road. Itll likely help them generate more millions in top line as well. The other thing to consider is maybe it makes more sense to bring on the"
X Link @JordanSolace 2025-10-22T12:37Z XXX followers, 2390 engagements

"$EOSE Pure play. Love seeing this though. Hopefully we get some nice tidbits from Elon"
X Link @JordanSolace 2025-10-22T20:33Z XXX followers, 2324 engagements

"$eose negative beta play"
X Link @JordanSolace 2025-10-23T19:24Z XXX followers, 1601 engagements

creator/x::JordanSolace
/creator/x::JordanSolace