#  @NetMelc 🔋NetMelc🔋 🔋NetMelc🔋 posts on X about $eose, eos, gamma, eose the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2614824061/interactions)  - [--] Week [---------] +1,613% - [--] Month [---------] +2,184% - [--] Months [---------] -91% - [--] Year [----------] +1,229% ### Mentions: [--] [#](/creator/twitter::2614824061/posts_active)  - [--] Week [--] +22% - [--] Month [--] +204% - [--] Months [---] +134% - [--] Year [-----] +62% ### Followers: [---] [#](/creator/twitter::2614824061/followers)  - [--] Week [---] +0.76% - [--] Month [---] +3.90% - [--] Months [---] +19% - [--] Year [---] +43% ### CreatorRank: [---------] [#](/creator/twitter::2614824061/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 59% [finance](/list/finance) 14% [technology brands](/list/technology-brands) 6% [countries](/list/countries) 1% [social networks](/list/social-networks) 1% [automotive brands](/list/automotive-brands) 1% [currencies](/list/currencies) 1% **Social topic influence** [$eose](/topic/$eose) #63, [eos](/topic/eos) 9%, [gamma](/topic/gamma) 8%, [eose](/topic/eose) #31, [at least](/topic/at-least) 3%, [just a](/topic/just-a) 3%, [$flnc](/topic/$flnc) 3%, [math](/topic/math) 3%, [strike](/topic/strike) 3%, [$eosew](/topic/$eosew) 3% **Top accounts mentioned or mentioned by** [@jordansolace](/creator/undefined) [@dmottco](/creator/undefined) [@xebitda](/creator/undefined) [@srvc76](/creator/undefined) [@philroberts](/creator/undefined) [@browpeak](/creator/undefined) [@poweredbyeos](/creator/undefined) [@bertgilfoyle](/creator/undefined) [@obginvestments](/creator/undefined) [@zerosumgame33](/creator/undefined) [@tophergotwifi](/creator/undefined) [@inretrotech](/creator/undefined) [@spearfishingcap](/creator/undefined) [@beaglebrigade](/creator/undefined) [@diamondcuttrr](/creator/undefined) [@nav7634](/creator/undefined) [@jigarshahdc](/creator/undefined) [@blulla1](/creator/undefined) [@xdavidpdx](/creator/undefined) [@kalshi](/creator/undefined) **Top assets mentioned** [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Asset Entities Inc. (ASST)](/topic/$asst) [Microsoft Corp. (MSFT)](/topic/microsoft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Duke Energy Corp (DUK)](/topic/$duk) ### Top Social Posts Top posts by engagements in the last [--] hours "$EOSE okay Eos Energy Enterprises Inc. Announces Proposed Registered Direct Offering of Common Stock to Fund Repurchase of Convertible Senior Notes https://investors.eose.com/news-releases/news-release-details/eos-energy-enterprises-inc-announces-proposed-registered-direct https://investors.eose.com/news-releases/news-release-details/eos-energy-enterprises-inc-announces-proposed-registered-direct" [X Link](https://x.com/NetMelc/status/1990893778601718132) 2025-11-18T21:24Z [---] followers, 18.4K engagements "@xEBITDA @blulla1 @xdavidpdx hedging with calls I'm in short @ 102.50" [X Link](https://x.com/NetMelc/status/2015842995153613054) 2026-01-26T17:43Z [---] followers, [--] engagements "Cool article on @Kalshi prediction market outcomes The Microstructure of Wealth Transfer in Prediction Markets https://www.jbecker.dev/research/prediction-market-microstructure https://www.jbecker.dev/research/prediction-market-microstructure" [X Link](https://x.com/NetMelc/status/2016072834489929869) 2026-01-27T08:56Z [---] followers, [---] engagements "$EOSE overnight 😶" [X Link](https://x.com/NetMelc/status/2018163285749563438) 2026-02-02T03:23Z [---] followers, [----] engagements "@Rsulli6300 The ramp is over time to sell -the market probably" [X Link](https://x.com/NetMelc/status/2019158913782837335) 2026-02-04T21:19Z [---] followers, [---] engagements "@JordanSolace LOL. We just went [--] days a week in office recently. I was actually contemplating quitting. not anymore 🤣🤣" [X Link](https://x.com/NetMelc/status/2019443183650820315) 2026-02-05T16:09Z [---] followers, [---] engagements "@bert_gilfoyle do you read this as a bad sign Or just got a better offer there Feels weird that he would leave to sell a arguably much worse product" [X Link](https://x.com/NetMelc/status/2019616329620418732) 2026-02-06T03:37Z [---] followers, [---] engagements "@OBGInvestments I don't watch football so I have literally [--] clue but given my chartists skills I will be right 100% of the time I guess anythhing. My charts tell me Tom Brady will carry New England to victory. Not Financial Advice of course" [X Link](https://x.com/NetMelc/status/2019887241003139278) 2026-02-06T21:33Z [---] followers, [---] engagements "$EOSE similar deal to May refinance. Common stock issuance $500-575M of convertible debt due [----] repurchase of 6.75% Convertible due [----] issued back in May. Not sure what this achieves Maybe second factory expansion" [X Link](https://x.com/NetMelc/status/1990895812621066350) 2025-11-18T21:32Z [---] followers, [----] engagements "@dmottco @Zerosumgame33 @TopherGotWifi" [X Link](https://x.com/NetMelc/status/2022352870570430810) 2026-02-13T16:51Z [---] followers, [---] engagements "$EOSE peak fear" [X Link](https://x.com/anyuser/status/2019435591814033439) 2026-02-05T15:38Z [---] followers, [----] engagements "$EOSE deleveraging mostly completed not much gamma left to unwind. At least that is my interpretation" [X Link](https://x.com/anyuser/status/2019442898312311235) 2026-02-05T16:08Z [---] followers, [----] engagements "$EOSE $EOSE #EOSE Expecting a very strong upside move here. Short squeeze candidate into tomorrow. https://t.co/KTQjGcSfGX $EOSE #EOSE Expecting a very strong upside move here. Short squeeze candidate into tomorrow. https://t.co/KTQjGcSfGX" [X Link](https://x.com/anyuser/status/2019502902000189839) 2026-02-05T20:06Z [---] followers, [---] engagements "even more absent now $MSTY Where are the $MSTY retards they've been awfully absent from my feed recently😳 200% yield my ass https://t.co/E8ashMEjz6 Where are the $MSTY retards they've been awfully absent from my feed recently😳 200% yield my ass https://t.co/E8ashMEjz6" [X Link](https://x.com/anyuser/status/2019515466860097696) 2026-02-05T20:56Z [---] followers, [---] engagements "Hot take: considering the shitshow happening this drawdown is respectable from $EOSE" [X Link](https://x.com/NetMelc/status/2019523316982378949) 2026-02-05T21:27Z [---] followers, [----] engagements "I wonder about average YTD returns now 🤣 $EOSE IBKR retail clients averaged 19.20% in [----] beating the S&P 500s 17.9%. The best-informed investors choose Interactive Brokers. IBKR retail clients averaged 19.20% in [----] beating the S&P 500s 17.9%. The best-informed investors choose Interactive Brokers" [X Link](https://x.com/anyuser/status/2019558997100228852) 2026-02-05T23:49Z [---] followers, [---] engagements "$EOSE Shane McBee ex-Eos VP to Invinity https://invinity.com/invinity-appoints-shane-mcbee-as-vp-business-development-in-usa https://invinity.com/invinity-appoints-shane-mcbee-as-vp-business-development-in-usa" [X Link](https://x.com/anyuser/status/2019577348946031035) 2026-02-06T01:02Z [---] followers, [----] engagements "🤣🤣🤣 THE PRICE CANDLES ARE TOUCHING THE VOLUME CANDLES THE PRICE CANDLES ARE TOUCHING THE VOLUME CANDLES" [X Link](https://x.com/NetMelc/status/2019579742320476402) 2026-02-06T01:11Z [---] followers, [---] engagements "$EOSE earnings date announced 🚨Feb [--] BEFORE OPEN 🚨 Great to see we are getting better on reporting timeline vs previous full-year results and no more speculation between release and earnings call like in previous quarters" [X Link](https://x.com/NetMelc/status/2021699662319632465) 2026-02-11T21:35Z [---] followers, 16K engagements "$EOSE so why is market down 2% today can't remember a flat day in recent memory realized volatility so high even with VIX [--]. Wow" [X Link](https://x.com/NetMelc/status/2021985285811405009) 2026-02-12T16:30Z [---] followers, [----] engagements "@dmottco @Zerosumgame33 @TopherGotWifi Was never really a fundamental thesis though. just a swing trade. [--] years for a swing trade is a long time" [X Link](https://x.com/NetMelc/status/2022355021275500610) 2026-02-13T16:59Z [---] followers, [--] engagements "$EOSE from my limited understanding the lower the coupon rate the lower the incentive there is to hedge. At 1.75% there shouldn't be many participants hedging as the payoff they are getting would be lower than the risk-free rate (unless it is a partial hedge) @xEBITDA @in_retrotech @srvc76 @JordanSolace About the Eos convertibles when does delta hedging start @xEBITDA @in_retrotech @srvc76 @JordanSolace About the Eos convertibles when does delta hedging start" [X Link](https://x.com/NetMelc/status/1991925102687171004) 2025-11-21T17:42Z [---] followers, [----] engagements "@HungStrikerCptl @Bagholder_Mgmnt I will never financially recover from this" [X Link](https://x.com/NetMelc/status/1991944521559801873) 2025-11-21T18:59Z [---] followers, [--] engagements "@philroberts @SpearfishingCap @in_retrotech credit agreement with DOE/Cerberus was amended with the $200M repurchase. They contractually can't" [X Link](https://x.com/NetMelc/status/1993098780703658318) 2025-11-24T23:25Z [---] followers, [---] engagements "@temu143 expand on your takeaways from $FLNC call" [X Link](https://x.com/NetMelc/status/1993343586046476583) 2025-11-25T15:38Z [---] followers, [---] engagements "$EOSE [--] of my [--] biggest daily $ losses have happened in the last [--] months. Meanwhile [--] of my [--] biggest daily $ gains have happened in the last [--] months. Market giveth and taketh" [X Link](https://x.com/NetMelc/status/1993712590141419723) 2025-11-26T16:04Z [---] followers, [----] engagements "$EOSE acceptable $EOSE . tracking the plot. EOSE you may resume regularly scheduled programming 🎯 $38 https://t.co/pX7X7EbsCZ $EOSE . tracking the plot. EOSE you may resume regularly scheduled programming 🎯 $38 https://t.co/pX7X7EbsCZ" [X Link](https://x.com/NetMelc/status/1993724063827833077) 2025-11-26T16:50Z [---] followers, [----] engagements "@Browpeak how do you see that happening to me it's hard to see how the K-shaped economy flattens out. Those with assets will keep feeling great and those without left in the dust About small caps current gov seems adamant on not pursuing antitrust which is what broke small caps imo" [X Link](https://x.com/NetMelc/status/1995659454558470156) 2025-12-02T01:01Z [---] followers, [---] engagements "@srvc76 just your average [--] beta move. 🧐" [X Link](https://x.com/NetMelc/status/1995893207712883139) 2025-12-02T16:29Z [---] followers, [---] engagements "@xEBITDA too big of a bad to hold on $ASST for Max Profit" [X Link](https://x.com/NetMelc/status/1998185121480937727) 2025-12-09T00:17Z [---] followers, [---] engagements "@Chansoo @MadelnCanada it's not a crazy bet if you have low risk tolerance. 5.34% discount rate to have the present value = $1M" [X Link](https://x.com/NetMelc/status/1998873258549256421) 2025-12-10T21:51Z [---] followers, [----] engagements "$EOSE signs of a fund looking to dump 34% of the float in [--] months. not Great hosting the Cerberus team in Pittsburghshowing current capability future capacity expansion and strategic positioning https://t.co/8xe8QUupGb Great hosting the Cerberus team in Pittsburghshowing current capability future capacity expansion and strategic positioning https://t.co/8xe8QUupGb" [X Link](https://x.com/NetMelc/status/1999251416020586635) 2025-12-11T22:54Z [---] followers, [----] engagements "$EOSE the fuck" [X Link](https://x.com/NetMelc/status/2000581549968785637) 2025-12-15T14:59Z [---] followers, [----] engagements "$EOSE given we know supply chain is 91% domestic and that felt is the only thing constituting that. now that we have this info we can clearly see management is aiming for total COGS of 150$/kWh (13.5 / 9%) = [---] @GrassmanWilliam @philroberts The math is simple: $20/kg Harmonized value is supposed to be the all in cost for the product packaging and shipping to the unloading dock. Doesn't count trucking across the US. $20/kg is an extremely viable price. Maybe it goes down in the future but it is great for now. @GrassmanWilliam @philroberts The math is simple: $20/kg Harmonized value is" [X Link](https://x.com/NetMelc/status/2003927277755912403) 2025-12-24T20:34Z [---] followers, [----] engagements "@KatusaResearch so you mean [--] years of deficit yea that would've surely saved us all. ☠" [X Link](https://x.com/NetMelc/status/2005032395154829401) 2025-12-27T21:45Z [---] followers, [---] engagements "@JordanSolace @SpearfishingCap @beaglebrigade a lot of OI but almost no Gamma except for [----] and [--]. if we get past [--] it will push us to 20" [X Link](https://x.com/NetMelc/status/2009045430194328055) 2026-01-07T23:32Z [---] followers, [---] engagements "$EOSE come on push thru [--] already" [X Link](https://x.com/NetMelc/status/2009672561630818493) 2026-01-09T17:04Z [---] followers, [---] engagements "$EOSE pinned at [--] with all that gamma" [X Link](https://x.com/NetMelc/status/2009673650031714791) 2026-01-09T17:08Z [---] followers, [---] engagements "$EOSE is 1/14 the new 12/12 doesn't have the same ring to it but I'll allow it Eos in Focus: https://t.co/chpM0mw5Sw https://t.co/QU5Gxxt5zs Eos in Focus: https://t.co/chpM0mw5Sw https://t.co/QU5Gxxt5zs" [X Link](https://x.com/NetMelc/status/2009703043135328613) 2026-01-09T19:05Z [---] followers, [----] engagements "@Step_Fcn_Gains we don't talk about 12/13" [X Link](https://x.com/NetMelc/status/2009703946311610773) 2026-01-09T19:08Z [---] followers, [---] engagements "$EOSE 🫡 it's been fun JUST IN: UK Canada and Australia consider coordinated plan to ban X. JUST IN: UK Canada and Australia consider coordinated plan to ban X" [X Link](https://x.com/NetMelc/status/2010169274904846624) 2026-01-11T01:57Z [---] followers, 12.5K engagements "@MaryTang166 I get my $EOSE fun from X. That's it. the actual business is unrelated" [X Link](https://x.com/NetMelc/status/2010412580721119697) 2026-01-11T18:04Z [---] followers, [---] engagements "@Mr_Derivatives top 1% LFG ty $EOSE" [X Link](https://x.com/NetMelc/status/2010424226269032638) 2026-01-11T18:51Z [---] followers, [---] engagements "@bert_gilfoyle @grok can you put Keir Starmer in a bikini" [X Link](https://x.com/NetMelc/status/2010430804015649273) 2026-01-11T19:17Z [---] followers, [---] engagements "$EOSE this move has now lit up the 18$ strike gamma for this week's expiry. To me we either finish this week at [--] [--] or [--]. no other options (pun intented lol)" [X Link](https://x.com/NetMelc/status/2010775109791871194) 2026-01-12T18:05Z [---] followers, [----] engagements "@DiamondCuttrr actually I had created a tool to get gamma and delta numbers. I scraped my OI from OCC (Options Clearing Corporation) but this tool beats it by a mile" [X Link](https://x.com/NetMelc/status/2010784539610935803) 2026-01-12T18:42Z [---] followers, [--] engagements "@nav7634 $EOSE has taught me a new state of mind superposition. Wednesday is both doomed to fail and bound the biggest day of my life. I've found this is where I'm most at peace. Both depressed and euphoric" [X Link](https://x.com/NetMelc/status/2010821660090282343) 2026-01-12T21:10Z [---] followers, [----] engagements "good or bad for $EOSE what do we think BREAKING: President Trump says large US tech companies must pay their own way for the rapidly rising electricity costs due to data centers. Trump says Microsoft $MSFT is first up and they will make major changes this week. Trump is going after electricity costs next. https://t.co/H407XMH3yU BREAKING: President Trump says large US tech companies must pay their own way for the rapidly rising electricity costs due to data centers. Trump says Microsoft $MSFT is first up and they will make major changes this week. Trump is going after electricity costs next." [X Link](https://x.com/NetMelc/status/2010883613882220857) 2026-01-13T01:16Z [---] followers, [----] engagements "@JordanSolace @RsnblAssurance my micro is becoming a macro stop" [X Link](https://x.com/NetMelc/status/2010905214937940185) 2026-01-13T02:42Z [---] followers, [--] engagements "$EOSE just a quick hedge for this Wednesday's event. Worst case I pay back my margin if we hit $20. 👍🏻" [X Link](https://x.com/NetMelc/status/2011151052515787069) 2026-01-13T18:59Z [---] followers, [----] engagements "$EOSE cmon Joe do it for Travis $EOSE My birthday is Jan [--]. If the announcement tomorrow is bullish enough; there is a good chance I celebrate my birthday as a first time millionaire. $EOSE My birthday is Jan [--]. If the announcement tomorrow is bullish enough; there is a good chance I celebrate my birthday as a first time millionaire" [X Link](https://x.com/NetMelc/status/2011275136557822086) 2026-01-14T03:12Z [---] followers, [----] engagements "$EOSE looks like each Core contains [---] Z3 batteries: 4x4x7 https://www.eose.com/solutions/eos-indensity/ https://www.eose.com/solutions/eos-indensity/" [X Link](https://x.com/NetMelc/status/2011438781862469645) 2026-01-14T14:02Z [---] followers, [----] engagements "@BatteryBuffett looks likely" [X Link](https://x.com/NetMelc/status/2011440492651655290) 2026-01-14T14:09Z [---] followers, [---] engagements "$EOSE well I'm glad I did this. removes any regrets and dampens the slight disappointment. $EOSE just a quick hedge for this Wednesday's event. Worst case I pay back my margin if we hit $20. 👍🏻 https://t.co/6JatojcIyX $EOSE just a quick hedge for this Wednesday's event. Worst case I pay back my margin if we hit $20. 👍🏻 https://t.co/6JatojcIyX" [X Link](https://x.com/NetMelc/status/2011440742313676981) 2026-01-14T14:10Z [---] followers, [----] engagements "$EOSE good graphic" [X Link](https://x.com/NetMelc/status/2011445234085867809) 2026-01-14T14:28Z [---] followers, [----] engagements "$EOSE possible @NetMelc @nav7634 Perhaps theyre going to use [--] of these cores without the covers in the containers then. Seems like theyll be able to automate core production then either slide [--] into a container or package them up like this @NetMelc @nav7634 Perhaps theyre going to use [--] of these cores without the covers in the containers then. Seems like theyll be able to automate core production then either slide [--] into a container or package them up like this" [X Link](https://x.com/NetMelc/status/2011447405020123533) 2026-01-14T14:36Z [---] followers, [----] engagements "$EOSE for all the complaining I've done on the comms strategy it seems like has brought eyes on the stock. 32M volume traded today. For a relatively vague PR this is huge" [X Link](https://x.com/NetMelc/status/2011513172998701566) 2026-01-14T18:58Z [---] followers, [----] engagements "$EOSE getting there I thought graphite felt was the only thing left that wasn't American made Eos is one of several industries in manufacturing that support Trumps tariffs. Their breakthrough announcement today is going to be a game changer in AI and across-the-board in energy agriculture and manufacturing. https://t.co/8hZ98G3enO Eos is one of several industries in manufacturing that support Trumps tariffs. Their breakthrough announcement today is going to be a game changer in AI and across-the-board in energy agriculture and manufacturing. https://t.co/8hZ98G3enO" [X Link](https://x.com/NetMelc/status/2011522723856728467) 2026-01-14T19:36Z [---] followers, [----] engagements "@theanimal23 idk I could send you the link but it's the same link than the original. shouldn't be a paywall on this 🤔" [X Link](https://x.com/NetMelc/status/2011525755763851303) 2026-01-14T19:48Z [---] followers, [---] engagements "$EOSE highest Jan [--] chain Gamma per strike: $18 8.1M $20 3.6M $19 2.9M $17.5 2.3M $17 1.7M $15 1.3M $19 1.3M most of the gamma is still above spot. based on uncertainty gone from Eos In Focus imo it's likely we end the week at 18$" [X Link](https://x.com/NetMelc/status/2011558910210306200) 2026-01-14T21:59Z [---] followers, [----] engagements "$EOSE 1) what With all of the data center announcements on "not shifting costs to consumers" the only option data centers have to do that this year is to buyout all of the rest of the capacity from $EOSE and install these cubes in [----]. My guess is that EOS can install 500MWs of [--] hour With all of the data center announcements on "not shifting costs to consumers" the only option data centers have to do that this year is to buyout all of the rest of the capacity from $EOSE and install these cubes in [----]. My guess is that EOS can install 500MWs of [--] hour" [X Link](https://x.com/NetMelc/status/2011583510692446445) 2026-01-14T23:37Z [---] followers, [----] engagements "$EOSE working on my model tonight. Jigar's tweet is not at all my base case but if the assumption that the new enclosure can increase the total capacity per line to [--] GWh then I can find a reasonable path to [---] GWh of production in [----] thus just over $1B in revenue.🤯" [X Link](https://x.com/NetMelc/status/2011614197080273287) 2026-01-15T01:39Z [---] followers, [----] engagements "@MjolnirTrisk math from Hip's answer: if each line can produce [---] GWh at [--] second cycle time and Eos was quoting Line [--] as [--] GWh mathematically it has to be that containerization was the bottleneck. [---] GWh seems insane just because we have [--] as a reference. https://x.com/thehipskipple/status/2011600103786836222s=20 @DiamondCuttrr @jsap13 @JigarShahDC Math exercise: [---] kWh/cube / [---] batts/cube = [----] kWh/batt [--] GWh / [----] kWh = 3.4m batts [--] batt/10s *60*60*24*365 = 3.2m batts/yr * 80% utilization = 2.5m batts/yr = [--] GWh/yr 80% may be high but was it containerization limiting to [--] GWh/yr" [X Link](https://x.com/NetMelc/status/2011624975585984936) 2026-01-15T02:22Z [---] followers, [---] engagements "$EOSE either they ship 1.6x more cube-equivalents per standard Semi. or they can also start shipping Cores in smaller quantities with other types of trucks not Semis. Either of which makes for more flexible - efficient - profitable operations I'm liking this more and more $EOSE Napkin math on shipping savings: Eos Cube = [---] Z3s = [-----] lbs = [--] cube per truck Eos Indesity = [---] Z3s = [----] lbs = Guessing 8-10 Indesities per truck (1.3-1.6 cubes per truck) $EOSE Napkin math on shipping savings: Eos Cube = [---] Z3s = [-----] lbs = [--] cube per truck Eos Indesity = [---] Z3s = [----] lbs = Guessing 8-10" [X Link](https://x.com/NetMelc/status/2011672475591954586) 2026-01-15T05:31Z [---] followers, [----] engagements "@Browpeak Jist catching up to the last [--] years. long way to go" [X Link](https://x.com/NetMelc/status/2011685707182719307) 2026-01-15T06:23Z [---] followers, [---] engagements "$EOSE gamma just became our best friend. Let him cook" [X Link](https://x.com/NetMelc/status/2011831300802465885) 2026-01-15T16:02Z [---] followers, [---] engagements "$EOSE Spaces curse is back" [X Link](https://x.com/NetMelc/status/2011886393547796755) 2026-01-15T19:41Z [---] followers, [----] engagements "$EOSE and fighting over 18$. who could've seen that coming 🙋♂ https://x.com/NetMelc/status/2010775109791871194s=20 $EOSE this move has now lit up the 18$ strike gamma for this week's expiry. To me we either finish this week at [--] [--] or [--]. no other options (pun intented lol) https://t.co/RdwSeL2t78 https://x.com/NetMelc/status/2010775109791871194s=20 $EOSE this move has now lit up the 18$ strike gamma for this week's expiry. To me we either finish this week at [--] [--] or [--]. no other options (pun intented lol) https://t.co/RdwSeL2t78" [X Link](https://x.com/NetMelc/status/2012179877592469605) 2026-01-16T15:07Z [---] followers, [----] engagements "$EOSE The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs" [X Link](https://x.com/NetMelc/status/2012386175055475009) 2026-01-17T04:47Z [---] followers, [----] engagements "@FreemyerGreg @SunvMikey @DumbMoneyCapitl @thejefflutz do you have any insight as to how long the lead time between Felt delivery and production Do you think this felt is for "just in time" production or are they ramping up deliveries as a way to replace existing inventory drawing down due to increased production" [X Link](https://x.com/NetMelc/status/2013659447256584654) 2026-01-20T17:06Z [---] followers, [---] engagements "@99_loss_capital @PoweredByEos At least we didn't get the convert raise the day after "Eos In Focus". [----] Eos would've done that. we went from 0/10 PR to 4/10. Still ways to go. And I mean that in the most positive way" [X Link](https://x.com/NetMelc/status/2014036377524986288) 2026-01-21T18:04Z [---] followers, [---] engagements "@blondesnmoney Once in a lifetime for a value investor just your average stock in the last [--] years 🤣" [X Link](https://x.com/NetMelc/status/2014116696181580191) 2026-01-21T23:23Z [---] followers, [---] engagements "@OBGInvestments I feel the same way. Happy about the price action but in general grumpy about the business. It can change on a dime but this is my current mood. Silence is hard" [X Link](https://x.com/NetMelc/status/2014605565469585889) 2026-01-23T07:46Z [---] followers, [---] engagements "God bless the souls of the [----] $PYPL dip buyers.🫡 $PYPL If you invested $10000 in PayPal five years ago you would now have $2252. https://t.co/sNh8Xsg3qM $PYPL If you invested $10000 in PayPal five years ago you would now have $2252. https://t.co/sNh8Xsg3qM" [X Link](https://x.com/NetMelc/status/2015933551611359499) 2026-01-26T23:43Z [---] followers, [---] engagements "@ddbinvest @PoweredByEos Duke has a pilot with $EOSE we are for sure going to see more out of them" [X Link](https://x.com/NetMelc/status/2016326913334112510) 2026-01-28T01:46Z [---] followers, [---] engagements "$EOSE $EOSEW" [X Link](https://x.com/NetMelc/status/1960410444285509939) 2025-08-26T18:34Z [---] followers, [----] engagements "@dmottco Agreed. WEN SOON" [X Link](https://x.com/NetMelc/status/1985832053338734980) 2025-11-04T22:10Z [---] followers, [---] engagements "$EOSE $FLNC just dropped a [---] GWh order PR https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-supplies-energy-storage-technology-brightnight-and https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-supplies-energy-storage-technology-brightnight-and" [X Link](https://x.com/NetMelc/status/2011815580165116252) 2026-01-15T14:59Z [---] followers, [----] engagements "$EOSE I'm working on a report about data center developers building their own power plants and this data shocked me: [--] GW of proposed data centersroughly 33% of all planned capacitynow plan to skip the grid by building "behind-the-meter" projects. This is a very new trend. A https://t.co/C12c2JL1Ut I'm working on a report about data center developers building their own power plants and this data shocked me: [--] GW of proposed data centersroughly 33% of all planned capacitynow plan to skip the grid by building "behind-the-meter" projects. This is a very new trend. A https://t.co/C12c2JL1Ut" [X Link](https://x.com/NetMelc/status/2016327655142854887) 2026-01-28T01:49Z [---] followers, [----] engagements "$EOSE follow the signal $eose Updated felt delivery charts (2026-01-27) https://t.co/WwlwG1uoCq $eose Updated felt delivery charts (2026-01-27) https://t.co/WwlwG1uoCq" [X Link](https://x.com/NetMelc/status/2016550709852852634) 2026-01-28T16:35Z [---] followers, [----] engagements "$EOSE couldn't be me Investors spending weeks researching a company only to have a 2% position. https://t.co/ShtjfBXMbh Investors spending weeks researching a company only to have a 2% position. https://t.co/ShtjfBXMbh" [X Link](https://x.com/NetMelc/status/2016603024727187919) 2026-01-28T20:03Z [---] followers, [----] engagements "$META is that rich friend that siphons away their entire paycheck into tech gadgets $META SEES [----] CAPEX $115B TO $135B EST. $110.62B $META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B https://t.co/EH9Y14vsod $META SEES [----] CAPEX $115B TO $135B EST. $110.62B $META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B https://t.co/EH9Y14vsod" [X Link](https://x.com/NetMelc/status/2016636921464635844) 2026-01-28T22:18Z [---] followers, [---] engagements "to think you can buy $TSLA now for the same price as right before this call. wow bullish. Robotaxi thesis was shaky a year ago but is now happening very quickly" [X Link](https://x.com/NetMelc/status/2016663259235983867) 2026-01-29T00:02Z [---] followers, [---] engagements "I will disagree that consumer choice is the indicator. The only thing preventing mass adoption is Unsupervised FSD. Right now as an add-on to your own car FSD Supervised just feels like watching over your dying grandma drive. However FSD as an enabler for a Robotaxi fleet has value because in that use case customers only care about safety and price/mile. And in that category FSD is a true game-changer. The time between having no FSD to fully-autonomous (which is where we are right now) is clunky because it doesn't serve any real purpose except being a beta-tester for a future game-changer." [X Link](https://x.com/NetMelc/status/2016686789193290191) 2026-01-29T01:36Z [---] followers, [--] engagements "I agree on education part. They could do so much better. My point is mainly that Robotaxi does not require education. Customers see it costs less to go somewhere boom you have a customer. It's that simple. There are no signs of this yet of course but you'd be foolish to think people will not adopt the cheaper equivalent mode of transportation. Much easier than to convince car owners to shell out 100$ a month. "It's just a 10$ ride" Optimus still too far away to see how it will pan out but FSD success is a leading indicator. both work or fail together." [X Link](https://x.com/NetMelc/status/2016693959893143748) 2026-01-29T02:04Z [---] followers, [--] engagements "$140M project looks likely to enter backlog this is 20% of our current backlog. I have no doubt they will be able to run line [--] at full capacity for the entirety of [----]. how many of these medium-size projects are kept under wraps We only see the tip of the iceberg (lettuce lol)" [X Link](https://x.com/NetMelc/status/2016949701577244952) 2026-01-29T19:00Z [---] followers, [---] engagements "@philroberts I've heard DRAM contracts were fixed for years so it might take a while before spot prices impact their bottom line. We'll see. I've personally been looking at upgrading my RAM and it's just impossible to justify right now 😅" [X Link](https://x.com/NetMelc/status/2017006926433788061) 2026-01-29T22:48Z [---] followers, [--] engagements "@GordonJohnson19 @JigarShahDC holy shit you're still here every day aren't you exhausted 🤣 Cheers" [X Link](https://x.com/NetMelc/status/2017322229428535657) 2026-01-30T19:41Z [---] followers, [---] engagements "@CompoundingTony Something about derivatives market bigger than spot market. It is unfortunately how modern markets are" [X Link](https://x.com/NetMelc/status/2017325469092245768) 2026-01-30T19:54Z [---] followers, [---] engagements "@x_times_1 fair market value of $595M on the old Convertible. Call option value is big" [X Link](https://x.com/NetMelc/status/1990903911025082548) 2025-11-18T22:04Z [---] followers, [---] engagements "@Browpeak last question mark is whether the old convert needs to be redeemed at FMV or at the 30% premium to conversion price. ChatGPT computed a $595M FMV. not the $300M that Bert is using" [X Link](https://x.com/NetMelc/status/1990911768378446104) 2025-11-18T22:35Z [---] followers, [---] engagements "$EOSE PJM and Duke Energy got caught here hopefully they learn and install @PoweredByEos cubes all over 😁 https://t.co/95sTPkhuWJ https://t.co/95sTPkhuWJ" [X Link](https://x.com/NetMelc/status/2016044405220630577) 2026-01-27T07:03Z [---] followers, [----] engagements "@beaglebrigade $FLNC $NOVA $LICY $FREY $STEM $GWH There's no one left. not a single battery pure-play except CATL and Panasonic (6752.T) but those are established players. Pretty incredible to witness. http://300750.SZ http://300750.SZ" [X Link](https://x.com/NetMelc/status/1912265821805768786) 2025-04-15T22:04Z [---] followers, [----] engagements "@PurposeFundXYZ $EOSEW ticker like a stock" [X Link](https://x.com/NetMelc/status/1960421585694683384) 2025-08-26T19:18Z [---] followers, [---] engagements "$EOSE $EOSEW officially dead Form [--] https://t.co/pKl78HmwH7 https://t.co/4hcEbXzeW1 Form [--] https://t.co/pKl78HmwH7 https://t.co/4hcEbXzeW1" [X Link](https://x.com/NetMelc/status/1990530476873036073) 2025-11-17T21:20Z [---] followers, 34.1K engagements "$EOSE @PoweredByEos's segment today on FOX News Live" [X Link](https://x.com/NetMelc/status/1910775451653681480) 2025-04-11T19:22Z [---] followers, 27.1K engagements "@xEBITDA From Copilot The equal-weighted return across Chamath Palihapitiya's SPAC and PIPE investments (excluding the pre-IPO $AEXA) is approximately 12.39%" [X Link](https://x.com/NetMelc/status/1957878072310403531) 2025-08-19T18:51Z [---] followers, [---] engagements "Where are the $MSTY retards they've been awfully absent from my feed recently😳 200% yield my ass" [X Link](https://x.com/NetMelc/status/1995535438560522675) 2025-12-01T16:48Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@NetMelc 🔋NetMelc🔋🔋NetMelc🔋 posts on X about $eose, eos, gamma, eose the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 59% finance 14% technology brands 6% countries 1% social networks 1% automotive brands 1% currencies 1%
Social topic influence $eose #63, eos 9%, gamma 8%, eose #31, at least 3%, just a 3%, $flnc 3%, math 3%, strike 3%, $eosew 3%
Top accounts mentioned or mentioned by @jordansolace @dmottco @xebitda @srvc76 @philroberts @browpeak @poweredbyeos @bertgilfoyle @obginvestments @zerosumgame33 @tophergotwifi @inretrotech @spearfishingcap @beaglebrigade @diamondcuttrr @nav7634 @jigarshahdc @blulla1 @xdavidpdx @kalshi
Top assets mentioned Eos Energy Enterprises, Inc. (EOSE) Fluence Energy, Inc. (FLNC) Asset Entities Inc. (ASST) Microsoft Corp. (MSFT) PayPal Holdings Inc (PYPL) Metadium (META) Tesla, Inc. (TSLA) Duke Energy Corp (DUK)
Top posts by engagements in the last [--] hours
"$EOSE okay Eos Energy Enterprises Inc. Announces Proposed Registered Direct Offering of Common Stock to Fund Repurchase of Convertible Senior Notes https://investors.eose.com/news-releases/news-release-details/eos-energy-enterprises-inc-announces-proposed-registered-direct https://investors.eose.com/news-releases/news-release-details/eos-energy-enterprises-inc-announces-proposed-registered-direct"
X Link 2025-11-18T21:24Z [---] followers, 18.4K engagements
"@xEBITDA @blulla1 @xdavidpdx hedging with calls I'm in short @ 102.50"
X Link 2026-01-26T17:43Z [---] followers, [--] engagements
"Cool article on @Kalshi prediction market outcomes The Microstructure of Wealth Transfer in Prediction Markets https://www.jbecker.dev/research/prediction-market-microstructure https://www.jbecker.dev/research/prediction-market-microstructure"
X Link 2026-01-27T08:56Z [---] followers, [---] engagements
"$EOSE overnight 😶"
X Link 2026-02-02T03:23Z [---] followers, [----] engagements
"@Rsulli6300 The ramp is over time to sell -the market probably"
X Link 2026-02-04T21:19Z [---] followers, [---] engagements
"@JordanSolace LOL. We just went [--] days a week in office recently. I was actually contemplating quitting. not anymore 🤣🤣"
X Link 2026-02-05T16:09Z [---] followers, [---] engagements
"@bert_gilfoyle do you read this as a bad sign Or just got a better offer there Feels weird that he would leave to sell a arguably much worse product"
X Link 2026-02-06T03:37Z [---] followers, [---] engagements
"@OBGInvestments I don't watch football so I have literally [--] clue but given my chartists skills I will be right 100% of the time I guess anythhing. My charts tell me Tom Brady will carry New England to victory. Not Financial Advice of course"
X Link 2026-02-06T21:33Z [---] followers, [---] engagements
"$EOSE similar deal to May refinance. Common stock issuance $500-575M of convertible debt due [----] repurchase of 6.75% Convertible due [----] issued back in May. Not sure what this achieves Maybe second factory expansion"
X Link 2025-11-18T21:32Z [---] followers, [----] engagements
"@dmottco @Zerosumgame33 @TopherGotWifi"
X Link 2026-02-13T16:51Z [---] followers, [---] engagements
"$EOSE peak fear"
X Link 2026-02-05T15:38Z [---] followers, [----] engagements
"$EOSE deleveraging mostly completed not much gamma left to unwind. At least that is my interpretation"
X Link 2026-02-05T16:08Z [---] followers, [----] engagements
"$EOSE $EOSE #EOSE Expecting a very strong upside move here. Short squeeze candidate into tomorrow. https://t.co/KTQjGcSfGX $EOSE #EOSE Expecting a very strong upside move here. Short squeeze candidate into tomorrow. https://t.co/KTQjGcSfGX"
X Link 2026-02-05T20:06Z [---] followers, [---] engagements
"even more absent now $MSTY Where are the $MSTY retards they've been awfully absent from my feed recently😳 200% yield my ass https://t.co/E8ashMEjz6 Where are the $MSTY retards they've been awfully absent from my feed recently😳 200% yield my ass https://t.co/E8ashMEjz6"
X Link 2026-02-05T20:56Z [---] followers, [---] engagements
"Hot take: considering the shitshow happening this drawdown is respectable from $EOSE"
X Link 2026-02-05T21:27Z [---] followers, [----] engagements
"I wonder about average YTD returns now 🤣 $EOSE IBKR retail clients averaged 19.20% in [----] beating the S&P 500s 17.9%. The best-informed investors choose Interactive Brokers. IBKR retail clients averaged 19.20% in [----] beating the S&P 500s 17.9%. The best-informed investors choose Interactive Brokers"
X Link 2026-02-05T23:49Z [---] followers, [---] engagements
"$EOSE Shane McBee ex-Eos VP to Invinity https://invinity.com/invinity-appoints-shane-mcbee-as-vp-business-development-in-usa https://invinity.com/invinity-appoints-shane-mcbee-as-vp-business-development-in-usa"
X Link 2026-02-06T01:02Z [---] followers, [----] engagements
"🤣🤣🤣 THE PRICE CANDLES ARE TOUCHING THE VOLUME CANDLES THE PRICE CANDLES ARE TOUCHING THE VOLUME CANDLES"
X Link 2026-02-06T01:11Z [---] followers, [---] engagements
"$EOSE earnings date announced 🚨Feb [--] BEFORE OPEN 🚨 Great to see we are getting better on reporting timeline vs previous full-year results and no more speculation between release and earnings call like in previous quarters"
X Link 2026-02-11T21:35Z [---] followers, 16K engagements
"$EOSE so why is market down 2% today can't remember a flat day in recent memory realized volatility so high even with VIX [--]. Wow"
X Link 2026-02-12T16:30Z [---] followers, [----] engagements
"@dmottco @Zerosumgame33 @TopherGotWifi Was never really a fundamental thesis though. just a swing trade. [--] years for a swing trade is a long time"
X Link 2026-02-13T16:59Z [---] followers, [--] engagements
"$EOSE from my limited understanding the lower the coupon rate the lower the incentive there is to hedge. At 1.75% there shouldn't be many participants hedging as the payoff they are getting would be lower than the risk-free rate (unless it is a partial hedge) @xEBITDA @in_retrotech @srvc76 @JordanSolace About the Eos convertibles when does delta hedging start @xEBITDA @in_retrotech @srvc76 @JordanSolace About the Eos convertibles when does delta hedging start"
X Link 2025-11-21T17:42Z [---] followers, [----] engagements
"@HungStrikerCptl @Bagholder_Mgmnt I will never financially recover from this"
X Link 2025-11-21T18:59Z [---] followers, [--] engagements
"@philroberts @SpearfishingCap @in_retrotech credit agreement with DOE/Cerberus was amended with the $200M repurchase. They contractually can't"
X Link 2025-11-24T23:25Z [---] followers, [---] engagements
"@temu143 expand on your takeaways from $FLNC call"
X Link 2025-11-25T15:38Z [---] followers, [---] engagements
"$EOSE [--] of my [--] biggest daily $ losses have happened in the last [--] months. Meanwhile [--] of my [--] biggest daily $ gains have happened in the last [--] months. Market giveth and taketh"
X Link 2025-11-26T16:04Z [---] followers, [----] engagements
"$EOSE acceptable $EOSE . tracking the plot. EOSE you may resume regularly scheduled programming 🎯 $38 https://t.co/pX7X7EbsCZ $EOSE . tracking the plot. EOSE you may resume regularly scheduled programming 🎯 $38 https://t.co/pX7X7EbsCZ"
X Link 2025-11-26T16:50Z [---] followers, [----] engagements
"@Browpeak how do you see that happening to me it's hard to see how the K-shaped economy flattens out. Those with assets will keep feeling great and those without left in the dust About small caps current gov seems adamant on not pursuing antitrust which is what broke small caps imo"
X Link 2025-12-02T01:01Z [---] followers, [---] engagements
"@srvc76 just your average [--] beta move. 🧐"
X Link 2025-12-02T16:29Z [---] followers, [---] engagements
"@xEBITDA too big of a bad to hold on $ASST for Max Profit"
X Link 2025-12-09T00:17Z [---] followers, [---] engagements
"@Chansoo @MadelnCanada it's not a crazy bet if you have low risk tolerance. 5.34% discount rate to have the present value = $1M"
X Link 2025-12-10T21:51Z [---] followers, [----] engagements
"$EOSE signs of a fund looking to dump 34% of the float in [--] months. not Great hosting the Cerberus team in Pittsburghshowing current capability future capacity expansion and strategic positioning https://t.co/8xe8QUupGb Great hosting the Cerberus team in Pittsburghshowing current capability future capacity expansion and strategic positioning https://t.co/8xe8QUupGb"
X Link 2025-12-11T22:54Z [---] followers, [----] engagements
"$EOSE the fuck"
X Link 2025-12-15T14:59Z [---] followers, [----] engagements
"$EOSE given we know supply chain is 91% domestic and that felt is the only thing constituting that. now that we have this info we can clearly see management is aiming for total COGS of 150$/kWh (13.5 / 9%) = [---] @GrassmanWilliam @philroberts The math is simple: $20/kg Harmonized value is supposed to be the all in cost for the product packaging and shipping to the unloading dock. Doesn't count trucking across the US. $20/kg is an extremely viable price. Maybe it goes down in the future but it is great for now. @GrassmanWilliam @philroberts The math is simple: $20/kg Harmonized value is"
X Link 2025-12-24T20:34Z [---] followers, [----] engagements
"@KatusaResearch so you mean [--] years of deficit yea that would've surely saved us all. ☠"
X Link 2025-12-27T21:45Z [---] followers, [---] engagements
"@JordanSolace @SpearfishingCap @beaglebrigade a lot of OI but almost no Gamma except for [----] and [--]. if we get past [--] it will push us to 20"
X Link 2026-01-07T23:32Z [---] followers, [---] engagements
"$EOSE come on push thru [--] already"
X Link 2026-01-09T17:04Z [---] followers, [---] engagements
"$EOSE pinned at [--] with all that gamma"
X Link 2026-01-09T17:08Z [---] followers, [---] engagements
"$EOSE is 1/14 the new 12/12 doesn't have the same ring to it but I'll allow it Eos in Focus: https://t.co/chpM0mw5Sw https://t.co/QU5Gxxt5zs Eos in Focus: https://t.co/chpM0mw5Sw https://t.co/QU5Gxxt5zs"
X Link 2026-01-09T19:05Z [---] followers, [----] engagements
"@Step_Fcn_Gains we don't talk about 12/13"
X Link 2026-01-09T19:08Z [---] followers, [---] engagements
"$EOSE 🫡 it's been fun JUST IN: UK Canada and Australia consider coordinated plan to ban X. JUST IN: UK Canada and Australia consider coordinated plan to ban X"
X Link 2026-01-11T01:57Z [---] followers, 12.5K engagements
"@MaryTang166 I get my $EOSE fun from X. That's it. the actual business is unrelated"
X Link 2026-01-11T18:04Z [---] followers, [---] engagements
"@Mr_Derivatives top 1% LFG ty $EOSE"
X Link 2026-01-11T18:51Z [---] followers, [---] engagements
"@bert_gilfoyle @grok can you put Keir Starmer in a bikini"
X Link 2026-01-11T19:17Z [---] followers, [---] engagements
"$EOSE this move has now lit up the 18$ strike gamma for this week's expiry. To me we either finish this week at [--] [--] or [--]. no other options (pun intented lol)"
X Link 2026-01-12T18:05Z [---] followers, [----] engagements
"@DiamondCuttrr actually I had created a tool to get gamma and delta numbers. I scraped my OI from OCC (Options Clearing Corporation) but this tool beats it by a mile"
X Link 2026-01-12T18:42Z [---] followers, [--] engagements
"@nav7634 $EOSE has taught me a new state of mind superposition. Wednesday is both doomed to fail and bound the biggest day of my life. I've found this is where I'm most at peace. Both depressed and euphoric"
X Link 2026-01-12T21:10Z [---] followers, [----] engagements
"good or bad for $EOSE what do we think BREAKING: President Trump says large US tech companies must pay their own way for the rapidly rising electricity costs due to data centers. Trump says Microsoft $MSFT is first up and they will make major changes this week. Trump is going after electricity costs next. https://t.co/H407XMH3yU BREAKING: President Trump says large US tech companies must pay their own way for the rapidly rising electricity costs due to data centers. Trump says Microsoft $MSFT is first up and they will make major changes this week. Trump is going after electricity costs next."
X Link 2026-01-13T01:16Z [---] followers, [----] engagements
"@JordanSolace @RsnblAssurance my micro is becoming a macro stop"
X Link 2026-01-13T02:42Z [---] followers, [--] engagements
"$EOSE just a quick hedge for this Wednesday's event. Worst case I pay back my margin if we hit $20. 👍🏻"
X Link 2026-01-13T18:59Z [---] followers, [----] engagements
"$EOSE cmon Joe do it for Travis $EOSE My birthday is Jan [--]. If the announcement tomorrow is bullish enough; there is a good chance I celebrate my birthday as a first time millionaire. $EOSE My birthday is Jan [--]. If the announcement tomorrow is bullish enough; there is a good chance I celebrate my birthday as a first time millionaire"
X Link 2026-01-14T03:12Z [---] followers, [----] engagements
"$EOSE looks like each Core contains [---] Z3 batteries: 4x4x7 https://www.eose.com/solutions/eos-indensity/ https://www.eose.com/solutions/eos-indensity/"
X Link 2026-01-14T14:02Z [---] followers, [----] engagements
"@BatteryBuffett looks likely"
X Link 2026-01-14T14:09Z [---] followers, [---] engagements
"$EOSE well I'm glad I did this. removes any regrets and dampens the slight disappointment. $EOSE just a quick hedge for this Wednesday's event. Worst case I pay back my margin if we hit $20. 👍🏻 https://t.co/6JatojcIyX $EOSE just a quick hedge for this Wednesday's event. Worst case I pay back my margin if we hit $20. 👍🏻 https://t.co/6JatojcIyX"
X Link 2026-01-14T14:10Z [---] followers, [----] engagements
"$EOSE good graphic"
X Link 2026-01-14T14:28Z [---] followers, [----] engagements
"$EOSE possible @NetMelc @nav7634 Perhaps theyre going to use [--] of these cores without the covers in the containers then. Seems like theyll be able to automate core production then either slide [--] into a container or package them up like this @NetMelc @nav7634 Perhaps theyre going to use [--] of these cores without the covers in the containers then. Seems like theyll be able to automate core production then either slide [--] into a container or package them up like this"
X Link 2026-01-14T14:36Z [---] followers, [----] engagements
"$EOSE for all the complaining I've done on the comms strategy it seems like has brought eyes on the stock. 32M volume traded today. For a relatively vague PR this is huge"
X Link 2026-01-14T18:58Z [---] followers, [----] engagements
"$EOSE getting there I thought graphite felt was the only thing left that wasn't American made Eos is one of several industries in manufacturing that support Trumps tariffs. Their breakthrough announcement today is going to be a game changer in AI and across-the-board in energy agriculture and manufacturing. https://t.co/8hZ98G3enO Eos is one of several industries in manufacturing that support Trumps tariffs. Their breakthrough announcement today is going to be a game changer in AI and across-the-board in energy agriculture and manufacturing. https://t.co/8hZ98G3enO"
X Link 2026-01-14T19:36Z [---] followers, [----] engagements
"@theanimal23 idk I could send you the link but it's the same link than the original. shouldn't be a paywall on this 🤔"
X Link 2026-01-14T19:48Z [---] followers, [---] engagements
"$EOSE highest Jan [--] chain Gamma per strike: $18 8.1M $20 3.6M $19 2.9M $17.5 2.3M $17 1.7M $15 1.3M $19 1.3M most of the gamma is still above spot. based on uncertainty gone from Eos In Focus imo it's likely we end the week at 18$"
X Link 2026-01-14T21:59Z [---] followers, [----] engagements
"$EOSE 1) what With all of the data center announcements on "not shifting costs to consumers" the only option data centers have to do that this year is to buyout all of the rest of the capacity from $EOSE and install these cubes in [----]. My guess is that EOS can install 500MWs of [--] hour With all of the data center announcements on "not shifting costs to consumers" the only option data centers have to do that this year is to buyout all of the rest of the capacity from $EOSE and install these cubes in [----]. My guess is that EOS can install 500MWs of [--] hour"
X Link 2026-01-14T23:37Z [---] followers, [----] engagements
"$EOSE working on my model tonight. Jigar's tweet is not at all my base case but if the assumption that the new enclosure can increase the total capacity per line to [--] GWh then I can find a reasonable path to [---] GWh of production in [----] thus just over $1B in revenue.🤯"
X Link 2026-01-15T01:39Z [---] followers, [----] engagements
"@MjolnirTrisk math from Hip's answer: if each line can produce [---] GWh at [--] second cycle time and Eos was quoting Line [--] as [--] GWh mathematically it has to be that containerization was the bottleneck. [---] GWh seems insane just because we have [--] as a reference. https://x.com/thehipskipple/status/2011600103786836222s=20 @DiamondCuttrr @jsap13 @JigarShahDC Math exercise: [---] kWh/cube / [---] batts/cube = [----] kWh/batt [--] GWh / [----] kWh = 3.4m batts [--] batt/10s 606024365 = 3.2m batts/yr * 80% utilization = 2.5m batts/yr = [--] GWh/yr 80% may be high but was it containerization limiting to [--] GWh/yr"
X Link 2026-01-15T02:22Z [---] followers, [---] engagements
"$EOSE either they ship 1.6x more cube-equivalents per standard Semi. or they can also start shipping Cores in smaller quantities with other types of trucks not Semis. Either of which makes for more flexible - efficient - profitable operations I'm liking this more and more $EOSE Napkin math on shipping savings: Eos Cube = [---] Z3s = [-----] lbs = [--] cube per truck Eos Indesity = [---] Z3s = [----] lbs = Guessing 8-10 Indesities per truck (1.3-1.6 cubes per truck) $EOSE Napkin math on shipping savings: Eos Cube = [---] Z3s = [-----] lbs = [--] cube per truck Eos Indesity = [---] Z3s = [----] lbs = Guessing 8-10"
X Link 2026-01-15T05:31Z [---] followers, [----] engagements
"@Browpeak Jist catching up to the last [--] years. long way to go"
X Link 2026-01-15T06:23Z [---] followers, [---] engagements
"$EOSE gamma just became our best friend. Let him cook"
X Link 2026-01-15T16:02Z [---] followers, [---] engagements
"$EOSE Spaces curse is back"
X Link 2026-01-15T19:41Z [---] followers, [----] engagements
"$EOSE and fighting over 18$. who could've seen that coming 🙋♂ https://x.com/NetMelc/status/2010775109791871194s=20 $EOSE this move has now lit up the 18$ strike gamma for this week's expiry. To me we either finish this week at [--] [--] or [--]. no other options (pun intented lol) https://t.co/RdwSeL2t78 https://x.com/NetMelc/status/2010775109791871194s=20 $EOSE this move has now lit up the 18$ strike gamma for this week's expiry. To me we either finish this week at [--] [--] or [--]. no other options (pun intented lol) https://t.co/RdwSeL2t78"
X Link 2026-01-16T15:07Z [---] followers, [----] engagements
"$EOSE The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs The top [--] largest companies with at least 25% short interest (according to Finviz): A lot of these are Fintwit/Retail faves. https://t.co/foX7dH2jrs"
X Link 2026-01-17T04:47Z [---] followers, [----] engagements
"@FreemyerGreg @SunvMikey @DumbMoneyCapitl @thejefflutz do you have any insight as to how long the lead time between Felt delivery and production Do you think this felt is for "just in time" production or are they ramping up deliveries as a way to replace existing inventory drawing down due to increased production"
X Link 2026-01-20T17:06Z [---] followers, [---] engagements
"@99_loss_capital @PoweredByEos At least we didn't get the convert raise the day after "Eos In Focus". [----] Eos would've done that. we went from 0/10 PR to 4/10. Still ways to go. And I mean that in the most positive way"
X Link 2026-01-21T18:04Z [---] followers, [---] engagements
"@blondesnmoney Once in a lifetime for a value investor just your average stock in the last [--] years 🤣"
X Link 2026-01-21T23:23Z [---] followers, [---] engagements
"@OBGInvestments I feel the same way. Happy about the price action but in general grumpy about the business. It can change on a dime but this is my current mood. Silence is hard"
X Link 2026-01-23T07:46Z [---] followers, [---] engagements
"God bless the souls of the [----] $PYPL dip buyers.🫡 $PYPL If you invested $10000 in PayPal five years ago you would now have $2252. https://t.co/sNh8Xsg3qM $PYPL If you invested $10000 in PayPal five years ago you would now have $2252. https://t.co/sNh8Xsg3qM"
X Link 2026-01-26T23:43Z [---] followers, [---] engagements
"@ddbinvest @PoweredByEos Duke has a pilot with $EOSE we are for sure going to see more out of them"
X Link 2026-01-28T01:46Z [---] followers, [---] engagements
"$EOSE $EOSEW"
X Link 2025-08-26T18:34Z [---] followers, [----] engagements
"@dmottco Agreed. WEN SOON"
X Link 2025-11-04T22:10Z [---] followers, [---] engagements
"$EOSE $FLNC just dropped a [---] GWh order PR https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-supplies-energy-storage-technology-brightnight-and https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-supplies-energy-storage-technology-brightnight-and"
X Link 2026-01-15T14:59Z [---] followers, [----] engagements
"$EOSE I'm working on a report about data center developers building their own power plants and this data shocked me: [--] GW of proposed data centersroughly 33% of all planned capacitynow plan to skip the grid by building "behind-the-meter" projects. This is a very new trend. A https://t.co/C12c2JL1Ut I'm working on a report about data center developers building their own power plants and this data shocked me: [--] GW of proposed data centersroughly 33% of all planned capacitynow plan to skip the grid by building "behind-the-meter" projects. This is a very new trend. A https://t.co/C12c2JL1Ut"
X Link 2026-01-28T01:49Z [---] followers, [----] engagements
"$EOSE follow the signal $eose Updated felt delivery charts (2026-01-27) https://t.co/WwlwG1uoCq $eose Updated felt delivery charts (2026-01-27) https://t.co/WwlwG1uoCq"
X Link 2026-01-28T16:35Z [---] followers, [----] engagements
"$EOSE couldn't be me Investors spending weeks researching a company only to have a 2% position. https://t.co/ShtjfBXMbh Investors spending weeks researching a company only to have a 2% position. https://t.co/ShtjfBXMbh"
X Link 2026-01-28T20:03Z [---] followers, [----] engagements
"$META is that rich friend that siphons away their entire paycheck into tech gadgets $META SEES [----] CAPEX $115B TO $135B EST. $110.62B $META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B https://t.co/EH9Y14vsod $META SEES [----] CAPEX $115B TO $135B EST. $110.62B $META SEES [----] TOTAL EXPENSES $162B TO $169B EST. $151B https://t.co/EH9Y14vsod"
X Link 2026-01-28T22:18Z [---] followers, [---] engagements
"to think you can buy $TSLA now for the same price as right before this call. wow bullish. Robotaxi thesis was shaky a year ago but is now happening very quickly"
X Link 2026-01-29T00:02Z [---] followers, [---] engagements
"I will disagree that consumer choice is the indicator. The only thing preventing mass adoption is Unsupervised FSD. Right now as an add-on to your own car FSD Supervised just feels like watching over your dying grandma drive. However FSD as an enabler for a Robotaxi fleet has value because in that use case customers only care about safety and price/mile. And in that category FSD is a true game-changer. The time between having no FSD to fully-autonomous (which is where we are right now) is clunky because it doesn't serve any real purpose except being a beta-tester for a future game-changer."
X Link 2026-01-29T01:36Z [---] followers, [--] engagements
"I agree on education part. They could do so much better. My point is mainly that Robotaxi does not require education. Customers see it costs less to go somewhere boom you have a customer. It's that simple. There are no signs of this yet of course but you'd be foolish to think people will not adopt the cheaper equivalent mode of transportation. Much easier than to convince car owners to shell out 100$ a month. "It's just a 10$ ride" Optimus still too far away to see how it will pan out but FSD success is a leading indicator. both work or fail together."
X Link 2026-01-29T02:04Z [---] followers, [--] engagements
"$140M project looks likely to enter backlog this is 20% of our current backlog. I have no doubt they will be able to run line [--] at full capacity for the entirety of [----]. how many of these medium-size projects are kept under wraps We only see the tip of the iceberg (lettuce lol)"
X Link 2026-01-29T19:00Z [---] followers, [---] engagements
"@philroberts I've heard DRAM contracts were fixed for years so it might take a while before spot prices impact their bottom line. We'll see. I've personally been looking at upgrading my RAM and it's just impossible to justify right now 😅"
X Link 2026-01-29T22:48Z [---] followers, [--] engagements
"@GordonJohnson19 @JigarShahDC holy shit you're still here every day aren't you exhausted 🤣 Cheers"
X Link 2026-01-30T19:41Z [---] followers, [---] engagements
"@CompoundingTony Something about derivatives market bigger than spot market. It is unfortunately how modern markets are"
X Link 2026-01-30T19:54Z [---] followers, [---] engagements
"@x_times_1 fair market value of $595M on the old Convertible. Call option value is big"
X Link 2025-11-18T22:04Z [---] followers, [---] engagements
"@Browpeak last question mark is whether the old convert needs to be redeemed at FMV or at the 30% premium to conversion price. ChatGPT computed a $595M FMV. not the $300M that Bert is using"
X Link 2025-11-18T22:35Z [---] followers, [---] engagements
"$EOSE PJM and Duke Energy got caught here hopefully they learn and install @PoweredByEos cubes all over 😁 https://t.co/95sTPkhuWJ https://t.co/95sTPkhuWJ"
X Link 2026-01-27T07:03Z [---] followers, [----] engagements
"@beaglebrigade $FLNC $NOVA $LICY $FREY $STEM $GWH There's no one left. not a single battery pure-play except CATL and Panasonic (6752.T) but those are established players. Pretty incredible to witness. http://300750.SZ http://300750.SZ"
X Link 2025-04-15T22:04Z [---] followers, [----] engagements
"@PurposeFundXYZ $EOSEW ticker like a stock"
X Link 2025-08-26T19:18Z [---] followers, [---] engagements
"$EOSE $EOSEW officially dead Form [--] https://t.co/pKl78HmwH7 https://t.co/4hcEbXzeW1 Form [--] https://t.co/pKl78HmwH7 https://t.co/4hcEbXzeW1"
X Link 2025-11-17T21:20Z [---] followers, 34.1K engagements
"$EOSE @PoweredByEos's segment today on FOX News Live"
X Link 2025-04-11T19:22Z [---] followers, 27.1K engagements
"@xEBITDA From Copilot The equal-weighted return across Chamath Palihapitiya's SPAC and PIPE investments (excluding the pre-IPO $AEXA) is approximately 12.39%"
X Link 2025-08-19T18:51Z [---] followers, [---] engagements
"Where are the $MSTY retards they've been awfully absent from my feed recently😳 200% yield my ass"
X Link 2025-12-01T16:48Z [---] followers, [----] engagements
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/creator/x::NetMelc