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# ![@thejefflutz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::770102124382449664.png) @thejefflutz Jeff Lutz 🔋

BYD, a Chinese EV manufacturer, is facing challenges, with some analysts and investors expressing concerns about its financial health, channel inventory, and days payable outstanding (DPO). The company's struggles have been highlighted by its recent price cuts and comparisons to Tesla, which has a strong track record of execution and a diverse range of products. Meanwhile, Tesla continues to be praised for its innovative products, including its potential for robotaxi and humanoid robots, and its ability to maintain a competitive edge in the market.

### Engagements: XXXXXX [#](/creator/twitter::770102124382449664/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +186%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +114%

### Mentions: XX [#](/creator/twitter::770102124382449664/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +5%
- X Months XXX -XX%
- X Year XXXXX +29%

### Followers: XXXXXX [#](/creator/twitter::770102124382449664/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:followers.svg)

- X Week XXXXXX +0.45%
- X Month XXXXXX +2.10%
- X Months XXXXXX +14%
- X Year XXXXXX +75%

### CreatorRank: XXXXXXX [#](/creator/twitter::770102124382449664/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::770102124382449664/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::770102124382449664/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4651 [countries](/list/countries)  XXXXX% [automotive brands](/list/automotive-brands)  #5432 [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$eose](/topic/$eose) #9, [china](/topic/china) 10%, [tesla](/topic/tesla) #521, [$tsla](/topic/$tsla) 3.33%, [imo](/topic/imo) #282, [tariffs](/topic/tariffs) 2.22%, [elements](/topic/elements) 2.22%, [cybertruck](/topic/cybertruck) #105, [marshall](/topic/marshall) 1.11%, [$flnc](/topic/$flnc) XXXX%

**Top accounts mentioned or mentioned by**
[@poweredbyeos](/creator/undefined) [@teslaboomermama](/creator/undefined) [@grindeoptions](/creator/undefined) [@rajuvamsi007](/creator/undefined) [@mattstert3](/creator/undefined) [@tesla](/creator/undefined) [@gm](/creator/undefined) [@teslaownerssv](/creator/undefined) [@modelyguy](/creator/undefined) [@cryptogoddude](/creator/undefined) [@michaelm272](/creator/undefined) [@patelme4](/creator/undefined) [@morganhammar](/creator/undefined) [@bradleyinkona](/creator/undefined) [@michalbrojak](/creator/undefined) [@scorpiotiger77](/creator/undefined) [@beaglebrigade](/creator/undefined) [@34900484465m](/creator/undefined) [@garyblack00](/creator/undefined) [@chrisg_xt](/creator/undefined)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Tesla, Inc. (TSLA)](/topic/tesla) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [General Motors Company (GM)](/topic/general-motors) [Oklo Inc. (OKLO)](/topic/$oklo)
### Top Social Posts [#](/creator/twitter::770102124382449664/posts)
---
Top posts by engagements in the last XX hours

"The world leader in AI data center hardware Nvidia highlighting the need for long duration battery storage for the AI data center $EOSE"  
[X Link](https://x.com/thejefflutz/status/1978979682297991389) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T00:21Z 52.4K followers, 40.6K engagements


"🚨 $EOSE MAJOR ECONOMIC DEVELOPMENT ANNOUNCEMENT GOVERNOR JOSH SHAPIRO will visit EOS Energy *TODAY* 10/21 at 1PM ET to make the announcement 📣"  
[X Link](https://x.com/thejefflutz/status/1980534709571735595) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T07:20Z 52.4K followers, 43.4K engagements


"$EOSE capex: theyre not prepaying for line X imo theyre paying based on ACRO milestones for overall completeness line UPH and yield/quality If Im on the ACRO side and I know the BESS TAM I may take a better deal being paid back per unit for some or all 👀"  
[X Link](https://x.com/thejefflutz/status/1980139032320602432) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T05:08Z 52.4K followers, 17.1K engagements


"A single piece flow is a manufacturing industry term. Material in one side to a continuous assembly line from raw material to finished cube out the other side. No offline cells or subassembly areas most likely. From a lean perspective capable of achieving lower costs less queuing less working capital per cube shipped Better never stops $EOSE"  
[X Link](https://x.com/thejefflutz/status/1980617455262216329) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T12:49Z 52.4K followers, 20.6K engagements


"Talen signed a nuclear power agreement with Amazon for AI hyperscaler datacenter this summer and $EOSE & Talen have now signed a partnership agreement announced this morning 👀"  
[X Link](https://x.com/thejefflutz/status/1980621795246899617) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T13:06Z 52.4K followers, 31K engagements


"$EOSE massive production expansion"  
[X Link](https://x.com/thejefflutz/status/1980657906560479405) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T15:30Z 52.4K followers, 10.5K engagements


"Meanwhile the US tariffed solar 250-3500% and removed any incentives to purchase it in the US in the BBB 🙄 unbelievable 🤦🏻♂"  
[X Link](https://x.com/thejefflutz/status/1943244082786021792) [@thejefflutz](/creator/x/thejefflutz) 2025-07-10T09:41Z 52.4K followers, 105.6K engagements


"Any thoughts on $EOSE and $FLNC price action moving together Feels like someone or some entity woke up and are moving that entire basket of US BESS plays as the next major bottleneck needing capital for AI infra build out Thanks for any feedback"  
[X Link](https://x.com/thejefflutz/status/1974168466631635078) [@thejefflutz](/creator/x/thejefflutz) 2025-10-03T17:43Z 52.4K followers, 10.3K engagements


"China added export controls on lithium and graphite. If POTUS wishes to raise China tariffs $EOSE is fine and actually advantaged in this case w/greater than XX% US sourcing and XXX% assembly no lithium"  
[X Link](https://x.com/thejefflutz/status/1976682578800164945) [@thejefflutz](/creator/x/thejefflutz) 2025-10-10T16:13Z 52.4K followers, 62.6K engagements


"Good reminder So important in these times $TSLA"  
[X Link](https://x.com/thejefflutz/status/1976847976644669677) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T03:11Z 52.4K followers, 77.5K engagements


"EOS zinc-bromide batteries appear to be completely insulated from these restrictions. Announced by Chinas Ministry of Commerce on October X 2025 the controlseffective November X 2025target exports of high-end lithium-ion batteries lithium cathode materials (e.g. those using nickel cobalt or manganese) artificial graphite anode materials and related processing technologies. These measures require export licenses and aim to protect Chinas dominance in EV and grid-storage supply chains amid escalating U.S.-China trade tensions. Key reasons for insulation: Non-Lithium Chemistry: Zinc-bromide"  
[X Link](https://x.com/thejefflutz/status/1977079813748761000) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T18:32Z 52.4K followers, 2499 engagements


"NO RARE EARTHS JUST REGULAR WIDELY SUPPLIED EARTHS EOS Energys zinc-bromide flow batteries (Eos Z3) do not rely on critical rare earth elements (REEs) that are subject to Chinas export restrictions. The batteries primarily use five low-cost abundant materials: zinc bromine titanium oxide carbon plastic and water-based electrolytes. Heres a breakdown: No Rare Earths in Core Chemistry: Zinc and bromine the primary active materials are not classified as rare earths. Zinc is widely mined in the U.S. (e.g. Alaska Missouri) and globally with no significant dependence on China. Bromine is extracted"  
[X Link](https://x.com/thejefflutz/status/1977079817095774609) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T18:32Z 52.4K followers, 6514 engagements


"These platformed low IQ takes are getting old. China is and will crush us on power which means theyll crush us on AI if we dont ramp gridscale batteries to store and peak shave multiple forms of energy generation"  
[X Link](https://x.com/thejefflutz/status/1977106074814890175) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T20:16Z 52.4K followers, 35.4K engagements


"Literal cut and paste from April comms how did that turn out panicans"  
[X Link](https://x.com/thejefflutz/status/1977956397779222721) [@thejefflutz](/creator/x/thejefflutz) 2025-10-14T04:35Z 52.4K followers, 13.8K engagements


"Leaving this right here"  
[X Link](https://x.com/thejefflutz/status/1978088194806534339) [@thejefflutz](/creator/x/thejefflutz) 2025-10-14T13:19Z 52.3K followers, 124.8K engagements


"China has 400GWh+ of annualized battery stationary storage capacity and the US has 60GWh Critical for AI datacenters. WTF are we doing Seriously. We need Tesla and $EOSE to ramp localized solutions massively. FLNC too. @SenMcCormickPA @SecretaryWright"  
[X Link](https://x.com/thejefflutz/status/1978606567306957289) [@thejefflutz](/creator/x/thejefflutz) 2025-10-15T23:39Z 52.4K followers, 18.4K engagements


"The more sightings the closer to start of production"  
[X Link](https://x.com/thejefflutz/status/1978983532845281322) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T00:36Z 52.3K followers, 31.6K engagements


"$TSLA Earnings Preview: HUGE Surprises Ahead"  
[X Link](https://x.com/thejefflutz/status/1979214364810055713) [@thejefflutz](/creator/x/thejefflutz) 2025-10-17T15:54Z 52.4K followers, 5068 engagements


"The largest AI datacenter xAIs Colossus in Tennessee uses BESS (Tesla) its not a nice to have its critical. As great as Tesla megapacks are I dont see OpenAI Sam Altman and Meta Zuck sourcing from Tesla. And in general the entire AI data center OEMs will want multiple sources. Can see Tesla & $EOSE leading along w/FLNC w/a massive TAM to chop up For the time being I can see the US gov / military going almost strictly EOS to eliminate the China supply chain of custody risk"  
[X Link](https://x.com/thejefflutz/status/1979537619068322000) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T13:18Z 52.3K followers, 2906 engagements


"Great sign. Set up for the principles (Trump/Xi) the following week"  
[X Link](https://x.com/thejefflutz/status/1979559256950219223) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T14:44Z 52.3K followers, 25.3K engagements


"The enormity of this is beginning to become known slowly then all at once $EOSE 👀"  
[X Link](https://x.com/thejefflutz/status/1979605832091238907) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T17:49Z 52.4K followers, 28.6K engagements


"OKLO valuation can stay wherever the hell it wants for all I care $EOSE room to run is the point 🚀"  
[X Link](https://x.com/thejefflutz/status/1979659510525710769) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T21:23Z 52.4K followers, 21.9K engagements


"@adcock_brett This is really encouraging. Curious whats the plan for liquid ingress protection Brett"  
[X Link](https://x.com/thejefflutz/status/1979994964344873231) [@thejefflutz](/creator/x/thejefflutz) 2025-10-19T19:36Z 52.4K followers, 6809 engagements


"Its clear to markets both the US and China top principles want a deal and are clearly working towards one based on the meeting cadence and 180deg on rhetoric"  
[X Link](https://x.com/thejefflutz/status/1980122268278899007) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T04:01Z 52.4K followers, 12.8K engagements


"26.3 inbound on the Cybertruck from 20.5"  
[X Link](https://x.com/thejefflutz/status/1947529248006136267) [@thejefflutz](/creator/x/thejefflutz) 2025-07-22T05:28Z 52.4K followers, 2.5M engagements


"Ok this is the GROK release and its exceptional Low latency immersive audio useful & I signed into Grok in my other car and was already signed in here. Seamless high quality experience. You can tell this was built by one team essentially and it will only improve . $tsla"  
[X Link](https://x.com/thejefflutz/status/1947795200149229958) [@thejefflutz](/creator/x/thejefflutz) 2025-07-22T23:05Z 52.4K followers, 2.5M engagements


"Hope @RapidResponse47 sees this interview 👀 USA mfg and EOS=Energy for AI"  
[X Link](https://x.com/thejefflutz/status/1968754518687969740) [@thejefflutz](/creator/x/thejefflutz) 2025-09-18T19:10Z 52.4K followers, 15.3K engagements


"$EOSE battery: No rare earths or lithium ion or other critical raw materials under this Nov 8th China NEW export control. This is a huge positive for @PoweredByEos but really needs to be resolved for the US more broadly (cont below) 👇"  
[X Link](https://x.com/thejefflutz/status/1977079806559981979) [@thejefflutz](/creator/x/thejefflutz) 2025-10-11T18:32Z 52.4K followers, 44.8K engagements


"The great Cooking Oil 18min bear market of 2025 Jawboning from both sides leading up to the EOM F2F meeting. Carry on"  
[X Link](https://x.com/thejefflutz/status/1978190538772754921) [@thejefflutz](/creator/x/thejefflutz) 2025-10-14T20:05Z 52.4K followers, 19.9K engagements


"Ford Stellantis and now GM have all adjusted their supplier contracts to make it more difficult for suppliers to adjust pricing higher for tariffs as contractual cycles end/renew basically a squeeze. Now that pre-tariff inventory has mostly flushed (continued below) 👇"  
[X Link](https://x.com/thejefflutz/status/1978425046793134491) [@thejefflutz](/creator/x/thejefflutz) 2025-10-15T11:37Z 52.4K followers, 17.3K engagements


"Why would he word it this way if the key principles under them havent agreed to something that looks like meaningful positive progress Hopeful 🙏"  
[X Link](https://x.com/thejefflutz/status/1978866561659097584) [@thejefflutz](/creator/x/thejefflutz) 2025-10-16T16:52Z 52.4K followers, 7993 engagements


"Madmax on FSD V14 is much more than just another driving profile. Tesla is telling us theyve unlocked a new level of system performance and safety 👀 @Tesla_AI"  
[X Link](https://x.com/thejefflutz/status/1979631706362757553) [@thejefflutz](/creator/x/thejefflutz) 2025-10-18T19:32Z 52.4K followers, 149K engagements


"There's nothing wrong w/dual sourcing for cost schedule performance quality etc. but let's not compare clydesdales with thoroughbreds . There is no way @SpaceX is out-hustled here and there are no examples as such"  
[X Link](https://x.com/thejefflutz/status/1980297855471648989) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T15:39Z 52.4K followers, 12.8K engagements


"This Presidential admin is squarely focused on maintaining & growing the US's lead in AI & is keenly aware of China advancing. Power is in the critical path & BESS storage is clearly a huge part of that solution. More favorable policy/investment coming imo. $EOSE"  
[X Link](https://x.com/thejefflutz/status/1980306397054321036) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T16:13Z 52.4K followers, 12.6K engagements


"$EOSE CEO Joe Mastrangelo just now: @PoweredByEos batteries in field performing better than promised specifications 👀 Field verification / acceptance is one of the critical pieces of the puzzle. . "  
[X Link](https://x.com/thejefflutz/status/1980694929455431880) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T17:57Z 52.4K followers, 17.9K engagements


"@GrindeOptions @PoweredByEos No. TAM is too big"  
[X Link](https://x.com/thejefflutz/status/1980710766719488172) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T19:00Z 52.4K followers, XXX engagements


"@DirtyTesLa Ive experienced this too and wonder how it gets solved"  
[X Link](https://x.com/thejefflutz/status/1980880887182159984) [@thejefflutz](/creator/x/thejefflutz) 2025-10-22T06:16Z 52.4K followers, 3094 engagements


"GUGGEHEIM UPGRADES $EOSE DOUBLING PRICE TARGET to $20"  
[X Link](https://x.com/thejefflutz/status/1980975541944471832) [@thejefflutz](/creator/x/thejefflutz) 2025-10-22T12:32Z 52.4K followers, 17.5K engagements


"Tesla Q3 Earnings Call: Elon is connecting volume of auto production to capability of their AI full self driving software. The market has not yet. 👀"  
[X Link](https://x.com/thejefflutz/status/1981115078184464502) [@thejefflutz](/creator/x/thejefflutz) 2025-10-22T21:46Z 52.4K followers, 5817 engagements


"The visual of many thousands of cars driving themselves off a production line with no pedals or steering wheel in months is going to be wild. Tesla Cybercab SOP Q2 2026 per Elon on the Tesla Q3 earnings call"  
[X Link](https://x.com/thejefflutz/status/1981123008497688701) [@thejefflutz](/creator/x/thejefflutz) 2025-10-22T22:18Z 52.4K followers, 6022 engagements


"$EOSE exhausted at $14"  
[X Link](https://x.com/thejefflutz/status/1977747648577761453) [@thejefflutz](/creator/x/thejefflutz) 2025-10-13T14:45Z 52.4K followers, 15.4K engagements


"Signal: No capital raise at these stratospheric $EOSE prices 🤞🏻5 closes $XX but idk tho DYOR"  
[X Link](https://x.com/thejefflutz/status/1980129003777224839) [@thejefflutz](/creator/x/thejefflutz) 2025-10-20T04:28Z 52.4K followers, 17.7K engagements


"Could be several reasons institutions are generally in control they could have been taken by surprise so shorting it to bring it lower to cover hedges. Retail are mostly retarded except for you and I of course and the good people in this core community key thing is the short thesis is thinning and the bull narrative is getting stronger with these fundamental announcements and agreements"  
[X Link](https://x.com/thejefflutz/status/1980662478674489378) [@thejefflutz](/creator/x/thejefflutz) 2025-10-21T15:48Z 52.4K followers, XXX engagements


"@rajuvamsi007 @Tesla_Optimus Not locked but locked enough to order and refine capex / lines theyll make changes all the way up to the days of start of production"  
[X Link](https://x.com/thejefflutz/status/1981149488615215227) [@thejefflutz](/creator/x/thejefflutz) 2025-10-23T00:03Z 52.4K followers, XXX engagements