# ![@xEBITDA Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::715526571650580480.png) @xEBITDA Mr. Tinker

Mr. Tinker posts on X about $eose, $ionq, $asst, $nvda the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::715526571650580480/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::715526571650580480/c:line/m:interactions.svg)

- [--] Week [------] +5.30%
- [--] Month [-------] -73%
- [--] Months [---------] +58%
- [--] Year [---------] +90%

### Mentions: [--] [#](/creator/twitter::715526571650580480/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::715526571650580480/c:line/m:posts_active.svg)

- [--] Week [--] -3.30%
- [--] Month [--] -23%
- [--] Months [---] +13%
- [--] Year [-----] +71%

### Followers: [-----] [#](/creator/twitter::715526571650580480/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::715526571650580480/c:line/m:followers.svg)

- [--] Week [-----] -0.27%
- [--] Month [-----] -0.03%
- [--] Months [-----] +56%
- [--] Year [-----] +92%

### CreatorRank: [---------] [#](/creator/twitter::715526571650580480/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::715526571650580480/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [us election](/list/us-election)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$eose](/topic/$eose) #44, [$ionq](/topic/$ionq), [$asst](/topic/$asst) #188, [$nvda](/topic/$nvda), [$tsla](/topic/$tsla), [$btc](/topic/$btc), [$rgti](/topic/$rgti), [$qbts](/topic/$qbts), [nvda](/topic/nvda), [money](/topic/money)

**Top assets mentioned**
[Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [IonQ, Inc. (IONQ)](/topic/$ionq) [Asset Entities Inc. (ASST)](/topic/$asst) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/$btc) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [SPX6900 (SPX)](/topic/$spx) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Iris Energy Limited (IREN)](/topic/$iren) [UnitedHealth Group (UNH)](/topic/$unh) [CoreWeave, Inc (CRWV)](/topic/$crwv) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Snap, Inc. (SNAP)](/topic/$snap) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Oklo Inc. (OKLO)](/topic/$oklo) [NextEra Energy Inc (NEE)](/topic/$nee) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CLEANSPARK INC (CLSK)](/topic/$clsk) [QuantumCore (QBS)](/topic/quantum) [Bloom Energy Corporation (BE)](/topic/$be) [Sandisk Corporation (SNDK)](/topic/$sndk) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Spacemesh (SMH)](/topic/$smh) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Morgan Stanley (MS)](/topic/morgan-stanley) [Micron Technology, Inc. (MU)](/topic/$mu) [Intel Corporation (INTC)](/topic/$intc) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@gnoble79 $UNH $CAT $GS $AAPL $RUN $FSLR $PAYC"  
[X Link](https://x.com/xEBITDA/status/1611387940026081282)  2023-01-06T15:43Z [----] followers, [---] engagements


"@Zerosumgame33 @thejefflutz As much as I dislike $TSLA that's actually a much better comparison imo. $TSLA received a $465M DOE loan in Jan-2010. Private valuation of $TSLA in the last funding round in [----] was $550M. IPO happened in mid-2010 at $1.6B"  
[X Link](https://x.com/xEBITDA/status/1658864876448804865)  2023-05-17T15:59Z [----] followers, [--] engagements


"Just ran some stats on trading volume/broker rankings. Looks like some good non-retail money coming through (GS MS) $EOSE @Zerosumgame33"  
[X Link](https://x.com/xEBITDA/status/1658919590607605760)  2023-05-17T19:37Z [----] followers, [--] engagements


"Anyone interested in buying the generational low $nvda"  
[X Link](https://x.com/xEBITDA/status/1659554737593933824)  2023-05-19T13:40Z [----] followers, [---] engagements


"@Zerosumgame33 Equity can be contributed in-kind. This means equipment could count towards equity contribution of loan If allowed this would significantly reduce equity requirement of company. $eose"  
[X Link](https://x.com/xEBITDA/status/1659585003871952896)  2023-05-19T15:41Z [----] followers, [--] engagements


"@InvestRoiss I heard the AI was partying too hard on the GPU cluster last night and forgot to turn on the trading algo today. $NVDA"  
[X Link](https://x.com/xEBITDA/status/1659628603733315584)  2023-05-19T18:34Z [----] followers, [--] engagements


"$TSLA at that rate those will be for free by the end of June. @BradMunchen"  
[X Link](https://x.com/xEBITDA/status/1659682730307883008)  2023-05-19T22:09Z [---] followers, [--] engagements


"@duedillengence Read it. Not sure who this is but he lacks some basic understanding of corporate finance. SOFR+50 to 200bps financing is extremely accretive to equity if your WACC is currently 20%+. In general dont think the thread is relevant for the investment case of $eose"  
[X Link](https://x.com/xEBITDA/status/1660470757821153280)  2023-05-22T02:20Z [---] followers, [--] engagements


"$EOSE Yorkville being repaid"  
[X Link](https://x.com/xEBITDA/status/1660741547275726848)  2023-05-22T20:16Z [----] followers, [----] engagements


"$EOSE Look at no1 holder. Looks like we know where the heavy trading went on Friday. @Zerosumgame33 @8750Capital"  
[X Link](https://x.com/xEBITDA/status/1660742946411646976)  2023-05-22T20:22Z [----] followers, [----] engagements


"@JPSartre_NoExit @iliketeslas @elonmusk @WholeMarsBlog @28delayslater The average Porsche facility manager is probably a better engineer than a $TSLA or $RIVN engineer. Just saying"  
[X Link](https://x.com/xEBITDA/status/1660868451370684428)  2023-05-23T04:41Z [----] followers, [--] engagements


"$NVDA pre-earnings price action reminds me of Thanksgiving. Watch out I hear sometimes people get trampled to death"  
[X Link](https://x.com/xEBITDA/status/1661455675061583874)  2023-05-24T19:34Z [----] followers, [---] engagements


"@SpecialSitsNews Jay: Any views on $ILMN btw"  
[X Link](https://x.com/xEBITDA/status/1661784908472389634)  2023-05-25T17:22Z [----] followers, [---] engagements


"@jmjcapital @Zerosumgame33 Do we know under which section within Title [--] $EOSE has applied for the loan If we fall under Section [----] (INNOVATIVE CLEAN ENERGY) there is funding available even without the IRA. Not that I believe the IRA would be touched anyways"  
[X Link](https://x.com/xEBITDA/status/1661829104067579905)  2023-05-25T20:18Z [----] followers, [--] engagements


"@in_retrotech @rt0lle @ChristianSkjth1 I would expect $EOSE redeem those PIK notes in [----]. The company can redeem the notes sometime starting sometime in [----] if the share price is 130% of the original conversion price"  
[X Link](https://x.com/xEBITDA/status/1661879896610836480)  2023-05-25T23:40Z [---] followers, [--] engagements


"@in_retrotech @rt0lle @ChristianSkjth1 Oh and btw - the [----] redemption can be done either in cash stock issuance or a combination - at the discretion of the company. So if by [----] the company is flush in cash they could just repay the notes (+interest)"  
[X Link](https://x.com/xEBITDA/status/1661880727334699010)  2023-05-25T23:43Z [----] followers, [--] engagements


"@in_retrotech @rt0lle @ChristianSkjth1 Well the cash came already in January when the PIK notes were issued. Again today's re-issuance is just paper pushing. No economic benefit to $EOSE. No negative impact either. Just transfer of notes to another party"  
[X Link](https://x.com/xEBITDA/status/1661882056169893888)  2023-05-25T23:48Z [----] followers, [--] engagements


"@NotChaseColeman Not sure if I want to continue owning $NVDA knowing that demand for 2024-2026 has been pulled forward into [----]. At $1T valuation I really need to develop a view on sustainable demand for the next [--] years. Feeling tells me its screwed to the downside from here"  
[X Link](https://x.com/xEBITDA/status/1662576720791339009)  2023-05-27T21:49Z [----] followers, [--] engagements


"@farzyness Couple of reasons: 1) Low quality business 2) Lack of moat 3) High valuation 4) Sub-par management team From $200 expect negative compounding over the next decade. $TSLA"  
[X Link](https://x.com/xEBITDA/status/1663571603349975040)  2023-05-30T15:42Z [----] followers, [--] engagements


"@cdixon The issue I see is that back when Apple [--] was launched incremental improvement with regards to usability design etc vs existing tech was huge. Not clear to me if this is true today. $AAPL"  
[X Link](https://x.com/xEBITDA/status/1665829553908985856)  2023-06-05T21:14Z [----] followers, [---] engagements


"@AlphaTrader00 @brynkahrl Whats your pickle with $eose @AlphaTrader00"  
[X Link](https://x.com/xEBITDA/status/1666641034003226626)  2023-06-08T02:59Z [----] followers, [--] engagements


"@BlueDuckCap @RealSJC Airline CEOs are always bullish. Doesn't mean much. Agree with $ABNB overearning + experience for host/guest subpar most of the times"  
[X Link](https://x.com/xEBITDA/status/1666853682049351682)  2023-06-08T17:04Z [----] followers, [---] engagements


"$EOSE Interview worth listening to @Zerosumgame33 @brynkahrl"  
[X Link](https://x.com/xEBITDA/status/1671221877296226304)  2023-06-20T18:22Z [----] followers, [--] engagements


"@AlphaTrader00 Different applications and end markets. Also the market for energy storage is expanding in the next few years. If anything this news is bullish energy storage in general. $eose $tsla"  
[X Link](https://x.com/xEBITDA/status/1671348545482555393)  2023-06-21T02:45Z [----] followers, [---] engagements


"@goonistonks @jamesbulltard7 $TSLA will morph from an overvalued car OEM to an overvalued gas station"  
[X Link](https://x.com/xEBITDA/status/1671548556673712129)  2023-06-21T16:00Z [----] followers, [---] engagements


"@MasaSonCap Is that good or bad for $COIN"  
[X Link](https://x.com/xEBITDA/status/1671554062079393795)  2023-06-21T16:30Z [----] followers, [--] engagements


"@Keubiko @AlphaTrader00 @NotAllinJones @Zerosumgame33 My question was in the context of $EOSE which is 1) not widely covered; 2) some of the limited coverage is stale; 3) the above shown consensus does not include all available estimates. In that context I prefer an estimate of backlog (see @Zerosumgame33) over BF EV/Rev"  
[X Link](https://x.com/xEBITDA/status/1671595880951193600)  2023-06-21T19:08Z [---] followers, [--] engagements


"@AlphaTrader00 @IcebergResear The SPAC short thesis of Iceberg played out in [----]. Resurrecting this is just desperate @AlphaTrader00. Thats like shorting $NVDA based on the [----] crypto/gaming thesis. Keep up with the times man. $eose has an upcoming catalyst with a potential DOE loan"  
[X Link](https://x.com/xEBITDA/status/1671712632569741312)  2023-06-22T02:52Z [----] followers, [--] engagements


"Wow If this pilot 100MW system comes I would assume this will open many doors in California for further projects. $EOSE $EOSE 🚨🚨🚨 THE C.E.C - arguably the most important decision making LDES entity in the market - TALKING ABOUT INVESTOR READY TO BUY [---] MW OF EOS Z3 PRODUCT 👇👇👇👇👇 $EOSE 🚨🚨🚨 THE C.E.C - arguably the most important decision making LDES entity in the market - TALKING ABOUT INVESTOR READY TO BUY [---] MW OF EOS Z3 PRODUCT 👇👇👇👇👇"  
[X Link](https://x.com/xEBITDA/status/1671950567340638209)  2023-06-22T18:37Z [----] followers, [----] engagements


"Bear case was just destroyed by @AlphaTrader00 😂. 2min later in this video segment the CEC announces that they have lined up $EOSE for a project and follows up by saying "this is exactly what we were hoping to achieve . sign of success . can bring down cost""  
[X Link](https://x.com/xEBITDA/status/1671985888480620546)  2023-06-22T20:57Z [---] followers, [--] engagements


"@AlphaTrader00 $EOSE incrementally reserved 13% on FY [----] revenue and 4% on Q1 [----] revenue. This would support my view that the more data they garner from their products the more accurately they can reserve. Checking against average industry claims it appears $EOSE has high reserves"  
[X Link](https://x.com/xEBITDA/status/1672002148119515136)  2023-06-22T22:02Z [----] followers, [--] engagements


"@PeteButtigieg @Pollytrott @CarlosMonjeJr better take this seriously. $TSLA FSD is a danger to the lives of our children. I don't understand how @NHTSAgov is not acting"  
[X Link](https://x.com/xEBITDA/status/1673129818861498368)  2023-06-26T00:44Z [----] followers, [---] engagements


"@squawksquare People hear Elon. He said without FSD $TSLA is worth much less. FSD debunked by $TSLA bull @GerberKawasaki as L2 driver assistance. Delivery numbers don't matter at current valuation"  
[X Link](https://x.com/xEBITDA/status/1673364791497482246)  2023-06-26T16:18Z [----] followers, [---] engagements


"@baddestonthepnt @Zerosumgame33 @thejefflutz $TSLA bulls and bears can agree on something $EOSE"  
[X Link](https://x.com/xEBITDA/status/1673408612537106432)  2023-06-26T19:11Z [---] followers, [----] engagements


"@BradMunchen @NHTSAgov $TSLA should just take the god damn thing off the market and admit FSD is a failed experiment. Then everyone can move on. $TSLA bulls get their Cybertruck bears get their $25/share price. @elonmusk can focus on his MMA training and if we are lucky we can all go to Mars soon"  
[X Link](https://x.com/xEBITDA/status/1674513497047339008)  2023-06-29T21:11Z [----] followers, [---] engagements


"@squawksquare Your takes were more rationale when you were short. Now back everything $TSLA is bullish"  
[X Link](https://x.com/xEBITDA/status/1674559974624858112)  2023-06-29T23:33Z [----] followers, [---] engagements


"@AlphaTrader00 @AlderLaneEggs Can't compare $ENVX with $EOSE. That's like comparing a bathtub with a reservoir. Different use cases different end markets. Only similarity is that both products store energy. Both can be winners in their respective fields. @Zerosumgame33"  
[X Link](https://x.com/xEBITDA/status/1674810895183278080)  2023-06-30T16:03Z [----] followers, [--] engagements


"@duedillengence @jason_cocca What are the bear arguments Think of the investment thesis as a decision tree. At this point the $EOSE investment thesis hinges purely on the DOE loan: 1) whether or not they get it; 2) size of the loan"  
[X Link](https://x.com/xEBITDA/status/1675561782562426881)  2023-07-02T17:47Z [----] followers, [--] engagements


"@AlphaTrader00 @danielrucci @AlphaTrader00 I think it is fair to assume that what you are stating is the consensus view. Without a DOE loan $EOSE is resource constraint and has to revert back to raising capital through equity. If $EOSE can secure a DOE loan financial resources to scale are not a problem"  
[X Link](https://x.com/xEBITDA/status/1676999010060754945)  2023-07-06T16:58Z [----] followers, [--] engagements


"@AlphaTrader00 @danielrucci Further a DOE loan would be cheap project-level (non-recourse) funding at SPV-level (Turtle Creek facility). That should unlock value thru significant reduction in cost of capital for $EOSE"  
[X Link](https://x.com/xEBITDA/status/1676999622219431938)  2023-07-06T17:00Z [----] followers, [--] engagements


"@IcebergResear Why would $EOSE respond to a poorly researched purposefully misleading short report"  
[X Link](https://x.com/xEBITDA/status/1678434149156388864)  2023-07-10T16:00Z [----] followers, [--] engagements


"@IcebergResear Last time I checked $EOSE successfully raised equity and debt over the past [--] months. Happy to show you were to find up-to-date investor materials. Then the short thesis for your next target may be based on actual facts and up-to-date information"  
[X Link](https://x.com/xEBITDA/status/1678444768748273664)  2023-07-10T16:43Z [----] followers, [--] engagements


"@lurker8679 @RyanTHawks @IcebergResear ROIC analysis for the project is very helpful to understand bull case. First Z3 line costs $50-60M for 1.25GWh capacity per management and incremental lines will cost $45-55M"  
[X Link](https://x.com/xEBITDA/status/1678538331997753344)  2023-07-10T22:55Z [----] followers, [--] engagements


"Fare well my beloved $ATVI. You've been a good to me"  
[X Link](https://x.com/xEBITDA/status/1678800693040390150)  2023-07-11T16:17Z [----] followers, [---] engagements


"@LogicalThesis Took a tracking position last week at $5.95 while starting to do the work. I don't think I can underwrite it fast enough. fml"  
[X Link](https://x.com/xEBITDA/status/1679200645314908160)  2023-07-12T18:48Z [---] followers, [--] engagements


"@JPSartre_NoExit @GordonJohnson19 Man I wish I had your confidence. Even when you are absolutely wrong you post with such confidence. I guess that explains your $TSLA megapack thesis. $NVDA A100s are made on TSMC 7nm FinFET process; H100s on the 4nm. Also TSMC supplies CoWoS packaging interconnects etc"  
[X Link](https://x.com/xEBITDA/status/1681421739639840768)  2023-07-18T21:52Z [----] followers, [--] engagements


"@Zerosumgame33 $EOSE BridgeLink Commodities is not part of the collateral auction. Either it is 1) not involved in the enforcement or 2) seen as valuable by Crayhill/Knights Hill so they keep it"  
[X Link](https://x.com/xEBITDA/status/1684631849677766656)  2023-08-07T00:18Z [---] followers, 27.2K engagements


"$EOSE Just went through the loan agreement between Crayhill and Bridgelink. $EOSE customer Bridgelink Commodities is not party to the loan agreement. Looks like collateral for the loan was only equity interest in the individual solar projects. 1/n"  
[X Link](https://x.com/xEBITDA/status/1684667788114513920)  2023-07-27T20:51Z [----] followers, 22K engagements


"Other than Bridgelink not being the best counterparty one could ask for I do not see a direct read-across for $EOSE or its customer Bridgelink Commodities yet. Bridgelink Renewable Energy defaulted on a $40M loan from Crayhill. The loan was secured on a bunch of projects and"  
[X Link](https://x.com/xEBITDA/status/1684684167181938688)  2023-07-27T21:56Z [----] followers, [----] engagements


"My simple take on $EOSE - 2Q revenue of $0.2M💩 - gross margin improvement 20-50% 🥳 - cash balance $23.2M👌 - $86.9M orders booked 💩vs $86.3M in Q1 - IEP commentary👍 - Bridgelink commentary 💪comforting - As expected no news on DOE Overall comforting"  
[X Link](https://x.com/xEBITDA/status/1684732616669634560)  2023-08-03T17:08Z [----] followers, [----] engagements


"$EOSE Mid-value of the projects that went under was $352M as of Dec [----] as per Affidavit of support That's against a $40M drawn loan balance. Even if I assume a 90% haircut not much equity shortfall that would spill into guarantors"  
[X Link](https://x.com/xEBITDA/status/1684752043641389056)  2023-07-28T02:26Z [---] followers, [--] engagements


"@truechief10 @Zerosumgame33 Iceberg is a smash and grab investor. They uncovered some interesting facts that are tangentially related to $EOSE but positioned them in a way that creates uncertainty to shareholders"  
[X Link](https://x.com/xEBITDA/status/1684935279818534913)  2023-07-28T14:34Z [----] followers, [--] engagements


"$EOSE Even if small good to see management buying"  
[X Link](https://x.com/xEBITDA/status/1685071331640135680)  2023-08-03T19:23Z [----] followers, [----] engagements


"Assumptions: [--]. A large underserved TAM for LDES exists [--]. $EOSE has a technology that can address part of the TAM [--]. $EOSE is sub-scale due to capital constraints [--]. Scale would allow $EOSE to become profitable [--]. A loan from DOE would remove capital constraints from $EOSE"  
[X Link](https://x.com/xEBITDA/status/1686034422465011714)  2023-07-31T15:21Z [----] followers, [----] engagements


"@brynkahrl $EOSE haunted by the ghost of past SPAC-sins"  
[X Link](https://x.com/xEBITDA/status/1686051451649552384)  2023-07-31T16:29Z [----] followers, [----] engagements


"@IcebergResear Not you again. these class action lawsuits are pretty standard. Thanks for posting. $EOSE"  
[X Link](https://x.com/xEBITDA/status/1686843513248575488)  2023-08-02T20:56Z [----] followers, [--] engagements


"@brynkahrl It's a cotton industry. You can run a Bloomberg analytics on it and every week there are thousands of class action lawsuits against various companies. Some will lead to a payout others won't"  
[X Link](https://x.com/xEBITDA/status/1686851030707994630)  2023-08-02T21:26Z [----] followers, [----] engagements


"@jmjcapital @brynkahrl I think that is what it means. Presumably the hurdle is high and it is at the sole discretion of the DOE but certainly a possibility. $EOSE could argue that existing financing (esp. the 26.5% PIK earlier this year) has been put in place to build out the first z3 line for TC"  
[X Link](https://x.com/xEBITDA/status/1688751600523964416)  2023-08-08T03:18Z [----] followers, [---] engagements


"@D1Fund @evang550 @grandma_party Definitely sounds like a dumpster fire. Time for me to see if there are any treasures buried"  
[X Link](https://x.com/xEBITDA/status/1689459925695746048)  2023-08-10T02:13Z [----] followers, [--] engagements


"@D1Fund @evang550 @grandma_party Prelim approval for $1.5B in tax-exempt bonds. Any idea what that means How likely is that Conditions precedent Presumably there was some sort of DD process by Louisiana done before pre-approval/board approval"  
[X Link](https://x.com/xEBITDA/status/1689461488535363584)  2023-08-10T02:19Z [----] followers, [--] engagements


"$EOSE Jan [--] 5c👀"  
[X Link](https://x.com/xEBITDA/status/1690084404599881728)  2023-08-11T19:34Z [----] followers, [--] engagements


"@elonmusk @cb_doge @WalterIsaacson Green text Which one of you doesnt use an iPhone"  
[X Link](https://x.com/xEBITDA/status/1690765097596231681)  2023-08-13T16:39Z [----] followers, [----] engagements


"$EOSE As expected nothing of note in the 10Q from my perspective. Key will be guidance/language on tomorrows call. In the meantime please continue selling me some more $EOSE sub $2. Thank you"  
[X Link](https://x.com/xEBITDA/status/1691187013561782272)  2023-08-14T20:36Z [---] followers, [----] engagements


"@IcebergResear @SECGov and $EOSE shareholders hope that your next short report is based on facts and not on misinformation/misleading comments. Last time your coordinated "smash and grab" short attack led to severe losses for some folks"  
[X Link](https://x.com/xEBITDA/status/1691541926254972928)  2023-08-15T20:06Z [----] followers, [----] engagements


"And just for all $EOSE shareholders and @SECGov to better understand the playbook you have employed in the past: on a Thursday or Friday @IcebergResear coordinated with others will open slightly ITM and OTM 1dte or 0dte put options. Following that @IcebergResear will post a "short report" based on either false information or misleading information on n X and as well as a paid cover on Bloomberg. The aim is that 1) algos will pick up on it and push the share price down and 2) $EOSE investors will react by selling their position. The group will then close their put position for a profit leaving"  
[X Link](https://x.com/xEBITDA/status/1691546304885972992)  2023-08-15T20:24Z [----] followers, 10K engagements


"@RsnblAssurance @JordanSolace @dmottco I am very bearish. I have been de-grossing over the last few weeks and have added to my net short position. A handful of high conviction longs left in the book. $EOSE being one of them given near-term catalyst that can lead to an inflection point for the company"  
[X Link](https://x.com/xEBITDA/status/1691964765210595730)  2023-08-17T00:06Z [---] followers, [---] engagements


"If anyone is bored this weekend download this McKinsey study (76 pages) on LDES. $EOSE The various novel LDES technologies are at different levels of maturity and market readiness but they are attracting unprecedented interest from governments utilities and transmission operators and investment in the sector is rising fast: more than five gigawatts (GW) and [--] gigawatt-hours (GWh) of LDES capacity has been announced or is already operational. This is only a start: McKinsey modeling for the study suggests that by [----] LDES has the potential to deploy [---] to [---] terawatts (TW) of power"  
[X Link](https://x.com/xEBITDA/status/1693024770290323670)  2023-08-19T22:18Z [----] followers, 13.6K engagements


"@bradsferguson @MattCochrane975 @bradsferguson mind elaborating"  
[X Link](https://x.com/xEBITDA/status/1693272492155261184)  2023-08-20T14:43Z [---] followers, [---] engagements


"@RsnblAssurance Now focus on your CFA lvl [--]. Good luck"  
[X Link](https://x.com/xEBITDA/status/1694078970759913473)  2023-08-22T20:07Z [---] followers, [---] engagements


"Who is Yaman"  
[X Link](https://x.com/xEBITDA/status/1694106914781901279)  2023-08-22T21:58Z [----] followers, [----] engagements


"Live footage of shorts at loan announcement $EOSE"  
[X Link](https://x.com/xEBITDA/status/1694836797170462778)  2023-08-24T22:19Z [----] followers, [----] engagements


"@musaibnmaymun @Cluster_6 It depends. These baskets are usually set up via total return swaps. And those are subject to collateral posting. The receiver will have to add significant collateral if a 5% NAV position starts blowing out"  
[X Link](https://x.com/xEBITDA/status/1696193551170990084)  2023-08-28T16:10Z [---] followers, [---] engagements


"Walking down memory lane for my new series Mr. Tinkers bedtime story for children: - Kodak Eastman received a $765M loan from the US government in July [----] - Prior to the loan Kodak shares traded at $2.62/share for a $150M market cap - Short interest was 6.4% at the time as short sellers were betting on the demise of the company - Over a three day period following the loan announcement the stock experienced a short and gamma squeeze - At its peak shares touched $60 intraday (+2220%) Depending on which side of a trade like this you are on this message may cause you sweet dreams or nightmares"  
[X Link](https://x.com/xEBITDA/status/1696751500679364815)  2023-08-30T05:07Z [----] followers, 10.9K engagements


"@AlphaTrader00 I am hopeful we get a loan on Tuesday. Can't predict the future but if we get good news on Tuesday I'll be sending you flowers"  
[X Link](https://x.com/xEBITDA/status/1696934582590099866)  2023-08-30T17:15Z [----] followers, [---] engagements


"@bert_gilfoyle @AlphaTrader00 @_VoiceOfReason_ Iceberg's "research" was poorly done. $EOSE has been in a rigorous due diligence process with the DOE for many months. I think it's fair to assume the DOE knows everything there is to know about $EOSE customers. Hence I don't think that would cause a delay"  
[X Link](https://x.com/xEBITDA/status/1696963829891215589)  2023-08-30T19:11Z [----] followers, [---] engagements


"@BidnesNunyo @ReidoFinancial The only regrettable mistake is that I had to push my travel plans"  
[X Link](https://x.com/xEBITDA/status/1697302296231817339)  2023-08-31T17:36Z [----] followers, [---] engagements


"$EOSE Quick math with the new capacity guidance and my assumptions on ASP cost dilution and discount rate gets me to $18/share fair value today. This is subject to the company being able to execute and customer demand materializing"  
[X Link](https://x.com/xEBITDA/status/1697387019658486213)  2023-08-31T23:12Z [----] followers, [----] engagements


"$EOSE Stifel just raised PT to $15"  
[X Link](https://x.com/xEBITDA/status/1697390307099480408)  2023-08-31T23:25Z [----] followers, [----] engagements


"$EOSE FYI - there was a 4M share sale order at the open. Looks like shorts throwing everything at it"  
[X Link](https://x.com/xEBITDA/status/1697604879349698877)  2023-09-01T13:38Z [----] followers, [----] engagements


"$EOSE At $4.5 we should start seeing some more delta hedging kicking in"  
[X Link](https://x.com/xEBITDA/status/1697606304133718079)  2023-09-01T13:44Z [----] followers, [----] engagements


"$EOSE getting some good news coverage"  
[X Link](https://x.com/xEBITDA/status/1697853630836044166)  2023-09-02T06:07Z [----] followers, [----] engagements


""The US has now exceeded 11GW of cumulative installed grid-scale battery storage having reached 11071MW/31066MWh as of the end of Q2 [----]. At the end of [----] those figures as reported by ACP had stood at 9GW/25GWh including 4027MW and 12155MWh installed during last year. The pipeline meanwhile includes [---] projects adding up to almost double that at 21069MW/59925MWh with the number of projects in development having grown solidly by around 14% for each of the past three successive quarters ACP said." $EOSE"  
[X Link](https://x.com/xEBITDA/status/1698192657191965138)  2023-09-03T04:34Z [----] followers, [----] engagements


"I still believe that most MMs have been caught off guard given where options priced prior to the loan and immediately after the loan announcement (after-hours Thursday/pre-market Friday). I think MMs have made the decision to sell some of the shares that they have bought to delta hedge lower strikes into the market in an attempt to mute the reaction and safe themselves on higher strikes. So far it worked. The issue they face now is that they are even more unhedged than before. The pendulum always swings both ways. Not sure for how long they can try and continue doing that but at one point"  
[X Link](https://x.com/xEBITDA/status/1698455542979531144)  2023-09-03T21:58Z [----] followers, [----] engagements


"And just to be clear here. I am not disagreeing with @sortalegendary1 or @x_times_1. The delta hedging that has occurred in the past few weeks is akin to loading up on shares. It is hard to tell how much buying has happened beyond the delta neutral point. But no matter which way it was done conclusion remains the same"  
[X Link](https://x.com/xEBITDA/status/1698459769139347809)  2023-09-03T22:15Z [----] followers, [----] engagements


"$EOSE Very surprised by the price action following the Guggenheim call. Nathan has hit all the right points"  
[X Link](https://x.com/xEBITDA/status/1699115535370498443)  2023-09-05T17:41Z [----] followers, 17.6K engagements


"Been on a lot of calls today so only finding now time to recap. I will not make a habit of sharing notes from calls I attend but here are the important points imo: 1) $EOSE went through [--] years of extensive DD with the DOE that included commercialization chemical & technical aspects manufacturability 2) First disbursements from the DOE loan expected in H1 [----] 3) $EOSE will build lines as backlog allows (sequential build-out)"  
[X Link](https://x.com/xEBITDA/status/1699189279107473588)  2023-09-05T22:34Z [---] followers, 13.6K engagements


"4) $EOSE expect 8GWh capacity with four lines by late [----] early [----] 5) First line will cost $50M and will deliver 1.25GWh; following that lines will deliver 2GWh due to shift change from two to three shifts 6) OPEX expected to be flat(ish) through the ramp as all infrastructure and support functions already in place 7) Some OPEX will be eligible cost; i.e. will be reimbursable"  
[X Link](https://x.com/xEBITDA/status/1699189397210759654)  2023-09-05T22:34Z [----] followers, [----] engagements


"8) Loan will have a [--] year maturity at T+margin; Nathan expects loan to be repaid inside [--] year timefrime 9) Loan will be drawn down over time with milestones 10) $EOSE looking to finance the gap to DOE disbursement in the least dilutive way possible. 11) They are looking into debt financing have cancelled the SEPA and increased the ATM. Wildcard is cash inflows from orders"  
[X Link](https://x.com/xEBITDA/status/1699189571710570866)  2023-09-05T22:35Z [----] followers, [----] engagements


"12) $EOSE expect to be gross profit and cash flow positive without the $45/KWh tax credits"  
[X Link](https://x.com/xEBITDA/status/1699189802095272294)  2023-09-05T22:36Z [---] followers, [----] engagements


"@Patrick_4310 You can do the math on what implied cashflow the DOE is underwriting if they give a [--] year loan. It is significant 👀"  
[X Link](https://x.com/xEBITDA/status/1699216174444355704)  2023-09-06T00:21Z [----] followers, [---] engagements


"$EOSE Looks like we are in the process to completely undo the Sep [--] option chain. Earlier this morning there was at least 3.5M shares delta hedged between 3C and 5.5C. A lot of those will now have been sold that we broke through the 3C"  
[X Link](https://x.com/xEBITDA/status/1699461978635526600)  2023-09-06T16:38Z [----] followers, [----] engagements


"@johnny85208429 @AlphaTrader00 This time shorts make money first. Good on you But I am convinced payday for the longs will come at some point soon. Always remember - the pendulum swings both ways"  
[X Link](https://x.com/xEBITDA/status/1699474129240613317)  2023-09-06T17:26Z [---] followers, [---] engagements


"@AlphaTrader00 @johnny85208429 I think everyone is still here"  
[X Link](https://x.com/xEBITDA/status/1699494815946399903)  2023-09-06T18:48Z [----] followers, [---] engagements


"@AlphaTrader00 No flowers for you anymore at this point"  
[X Link](https://x.com/xEBITDA/status/1699520841376313489)  2023-09-06T20:31Z [----] followers, [---] engagements


"$EOSE Took another look at the Sep15 option chain. That's been pretty cleaned up wrt delta hedging at this point. If the stock manages to move up dealers will re-hedge depending on strike prices"  
[X Link](https://x.com/xEBITDA/status/1699541059221741801)  2023-09-06T21:52Z [----] followers, [----] engagements


"@x_times_1 If I had to rank by quality of research unrelated to $EOSE: 1) Stifel; 2) Evercore; 3) Guggenheim. the rest really doesn't matter"  
[X Link](https://x.com/xEBITDA/status/1699902988733890911)  2023-09-07T21:50Z [----] followers, [----] engagements


"Maybe. The stock does currently not trade in a natural way. You would expect some sort of up move today. That tells me that there is for sure some suppression happening. I can't speak to the source of it though. Could be MMs shorts longs "selling the rips". It may be as simple as us moving past Sep15 until we are starting to be in price finding mode again. What gives me confidence apart from my fundamental thoughts on the business is that the sell-side/MMs are starting to agree with us (PT upgrades). That should give institutional investors enough "cover" to tip their toes in once they are"  
[X Link](https://x.com/xEBITDA/status/1700181175640424932)  2023-09-08T16:15Z [----] followers, [----] engagements


"Banks and direct lending firms (funds). I am not aware of $EOSE having mandated a sell side firm for debt capital. Could be Cowen I suspect Nathan has direct conversation. Typically any potential lender would be wall crossed (data room access) to do their own DD and underwriting"  
[X Link](https://x.com/xEBITDA/status/1700358506724127150)  2023-09-09T04:00Z [----] followers, [---] engagements


"I am all for compounding and long-term shareholder value. Successful execution is a key driver for unlocking that long-term value. But I disagree with your commentary about PR. Part of "execution" is also growing your shareholder base. Customers and operations are important but so are capital providers/owners of the business. Especially if you run a capital intense business. Lots of low hanging fruit for $EOSE management to capitalize on at the moment. But the opportunity will slip away with the passing of time. It is all in the hands of management. And I hope they will take control of the"  
[X Link](https://x.com/xEBITDA/status/1700653977745097063)  2023-09-09T23:34Z [---] followers, [----] engagements


"@OBGInvestments @x_times_1 There is no hard rule here. But not many like touching stocks trading too close to $1. That's the de-listing trigger for NYSE Amex and Nasdaq. For me market cap and ADTV are much more important considerations. The bigger the funds the higher the hurdles on those two metrics"  
[X Link](https://x.com/xEBITDA/status/1701252308548702649)  2023-09-11T15:12Z [----] followers, [---] engagements


"@dmottco @PoweredByEos So the market is saying $TTI will benefit from $EOSE demand but $EOSE is priced like its not benefiting from $EOSE orders Interesting disconnect. (And I know $TTI is more than just $EOSE demandstill)"  
[X Link](https://x.com/xEBITDA/status/1701649166634737678)  2023-09-12T17:29Z [----] followers, [----] engagements


"@Macros4Micros Force Majeure gets typically waved + there is typically a grace period to cure the event ie make it operational again. Disclaimer: Ive been short $PCT to pair against the dumpster dive Ive done when $ORGN cratered a few weeks back. Will likely cover"  
[X Link](https://x.com/xEBITDA/status/1703102592166060520)  2023-09-16T17:44Z [----] followers, [---] engagements


"@Diego_Diam0nds Not giving financial advice but sometimes it is good to take a step back and breathe. I love the saying price drives narrative. Fundamentally speaking nothing has changed since the conditional loan approval. What has changed is the price. Thats it"  
[X Link](https://x.com/xEBITDA/status/1703907485965242648)  2023-09-18T23:02Z [----] followers, [----] engagements


"$EOSE issued 10mm shares and raised $31.3mm assuming 5% ADV * VWAP from 9/1 to 9/21. Sounds like they are done for now until bridge financing comes in"  
[X Link](https://x.com/xEBITDA/status/1704933347284209787)  2023-09-21T18:59Z [----] followers, 15.1K engagements


"@sw20200 @lurker8679 Correct just a bridge. Even if interest rate is high (which I would assume) it is short-term. "Collateral" is the first tranche of DOE loan proceeds. It's basically a pass-through. The lender only needs to get comfortable on $EOSE ability to satisfy closing conditions"  
[X Link](https://x.com/xEBITDA/status/1704962264116138301)  2023-09-21T20:54Z [----] followers, [--] engagements


"@mymorristribe Stock will be up once $EOSE issues a PR on the actual order not everyone is digging around like @Zerosumgame33 uncovering hidden gems before everyone else"  
[X Link](https://x.com/xEBITDA/status/1705273275692065062)  2023-09-22T17:30Z [----] followers, [----] engagements


"@NetMelc Come up with a realistic perpetual growth rate. Most people just throw in a random (low) % that most often undershoots reality for high growth long duration assets (see DCF models that analysts produced on FANG stocks [--] years ago)"  
[X Link](https://x.com/xEBITDA/status/1705293222325649438)  2023-09-22T18:49Z [----] followers, [---] engagements


"@NetMelc Oh and terminal value makes a huge difference"  
[X Link](https://x.com/xEBITDA/status/1705293363669500040)  2023-09-22T18:49Z [----] followers, [---] engagements


"@asymmetry292 This is interesting. The DOE is basically lending $EOSE a helping hand by incentivising down payments in the near-term"  
[X Link](https://x.com/xEBITDA/status/1705328583349244251)  2023-09-22T21:09Z [---] followers, [---] engagements


"@Zerosumgame33 Now lets talk about tax credit securitization as a funding mechanism 😎"  
[X Link](https://x.com/xEBITDA/status/1705635709284127056)  2023-09-23T17:30Z [----] followers, [----] engagements


"@temu143 @Zerosumgame33 Dont think its really developed yet. I will check with my old team at Morgan Stanley. Just a matter of time. There is a lot happening in solar tax credit securitization"  
[X Link](https://x.com/xEBITDA/status/1705659220782461251)  2023-09-23T19:03Z [----] followers, [---] engagements


"Less like carbon credits. I am thinking along the lines of asset backed securities where the underlying is IRA tax credits. A bank/securitization firm buys credits at a discount and then bundles them into an ABS (bond) thats places with investors. The credit seller unlocks liquidity immediately"  
[X Link](https://x.com/xEBITDA/status/1705671884447346926)  2023-09-23T19:54Z [----] followers, [---] engagements


"@FreemyerGreg @musaibnmaymun @AlPutino @mindful_michal @johnylitning @wiethodler @zhaojianyin @Cluster_6 @Zerosumgame33 @x_times_1 I thought $NEXT is the next $LNG"  
[X Link](https://x.com/xEBITDA/status/1706099165397385656)  2023-09-25T00:11Z [----] followers, [---] engagements


"*HONEYWELL INVESTS IN ESS TECH AS PART OF COLLABORATION Honeywell (HON) has invested $27.5M in ESS Tech (GWH)in exchange for nearly 16.5M common shares and a warrant to buy up to another 10.6M shares at $1.89/share according to an 8-K filing. $GWH up significantly on the news. Here is your blueprint for an equity partnership $EOSE"  
[X Link](https://x.com/xEBITDA/status/1706325963800474096)  2023-09-25T15:13Z [---] followers, 16.8K engagements


"@AlphaTrader00 @sinanyesil4311 Great news and great work. I want to see more of these type of partnerships in the space. Also I am very encouraged by the size of the end market here. Rising tides lifting all boats. $EOSE"  
[X Link](https://x.com/xEBITDA/status/1706374408368226719)  2023-09-25T18:25Z [----] followers, [---] engagements


"@xRealizedGains @srvc76 @JordanSolace @Zerosumgame33 The market has [--] hours to make that happen. tik tok"  
[X Link](https://x.com/xEBITDA/status/1706804362205655307)  2023-09-26T22:54Z [----] followers, [---] engagements


"@AlphaTrader00 @fullselfdaniel @sinanyesil4311 Why do you think it is unlikely How confident are you in your statement"  
[X Link](https://x.com/xEBITDA/status/1707146473404837941)  2023-09-27T21:33Z [----] followers, [---] engagements


"@AlphaTrader00 Not really. $HON is not the partner that $EOSE needs. $GWH gets access to Honeywells flow battery IP. Much more synergistic than $EOSE would be to $HON. There are other candidates for strategic partnerships out there if needed"  
[X Link](https://x.com/xEBITDA/status/1707470849685745880)  2023-09-28T19:02Z [----] followers, [---] engagements


"@valuedontlie Is this trading off because of the debt load paired with some variable interest rate debt Or something wrong with the underlying business"  
[X Link](https://x.com/xEBITDA/status/1707481328537763982)  2023-09-28T19:44Z [----] followers, [---] engagements


"The issue with that is that $GOOG has a track record of incinerating cash on other bets w/o seeing any real success. Today 90%+ of $GOOG is search with a 90%+ mkt share and 75%+ margins. Traditional search has likely peaked. Ad $ will get reallocated over time. Happy to pay for other bets optionality but not at peak search earnings. Until then $GOOG is a structural short"  
[X Link](https://x.com/xEBITDA/status/1708174136605130799)  2023-09-30T17:37Z [---] followers, [---] engagements


"@srvc76 @altcap @BillAckman The other issue with $GOOG vs $MSFT: Success in Bing AI is additive to search mkt share for $MSFT. Success in Bard is at best neutral to $GOOG search mkt share. AI search economic are likely much less attractive than traditional search"  
[X Link](https://x.com/xEBITDA/status/1708175486550192556)  2023-09-30T17:42Z [----] followers, [---] engagements


"Now that the government shutdown is postponed does that mean the IRA trade is back en vogue $EOSE"  
[X Link](https://x.com/xEBITDA/status/1708490561567498729)  2023-10-01T14:34Z [----] followers, [----] engagements


"@EBITDUUUH @NetMelc @EconomPic @PythiaR @ChrisBloomstran You know how duration works though If rates go down again at some point in this decade the re-rating on those ultra long-dated bonds will be marvellous. That said I dont think we have seen the local high in rates yet"  
[X Link](https://x.com/xEBITDA/status/1709213641940340831)  2023-10-03T14:27Z [----] followers, [--] engagements


"@AlphaTrader00 It's really simple: $NVDA owns AI learning $AMD will own AI inference. Inference learning going fwd"  
[X Link](https://x.com/xEBITDA/status/1709308848438428046)  2023-10-03T20:46Z [----] followers, [---] engagements


"Organon $OGN looks interesting. What am I missing Anyone know the bear thesis"  
[X Link](https://x.com/xEBITDA/status/1709588322526630016)  2023-10-04T15:16Z [----] followers, [----] engagements


"@bguan69 @OBGInvestments Not going to lie. it doesn't look good. Trading with a $1-handle is not a great sign for what may be in store short-term. That said $EOSE isn't dropping in isolation. Peers like $GWH are down as well"  
[X Link](https://x.com/xEBITDA/status/1709982939310895151)  2023-10-05T17:24Z [---] followers, [----] engagements


"@calvinfroedge I am from Germany and live in California. Never been to Columbia. Can't really make a comparison of the two options. But from where I am sitting California is not very socialist. On the spectrum California is still pretty deep on the capitalist side"  
[X Link](https://x.com/xEBITDA/status/1709991102638412260)  2023-10-05T17:57Z [----] followers, [---] engagements


"@AlphaTrader00 At last Good to see you take 5% profit on your $EOSE short. Welcome to the $EOSE family my dear friend"  
[X Link](https://x.com/xEBITDA/status/1710338441953845646)  2023-10-06T16:57Z [----] followers, [----] engagements


"@StonksReddit @mymorristribe To be fair I could come up with a good short thesis"  
[X Link](https://x.com/xEBITDA/status/1710341154049491442)  2023-10-06T17:08Z [----] followers, [---] engagements


"@samuel_cochrane @mymorristribe Comments like this perpetuate the problem. You cant just generalise. And Hamas has barely been elected"  
[X Link](https://x.com/xEBITDA/status/1711607781898461530)  2023-10-10T05:01Z [----] followers, [---] engagements


"@samuel_cochrane @mymorristribe Its extreme because Hamas does not equal all Palestinians. Hamas is a terrorist organisation that should be neutralised. I would argue most Palestinians are just ordinary people that want to live a peaceful life"  
[X Link](https://x.com/xEBITDA/status/1711609159534440920)  2023-10-10T05:06Z [----] followers, [---] engagements


"@samuel_cochrane @mymorristribe Didnt realize you live in Gaza/Westbank capturing the sentiment of people on the ground"  
[X Link](https://x.com/xEBITDA/status/1711612394265563475)  2023-10-10T05:19Z [----] followers, [---] engagements


"@StevenShadduck @Moethegreat31 @private_dataguy @Mike_Taylor1972 Yesterday was interesting. Volume above average for last [--] sessions"  
[X Link](https://x.com/xEBITDA/status/1711743070256218400)  2023-10-10T13:58Z [----] followers, [---] engagements


"@Moethegreat31 @private_dataguy @StevenShadduck @Mike_Taylor1972 $ORGN looks like my dumpster dive may have been worth it"  
[X Link](https://x.com/xEBITDA/status/1712100992333070491)  2023-10-11T13:41Z [---] followers, [---] engagements


"@NetMelc $1.50 fcf/shr in '24 @ 45% EBITDA to FCF conversion gets me to $40"  
[X Link](https://x.com/xEBITDA/status/1712173477271392621)  2023-10-11T18:29Z [----] followers, [---] engagements


"@scroogecapital $APO getting a great deal here. Brunning & Price alone worth more than that"  
[X Link](https://x.com/xEBITDA/status/1712471651592569033)  2023-10-12T14:13Z [---] followers, [---] engagements


"@bguan69 Masterful. I liked the long $EOSE / short $NEE pair"  
[X Link](https://x.com/xEBITDA/status/1712508760915325165)  2023-10-12T16:41Z [----] followers, [---] engagements


"$EOSE Added some today"  
[X Link](https://x.com/xEBITDA/status/1712559352966689048)  2023-10-12T20:02Z [----] followers, [----] engagements


"@bert_gilfoyle Somewhere between [--] and 3"  
[X Link](https://x.com/xEBITDA/status/1712564106623168645)  2023-10-12T20:21Z [----] followers, [---] engagements


"@bguan69 @Zerosumgame33 That's why I like it. It's a small equity stub. Once they show that they can execute EV will shift from debt to equity"  
[X Link](https://x.com/xEBITDA/status/1712571019800854738)  2023-10-12T20:48Z [---] followers, [---] engagements


"@bguan69 @Zerosumgame33 Should have said "like a small equity stub""  
[X Link](https://x.com/xEBITDA/status/1712573182820143352)  2023-10-12T20:57Z [----] followers, [---] engagements


"Discipline. Added more $EOSE into the close on some capitulation"  
[X Link](https://x.com/xEBITDA/status/1712943524491174004)  2023-10-13T21:28Z [---] followers, [----] engagements


"Also been patiently bottom fishing $CDLX $FLGT and $OGN"  
[X Link](https://x.com/xEBITDA/status/1712943690040455276)  2023-10-13T21:29Z [----] followers, [---] engagements


"@in_retrotech @AlPutino Good find. This seems to be the exclusive distribution partner of Eos for DACH region. Nala Energy GmbH ist offizieller Vertriebspartner von Eos Energy Enterprises Inc. (NASDAQ: EOSE) fr Deutschland sterreich und die Schweiz"  
[X Link](https://x.com/xEBITDA/status/1713204283704004822)  2023-10-14T14:45Z [----] followers, [--] engagements


"First they came for the socialists and I did not speak outbecause I was not a socialist. Then they came for the trade unionists and I did not speak outbecause I was not a trade unionist. Then they came for the Jews and I did not speak outbecause I was not a Jew. Then they came for meand there was no one left to speak for me. Martin Niemller"  
[X Link](https://x.com/xEBITDA/status/1713316030385459544)  2023-10-14T22:09Z [---] followers, [----] engagements


"@HighyieldHarry Easy. Sean Connery in American Psycho"  
[X Link](https://x.com/xEBITDA/status/1713697349489602854)  2023-10-15T23:24Z [---] followers, [----] engagements


"@JordanSolace @FKA_Diego @dinotom1 Why are people talking about BK Don't follow the rationale. They have access to capital albeit expensive"  
[X Link](https://x.com/xEBITDA/status/1713955781517918378)  2023-10-16T16:31Z [----] followers, [---] engagements


"@RsnblAssurance @bguan69 Depends on what the dilution is/was for. If they tell me that they are now in a position to close the loan at the beginning of [----] because all the financial conditions have been met then I accept that"  
[X Link](https://x.com/xEBITDA/status/1713974223352512902)  2023-10-16T17:44Z [----] followers, [---] engagements


"@OBGInvestments You convinced me. I bought calls - just in case you are right"  
[X Link](https://x.com/xEBITDA/status/1713979510536978609)  2023-10-16T18:05Z [----] followers, [---] engagements


"@RyanTHawks Scharlatane"  
[X Link](https://x.com/xEBITDA/status/1714135571931726052)  2023-10-17T04:25Z [---] followers, [---] engagements


"@RyanTHawks I would but I dont know what that expression means. And now I am too afraid to google it"  
[X Link](https://x.com/xEBITDA/status/1714138386997682249)  2023-10-17T04:36Z [---] followers, [---] engagements


"$TSLA "beat" incoming"  
[X Link](https://x.com/xEBITDA/status/1714384531279712440)  2023-10-17T20:54Z [---] followers, [----] engagements


"@RektTargaryen @OBGInvestments Ill buy puts - just for good measure"  
[X Link](https://x.com/xEBITDA/status/1714489723799085228)  2023-10-18T03:52Z [---] followers, [---] engagements


"@Rebrand_As_Y Not today. I will let you know when I appear"  
[X Link](https://x.com/xEBITDA/status/1714672460917072339)  2023-10-18T15:59Z [---] followers, [---] engagements


"Weekly reminder to myself"  
[X Link](https://x.com/xEBITDA/status/1714681379513094586)  2023-10-18T16:34Z [---] followers, [---] engagements


"When they refer to "higher for longer" do they mean equity markets Asking for a friend. $TLT $QQQ $SPY"  
[X Link](https://x.com/xEBITDA/status/1714693664600129860)  2023-10-18T17:23Z [----] followers, [---] engagements


"@dampedspring I'd argue it doesn't matter what the "bottom" is. All that matters is rate of change to and from said "bottom""  
[X Link](https://x.com/xEBITDA/status/1714695671641764218)  2023-10-18T17:31Z [---] followers, [----] engagements


"$EOSE No guarantees in life but sometimes I need to look at past successes to remind myself why I am here. @brynkahrl @Zerosumgame33 A story in two charts. https://t.co/TzVm8JbNGY @brynkahrl @Zerosumgame33 A story in two charts. https://t.co/TzVm8JbNGY"  
[X Link](https://x.com/xEBITDA/status/1715027409429463436)  2023-10-19T15:29Z [----] followers, [----] engagements


"@FundasyInvestor May be worth checking out"  
[X Link](https://x.com/xEBITDA/status/1715028653447532640)  2023-10-19T15:34Z [---] followers, [---] engagements


"@AlPutino Post $SEDG big derisking day in cleantech tomorrow. Sector will be an absolute bloodbath. Fasten your seatbelt. Energy storage collateral damage because most PMs covering cleantech also cover storage"  
[X Link](https://x.com/xEBITDA/status/1715157828099506243)  2023-10-20T00:07Z [---] followers, [---] engagements


"@AlPutino Forgot to add $EOSE"  
[X Link](https://x.com/xEBITDA/status/1715158031053533311)  2023-10-20T00:08Z [---] followers, [---] engagements


"@FKA_Diego Why are you doing this to yourself I shorted $GREE a few years back and $IREN will follow the same trajectory"  
[X Link](https://x.com/xEBITDA/status/1715231869086892103)  2023-10-20T05:01Z [----] followers, [----] engagements


"@OBGInvestments @Zerosumgame33 I just sold some cash secured puts - does that count as selling"  
[X Link](https://x.com/xEBITDA/status/1715452510905979103)  2023-10-20T19:38Z [---] followers, [---] engagements


"@x_times_1 I think I found the buyer for some of that supply"  
[X Link](https://x.com/xEBITDA/status/1715585764900409766)  2023-10-21T04:28Z [---] followers, [---] engagements


"@calvinfroedge What about American men that can get 8s already"  
[X Link](https://x.com/xEBITDA/status/1715847985257709737)  2023-10-21T21:50Z [---] followers, [----] engagements


"@temu143 Where is the option for borrowed"  
[X Link](https://x.com/xEBITDA/status/1715851096516927603)  2023-10-21T22:02Z [---] followers, [---] engagements


"$NEE earnings out today. Significant battery storage backlog. $EOSE"  
[X Link](https://x.com/xEBITDA/status/1716836361070940174)  2023-10-24T15:17Z [----] followers, [----] engagements


"I would expect $EOSE to sell tax credits at one point. Good source of funding"  
[X Link](https://x.com/xEBITDA/status/1716836507103973699)  2023-10-24T15:18Z [---] followers, [----] engagements


"Encouraging to see $NEE expecting 20% ROE on storage investments. Given returns vs solar (mid-teens) this should definitely be a priority for utilities focused on renewables. Returns can even compete with fossil fuels"  
[X Link](https://x.com/xEBITDA/status/1716837992818708612)  2023-10-24T15:24Z [----] followers, [----] engagements


"$EOSE storage market continues to grow and adoption is picking up"  
[X Link](https://x.com/xEBITDA/status/1716838603106717890)  2023-10-24T15:26Z [----] followers, [---] engagements


"Why would they elect for direct pay The direct pay election under IRS section [----] allows taxpayers to treat certain credits as a payment against their federal income tax liabilities rather than as a nonrefundable credit. This payment will first offset any tax liability of the entity and any excess will be refundable. Given NOLs I would be surprised to see that"  
[X Link](https://x.com/xEBITDA/status/1716842181095477648)  2023-10-24T15:40Z [---] followers, [---] engagements


"@Zerosumgame33 In any case they can change their election in any tax year. May be worthwhile to elect for transfer under section [----] which would allow $EOSE to transfer all or a portion of certain tax credits to an unrelated taxpayer for cash payments"  
[X Link](https://x.com/xEBITDA/status/1716842780209930390)  2023-10-24T15:43Z [---] followers, [---] engagements


"We don't know how cheap it is because of fwd earnings. But we never knew that to begin with. EV doesn't change in the short-term because of ATM usage. Cash is fungible. More shares = more cash on balance sheet. Question is - can replenish that cash with other sources (non-dilutive financing down payments earnings)"  
[X Link](https://x.com/xEBITDA/status/1716877732154650628)  2023-10-24T18:02Z [----] followers, [----] engagements


"@Zerosumgame33 @x_times_1 Agree with you on your last point. I think one of the issues is that management does not have enough history with its product and customers to know how LOIs flow into backlog flow into actual business"  
[X Link](https://x.com/xEBITDA/status/1716882648021545080)  2023-10-24T18:21Z [---] followers, [---] engagements


"@Zerosumgame33 @x_times_1 I know. 🤮"  
[X Link](https://x.com/xEBITDA/status/1716882861461287424)  2023-10-24T18:22Z [---] followers, [---] engagements


"@PeixuanLiu3 @Zerosumgame33 @x_times_1 I don't think it's that bad. I think it will need time"  
[X Link](https://x.com/xEBITDA/status/1716885668591468818)  2023-10-24T18:33Z [---] followers, [---] engagements


"@Zerosumgame33 @PeixuanLiu3 @x_times_1 Don't think PE would get involved now. They would want to see Z3 line up and running"  
[X Link](https://x.com/xEBITDA/status/1716886919865643256)  2023-10-24T18:38Z [---] followers, [---] engagements


"$SNAP is confused and so am I. Is $META going to tank or not on the back of these $SNAP earnings"  
[X Link](https://x.com/xEBITDA/status/1716937678942560764)  2023-10-24T22:00Z [---] followers, [---] engagements


"Tick tock $eose"  
[X Link](https://x.com/xEBITDA/status/1717269437282504933)  2023-10-25T19:58Z [---] followers, [----] engagements


"@marketplunger1 You should add some restrictions like: it can't be $V"  
[X Link](https://x.com/xEBITDA/status/1717281847003283646)  2023-10-25T20:47Z [---] followers, [----] engagements


"@in_retrotech $eose"  
[X Link](https://x.com/xEBITDA/status/1717359882503159968)  2023-10-26T01:57Z [---] followers, [----] engagements


"@MrNotAdvice @tradnup If you dont mind me asking. Which spot do you have on that list Your annualized expected return is 670% (0.72x1-0.28x0.5x252/19)"  
[X Link](https://x.com/xEBITDA/status/1717401227255046419)  2023-10-26T04:42Z [----] followers, [---] engagements


"@Zerosumgame33 Lets be clear. The US government / DOE wants $EOSE to succeed. One from a reputational standpoint; and two from a national security standpoint. A function reliable grid is important. Whatever terms this loan has I suspect them to be fairly friendly and within reach for $EOSE"  
[X Link](https://x.com/xEBITDA/status/1717539761047679210)  2023-10-26T13:52Z [---] followers, [----] engagements


"@bert_gilfoyle @x_times_1 @cakegrab @RektTargaryen He decided to exacerbate his losses by going long a sub scale Bitcoin miner while shorting the corpses of $EOSE ahead of ER"  
[X Link](https://x.com/xEBITDA/status/1717723527670026699)  2023-10-27T02:02Z [---] followers, [---] engagements


"@Zerosumgame33 @RektTargaryen Mark I call BS on this comment. I don't see risk for delisting. The New VP of finance is likely a master of reverse stock splits"  
[X Link](https://x.com/xEBITDA/status/1717934943425433919)  2023-10-27T16:03Z [---] followers, [----] engagements


"@calvinfroedge You take $IBKR counterparty risk"  
[X Link](https://x.com/xEBITDA/status/1717964684144554462)  2023-10-27T18:01Z [---] followers, [---] engagements


"@Giovane92369 @AdamZak24 @x_times_1 Looks approved to me"  
[X Link](https://x.com/xEBITDA/status/1719397346948337946)  2023-10-31T16:54Z [----] followers, [----] engagements


"@NetMelc No. My cleantech basket ($ENPH $RUN $FLNC $NEE) have been and still are my shorts against my $EOSE long"  
[X Link](https://x.com/xEBITDA/status/1719872947626852462)  2023-11-02T00:23Z [---] followers, [---] engagements


"@TheUnboundFlame @Zerosumgame33 Ideally they dont have to exhaust the ATM. I dont see them having used the ATM in Q4 so far. The price action in the last [--] weeks or so looks like a macro move. Thats now reversing. I would expect management to tap again at $3.50+"  
[X Link](https://x.com/xEBITDA/status/1720443652328378480)  2023-11-03T14:11Z [----] followers, [----] engagements


"@Zerosumgame33 @OBGInvestments @srvc76 @Umbisam Joe and Nathan"  
[X Link](https://x.com/xEBITDA/status/1720507216279797974)  2023-11-03T18:24Z [---] followers, [----] engagements


"Looks like the worst of this dilutive journey is behind us $EOSE"  
[X Link](https://x.com/xEBITDA/status/1721896520965095668)  2023-11-07T14:24Z [----] followers, [----] engagements


"The core thesis was the clear line of sight to scaling/profitability. Heading into quarterly results in a news vacuum meant thesis creep. Those closest to the name knew the risks to orders. But this doesnt mean the thesis is broken. But its delayed and mgmt risk is at an all time high. Those who sell please do. Those who dont theres still a chance albeit a much narrower path. I sold some based on lack of mgmt confidence and risk/reward"  
[X Link](https://x.com/xEBITDA/status/1722070245542920322)  2023-11-08T01:55Z [----] followers, [----] engagements


"@StonksReddit @Zerosumgame33 @srvc76 @x_times_1 I question near term demand. If there was a lot of demand you wouldnt slow down production"  
[X Link](https://x.com/xEBITDA/status/1722076901538140452)  2023-11-08T02:21Z [----] followers, [----] engagements

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