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![7MileCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1344582487788429312.png) 7MC [@7MileCapital](/creator/twitter/7MileCapital) on x 1065 followers
Created: 2025-07-26 02:14:50 UTC

The macro picture is what is fundamentally driving my $EOSE investment.

It’s the narrative from $NEE, $TSLA, $GOOG, $AMZN, $META and all of the energy/ AI and data centre talk. 

The US needs to win the AI race. 
Energy has everything to do with that. 

There is a very clear narrative forming that energy storage is going to play a critical role in the AI and data centre narrative. 

Over the last X months there has been a very noticeable change in commentary around energy storage companies seeing increased demand from data centres and AI users. Clear leading indicator at what is coming down the pipe.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948929976578740485/c:line.svg)

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[Post Link](https://x.com/7MileCapital/status/1948929976578740485)