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$EOSE
I get it. You’re not saying the stock should be at $109 today. You’re making a bigger point and I agree. People are cautious, and that’s fine. But it’s also partly PTSD or just lack of experience. The tide is shifting for $EOSE. The market will soon start to see its real…
8 lines won't be 16GWh. No way. 8 lines is totally realistic, but not ambitious. Those lines are cheap at $50mm and aren't complicated when compared to Li-ion. The whole supply chain is vastly simpler. Fully expect single line capacity exceed 3GWh by 2028. If we stick with…
“Diversification is protection against ignorance. It makes little sense if you know what you are doing.” - Warren Buffet.
I see a lot of people on here trying to tie a share price to a single production line. I get that most know it’s just a ballpark number, but it’s become completely illogical at this point. A production line at $EOSE has never been a fixed or stable thing in its history, and it…
I calculate 194 shipped in 1H and 3 in Finished Goods on June 30. If GTI-152 was observed in transit in on June 24, we can speculate GTI-160 :: GTI-165 was shipped by the end of June and incorporated in the 194. That means the total 2025 shipments is about GTI-XXX + 30. So, we…
Long term thinkers are often quiet. Most info simply does not matter to the bigger picture. They think in years, not in days. Only when something truly shifts does it make sense to speak up and align thoughts. Short term thinkers dominate the feed because everything feels…
$EOSE a few things I was thinking about this am ☕️ The UK cap n floor program is crucial for Eos TaM. If Eos can prove out the economics ex any US subsidies (albeit there is a floor in the UK for the offtakers) —> this adds an entire NEW layer to the story. The UK…
Four line factories won’t just be 8GWh factories. Better never stops. $EOSE If you think Eos operates three factories by 2030, their combined output won’t be 24GWh, it’ll likely be between 30 and 36GWh.
Is this you? $EOSE
Detach your emotions from the share price! They are not helping you.
Detach your emotions from the share price! They are not helping you.
$EOSE I’m so freaking bullish right now. All the breadcrumbs are starting to come together. I could write so much but simply: Eos is becoming a direct competitor to lithium ion in one of the biggest growing sectors right now, Battery energy storage. Eos biggest problem is…
Some thoughts on the Eos x Talen partnership 👇 Talen’s assets are either operational or former fossil sites, which makes them ideal brownfield locations for adding energy storage. That could significantly speed up time to market, right? The agreement is described as a…
The feeling that dominates my mind today: We invested in Eos when there was barely anything. We saw the vision, and now we’re seeing the proof. We were early and we were right! $EOSE
Big day for $EOSE. Three announcements, one clear story: 🇺🇸 Eos is becoming the American backbone for AI-powered energy. 🔋 Partnering with Talen Energy to unlock multi-GWh storage for datacenters. 🏭 Expanding U.S. manufacturing to 8 GWh capacity with state support and a new…
Big day for $EOSE. Three announcements, one clear story: 🇺🇸 Eos is becoming the American backbone for AI-powered energy. 🔋 Partnering with Talen Energy to unlock multi-GWh storage for datacenters. 🏭 Expanding U.S. manufacturing to 8 GWh capacity with state support and a new…
New link for the spaces tomorrow $EOSE Set a reminder for my upcoming Space!
Learn how to post inside the $EOSE community👇🏼
Okay, first let’s clear up two big misunderstandings: Using the $EOSE tag does NOT put your post in the community! I know some people think that. If you want your post to show up inside the community, you actually have to post through the community page. Just typing $EOSE won’t…
Every new datapoint just makes me more bullish on $EOSE The more we learn, the more bullish I get.
Looking across the image for those that can’t be bothered Desert Wren 12GWh Hummingbird (Robena) 1.8GWh SDG&E 1.6GWh Texas City 0.5GWh Pendleton 0.4GWh Mitchell 0.4GWh Chalk Point 0.4GWh One customer potential 17.1 GWh @ $250kWh = $4.75B Do I think they’ll get them all, no,…
$EOSE should donate back-up battery cubes to the White House. Trump would love it and the press will be phenomenal.
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