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Eos Energy [Full Investment Thesis]: Everything You Need to Know About $EOSE $EOSE 🔋has been my biggest position since 2023 - studying it has been a part/full-time job in itself.🔋 Here’s my 119-page, ~two-hour presentation on Eos Energy. Many have reached out wanting to learn more about the company... show more
539,026 Aufrufe • vor 11 Monaten •via X (Twitter)
71 Kommentare
Watch here on YouTube: PDF download: This couldn't have been done without the community and collective intelligence that was formed around $EOSE. I'm incredibly grateful for each and every one of you. Highly recommended follows: @bert_gilfoyle @thehipskipple @TenPeaksJournal @GrassmanWilliam @thejefflutz @JordanSolace @AdamLevey7 @goodwillimp @OBGInvestments @CompoundingTony @SpearfishingCap @philroberts @Browpeak @srvc76 @FreemyerGreg @HyGrowth @kremsnite @temu143 @alputino @in_retrotech @cat_n_the_house @xEBITDA @NetMelc @goodwillimp @RsnblAssurance @x_times_1 @don_njaime @freebirdsteven @musaibnmaymun @X_RKK_X @ohnonotcameron @ReidoFinancial and many more…
Great job! This distills a wealth of information that only someone following the company very closely over the last 2+ years could pull off.
Thank you!! @bert_gilfoyle you made a significant contribution to the Eos story along the way. Im infinitely grateful for the work you put out there 🙌
$EOSE And I thought I was obsessed … love it ! My new life goal, to somehow get my wife to watch this !!!
I had wives as my target audience when doing the video 😂😂, I know its a hard task...
Thank you for putting this together Lucas. It is the culmination of yrs of BattX research and knowledge packaged in a very easy to follow video. Great job. This will prove valuable for anyone interested in learning about Eos Energy, a large and growing group. 👏👏
Thank you!! @kremsnite That was the aim, bringing people up to speed, fast. Battx research is group research. And it’s beautiful.
Congratulations on pulling this research video together. Will dig into it later tonight 🇺🇸🔋🇺🇸
Thanks man! Couldn't have done it without this awesome community. Something special was forged here.
@bert_gilfoyle Still watching this incredible video. Great work. It just dawned on me that they have the ability to cram 1.5x a line/1.5 lines worth of annual production into an acre with their stacking. I always looked at production and the acre density in isolation. The little things add up!
@bert_gilfoyle They do.
Hey Lucas. Great deep-dive into EOS! Can you post this inside the EOS investors community (not repost)? I'd like to pin this to the homepage for a while so everyone can see it. Thanks!
Of course! I'm on it, will post it again inside the community.
Lucas, very well done! And extremely grateful for the work you have put in and sharing this freely! 💪🏼
Its the least i could do after all i got from this community. Glad you liked it! 🙌😆
If new investors want to understand 80% of what they need to know, all they have to do is watch this video! And there are Anne many new investors in our community every day! 💪🏼
@LucasSacerdote_ i am eager to know the rest of 20%, professor!
@CompoundingTony 😂😂😂 me too!! If there is something else out there, this community hasn’t found it yet. Otherwise, it would be in there.
@CompoundingTony I agree though that conviction cant be grown from one day to the next. Having lived through everything gives you a completely different perspective.
@CompoundingTony Seems like we missed talking about our salesman and the owner of line manufacturing company.
@CompoundingTony Yeah. There are definitely a thousand more threads we can still pull from 🎯
Wow just wow! Amazing work Lucas! Great job packing so much information in there.
Thank you!! @X_RKK_X Wouldnt have been possible to gather all the information without the help of so many in here 🫶
There are definitely a lot of great people in this community and I’m super grateful for all everyone shares. You did a stellar job. I was just looking 29K views. Hopefully you’ve helped some of the new peeps KNOW what they own.
Hopefully 🙏
Well done Lucas, great job! Was there a more complete coverage of $EOSE done anywhere else before? Nothing even close as far as I know! Thank you for bringing it all together in such structured way. A must see for everyone new to EOS or learning about the stock and the broader energy storage market.
🫶🫶🫶
Lucas, you did an excellent job. Well done and thank you 👏 Must have taken a long time to do. In addition to your content and presenting style it also demonstrates the immense power of X and the amazing opportunities available to ordinary people if they are willing (and capable) - like you - of joining the dots! Bravo.
1000%. X and its collective intelligence is a powerful thing.
Very nice job Luca!!! I really enjoyed watching it and I’m sure many new to the $EOSE story will find the video tremendously helpful.
Thank you!! @temu143
Amazing video man, learned a lot about batteries.
Thanks man!! Trying to speak up for batteries and how essential and huge they are 🙌
Absolute gem. Profesor Lucas, que genio! Appreciate the deep research and putting it all together in video form, something the community was missing. Get ready for your followers count to go vertical. I’ll blame you for my sleep deprivation tomorrow. Thanks brother.
Hahaha 😂😆 thank you man!!
Wow - thank you for sharing this … $EOSE. I skimmed it but need to spend some more time. A fantastic piece of work/due diligence.
Thank you for watching and your kind words!! 🙌😆
Thanks for your commitment and effort to bring us this $EOSE masterclass, voices like yours are much-needed in the ecosystem.
👀 $EOSE 1 GW/acre x4 energy per footprint compared to @teslaenergy Megapack 0.24 GW/acre. Innovation 🚀🚀 @amitisinvesting 👇
@teslaenergy @amitisinvesting $EOSE is a technology company.
A) que lindo oír tu voz. El accento Argentina vive en mi alma. B) Thank you for the awesome presentation. Will this be the new artifact that me and @AlPutino post everywhere (replacing Gary’s lovely DD summary??) 😱😱😆
@AlPutino Definitely bringing some Argentinian souvenirs for you in Sicily!! 😆😆 thank you!!
@AlPutino 🙏🙏🙏🙏🙏
I finally got the time to watch it, really great job. Thanks!
Thank you!!
They just need .. you know .. orders
Yep
Absolutely amazing 👏👏 Thanks for sharing!
@don_njaime Thank you!! 😆 @don_njaime
Thank you, I bookmarked it to watch tomorrow.
Awesome job Lucas! I can relate to it feeling like a job studying the company. And when you make a substantial investment in a pre revenue company, it’s wise to treat it as such. I can’t wait for that large order to drop soon.
@Herman1Stephen 100%
💪 buying! Very well done. Thanks for putting it all together.
😆🤗
Thanks to your DD. I am starting a relatively serious position in $EOSE tomorrow
Welcome to the team!! Expect ups, downs and patience to be tested. But the future seems incredibly bright! 💯🙌
Epic effort well done
Fantastic work Lucas. It’s great to see all this pulled into a single document & video… as an Apr 2023 investor I’ve been though the wringer on this one but always believed it would come good eventually. This work you have done is great for old and new investors alike 👋👋
Thanks Mark!! 🙌🫶
Superb, thank you.
Bro @LucasSacerdote_ , amazing analysis. Keep up the good work. $EOSE 👀
Thankss @StockMeetUps!! 🙌🫶👊
Great work Lucas!
Thanks Austin!!
Awesome study and great video! 1) Many Chinese firms have been deploying Na-ion batteries for LCES, which also uses earth-abundant elements and is much safer/cheaper than LFPs. How do you see that chemistry stack up against Zinc batteries?
Fantastic job, because of you we opened small position right on time:) - would love to grab few m with you (DM me)
DMs are always open, feel free to reach out!
Minor point I think you and I both missed at the time. Nvidia is moving to a 800 V DC architecture for data centers. This favors both $HYLN and $EOSE as they can put out 800V DC and be physically located near the data center for $HYLN (smaller footprint, less noise than typical generator) and $EOSE could even be safely placed in the datacenter. D/C to D/C avoids invertor losses and close proximity avoids cabling losses.
If they accomplish what you predict, what would the stock trade at?
+$100
Thanks for all your efforts to share this
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The solar industry, like every commodity industry, is deeply cyclical. I am convinced we have already seen the worst of it, and that better profitability is ahead for equipment manufacturers. This is already starting to show in CSI Solar’s Q1 2026 results, with $100M+ in operating profit for the quarter. The supply-demand imbalance for electricity should result in excess profitability. $CSIQ is about to make the undeniable obvious: Canadian Solar is a Western (actually, global) leader in renewable energy. Not middle of the pack. At the very top. They produce ~25 GW of solar modules per year and ~15 GWh of storage per year. For reference, the entire U.S. added roughly 60 GW of total generation capacity in 2025. And they do not only manufacture. They also develop, engineer, construct, and operate billions of dollars of energy assets. That creates a powerful learning and feedback loop between manufacturing and operations, allowing them to stay ahead of the curve. 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Please feel free to share your thoughts, feedback, questions, and pushback!! ☀️☀️🔋🔋 Timeline CSIQ: 0:00 Introduction 1:38 Executive Summary 11:35 Macro 18:15 Corporate History 21:00 Management & Team 25:10 Solar Industry & Market 42:47 CSI Solar - the $7B solar behemoth $CSIQ owns 57:00 Project Demand - CSI Solar 1:00:05 BESS Subsidiary with Multi-GWh Firm Orders 1:05:35 Project Demand for e-Storage/BESS 1:11:44 Recurrent Energy - The Multi-Billion Renewable Project Developer 1:34:36 US Manufacturing - 10GWs of Capacity and First Ever to Produce Solar Cells Domestically 1:56:15 Competitors 2:19:29 Litigation 2:28:32 Quality 2:30:52 Valuation & Financial Analysis 2:40:40 Conclusion 2:43:15 Miscellaneous Disclaimer: This post is for informational and educational purposes only and does not constitute financial advice, investment advice, or a recommendation to buy or sell $CSIQ or any other security mentioned here. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, may currently hold positions in $CSIQ and may purchase or sell shares at any time without further notice. My opinions, price targets, and allocation suggestions are my personal views and can change without prior notice. Investing in stocks involves a significant risk of loss of capital. Past performance is not indicative of future results. If you found this useful, follow me for more deep dives like this. I spend a ridiculous amount of time studying this whole ecosystem. Please like and share this post if you think more people should be aware of how attractive Canadian Solar could be as an investment opportunity.](https://image.24vids.com/tw-2049526924477677792/amplify_video_thumb/2049510297082470400/img/1lrhPInzrxLt-cj6.jpg)
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