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$EOSE This is HUGE! Over $4.5 billion in potential orders just from ONE customer. And I dont even think this is their biggest strategic customer. IEP — an energy developer that has grown alongside $EOSE — is stating over 15GWh+ of planned BESS. We know they work with Eos'...

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Lucas Sacerdote🔋

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115,645 Aufrufe • vor 10 Monaten •via X (Twitter)

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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 reshaping America’s grid. I did this video and tried including everything I know in here, hopefully helping speed up the learning curve for anyone interested. This isn’t meant to be flawless; it’s meant to be done. I hope it helps you grasp the company’s story, the team driving it and the potential they have (at least how I see it…). During the video I’ll cover: 00:00 Introduction 3:49 Global Energy Market 8:15 Why Energy Storage is Key 25:21 Choosing the Right Battery Company 27:15 EOS’ Background and Timeline 38:35 The Product 1:01:56 Production at Scale 1:11:56 Unit of Economics and Financials 1:18:26 Team 1:26:59 Risks 1:29:03 What Comes Next - “Best-In-Class” US Battery and It’s Demand 1:45:52 Boots On the Ground $EOSE is executing toward an unprecedented hyperscaler energy demand: U.S.-made, non-lithium storage, ramping for 24/7 data centers, military bases, supply-chain resilient, and addressing key national energy security issues... I believe significant orders should be coming very soon. Please feel free to share your thoughts, feedback, questions, things I left out, etc. 🔋🔋
1:48:52

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 reshaping America’s grid. I did this video and tried including everything I know in here, hopefully helping speed up the learning curve for anyone interested. This isn’t meant to be flawless; it’s meant to be done. I hope it helps you grasp the company’s story, the team driving it and the potential they have (at least how I see it…). During the video I’ll cover: 00:00 Introduction 3:49 Global Energy Market 8:15 Why Energy Storage is Key 25:21 Choosing the Right Battery Company 27:15 EOS’ Background and Timeline 38:35 The Product 1:01:56 Production at Scale 1:11:56 Unit of Economics and Financials 1:18:26 Team 1:26:59 Risks 1:29:03 What Comes Next - “Best-In-Class” US Battery and It’s Demand 1:45:52 Boots On the Ground $EOSE is executing toward an unprecedented hyperscaler energy demand: U.S.-made, non-lithium storage, ramping for 24/7 data centers, military bases, supply-chain resilient, and addressing key national energy security issues... I believe significant orders should be coming very soon. Please feel free to share your thoughts, feedback, questions, things I left out, etc. 🔋🔋

Lucas Sacerdote🔋

538,015 Aufrufe • vor 10 Monaten

Every time the customer orders something and the delivery guy has to deliver it to their home. They call and complain that their driveway is private property and that they shouldn’t be using it even to deliver their mail or packages and pizza. This delivery man is fed up with the unreasonable complaints so if the homeowner doesn’t want him on the property, he is going to leave their packages on the curb on the public street from now on. Is he being reasonable or is he using malicious compliance in this case?
0:30

Every time the customer orders something and the delivery guy has to deliver it to their home. They call and complain that their driveway is private property and that they shouldn’t be using it even to deliver their mail or packages and pizza. This delivery man is fed up with the unreasonable complaints so if the homeowner doesn’t want him on the property, he is going to leave their packages on the curb on the public street from now on. Is he being reasonable or is he using malicious compliance in this case?

SonnyBoy🇺🇸

1,100,722 Aufrufe • vor 6 Monaten

Dr. Phil breaks down CCP organ harvesting in a way that exposes just how disturbing this system is. My newly released book, Killed to Order, is based on 20 years of documented research into this issue. “Right now, while you’re sitting here watching me, there are people on the other side of the world who are alive, breathing, thinking… who have already been matched to a buyer for their organs.” “Their blood type has been logged. Their organs have been appraised, and when the order comes in, they will be killed to fill it.” “This is not some conspiracy theory… this is something that has been documented over years of investigation.” “This is an $8.9 billion a year operation run by the Chinese Communist Party.” “The victims are prisoners of conscience… Falun Gong practitioners, Uyghurs… people whose only crime is what they believe.” “They are being warehoused in detention centers, kept alive, tested, typed, and harvested on demand for hearts, lungs, kidneys, livers.” “Transplant recipients can have a confirmed surgery within days.” Dr. Phil Order my new book below👇
2:24

Dr. Phil breaks down CCP organ harvesting in a way that exposes just how disturbing this system is. My newly released book, Killed to Order, is based on 20 years of documented research into this issue. “Right now, while you’re sitting here watching me, there are people on the other side of the world who are alive, breathing, thinking… who have already been matched to a buyer for their organs.” “Their blood type has been logged. Their organs have been appraised, and when the order comes in, they will be killed to fill it.” “This is not some conspiracy theory… this is something that has been documented over years of investigation.” “This is an $8.9 billion a year operation run by the Chinese Communist Party.” “The victims are prisoners of conscience… Falun Gong practitioners, Uyghurs… people whose only crime is what they believe.” “They are being warehoused in detention centers, kept alive, tested, typed, and harvested on demand for hearts, lungs, kidneys, livers.” “Transplant recipients can have a confirmed surgery within days.” Dr. Phil Order my new book below👇

Jan Jekielek

724,860 Aufrufe • vor 5 Monaten

Another tell of an advanced soul is their utter DISREGARD for DEATH. Have you noticed how deathly afraid people are of dying? To the point where they dare not even use that word. They’ll say “Passed away” and “Crossed over” NO. They DIED. They are D-E-A-D. The animating force that once occupied that body has left, and what remains is a rotting corpse. What you must understand is, advanced souls walk with certainty. With full knowledge of the immortality of their being. They understand that their body is just a vehicle. This is different to, and not to be confused with, a reckless and suicidal attitude. What we are talking about is a peaceful acceptance of the inevitable. Read that again. Not everybody that reads this will FULLY COMPREHEND what is being said here. You are IN this world but not OF this world. And those who walked with their spirits ILLUMINATED and BEAMING through… not being blinded by the body, embodied this. Death is peace. Death is release. Death is graduation. Funerals ought to be a celebration.
1:01

Another tell of an advanced soul is their utter DISREGARD for DEATH. Have you noticed how deathly afraid people are of dying? To the point where they dare not even use that word. They’ll say “Passed away” and “Crossed over” NO. They DIED. They are D-E-A-D. The animating force that once occupied that body has left, and what remains is a rotting corpse. What you must understand is, advanced souls walk with certainty. With full knowledge of the immortality of their being. They understand that their body is just a vehicle. This is different to, and not to be confused with, a reckless and suicidal attitude. What we are talking about is a peaceful acceptance of the inevitable. Read that again. Not everybody that reads this will FULLY COMPREHEND what is being said here. You are IN this world but not OF this world. And those who walked with their spirits ILLUMINATED and BEAMING through… not being blinded by the body, embodied this. Death is peace. Death is release. Death is graduation. Funerals ought to be a celebration.

DR22 Ω 🪬🎭

79,551 Aufrufe • vor 1 Jahr

He’s not being precise with his language in my view, but the CEO of NextEra is talking about $EOSE here. NextEra has not been satisfied with Li-ion BESS and have been looking to move on with a multi-year plan. In the past few years NextEra has helped Eos design their cubes so they could be installed and cold commissioned efficiently in the field. And, they recently put that to the test. Last summer they installed a 75 cube system at Torrecillas in Texas to pair batteries with wind and solar. It was cold commissioned in 7 days with 1 hour from truck to completion. NextEra have plans to add Eos batteries to additional sites in Oregon, Wisconsin and North Dakota to firm renewables, and have a 4 GWh off-take agreement with Eos. For whatever reason, the Torrecillas system is still not hot commissioned. These initial systems will presumably inform NextEra’s buy decisions on that off-take agreement going forward. Things in the utility industry take excruciatingly long. Glaciers took centuries to build up. Then from sudden glacial outburst floods (jokulhaups) they carved mountain passes, gulleys and deep U-shaped valleys in days or hours. Slowly, then suddenly. The waiting is the hard part.
2:37

He’s not being precise with his language in my view, but the CEO of NextEra is talking about $EOSE here. NextEra has not been satisfied with Li-ion BESS and have been looking to move on with a multi-year plan. In the past few years NextEra has helped Eos design their cubes so they could be installed and cold commissioned efficiently in the field. And, they recently put that to the test. Last summer they installed a 75 cube system at Torrecillas in Texas to pair batteries with wind and solar. It was cold commissioned in 7 days with 1 hour from truck to completion. NextEra have plans to add Eos batteries to additional sites in Oregon, Wisconsin and North Dakota to firm renewables, and have a 4 GWh off-take agreement with Eos. For whatever reason, the Torrecillas system is still not hot commissioned. These initial systems will presumably inform NextEra’s buy decisions on that off-take agreement going forward. Things in the utility industry take excruciatingly long. Glaciers took centuries to build up. Then from sudden glacial outburst floods (jokulhaups) they carved mountain passes, gulleys and deep U-shaped valleys in days or hours. Slowly, then suddenly. The waiting is the hard part.

Bert Gilfoyle 🇺🇸 🇺🇦 🔋 🅰️

26,906 Aufrufe • vor 10 Monaten

BREAKING: DHS Spokeswoman Tricia McLaughlin just revealed that they confiscated a FIREARM from one of the rioters who has been arrested at the Broadview, IL, ICE facility! Trump needs to send in the National Guard IMMEDIATELY!!! "We actually had our law enforcement just confiscate a firearm from one of these protesters, or really rioters, is what they are." "This is something, this is an organization, it is very decentralized. Quite a militant organization." "This is something that has been on DHS’s radar for a long time now, and we are going to work a whole-of-government approach with the Treasury Department, Homeland Security investigations with the FBI to follow that money and see who is funding this chaos and violence in this country." GO GETT'EM Tricia McLaughlin
2:53

BREAKING: DHS Spokeswoman Tricia McLaughlin just revealed that they confiscated a FIREARM from one of the rioters who has been arrested at the Broadview, IL, ICE facility! Trump needs to send in the National Guard IMMEDIATELY!!! "We actually had our law enforcement just confiscate a firearm from one of these protesters, or really rioters, is what they are." "This is something, this is an organization, it is very decentralized. Quite a militant organization." "This is something that has been on DHS’s radar for a long time now, and we are going to work a whole-of-government approach with the Treasury Department, Homeland Security investigations with the FBI to follow that money and see who is funding this chaos and violence in this country." GO GETT'EM Tricia McLaughlin

Gunther Eagleman™

88,720 Aufrufe • vor 11 Monaten

Tom Holland and Sadie Sink share their first impressions of each other: Tom: “This movie really sings because of the work that you did. So for me, when I met you for the first time, I met someone that was really eager to do the work, really excited to be a part of the world, and someone that I know is going to carry the responsibility with a lot of grace.” Sadie: “Tom is just like a natural born leader and I think exactly the kind of person you want in this role, leading this film. So I was very impressed by him since day one.”
0:37

Tom Holland and Sadie Sink share their first impressions of each other: Tom: “This movie really sings because of the work that you did. So for me, when I met you for the first time, I met someone that was really eager to do the work, really excited to be a part of the world, and someone that I know is going to carry the responsibility with a lot of grace.” Sadie: “Tom is just like a natural born leader and I think exactly the kind of person you want in this role, leading this film. So I was very impressed by him since day one.”

best of tom holland

246,386 Aufrufe • vor 22 Tagen

A new HUGE data center campus called Project Open Sky is being planned in Oklahoma. The land will be over a square mile with 6 Data Centers One American family all built houses together on a compound, and the data center campus is planned less than 300 feet away from their homes The residents say they already have a water pressure issue and this is going to mean there won’t be enough water to farm or even for their homes The data center campus could use as 27.4 million gallons per year “They literally have an entire square mile and are pushing to get more — Cloverleaf Infrastructure is the company behind Project Open Sky, which is in talks to build a 633-acre campus with as many as 6 data centers on it” This is going to destroy the lives of the residents in this town
4:24

A new HUGE data center campus called Project Open Sky is being planned in Oklahoma. The land will be over a square mile with 6 Data Centers One American family all built houses together on a compound, and the data center campus is planned less than 300 feet away from their homes The residents say they already have a water pressure issue and this is going to mean there won’t be enough water to farm or even for their homes The data center campus could use as 27.4 million gallons per year “They literally have an entire square mile and are pushing to get more — Cloverleaf Infrastructure is the company behind Project Open Sky, which is in talks to build a 633-acre campus with as many as 6 data centers on it” This is going to destroy the lives of the residents in this town

Wall Street Apes

64,147 Aufrufe • vor 2 Tagen

This is insane “70% of Hispanic immigrants are on welfare. That means 7 out of 10 that come over here are on welfare. That means we're paying for it. I know it's upsetting, it gets worse: - 37% of Nicaragua's GDP comes from readmittances from the US. That means they come here and they get free taxpayer money from us. And they send it back and that's what's growing that country - Honduras, 27% of their GDP - Guatemala, 19% of their economy is funded by the American taxpayers Notice I didn't say Mexico, even though Mexico is over $60 billion a year. It's only 3 to 5% of their GDP. These are the countries with the highest that I just showed you. Yeah, we're slaves to everybody”
1:06

This is insane “70% of Hispanic immigrants are on welfare. That means 7 out of 10 that come over here are on welfare. That means we're paying for it. I know it's upsetting, it gets worse: - 37% of Nicaragua's GDP comes from readmittances from the US. That means they come here and they get free taxpayer money from us. And they send it back and that's what's growing that country - Honduras, 27% of their GDP - Guatemala, 19% of their economy is funded by the American taxpayers Notice I didn't say Mexico, even though Mexico is over $60 billion a year. It's only 3 to 5% of their GDP. These are the countries with the highest that I just showed you. Yeah, we're slaves to everybody”

Wall Street Apes

378,367 Aufrufe • vor 6 Monaten

‼️ZELENSKYY ON THE LATEST RUSSIAN AERIAL ATTACKS: The Russians understand that we will grow stronger. This is their response. There is now funding for domestic production after we unlocked €90 billion from the EU. “Since the beginning of this year, the balance of occupied and de-occupied territories has not been in favor of the Russian Federation. As we said, they were preparing offensive operations at the end of the year 2025. We understand that they are preparing for the similar steps in the year 2026 as well. To sell to their population or feed those narratives in communication with the United States of America that they will win this war. Well, they have nothing to play on now, in my opinion. That's why they started it (massive arial attack). I want to remind everyone. We said that this is an operation that has several steps. This is a continuation of the (Russian) operation that took place in winter: striking at our energy sector and showing that Ukraine can be broken, because they have nothing else to sell on the battlefield. There is no success on the battlefield for Russia. Now we have unlocked the money (€90 billion from EU) This is a reaction, in my opinion, this is the number one reaction to the fact that they understand that Ukraine is not alone. And now there are finances for domestic production. The Russians understand that we will get stronger. As much as they would like to, we will get stronger. And this is how they respond” - Ukrainian President on Sunday, April 26, 2026.
1:22

‼️ZELENSKYY ON THE LATEST RUSSIAN AERIAL ATTACKS: The Russians understand that we will grow stronger. This is their response. There is now funding for domestic production after we unlocked €90 billion from the EU. “Since the beginning of this year, the balance of occupied and de-occupied territories has not been in favor of the Russian Federation. As we said, they were preparing offensive operations at the end of the year 2025. We understand that they are preparing for the similar steps in the year 2026 as well. To sell to their population or feed those narratives in communication with the United States of America that they will win this war. Well, they have nothing to play on now, in my opinion. That's why they started it (massive arial attack). I want to remind everyone. We said that this is an operation that has several steps. This is a continuation of the (Russian) operation that took place in winter: striking at our energy sector and showing that Ukraine can be broken, because they have nothing else to sell on the battlefield. There is no success on the battlefield for Russia. Now we have unlocked the money (€90 billion from EU) This is a reaction, in my opinion, this is the number one reaction to the fact that they understand that Ukraine is not alone. And now there are finances for domestic production. The Russians understand that we will get stronger. As much as they would like to, we will get stronger. And this is how they respond” - Ukrainian President on Sunday, April 26, 2026.

Kateryna Lisunova

41,426 Aufrufe • vor 4 Monaten

BREAKING: Even the BATSHlT CRAZY women of The View have turned their backs on the Maine Senate candidate and they even admit that the Democrats are "OVER!" Even they know there is NO EXCUSING this guys history. "There are 340 million people in this country. They can’t find one without a Nazi tattoo?" "You can’t say, oops, 18 years ago, I was in Croatia drunk." Even Sunny Hostin realizes that the Democrats are OVER! "I understand that some Democrats are still supporting him... I think it's over... it’s just over." This is SO BAD for the Democrat Party, especially considering there are multiple officials who are DOUBLING DOWN on their support of this guy.
4:07

BREAKING: Even the BATSHlT CRAZY women of The View have turned their backs on the Maine Senate candidate and they even admit that the Democrats are "OVER!" Even they know there is NO EXCUSING this guys history. "There are 340 million people in this country. They can’t find one without a Nazi tattoo?" "You can’t say, oops, 18 years ago, I was in Croatia drunk." Even Sunny Hostin realizes that the Democrats are OVER! "I understand that some Democrats are still supporting him... I think it's over... it’s just over." This is SO BAD for the Democrat Party, especially considering there are multiple officials who are DOUBLING DOWN on their support of this guy.

Gunther Eagleman™

334,441 Aufrufe • vor 10 Monaten

ABC’s Mary Bruce: “On the rising oil and gas prices, the President has said that this is a small price to pay for getting rid of a nuclear weapon. But ten weeks in, are we any closer to getting rid of Iran’s nuclear material?” Secretary Marco Rubio: “Yeah, but look, here’s the way to think about Iran. And this is what I described at the very beginning of this. What was Iran’s plan? You have to understand what their plan was. Their plan was they were going to build this conventional shield where they would have so many thousands of missiles and drones and rockets that they couldn’t be attacked. And behind that conventional shield that they were trying to build, they would then break out and do whatever they wanted with their nuclear program. They no longer have that conventional shield, okay? We told you guys from the very beginning, and we’re very consistent in this messaging. The operation that has concluded was going to destroy their navy. They have no navy left. They don’t. Not a navy. They have small boats and Boston Whalers, but they don’t have a navy left. They don’t have an air force. I challenge you. When is the last time you read or heard about an Iranian jet flying anywhere? They don’t have an air force. Their missile launching capability has been substantially degraded. And their industrial base — their defense industrial base has been severely, severely damaged. So, their ability to build a shield behind which they could hide their nuclear program was wiped out. That’s a very substantial achievement. And that was the purpose of this operation from day one.” Bruce: “But do you HAVE to get their nuclear material in order for this war to end?” Rubio: “Well, that’s one of the topics that needs to be discussed. I don’t know about. I think you’re linking it — the operation is over. Epic Fury is — President notified Congress we’re done with that stage of it. Okay. We’re now on to this project of freedom. As far as the negotiation is concerned, I think the President’s been clear that part of the negotiation process has to be not just the enrichment, but what happens to this material that’s buried deep somewhere that they have still have access to if they ever wanted to dig it out, that has to be addressed. And that’s being addressed in the negotiation. I’m not going to go further on what progress has been made on that topic, because I don’t want to endanger the negotiations, but suffice it to say that the President and this entire team is aware of the centrality of that question, and that will have to be addressed one way or the other.”
1:59

ABC’s Mary Bruce: “On the rising oil and gas prices, the President has said that this is a small price to pay for getting rid of a nuclear weapon. But ten weeks in, are we any closer to getting rid of Iran’s nuclear material?” Secretary Marco Rubio: “Yeah, but look, here’s the way to think about Iran. And this is what I described at the very beginning of this. What was Iran’s plan? You have to understand what their plan was. Their plan was they were going to build this conventional shield where they would have so many thousands of missiles and drones and rockets that they couldn’t be attacked. And behind that conventional shield that they were trying to build, they would then break out and do whatever they wanted with their nuclear program. They no longer have that conventional shield, okay? We told you guys from the very beginning, and we’re very consistent in this messaging. The operation that has concluded was going to destroy their navy. They have no navy left. They don’t. Not a navy. They have small boats and Boston Whalers, but they don’t have a navy left. They don’t have an air force. I challenge you. When is the last time you read or heard about an Iranian jet flying anywhere? They don’t have an air force. Their missile launching capability has been substantially degraded. And their industrial base — their defense industrial base has been severely, severely damaged. So, their ability to build a shield behind which they could hide their nuclear program was wiped out. That’s a very substantial achievement. And that was the purpose of this operation from day one.” Bruce: “But do you HAVE to get their nuclear material in order for this war to end?” Rubio: “Well, that’s one of the topics that needs to be discussed. I don’t know about. I think you’re linking it — the operation is over. Epic Fury is — President notified Congress we’re done with that stage of it. Okay. We’re now on to this project of freedom. As far as the negotiation is concerned, I think the President’s been clear that part of the negotiation process has to be not just the enrichment, but what happens to this material that’s buried deep somewhere that they have still have access to if they ever wanted to dig it out, that has to be addressed. And that’s being addressed in the negotiation. I’m not going to go further on what progress has been made on that topic, because I don’t want to endanger the negotiations, but suffice it to say that the President and this entire team is aware of the centrality of that question, and that will have to be addressed one way or the other.”

Curtis Houck

51,169 Aufrufe • vor 3 Monaten

A man that was abducted by UFOs UAPs over 60 times recorded one even when the craft was leaving. Here is that recording. 👀🛸 This is by far some of the best footage I have seen of a craft up close with occupants and although in the dark is still very high quality. This is a reality that is happening to a small subset of the population. This is how they have evolved us so quickly over the past millions of years. Small adjustments to our 🧬. Let me know what you think. Source: beyondtheradar
1:06

A man that was abducted by UFOs UAPs over 60 times recorded one even when the craft was leaving. Here is that recording. 👀🛸 This is by far some of the best footage I have seen of a craft up close with occupants and although in the dark is still very high quality. This is a reality that is happening to a small subset of the population. This is how they have evolved us so quickly over the past millions of years. Small adjustments to our 🧬. Let me know what you think. Source: beyondtheradar

Just

258,120 Aufrufe • vor 8 Monaten

The UFO that crashed in Roswell, New Mexico in 1947 was taken down by an “early electromagnetic, directional energy weapon,” Dr. Greer alleged. “Given their technological superiority … the proof that they’re not [hostile] is that we’re still here.” “I have said this many times at Wright-Patterson Air Force Base and at the Pentagon.” “They have been very, very patient with us in tolerating this aggressive behavior that has resulted in the downing of their craft, the k***ing of their people, and then the reverse-engineering of their technology, which we have then flipped around and used against them.”
3:10

The UFO that crashed in Roswell, New Mexico in 1947 was taken down by an “early electromagnetic, directional energy weapon,” Dr. Greer alleged. “Given their technological superiority … the proof that they’re not [hostile] is that we’re still here.” “I have said this many times at Wright-Patterson Air Force Base and at the Pentagon.” “They have been very, very patient with us in tolerating this aggressive behavior that has resulted in the downing of their craft, the k***ing of their people, and then the reverse-engineering of their technology, which we have then flipped around and used against them.”

Holden Culotta

53,802 Aufrufe • vor 1 Jahr

$EOSE This is my update video on Eos after their Q4 and preliminary Q1 results. We finally had enough new material info to warrant a new video. Since their Q4 results and the brutal drop in their share price, the company has: - Met Q1 guidance. - Largely resolved operational and manufacturing issues (probably). - ⁠Management owned the miss, took responsibility, and is rebuilding trust brick by brick. - The CEO bought $500K worth of stock, and two directors an additional $200K. - Cerberus is doubling down, seen in the appointment of a new Board of Directors seat. This came after appointing a new Chairman and directly investing in $EOSE's supply chain, as well as one of their customers. - Much better visibility into their software issues and fixes, hopefully leading to favorable field data. - Macro: Energy sovereignty tailwinds only getting stronger. - AI energy demand is strongly aligning with zinc’s advantages. I continue to be optimistic about $EOSE ’s potential, and remain a long-term investor. I’m also looking forward to sharing my largest position next week, which has now surpassed Eos. It will be presented in both article and video format. It is also in the renewables space. I believe the thesis will be easy to understand for anyone following Eos. More to come soon. 00:00 Introduction 01:18 Insider Buying + Cerberus Commitment Signals 03:50 Everzinc: Battery Tech & Supply Chain 12:04 Q4 Operational Results 13:59 Software Bottleneck 16:19 Indensity 17:22 Production Progress & Guidance Expectations 22:25 Q1 Results & Analysis 23:01 Customers Pipeline and Additional Orders 29:34 10K Insights + Financials Breakdown 33:54 Catalysts going forward 39:18 Macro Perspective 43:31 $10B+ Company in the Making 46:43 Conclusion 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 $EOSE or any other security. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, including family accounts for which I have power of attorney, may currently hold positions in $EOSE 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.
48:52

$EOSE This is my update video on Eos after their Q4 and preliminary Q1 results. We finally had enough new material info to warrant a new video. Since their Q4 results and the brutal drop in their share price, the company has: - Met Q1 guidance. - Largely resolved operational and manufacturing issues (probably). - ⁠Management owned the miss, took responsibility, and is rebuilding trust brick by brick. - The CEO bought $500K worth of stock, and two directors an additional $200K. - Cerberus is doubling down, seen in the appointment of a new Board of Directors seat. This came after appointing a new Chairman and directly investing in $EOSE's supply chain, as well as one of their customers. - Much better visibility into their software issues and fixes, hopefully leading to favorable field data. - Macro: Energy sovereignty tailwinds only getting stronger. - AI energy demand is strongly aligning with zinc’s advantages. I continue to be optimistic about $EOSE ’s potential, and remain a long-term investor. I’m also looking forward to sharing my largest position next week, which has now surpassed Eos. It will be presented in both article and video format. It is also in the renewables space. I believe the thesis will be easy to understand for anyone following Eos. More to come soon. 00:00 Introduction 01:18 Insider Buying + Cerberus Commitment Signals 03:50 Everzinc: Battery Tech & Supply Chain 12:04 Q4 Operational Results 13:59 Software Bottleneck 16:19 Indensity 17:22 Production Progress & Guidance Expectations 22:25 Q1 Results & Analysis 23:01 Customers Pipeline and Additional Orders 29:34 10K Insights + Financials Breakdown 33:54 Catalysts going forward 39:18 Macro Perspective 43:31 $10B+ Company in the Making 46:43 Conclusion 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 $EOSE or any other security. I am not a registered investment advisor (RIA). Always do your own research (DYOR). I and/or accounts under my management or discretion, including family accounts for which I have power of attorney, may currently hold positions in $EOSE 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.

Lucas Sacerdote🔋

32,003 Aufrufe • vor 4 Monaten

🚨 SUBWAY REFUSES TO MAKE GRANDMA’S SANDWICH HER WAY — OVER RANCH All she wanted was ranch last. Subway workers insisted the ranch “has to” go on the bread first because that’s how it’s lined up behind the counter and the "owner is strict." The woman said last time they did that, her bun was soggy. They doubled down telling the paying customer how her sandwich needs to be made. Grandma fires back: “This is America! No one can tell nobody how to make their sandwich!” “That makes no sense at all!” “Y’all sitting up here trying to stand on it and making yourself sound crazy!” “It’s all about customer service.” “I’m paying for it.” Employees argued policy. Grandma wasn’t backing down. Voices raised. Over ranch. Now the video is going viral. Since when does a sandwich “artist” dictate how YOU eat the food YOU paid for? Is this entitled customer energy or is arguing with grandma over ranch just bad business?
3:01

🚨 SUBWAY REFUSES TO MAKE GRANDMA’S SANDWICH HER WAY — OVER RANCH All she wanted was ranch last. Subway workers insisted the ranch “has to” go on the bread first because that’s how it’s lined up behind the counter and the "owner is strict." The woman said last time they did that, her bun was soggy. They doubled down telling the paying customer how her sandwich needs to be made. Grandma fires back: “This is America! No one can tell nobody how to make their sandwich!” “That makes no sense at all!” “Y’all sitting up here trying to stand on it and making yourself sound crazy!” “It’s all about customer service.” “I’m paying for it.” Employees argued policy. Grandma wasn’t backing down. Voices raised. Over ranch. Now the video is going viral. Since when does a sandwich “artist” dictate how YOU eat the food YOU paid for? Is this entitled customer energy or is arguing with grandma over ranch just bad business?

HustleBitch

585,133 Aufrufe • vor 6 Monaten

🚨UPDATE: The U.S. veteran, who was violently assaulted and illegally arrested by ICE agents in Maryland… has been released with no charges filed. And here’s the part that keeps getting ignored… ICE agents claimed THEY had a video of the U.S. veteran assaulting an agent. But when asked for the video, no video was provided, and the U.S. veteran was released without charges. Meanwhile, there are multiple videos, and eyewitness accounts, showing the U.S. veteran being the one who was assaulted. And this is the pattern that keeps repeating… ICE agents use force and arrest someone without probable cause. The agents create a narrative after the fact. “Evidence” is claimed, but never released. Contradictory footage, from the public, circulates. And still no consequences for the agents involved. Because even after all of this, the agents are still on the streets. And the public is expected to just move on… like this is normal, like this is acceptable, like this is simply how things work now… Instead of acknowledging the pattern that needs to be addressed, and holding agents accountable.
0:38

🚨UPDATE: The U.S. veteran, who was violently assaulted and illegally arrested by ICE agents in Maryland… has been released with no charges filed. And here’s the part that keeps getting ignored… ICE agents claimed THEY had a video of the U.S. veteran assaulting an agent. But when asked for the video, no video was provided, and the U.S. veteran was released without charges. Meanwhile, there are multiple videos, and eyewitness accounts, showing the U.S. veteran being the one who was assaulted. And this is the pattern that keeps repeating… ICE agents use force and arrest someone without probable cause. The agents create a narrative after the fact. “Evidence” is claimed, but never released. Contradictory footage, from the public, circulates. And still no consequences for the agents involved. Because even after all of this, the agents are still on the streets. And the public is expected to just move on… like this is normal, like this is acceptable, like this is simply how things work now… Instead of acknowledging the pattern that needs to be addressed, and holding agents accountable.

Jesus Freakin Congress

73,874 Aufrufe • vor 2 Monaten

BREAKING NEWS: The Trump administration is CUTTING OFF funding to LA's homeless program. The LA Homeless Services Authority program is losing tens of millions of dollars for engaging in FRAUD. "This is a huge blow to the L.A. Homeless Services Authority. They were informed within the last hour that they are losing these tens of millions of dollars. They've gotten over a billion dollars since 2021 in federal taxpayer funding, and now they're going to lose it as this investigation goes underway. This is from the White House fraud task force in coordination with Housing and Urban Development. This is a 13-page letter that we obtained, exclusively sent to this agency. According to the letter, LAHSA has received a billion dollars from HUD since 2021. The letter goes on to point out that L.A. County has withdrawn funding for the agency. The city of L.A. is considering the same."
1:46

BREAKING NEWS: The Trump administration is CUTTING OFF funding to LA's homeless program. The LA Homeless Services Authority program is losing tens of millions of dollars for engaging in FRAUD. "This is a huge blow to the L.A. Homeless Services Authority. They were informed within the last hour that they are losing these tens of millions of dollars. They've gotten over a billion dollars since 2021 in federal taxpayer funding, and now they're going to lose it as this investigation goes underway. This is from the White House fraud task force in coordination with Housing and Urban Development. This is a 13-page letter that we obtained, exclusively sent to this agency. According to the letter, LAHSA has received a billion dollars from HUD since 2021. The letter goes on to point out that L.A. County has withdrawn funding for the agency. The city of L.A. is considering the same."

DeVory Darkins

34,253 Aufrufe • vor 2 Monaten