$EOSE Investors

[image] $EOSE First things first, this was a horrible (short-term) miss. Giving guidance is never easy, much less quarterly guidance. Building physical products and ramping up a first-of-a-kind manufacturing line is incredibly hard. Even more so when you depend on multiple suppliers,

[text] $EOSE Q4'25 Review 1/n Core Framework: Where Did the Money Go? COGS breaks into two types: Fixed (paid regardless of production) and Variable (scales with every kWh produced). Each of the three operational failures hit a different layer. ───────────────────

[image] $EOSE 🚨 FELT DELIVERY 🚨 28,288 K of felt for EOS on 2/18/2026. @FreemyerGreg @philroberts

[text] The market is missing the bigger picture. $EOSE grew revenue 7x in 2025. 2026 guidance still implies roughly 3x growth. Yes, consensus dropped from ~$470M to ~$350M that’s why it sold off. But at ~7–8x forward 2026 sales for a company tripling revenue? That doesn’t look

[image] $EOSE F*ck yeah Joe!!! @JoeMastrangelo8 stepping up with a significant insider buy!! Last time Joe bought was at $1.43, it 10X afterwards... Showing significant confidence. Valuation is as compressed as it gets. Insiders might sell for many reasons, but there is only one

[video] $EOSE Agree with DM here. Given all uncertainty around oil prices, supply chain risks, geopolitics, etc... Eos has never been more valuable. And Cerberus' original thesis continues to be proven right. Under Secretary of War Emil Michael: "Batteries is like the next problem I'm

[image] $EOSE Well, this debunks the claim that the C rate has anything to do with the Z3's ability to ramp power and cycle quickly in response to AI inferencing loads that cycle 4 times per second. Eos can handle that with a 5 ms response time. "We're capable of responding to that

[text] $EOSE – I’m bullish… and I’m pissed. (Warning, long post) Let me start with why I’m still bullish. I’ve always been a big picture, long term investor. That doesn’t mean I ignore details. I use them to validate or adjust my thesis. But experience has taught me something: when

[text] $EOSE I hope every Eos investor reading this is doing well. If you're feeling despondent, it'll pass. It wasn't an easy day. It wasn't easy either when it went from $1 to $5 to 61 cents. So much volatility and drama and bad actors along the way. You have to know what you own and

[text] $EOSE this takes Form’s intake of orders in the last month to 42GWh… 30GWh for Google and now 12GWh for Crusoe. Those are huge numbers, good for them! It further validates the TAM and demand for storage. Having said that, wen orders? Ball’s in $EOSE court now… time to close

[text] $EOSE Does anyone still want the felt deliveries posted. (Another load came in and it was large)

[image] $EOSE WSJ - National Security Section 232 tariffs beings considered for large scale batteries. The new Section 232 tariffs would be issued separately from the temporary 15% tariff and the existing or any new Section 301s.

[image] $EOSE Just finished reading Citrini's latest research report. In it, they put together an "Energy Sovereignty Basquet", likely to perform well in this macro environment. Try finding the common theme around it: Renewables are all over it... There are basically no manufacturers.

[image] $EOSE I didn’t know Jennifer Granholm sits on the Board of Southern California Edison. “If I were investing today, I would be investing in long-duration energy storage like right now” because of the demand that data centers are placing on it, Granholm said at the UCSB event.

[image] $EOSE Hope is a dangerous thing. My mind has been forged by fire and skepticism, but I have changed it. I recently showed how Eos could make plan, not even counting the 200+ cubes they were delivering to CU in Q4 and no credit for Camp Pendleton. With the continued felt

[video] $EOSE 100 MW Project Redbird ready to go and expected to be up and running in the next year. This is the first project. He later said he expects more Eos projects in the future.

[text] I attended, and I spoke. It's for an extremely large Li-ion system next to a school, where my kids attended. So, this is personal. It was a very small meeting. Very under-advertised by design. I think there were more guys from the developer there than participants. Just them

[image] $EOSE Thoughts on DOE Project AMAZE, which i believe has been significantly impacted. First, Project AMAZE was a mutually agreed upon plan between Eos and the DOE to ramp up to 8 GWh per year over 4 different manufacturing lines by 2027. The first line is in service, and

[text] $EOSE What i take from here is: Look at the emphasis the Trump Administration is putting on “large-scale batteries”!! Its the first time that im seeing it, at least in this magnitude and such a specific shoutout. “Considering NATIONAL SECURITY TARIFFS”. They name 3 industry

[image] $EOSE “Just in: The Virginia Senate and House passed major legislation to scale long duration energy storage (LDES), setting clear targets and creating a durable framework for deployment and technology demonstrations.”

[video] $EOSE Sounds like Cerberus (and/or other financing partners) will help finance multiple projects for Bimergen.

[image] $EOSE another 23,800 shares bought by Joe yesterday

[image] $EOSE I had not seen this one before. Carson Hybrid Energy Systems (CHES) lives!

[image] $EOSE NEPA review complete for new Marshall facility at Thornhill Rd. This is a condition for unlocking additional tranches under DOE loan, including up to $117m reimbursement for Line 2.

[image] Posted today. Probably a good role to have if you’re preparing for NYSERDA (multiple battery systems >2GWh being bid on for NY metro) ✊🏻 $EOSE

[image] $EOSE held the support band. Even if it can’t do anything, technically it should bounce. Here, in terms of risk-reward, I think the reward side outweighs the risk

[image] $ESOE So glad to have met @danielrucci yesterday in Argentina! Regardless of the share price, the lowest RSI since it was under $1 in 2024, or the constant bashing of the company and management... If anything, all of it has only made us (at least me) more bullish. Expectations

[image] $EOSE It will make its decision at $5.63. Either it will hold there and try to form a consolidation similar to a double bottom, or it will want to move down into the new low I marked with the red arrow

[text] $EOSE Tax Alpha: If Eos stacks the $45 module PTC + $2.50 electrode credit ($47.50 total) and passes 90% ($42.75) to the client as a discount... And the client hits the 50% ITC (Base + Domestic Content + Energy Community)... The math on a $300/kWh system: 🔹 ITC (50%): $150.00

[text] My original cost basis of $EOSE was about $1.18 going into May 2024. I went on to sell some at local peaks and buy back more at lower prices to concentrate shares, based on an original cost of capital. I kept a spreadsheet of this. And I didn't time everything perfect. But I

[image] $EOSE "commission large Eos energy systems" in New York bc fake projects maybs.

[image] $EOSE The 10 MW NextEra Torrecillas BESS is currently scheduled to go into commercial production on Feb. 28. No guarantees it will, and you'd be right to be skeptical. I know I am. It's been delayed multiple times for over a year. Contrary to some theories floating around, it's

[image] Didn't expect it, but completely respect it. 💪

[video] Capacity increases are on the way. The most critical success factor for EOS at this point, in my view. Great to see this!