Lucas Sacerdote🔋 ✓

[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,

[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

[video] Great primer on Fertilizers by @freidberg in @theallinpod (and the war’s implications for $AGRO): - 35% of the world’s fertilizers goes through the Straight of Hormuz. - China is the swing producer, with 15% of the worlds production. They just shut down exports. - At current

[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

[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.

[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] $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