🔋NetMelc🔋 retweeted
$EOSE
Indensity?
It considered container units around 2.6 metres high, with one potential configuration allowing them to be double-stacked.
Frontier now says Busby is expected to use long-duration batteries supplied by US manufacturer Eos Energy Enterprises, including its Z3 zinc-based technology, rather than conventional lithium-ion batteries.
scottishnews.com/articles/co…
🔋NetMelc🔋 retweeted
Added some $EOSE today. Starting to build size. How I see it: 30-40cts downside here for a lot of potential upside if I am right.
🔋NetMelc🔋 retweeted
$EOSE With the share price in free fall, Joe emerges to soothe the nerves of frazzled investors
🔋NetMelc🔋 retweeted
Just got out of a dentist appointment. The needles and drilling were a nice escape from the pain.
🔋NetMelc🔋 retweeted
$EOSE
We saw similar days in H1 2024, when the stock hit ~$0.60.
Volatility is the middle name of this stock. That’s a given.
Back then, they were short on cash. This time, they’re short on credibility. Not sure which is worse.
🔋NetMelc🔋 retweeted
I made a tool where you can see where in the world has your favorite weather most often (it's the California coast).
You can also pick a given day of the year (like today, October 11), and see where on earth is most likely to have it.
weather.theojaffee.net
🔋NetMelc🔋 retweeted
JNTG's IPO is greenlit.
In the coming weeks JNTG will file an audited DART Filing, which will include details on customer concentration, order backlog, forward contracts, pricing & capacity.
wowtale.net/2026/10/13/26614…
$EOSE 🇺🇸🔋🇺🇸
🔋NetMelc🔋 retweeted
Solar developers: "We're ready to build."
Grid: "Please hold. Your call is very important to us. Estimated wait time... 4 to 7 years."
🔋NetMelc🔋 retweeted
I Spent What I Was Given
When death comes, I hope I do not ask for more time. I hope I spent what I was given.
When death comes, I hope the people I loved knew it—not from what I promised, but from the hours I gave them.
When death comes, I hope I took risks when caution would have been easier, and chose the uncertain road when fear told me not to.
When death comes, I hope I did not mistake being near my children for being with them.
When death comes, I hope there is nothing important I kept saving for later. No life I meant to live once the timing was right.
When death comes, I hope I can say:
I loved deeply.
I risked enough.
I failed and began again.
I was present for what mattered.
And I lived.
- Mr. Tinker
🔋NetMelc🔋 retweeted
$EOSE
Interesting to look back one year ago.
Eos was $10, Line 1 being built out. Backlog of $670m Was guiding $150m for the year with the following year of $477m with inflecting margins.
Here we are today at $3, Guiding for double that amount of $300m for 2026 and $576m for '27 with inflecting margins. Backlog now of $807m
Market can overshoot both ways. Was is overvalued/overoptimistic last year. Same on the downside now?
Since then you have had:
MN8 - Supply agreement for up to 750 MWh
Talen - Strategic collaboration
Turbine x - 2GWh JDA
FPUSA - 2GWh capacity reservation
CAPAC Energy - Binding 750 MWh capacity commitment
Golden Dome defense contract
Google/MN8 100 MWh deal
You have 2 lines being consolidated under 1 roof
DOE tranche 2 received.
You've got an executive order currently being negotiated which could put a ban on Chinese batteries.
The past is the past and I always try to take a fresh look from today looking fwd. 1 year might seem like a long time for some but it really isn't.
There is certainly a credabilty issue at play. Over promise and underdeliver has been a theme of the past.
But that does not mean that the company isn't moving in the wrong direction. An important distinction.
Thorn hill is critical. Margins must inflect if further dilution is to be kept to a minimum and to prove that they can manufacture these batteries at scale for a profit.
All of these risks are coming to a head. They cannot hide outside of Thornhill.
Pipeline conversion also remains critical. Joe has mentioned recently that Selling the battery and identifying ops is not the hard part. It's closing those ops into orders.
So at $3 today and even better fwd guidance than at the same time last year but are investors nervous to step in?
As usual its buy high and sell low for many folks.
Fear kicks in. They see the current trend and dont touch it.
Loved it last year at $10.
Hate it now at $3
(yes yes there are more outstanding shares etc today than last. But valuation is still far lower than it was a year ago even with the OS and FD shares)
$EOSE
For those new to the name
This is not some hype meme company. There is a high chance that we are at the start of a significant inflection point in the companies growth.
Hopefully the large orders the company has talked about materials soon along with proof of manufacturing growth of line 1.
Each line is essentially a copy and paste of each other. Plus id expect there to be further improvements and efficiencies that they can get from future lines.
This would prove that scale manufacturing is possible
Second point is large orders. Ideally from hyper scalers and large utilities. This would prove the demand and validate the tech from a demand point of view.
These 2 essentially unlock the huge earnings potential that lies ahead of Eos.
I am personally not as focused on the rev numbers as much as I am on the orders and manufacturing capabilities.
Average Street estimates for Revenue
2025 - $147m
2026 - $477m
2027 - $1.03B
2028 - $1.56B
🔋NetMelc🔋 retweeted
Through the VOICE trial, Terry is using his Neuralink implant to help fine-tune a brain-to-voice interface for himself and others who can’t speak. He trained the algorithm first by miming speech as best he could, then by simply thinking the words and hearing them come out in his own natural voice.
Powered by Grok Voice from @spacexai
🔋NetMelc🔋 retweeted
$EOSE | Industry News
ENGIE announced today it will supply up to 568 MW of renewable power for Oracle’s Texas operations.
Part of Oracle’s broader 1.7+ GW investment across 10 wind projects in ERCOT supporting its expanding AI infrastructure.
Last year… the AI Horizons Pittsburgh Summit on September 12, 2025, Eos CEO Joe Mastrangelo appeared with ENGIE North America’s Dave Carroll on a panel titled “Powering America’s Future: AI and Energy Storage for National Resilience.”
ENGIE and Eos have worked together previously, deploying Eos zinc battery technology. Oracle has also explicitly identified battery storage as part of its broader AI data center power strategy.
Sources:
ENGIE:
engie-na.com/engie-to-supply…
Oracle:
oracle.com/news/announcement…
🔋NetMelc🔋 retweeted
WARDOGS EARLY ACCESS IS NOW LIVE!
🔗store.steampowered.com/app/1…
🔋NetMelc🔋 retweeted
for NGK/BASF NAS sodium-sulfur batteries the DC round-trip efficiency is typically cited at around ~85%.
The important caveat with NAS is the parasitic heating load. The cells operate at 305–340 °C (shown here), and maintaining that temperature draws auxiliary power (the sheet lists up to 30 kW-ac for heating). When you factor in this thermal self-consumption, the effective/system AC round-trip efficiency drops to roughly 75–80%, depending on duty cycle — batteries that cycle frequently retain heat better and lose less to standby heating than ones that sit idle.
So: ~85% DC cell-level, ~75–80% net system once heating and PCS losses are included. NGK's own materials have historically quoted figures in that range
sandia.gov/files/ess/uploads…
🔋NetMelc🔋 retweeted
Dearest $EOSE fam. Want to share some news :)
A quick recap - I first got into $EOSE in June 2023. I rode down -80%, and pulled down on credit cards at 72c, and long story short, I've been living in my first house owned outright thanks to $EOSE since late last year.
Now, along the way, I did my best, but besides poor jokes, a few transcripts, 2nd hand reinterpretation & musing on the facts, and moments of panic, I didn't really have a lot to contribute. Besides $TSLA for a bit prior, and some FX in my early years, even after this journey I remain very new to investing really.
So, now, I want to share about something that I am actually good at, and it is an endeavour fully funded by $EOSE, though I will admit after this years downfall, my runway is now running thin 😅.
Early this year, I began a software project called Cullibrate - it is a photo selection application designed for everyone with a phone (iPhones especially), but is additionally professional grade - for professional (weddings/portrait/wildlife/etc) photographers.
Now, I can tell you, that every $29 I earn from this app feels like a $10k fluctuation in $EOSE last year. This is real money earned the good old fashioned way. Early feedback has been extremely positive, but as an engineer, I always only ever see what is missing and what I can build next!
I'm learning that I'm really passionate at building, and I have a lot to learn on marketing!
So I'm going to begin to use this X account to "market in public" so to speak. A lot of people talk about building in public, but I think "marketing in public" is kind of a better open learning journey in my case.
I would absolutely love your support!
My company/app is Cullibrate(.com) @Cullibrate, which you can find at (link in comment below because... algorithm).
If you take photos or know any professional photographers you could loop in, or want to support me after a few green days, you would be my super star :). If you find any issues/bugs/want any features - just let me know! If you know anything about marketing - hit me up! Retweets/follows welcome! Let's discover the venn diagram of photography and $EOSE together 🟢📸🚀.
I appreciate you all, yes all of you, and it's amazing to share where things have led to this point :)
