🔋SubsidizedMonopoly
@JordanSolace
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I own assets & chill. Investor in grid enhancing technologies. Prototypes are easy, production is hard ⚡️🔋
Manhattan, NY
Joined May 2021
$EOSE $FLNC $TSLA 3 mins… Had a long discussion around BESS/various investments in the space this am with a mutual connect interested in Eos Continue to hit my head against the wall but it still resonates… Grid storage is already scaling…
We have enough data from $TSLA,
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$TE $ONDS Took a position in both of these stocks over the last week. Added to both mid day. Need to increase conviction in order to size up.
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$EOSE 🧵 A different way to view the "quiet" I sense a lot of Eos shareholders are uneasy/trimming/inpatient.. I am not one to flaunt..i wanna hear from the company as well.. BUT.. one needs to remove emotion and let the company work. ⬇️ Management keeps talking about:
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$EOSE Doing some thinking on this run along the west side hwy.. putting 🧩 tg and reflecting on the 3 year slog we’ve been on… Eos got $300+ from Jigars LPO who is still a staunch supporter. Loan office doesn’t take tech risk… Lots of $ to underwrite w no orders… Grant
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$EOSE
> The grid can’t keep up with AI. Power demand from AI data centers is rising faster than utilities can deliver new capacity. Developers cannot wait years for approvals and upgrades. The solution has been to bring power directly to the data center. Solar paired with battery
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$EOSE And folks are disappointed…
$Eose My 2 cents on "New Form factor -Indensity". 1. Scalable : Can config. from kWh -> mWh -> gWh in phases at customer site with minimal effort. If customer changes MSA, EOSE can respond quickly. 2. Flexible : Can config. from 2hr - 16hr anytime at build site or real time.
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$eose Everyone’s crying bc they didn’t get a god candle. Predictable. The only folks disappointed are the ones who were expecting it. That’s never been the bedrock of this investment. We’ve been slowly grinding higher ever since the company has essentially rebuilt the cap
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Joe and the $JBL gang are about to left hook big lithium I’m all for it!
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$eose Who the fuck am I kidding. No shot im sleeping tonight 😆
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$eose $tti If tetra sells 50-60m of product to eos this year assuming eos does 150 in 2025. Could equate it to 450/500 for 2026 guide… Directionality…
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$EOSE You haven’t learned much if you go into tomorrow with high expectations… Yes- there’s always excitement when the co. engages with the market/public as their should be But… without context we don’t know what these pixelated post mean. We need the fundamentals to
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Back in 2007, Penn State University sophomore Will Dzombak was running a student promotion company when he helped organize a charity concert at the Delta Upsilon fraternity house, where an up-and-coming rapper named Wiz Khalifa was booked to perform. Tickets were only $10, and
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$EOSE $JBL 🧵
Ive been wanted to dive deep into Jabil since John Mahaz joined & now runs one of the most important roles at Eos
Didn’t know too much JBL before this… but after diving deeper it’s clear why Eos hired an absolute stud Under the hood:
Jabil’s stock had
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$EOSE amidst all of the hype & speculation this is extremely bullish signal Been digging deep in jabil this week. That company is an absolute winner… they don’t f around & are critical for MANY different segments of the market Biggest growth driver for them rn is data/cloud
$eose Mahaz brought another 26yr Jabil vet over to Eos with him 🤔
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$EOSE this shit is real. Let that sink in. 👇
@LucasSacerdote_ @SpearfishingCap Great call out. The cost and cashflow implications of extremely low network latency is not well understood by 99.99% bcos supply chain and mfg metrics education are not a thing in the US. EOS fundamentals are off the charts here and they’re now scaling into it. Many companies try
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$EOSE $FLNC Yessir Lucas 🫡. Nice write up Both ways playing on the same secular trend. Clear differences though…
I think it's time for $EOSE to be comfortably above $FLNC's share price. The difference in quality is huge IMO. I see Fluence as a "moatless" battery company. There is a chance they'll do well, but I'm not placing my money there... I believe Eos is - and the market will
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A few months ago, I dug into Cea Weaver's Twitter history because she was Mamdani's housing advisor. I had a hunch she might get a position on his team. Well, she did, and she deleted her X account, accordingly. However, I took some screenshots. Let's dig in.
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Gyms fucking packed. Fml 🐑 Please fast forward me to the post MLK dip
The people in the gym this morning relative to the folks In the gym the morning of 1/2 —> that’s the delta between folks who follow there resolution ex the rats
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